Course Outline
Module 1: Governance & Operational Foundations – Implementing Copilot in Sales Workflows
- Strategic productivity enhancements: Identifying specific workflow optimizations versus tasks requiring discretionary human oversight
- Model limitations, detection of hallucinations, and rigorous verification protocols for AI-generated outputs
- Compliance frameworks: Data privacy, GDPR adherence, and enterprise data governance standards for protecting sensitive client information
Module 2: Pre-Engagement Intelligence & Account Analysis
- Strategic prospecting and industry analysis: Efficient extraction of contextual insights and competitor positioning
- Automated communication synthesis: Processing extensive correspondence history in Outlook and collaboration logs in Microsoft Teams
- Development of pre-engagement briefing materials, structured discovery question frameworks, and strategic talking points
Module 3: Strategic Client Communication & Proposal Development
- Drafting effective follow-up correspondence, response protocols for inbound inquiries, and objection management strategies within Outlook
- Expedited proposal development in Word: Ensuring strict alignment with organizational templates and branding guidelines
- Tonal adaptation, negotiation strategies, and scalable personalized communication for government and enterprise clients
Module 4: Collaborative Meeting Intelligence – From Dialogue to Execution
- Real-time session support: Acquiring missed contextual information without disrupting client interactions
- Automated session documentation: Capturing key decisions, client concerns, pricing discussions, and assigned action items
- Immediate post-session reporting: Differentiating internal operational summaries for staff versus finalized client-facing recaps
Module 5: Sales Data Analytics & Pipeline Management in Excel
- Conversational data inquiry: Utilizing natural language to query pipeline status, deal progression stages, and conversion metrics
- Performance monitoring for individuals and teams: Identifying process bottlenecks and high-performing segments
- Creation of executive summaries, trend forecasts, and board-level reporting visualizations
Module 6: Applied Practicum – Real-World Sales Scenarios
- Interactive case studies reflecting actual deal pipelines and daily operational tasks
- Structured prompt engineering session: Designing, testing, and refining role-specific prompt sequences
- Individual application: Participants develop a personal 'Day-to-Day Copilot Operational Playbook'
Module 7: Organizational Prompt Repository
- Construction and standardization of a shared organizational prompt library (including sales templates, objection handling scripts, and briefing cards)
- Implementation roadmap: Immediate steps to secure return on investment
- Open forum for inquiries, individual troubleshooting, and course evaluation
Requirements
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Basic to intermediate proficiency with standard Microsoft 365 tools (Outlook, Word, Teams, and Excel).
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Active Microsoft 365 Copilot license assigned to the participant's enterprise or government account (recommended for hands-on exercises).
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Regular involvement in sales activities, account management, lead qualification, or sales reporting.
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No prior coding, prompt engineering, or advanced technical background is required.
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 handling frequent client correspondence and complex accounts
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Sales Directors, Team Leads, and Commercial Managers seeking to streamline team operations and analyze sales pipelines
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Bid & Proposal Specialists responsible for creating offers, pitches, and custom sales materials for government and commercial clients
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.
