AI Business Assistant - Pays hours per week thanks to Microsoft copilot (AIOB)

AI - Artificial Intelligence, AI for Business

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The course:

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  • Introduction to AI and Copilot principles
    1. Basics of AI and how generative models work
    2. Working with context, data properties and data handling
    3. Limits, hallucinations and writing accurate queries
    4. How Copilot uses emails, documents and meeting notes
  • Prompting basics for salespeople
    1. Prompt techniques: chaining, reflection, decomposition
    2. Ensuring precise outputs: bullets, tables, step lists
    3. Repeated queries, rewriting and corrections
    4. Practical prompt patterns for sales use
  • Preparing for a sales meeting
    1. Summarising prior customer interactions
    2. Drafting questions, agenda and talking points
    3. Cross-sell, up-sell, roles and stakeholder analysis
    4. Workshop: prepare a meeting from a real context
  • Meeting notes, summaries and action items
    1. Meeting dictation (e.g., in the car) → automatic summary
    2. Short and detailed meeting notes
    3. Identifying action items, tasks and risks
    4. How to fill in missing information
    5. Workshop: three types of notes by scenario
  • Workshop: difficult customers and Copilot solutions
    1. Produce outputs ready for CRM (system-agnostic)
    2. Lead, contact, meeting note, follow-up and tasks
    3. CRM prompting toolkit for salespeople
    4. Workshop: personal CRM prompt set
  • Follow-up communication and next steps
    1. Automated next-step suggestions by situation
    2. Follow-up emails (brief / detailed / formal)
    3. Persuasive text for existing and potential clients
    4. Workshop: create follow-ups in three styles
  • Weekly sales reporting
    1. Weekly activity overview: meetings, segments, highlights
    2. Plan for the coming week
    3. Reporting for management
    4. Workshop: reporting from an export/data extract
  • Finding potential customers
    1. Intelligent queries to find customers by region and criteria
    2. Segmentation, prioritisation and outreach approach
    3. Workshop: define a segment and outreach plan
  • Meeting simulations and training customer
    1. Create a model customer by role, sector and relationship
    2. Simulate a sales meeting
    3. Workshop: handling difficult customers with Copilot
Schedule:
2 days (9:00 AM - 5:00 PM )
Language: