Course Outline
Module 1: Foundations & Governance – Integrating Copilot into Sales Processes
- Key productivity benefits: Identifying where Copilot accelerates tasks versus where human oversight is essential
- Understanding limitations, recognizing AI hallucinations, and critically verifying generated content
- Data privacy, GDPR compliance, and enterprise data governance to safeguard confidential customer information
Module 2: Pre-Meeting Preparation & Account Insights
- Prospect and industry research: Quickly extracting context and analyzing competitors
- Automated conversation summaries: Reviewing lengthy email chains in Outlook and previous discussions in Microsoft Teams
- Creating pre-call briefs, frameworks for discovery questions, and key talking points
Module 3: Effective Client Communication & Proposal Development
- Drafting compelling follow-up emails, responses to inquiries, and objection-handling scripts in Outlook
- Speeding up proposal creation in Word while maintaining alignment with corporate templates and branding
- Refining tone, negotiation styles, and personalized messaging at scale
Module 4: Teams Meeting Insights – Turning Conversations into Action
- Real-time meeting support: Catching up on missed details without disrupting the client
- Automated note-taking: Recording decisions, objections, pricing discussions, and action items
- Immediate post-meeting documentation: Tailoring internal summaries for the team and polished recaps for clients
Module 5: Sales Data Analysis & Pipeline Management in Excel
- Conversational data queries: Asking natural-language questions about pipeline status, deal stages, and conversion metrics
- Monitoring individual and team performance: Spotting pipeline bottlenecks and identifying top-performing segments
- Generating executive summaries, trend predictions, and board-level reporting visuals
Module 6: Practical Workshop - Applying Real-World Sales Scenarios
- Interactive case studies rooted in actual deal pipelines and routine sales tasks
- Guided prompt-engineering session: Creating, testing, and refining prompt chains specific to your role
- Personal output: Each participant develops a custom "Daily Copilot Playbook"
Module 7: Team Prompt Library
- Creating and standardizing a shared team prompt library, including sales templates, objection-handling scripts, and briefing cards
- Implementation roadmap: Defining immediate actions to secure measurable ROI
- Open Q&A, individual troubleshooting, and course reflection
Requirements
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Familiarity with core Microsoft 365 applications, including Outlook, Word, Teams, and Excel.
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An active Microsoft 365 Copilot license linked to the participant’s enterprise account (strongly advised for practical exercises).
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Regular engagement in sales-related tasks such as account management, lead qualification, or sales reporting.
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No prior experience in coding, prompt engineering, or advanced technical fields is necessary.
Target Audience
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B2B Sales Representatives, Account Executives, and Business Development Associates
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Key Account Managers and Customer Success Specialists who manage frequent client interactions and complex accounts
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Sales Directors, Team Leads, and Commercial Managers seeking to optimize team workflows and analyze pipeline data
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Bid and Proposal Specialists responsible for developing offers, pitches, and tailored sales presentations
Testimonials (2)
i already have some reports that i know, i will use some of the prompts that looked at today
Kelly Cotham
Course - Copilot for Finance and Accounting Professionals
Learning and creating of agents.
