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View downloadsSales scenario: Accelerate customer research and presentation prep (Microsoft Copilot only)
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Microsoft Copilot Scenario level:
KPIs impacted
Opportunities pursued
Close rate
Value benefit
Revenue growth
Employee Experience
Using Copilot to accelerate customer research and presentation prep (Microsoft Copilot only)
1. Customer outreach
Use Microsoft Copilot to draft a customer reach out email with a friendly tone and proposal to meet.
Copilot1
Prompt: Draft an email to a prospective customer telling them about [x product/service] and proposing a meeting. Make the tone friendly.
2. Customer research
Prompt Copilot for information on the customer, pulling from their company website and annual reports.
Copilot1
Prompt: Describe the key factors that influence customer purchasing decisions for [x product/service] in [y industry].
3. Prepare for customer conversations
Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.
Copilot1
Prompt: Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.
4. Create presentation
Prompt Copilot to create a presentation outline for a sales product pitch.
Copilot1
Prompt: Create a presentation outline that
includes [x company’s] mission statement, target customer, and the benefits of implementing our product or service.
5. Objection handling
Prepare for objection handling by prompting Copilot to simulate a customer conversation.
Copilot1
Prompt: Act like a CTO in the technology industry who is apprehensive about the cost of implementing [x product]. Simulate a conversation discussing the value and benefits of [x products] offering.
6. Prepare for cold calls
Improve future customer outreach by using Copilot to write a cold call script.
Copilot1
Prompt: Write a 30-second cold call sales script, highlighting 3 benefits of [x product] for [prospect] based off [paste information in chat box].
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”
