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View downloadsMarketing scenario: Create a new offering
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Leads created
Cost per lead generated
Value benefit
Revenue growth
Employee experience
Using Copilot to create a new offering
1. Brainstorm new offerings
Use Microsoft Copilot to generate ideas for new product offerings, and Copilot in Word to incorporate the new ideas into a draft marketing plan.
Copilot1
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
Copilot in Word
Benefit: Kickstart your project as you plan and collaborate easier with Copilot.
2. Draft announcement
Prompt Copilot to draft blog and social media posts, leverage existing documents like your marketing plan.
Copilot2
Benefit: Brainstorm and draft content quickly with Copilot. Collaborate on ideas and content using your instructions or reference files.
3. Keep the team up to date
Use Copilot in Teams to summarize key meetings, identify most frequent questions, and action items from the meeting. Use Copilot in Word to generate an initial FAQ document.
![Microsoft Teams icon](/wp-content/uploads/2021/02/teams-icon.png)
Copilot in Teams
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
Copilot in Word
Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.
4. Prep your sellers
Create presentation with Copilot in PowerPoint from your Marketing Plan and FAQ document to share with the sales team.
![PowerPoint icon](/wp-content/uploads/2023/07/icon-microsoft-powerpoint.png)
Copilot in PowerPoint
Benefit: Document and socialize your plan to keep sellers up to date.
5. Execute your campaign
Leverage Copilot to create tailored messages to each of your communication channels to drive sales.
Copilot1
Benefit: With the right prompt ingredients, Copilot can provide something in the voice of your company – witty, smart, creative – you choose.
6. Analyze performance
Use Copilot in Excel to evaluate how the campaign landed, and Copilot in PowerPoint to create a presentation on best practices.
![PowerPoint icon](/wp-content/uploads/2023/07/icon-microsoft-powerpoint.png)
Copilot in PowerPoint
![Excel icon](/wp-content/uploads/2023/10/icon-excel.png)
Copilot in Excel
Benefit: Using higher quality presentations makes it easier to highlight wins and lessons learned.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.