Marketing scenario: Create a new offering​

Download scenario guide Watch how to start with Microsoft Copilot
Available 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.​

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Copilot in Word

Benefit: Kickstart your project as you plan and collaborate easier with Copilot.

Try in Copilot Lab: Write a go-to-market strategy

2. Draft announcement

Prompt Copilot to draft blog and social media posts, leverage existing documents like your marketing plan. ​

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Benefit: Brainstorm and draft content quickly with Copilot. Collaborate on ideas and content using your instructions or reference files.

Try in Copilot Lab: Brainstorm cross-channel content

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.   

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Copilot in Teams

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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.

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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.

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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.

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Copilot in PowerPoint

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Copilot in Excel

Benefit: Using higher quality presentations makes it easier to highlight wins and lessons learned.

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at, 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.