An account manager’s day, with Copilot.
A big pitch day, from getting up to speed on the account to catching up on the team chat afterwards, and the prompts that make each step faster. Copy them, fill in the brackets, and use them on your next deal.
Six moments. 12 prompts.
Copy a prompt, press Open Copilot to start Microsoft 365 in a new tab, and paste it in. Words in [brackets] are yours to fill in.
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Copilot Chat8:00
Get up to speed before the pitch
Before a big meeting, the history of the account is spread across weeks of email and Teams chat. Copilot pulls it into one summary of what the customer wants and what is still open.
Copy-paste promptSummarise every email and Teams chat with [customer] from the past month. Highlight their main requests and anything still open.
From those conversations, list the people at [customer] who are involved, what each of them cares about, and any concerns they have raised.
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Copilot in Outlook8:15
Confirm the meeting
A short, well-judged confirmation sets the tone for the pitch. Copilot drafts it in the voice you ask for, ready to check and send.
Copy-paste promptDraft an email confirming this afternoon’s meeting with [customer]. Say we look forward to presenting [the latest product updates] and [our new pricing]. Formal tone, and keep it short.
Adjust itMake this a little warmer and add a three-line agenda: [agenda items].
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Copilot in Excel9:00
Turn the numbers into a story
The latest figures arrive as a spreadsheet. Copilot in Excel finds the patterns and builds the charts that show the customer the value of the offer.
Copy-paste promptShow all data insights for this table.
Pick the headlineCreate a chart comparing [revenue] by [quarter], and tell me the one trend I should lead with in the pitch.
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Copilot in PowerPoint11:00
Add the final slide
The deck needs one more slide on the customer’s own results. Copilot in PowerPoint builds it from the summary you paste in.
Copy-paste promptAdd a slide based on this summary of [customer]’s annual report: [paste the summary]. Three key points and one headline number.
Speaker notesAdd speaker notes to this slide that link [customer]’s goals to what we are offering.
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Copilot in Teams14:00
Present, and let Copilot take the notes
During the pitch, your attention belongs to the room. Copilot in Teams captures the discussion, the questions and the numbers, so nothing gets lost afterwards.
After the meetingWhich questions were asked in this meeting that have not been answered yet?
Plan the follow-upList the objections, buying signals and agreed next steps from this meeting, with who raised each one.
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Copilot Chat16:00
Catch up on what you missed
While you were presenting, the team was busy in chat. Copilot gives you the gist, and who said what, in a minute.
Copy-paste promptSummarise this team chat. Include the key points and who made each one.
Find your partWhat has been decided about [the product launch], and is anything waiting on me?
Copilot for Sales adds CRM details, such as opportunity, product and pricing information, if your business has it. Every prompt here also works without it.
- Stronger customer engagementYou walk into every conversation knowing the customer’s asks, open items and people.
- Better pitches, fasterCharts, slides and confirmations start as drafts, so the time goes on the story.
- Room to breatheCopilot takes the notes and the catch-up, which leaves more energy for the customer.
Three habits that make every prompt better.
- Be specificName the customer, the file, the meeting and the deadline. Copilot only knows what you point it at.
- Check the sourcesOpen the references Copilot gives you before anything goes to a customer or the board. You own what you send.
- Ask againIf the first answer is close, tell it what to change: shorter, a table, a chart, a different audience.
Prompts for other roles.
One day is the start, not the finish.
Get your first win with the Quick Win Checklist, then turn it into a habit across your team with The Copilot Playbook.
Want prompts like these for your own team?
We’ll look at how your people actually spend their day and build the prompts and habits that fit it.
