Copilot for Sales: From Prospect Research to the Pitch Deck

Learning Objectives

• Use the RCR framework and 5W1H checklist to brief Copilot Chat for sales tasks.
  
• Use conversational prompting when a sales request is too complex to describe in one prompt and distinguish company-data answers from public-web answers.
  
• Turn call notes, price lists, and winning proposal examples into a structured proposal in Word.
  
• Revise specific proposal sections without disturbing the rest of the document.
  
• Summarise long Outlook email threads, locate buried decisions, draft follow-ups, and refine tone before sending.
  
• Analyse a sales pipeline in Excel and create formula columns from plain-English instructions while checking suggested formulas.
  
• Generate a pitch deck in PowerPoint from a completed proposal using the organisation's own template.
  
• Audit recurring sales work and rebuild one sales task end to end using Copilot.