Course Outline
Module 1: Foundations & Governance – Integrating Copilot into the Sales Workflow
- Practical productivity enhancers: Identifying where Copilot saves time versus where human judgment remains essential
- Understanding limitations, recognizing hallucinations, and critically verifying AI-generated content
- Data privacy, GDPR compliance, and enterprise data governance (safeguarding sensitive customer information and confidentiality)
Module 2: Pre-Meeting Proficiency & Account Intelligence
- Prospect & industry research: Rapid context extraction and competitor analysis
- Automated conversation synthesis: Processing lengthy email threads in Outlook and historical chats in Microsoft Teams
- Creating pre-call briefs, discovery question frameworks, and strategic talking points
Module 3: High-Impact Client Communication & Proposal Creation
- Drafting persuasive follow-up emails, responses to inbound requests, and objection-handling messages in Outlook
- Expediting proposal drafting in Word: Ensuring seamless alignment with corporate templates and branding
- Refining tone of voice, negotiation style, and dynamic personalization at scale
Module 4: Teams Meeting Intelligence – From Dialogue to Execution
- Real-time meeting support: Catching up on missed context without disrupting the client interaction
- Automated meeting notes: Recording decisions, objections, pricing discussions, and action items
- Immediate post-meeting documentation: Creating distinct internal summaries for the team versus polished recaps for clients
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Querying pipeline status, deal stages, and conversion rates using natural language
- Monitoring individual and team performance: Detecting pipeline bottlenecks and identifying high-performing segments
- Generating executive summaries, trend projections, and board-ready reporting charts
Module 6: Practical Production Workshop – Real-World Sales Scenarios
- Interactive case studies grounded in actual deal pipelines and everyday sales tasks
- Guided prompt-engineering session: Designing, testing, and refining role-specific prompt chains
- Individual outcome: Each participant develops their personal "Day-to-Day Copilot Playbook"
Module 7: Team Prompt Repository
- Establishing and standardizing a shared team prompt library (including sales templates, objection handling strategies, and briefing cards)
- Actionable rollout strategy: Immediate steps to secure Return on Investment (ROI)
- Open Q&A session, individual troubleshooting, and course reflection
Requirements
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Foundational to intermediate proficiency with core Microsoft 365 applications (Outlook, Word, Teams, and Excel).
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An active Microsoft 365 Copilot license assigned to the participant’s enterprise account (suggested for practical exercises).
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Regular engagement in sales activities, 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 Specialists
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Key Account Managers and Customer Success Professionals managing frequent client interactions and complex accounts
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Sales Directors, Team Leads, and Commercial Managers aiming to optimize team workflows and conduct data analysis on sales pipelines
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Bid & Proposal Specialists tasked with developing offers, pitches, and bespoke sales decks
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.
