Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Practical productivity drivers: Where Copilot truly saves time vs. where human judgment is non-negotiable
- Limitations, hallucination awareness, and critical verification of AI-generated content
- Data privacy, GDPR compliance, and enterprise data governance (protecting sensitive customer data and confidentiality)
Module 2: Pre-Meeting Mastery & Account Intelligence
- Prospect & industry research: Rapid context extraction and competitor analysis
- Automated conversation synthesis: Digesting long email threads in Outlook and past chats in Microsoft Teams
- Generating pre-call briefs, discovery question frameworks, and talking points
Module 3: High-Impact Client Communication & Proposal Drafting
- Crafting persuasive follow-up emails, inbound request responses, and objection-handling drafts in Outlook
- Accelerating proposal drafting in Word: Seamless alignment with corporate templates and branding
- Adjusting tone of voice, negotiation styling, and dynamic personalization at scale
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting assistance: Catching up on missed context without interrupting the client
- Automated meeting notes: Capturing decisions, objections, pricing talk, and action items
- Instant post-meeting documentation: Differentiated internal summaries for the team vs. polished recaps for the client
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Asking natural-language questions about pipeline status, deal stages, and conversion rates
- Individual and team performance tracking: Identifying pipeline bottlenecks and high-performing segments
- Generating executive summaries, trend forecasts, and board-ready reporting charts
Module 6: Hands-On Production Workshop - Real-World Sales Scenarios
- Interactive case studies based on actual deal pipelines and daily sales tasks
- Guided prompt-engineering session: Designing, testing, and refining role-specific prompt chains
- Individual delivery: Each participant crafts their personal "Day-to-Day Copilot Playbook"
Module 7: Team Prompt Repository
- Building and standardizing a shared team prompt library (sales templates, objection handling, briefing cards)
- Actionable rollout plan: What to implement immediately to lock in ROI
- Open Q&A session, individual troubleshooting, and course retrospective
Requirements
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Basic/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 account (recommended for hands-on exercises).
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Daily 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 who want to streamline team operations and run data analysis on sales pipelines
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Bid & Proposal Specialists responsible for creating offers, pitches, and custom sales decks
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customised Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from £1600 + VAT*
Contact us for an exact quote and to hear our latest promotions
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.
