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AI in Microsoft 365 and Copilot

Copilot for Marketing & Sales

Campaigns, content and pipeline at pace - Copilot across M365, grounded in your ICP and brand, with agents built on your real funnel.

Enquire about Copilot for Marketing & Sales
Copilot for Marketing & Sales

Pipeline at pace

2 days. M365 Copilot for marketing and sales.

A hands-on programme for sales and marketing teams - account managers, BDMs and SDRs, content, brand, campaign and product marketers. Triage the work against a Research, Analysis, Insight, Plan, Personalise, Content framework, then point Copilot at the moves you make on a Tuesday.

Where Copilot earns its keep:

  • Outlook thread summaries and drafted replies
  • Excel CRM tidy-ups and stage-weighted pipeline
  • Brief-to-draft in Word and on-brand decks in PowerPoint
  • Grounded notebooks that check a draft against your ICP and messaging guide
  • A campaign run from client research through messaging to segment-specific, personalised outreach
  • Custom agents, plus interactive account briefs and pipeline trackers from real data

You'll leave with a prompt library, agents you've tested, and content that still sounds like you.

Full curriculum available on request.