Sales · 12 prompts

Microsoft 365 Copilot prompts for Sales — 12 prompts that actually save time

Sales is the highest-payback Copilot role for most Australian businesses — the time savings are concrete, the workflows are repetitive, and the input data (CRM, email, calendar) lives in the Microsoft 365 stack. The prompts below are field-tested on Australian midmarket sales teams. Substitute the placeholders, then refine.

Showing 12 of 12 prompts

Pre-meeting account brief

M365 Chat

Prompt

Brief me on {Account Name} ahead of my meeting with {Contact Name} at {Time}. Pull from any emails, Teams chats and shared SharePoint files we have on this account in the last 12 months. Summarise: relationship history, last commercial conversation, open issues, anyone else internally engaged.

Expected outcome

A 5–8 paragraph brief covering history, status, open items and internal stakeholders.

Substitute {placeholders}

RFP response draft

Word

Prompt

Using the attached RFP document and the company-overview content in /sites/sales-collateral, draft a first-pass response to sections {Section Numbers}. Keep responses to 3–5 sentences each. Flag any sections we don't have ready content for.

Expected outcome

First-pass draft with flagged gaps for human review.

Substitute {placeholders}

Deal review summary

M365 Chat

Prompt

Summarise the {Deal Name} deal status. Pull the latest email exchanges, the pricing approval thread in Teams, and the SOW in SharePoint. Output: stage, value AUD, decision date, blockers, next action, owner.

Expected outcome

One-page deal status for pipeline review.

Substitute {placeholders}

Pipeline analysis

Excel

Prompt

Analyse this pipeline export. Identify deals that have been in {Stage} for more than 60 days, deals worth more than AUD ${Threshold} that haven't progressed in 30 days, and deals with no recent activity. Suggest the next action for each.

Expected outcome

Triaged pipeline with next actions per stale deal.

Substitute {placeholders}

Sales email — re-engagement

Outlook

Prompt

Draft a re-engagement email to {Contact Name}. We last spoke {Last Touch} about {Last Topic}. Reference a relevant piece of recent industry news for {Industry} from the last 30 days. Australian English, plain language, no buzzwords. Keep under 120 words.

Expected outcome

Concise re-engagement email with current relevance.

Substitute {placeholders}

Discovery question prep

M365 Chat

Prompt

I have a discovery call with a {Industry} company of about {Headcount} people. They've shown interest in {Topic}. Suggest 8 discovery questions across business outcome, current state, decision process, technical fit, budget, timeline, success criteria, and risk.

Expected outcome

Structured discovery question set.

Substitute {placeholders}

Win/loss analysis

M365 Chat

Prompt

Look at the {Period} closed-lost deals in the attached export. Identify any common patterns in the loss reason field, in the time-in-stage data, and in the competitor field. Suggest two changes we could make to the sales motion.

Expected outcome

Pattern analysis with two specific motion changes.

Substitute {placeholders}

ICP fit scoring

Excel

Prompt

Score this account list against our ICP: {ICP Description}. Score each on 0–5 across industry fit, size fit, technographic fit, geography fit. Highlight the top 20 accounts and explain why each scored highest.

Expected outcome

Scored account list with explained top-20 rationale.

Substitute {placeholders}

Competitor objection response

M365 Chat

Prompt

A prospect just told me they're also evaluating {Competitor}. Draft a response that acknowledges {Competitor}'s strength in {Their Strength}, surfaces our two strongest differentiators against them, and ends with a discovery question to clarify their priorities.

Expected outcome

Three-paragraph competitive response.

Substitute {placeholders}

Quarterly business review prep

PowerPoint

Prompt

Draft a 10-slide QBR deck for {Customer Name}. Pull from our usage data, the support ticket export, and the renewal date. Slide order: agenda, exec summary, value delivered last quarter, usage trends, outstanding issues, roadmap relevance, expansion opportunities, renewal terms, asks of customer, next steps.

Expected outcome

First-pass QBR deck for human review.

Substitute {placeholders}

Sales call coaching

Teams

Prompt

Analyse this sales call transcript. Identify: open questions vs closed questions ratio, talk-to-listen ratio, mentions of competitors and how each was handled, the strongest and weakest moments, and three specific things this rep could improve next call.

Expected outcome

Coaching feedback with three improvement actions.

Substitute {placeholders}

Sales forecast commentary

Word

Prompt

Write the commentary section for our {Quarter} sales forecast. Use the attached pipeline data and the trend from last quarter. Cover: total commit, best-case, key deal movements (won, lost, pushed), pipeline coverage ratio, and risk to commit.

Expected outcome

One-page forecast commentary for the leadership pack.

Substitute {placeholders}

FAQ

How to actually use this library

Do these Sales Copilot prompts work in Microsoft 365 Copilot specifically, or also in Copilot Pro / free Copilot?

These prompts are designed for Microsoft 365 Copilot — the enterprise SKU that grounds responses in your tenant's SharePoint, OneDrive, Outlook, Teams and calendar. Some prompts also work in Copilot Chat (free with most M365 licences) but without the tenant grounding the output is generic. Copilot Pro is the wrong product for an organisation with M365 — these prompts won't ground in business data there.

Do I need any specific licence add-ons for these prompts to work?

Microsoft 365 Copilot itself, attached to an underlying M365 E3 / E5 / Business Standard / Business Premium licence. The prompts that reference SharePoint sites assume the user has access to those sites. The prompts that pull from email and Teams chats work natively. None of the prompts require Copilot Studio or any other add-on.

Why are some prompts targeted at specific Office apps?

Microsoft 365 Copilot has slightly different capabilities depending on the surface — Copilot in Word can rewrite and summarise long documents, Copilot in Excel can analyse data and write formulas, M365 Chat can search across your whole tenant, Copilot in Outlook can triage and draft mail. Each prompt below is tagged with the surface where it works best. Try it there first.

Are these 12 prompts the full library, or are there more?

This is the public library. Frontrow runs Copilot adoption sprints that produce role-specific prompt sets tuned to a customer's actual business — typically 40–80 prompts per role family, calibrated against the data and processes the team actually uses. The public prompts are the starting point.

Can I share or modify these prompts?

Yes. The library is free, no email gate, no licence terms. Copy, paste, modify, share inside your organisation. If you build something good on top, we'd love to hear about it — email hello@frontrowtech.com.au.

Other departments

Browse the full prompt library

Want Frontrow to build a custom prompt set for your sales team?

The public library is the starting point. A Frontrow Copilot adoption sprint produces a role-specific prompt set calibrated to your actual data, your actual workflows and your actual people. Typical engagement: four weeks, output is a deployed Copilot practice your team will keep using.

Book a chat Email Frontrow