Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Key productivity drivers: Identifying where Copilot offers tangible time savings versus areas requiring human discretion.
- Understanding limitations, recognizing hallucinations, and critically verifying AI-generated outputs.
- Data privacy, GDPR compliance, and enterprise data governance strategies for protecting sensitive client information.
Module 2: Pre-Meeting Mastery & Account Intelligence
- Prospect and industry research: Efficiently extracting context and analyzing competitors.
- Automated conversation synthesis: Summarizing long Outlook email threads and historical Microsoft Teams chats.
- Creating pre-call briefs, discovery question frameworks, and key talking points.
Module 3: High-Impact Client Communication & Proposal Drafting
- Drafting persuasive follow-up emails, responses to inbound requests, and objection-handling drafts within Outlook.
- Accelerating proposal creation in Word with seamless adherence to corporate templates and branding guidelines.
- Refining tone, negotiation style, and personalization strategies for large-scale client interactions.
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting support: Staying updated on context without disrupting client discussions.
- Automated note-taking: Capturing key decisions, objections, pricing discussions, and action items.
- Immediate post-meeting documentation: Creating distinct internal summaries for teams and polished recaps for clients.
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Querying pipeline status, deal stages, and conversion metrics using natural language.
- Performance monitoring: Tracking individual and team results to identify bottlenecks and top-performing segments.
- Generating executive summaries, trend forecasts, and board-ready reporting visuals.
Module 6: Hands-On Production Workshop - Real-World Sales Scenarios
- Interactive case studies grounded in real deal pipelines and daily sales tasks.
- Guided prompt-engineering session: Designing, testing, and optimizing role-specific prompt chains.
- Individual deliverables: Each participant develops a personal “Day-to-Day Copilot Playbook.”
Module 7: Team Prompt Repository
- Developing and standardizing a shared team prompt library (including sales templates, objection handling scripts, and briefing cards).
- Actionable rollout plan: Strategies for immediate implementation to secure return on investment.
- Open Q&A session, individual troubleshooting, and course retrospective.
Requirements
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Familiarity with core Microsoft 365 applications (Outlook, Word, Teams, Excel) at a basic to intermediate level.
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An active Microsoft 365 Copilot license associated with the participant’s enterprise account (highly recommended for practical exercises).
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Regular involvement in sales execution, account management, lead qualification, or sales reporting.
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No prior experience with coding, prompt engineering, or advanced technical skills is necessary.
Target Audience
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B2B Sales Representatives, Account Executives, and Business Development Representatives.
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Key Account Managers and Customer Success Specialists managing complex accounts and frequent client communications.
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Sales Directors, Team Leads, and Commercial Managers looking to optimize team operations and analyze sales pipeline data.
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Bid & Proposal Specialists tasked with developing offers, pitches, and bespoke sales decks.
Testimonials (2)
Everything is possible :-)
Sandra Bardewyck - Media Carrier Solutions GmbH
Course - Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams
i already have some reports that i know, i will use some of the prompts that looked at today
