Copilot for GREAT Sales Workshop
What You'll Learn in Copilot for GREAT Sales Workshop
Course Length
Learning Objectives
- Draft persuasive sales communication
- Summarize customer interactions using manual text input
- Build repeatable proposal and pitch templates
- Use Copilot to streamline basic sales workflows with available features
Target Student
This workshop is designed for sales professionals, account managers, business development representatives, and client-facing team members who want to use Copilot to improve sales communication, summarization, and proposal preparation.
Prerequisite
Basic familiarity with Microsoft 365 apps and sales communication workflows is recommended. No advanced technical experience is required.
Course Outline
This 2-hour workshop introduces sales teams to practical ways Copilot Premium can support everyday sales tasks, including drafting outreach, refining messaging, summarizing customer conversations, and preparing proposals or pitch materials. The session focuses on realistic, hands-on examples that participants can adapt immediately in their own sales workflow.
Section 1: Sales Use Cases
Customer outreach for starting and maintaining sales conversations
Discovery support for understanding customer needs and priorities
Proposal preparation for shaping ideas into clear, customer-ready content
Section 2: Outreach & Email Writing
Personalized outreach for specific customers, industries, or opportunities
Tone adjustments for emails
Objection-handling responses
Section 3: Call & Meeting Summaries
Summarizing conversations and extracting actions, blockers, and next steps
Creating follow-up notes that recap customer needs and agreed next actions
Turning meeting notes into structured CRM updates or internal handoff summaries
Section 4: Proposals, Decks & Pitches
Proposal structure generation for clear, customer-ready sales documents
Slide outlines for shaping pitch decks and presentation flow
Competitive analysis using available information to support proposal messaging
Copilot for GREAT Sales Workshop
Upcoming Classes
All Public classes are held onlinewith a live instructor
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PDF Reference Guide
Take your learning further with a digital Reference Guide you can access anytime. It’s practical, paper-free, and accessible on any device.
After-Training Support
Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned
Certificate of Completion
Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.
Can I customize my course?
OF COURSE!
Customized to meet your unique needs
We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.
Access to your recorded session for 60 days
You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.