Copilot training · Sales & BD
COPILOT TRAINING
FOR SALES & BUSINESS DEVELOPMENT.
Sales teams don't need a lecture on AI — they need less admin between calls. This session is built around prospecting, outreach and meeting prep, using Copilot the way a working BD team actually would.
Who it's for
Sales and business development teams who want Copilot to take the admin out of prospecting, meeting prep and proposal drafting, so more of the week goes to actual selling.
Format
Usually 2–3 hours, hands-on, repeatable across cohorts. On-site at your premises or live remote.
What people leave able to do
- Use Copilot Chat to research a prospect or account from public information, with citations, before a call.
- Draft outreach emails, follow-ups and proposal sections in the organisation's own tone, starting from a brief rather than a blank page.
- Use Copilot in Outlook to prepare for a meeting by summarising the email history with that contact.
- Turn a pipeline spreadsheet into a plain-English summary for a manager or a forecast call.
- Understand where a dedicated CRM-grounded agent picks up where the standard Copilot seat leaves off, if the business already runs a CRM like Dynamics 365.
The session, module by module
What we cover.
Module 1
Copilot for prospecting
Web-grounded research with citations, and the habit of sanity-checking a claim before it's repeated on a call.
Module 2
Drafting outreach and proposals
Live practice drafting a real outreach email and a proposal section, in the business's own tone rather than a generic template.
Module 3
Meeting prep from your own mailbox
Using Copilot in Outlook to summarise the email and calendar history with a contact before walking into a meeting.
Module 4
Pipeline and forecast summaries
Turning a pipeline spreadsheet into a short, plain-English update — and flagging deals with no recent activity.
Module 5
Where a CRM-grounded agent fits
An honest scoping conversation: what a standard Copilot seat already covers versus a purpose-built Sales agent or Copilot Studio agent grounded on CRM data, which is a separate, metered project rather than a training-day skill.
Prompts we practise in the room
Real tasks, not demo tricks.
Prospect research
Summarise what's publicly known about this company's recent expansion, with sources, so I can reference it on a first call.
Outreach email
Draft a short follow-up email to this prospect referencing our conversation about their warehouse move, no more than four sentences.
Meeting prep
Summarise my email history with this contact over the past six months and flag anything still unresolved.
Pipeline summary
Turn this pipeline spreadsheet into a five-bullet summary for my manager, flagging any deal with no activity in three weeks.
Licences: what attendees need
Copilot Chat in Outlook already grounds on a signed-in user's own mail, calendar and meeting history without a paid seat, which covers most of the meeting-prep work in this session. Prospecting and drafting through Copilot Chat's web grounding is free with any work account. A dedicated Sales agent that grounds on CRM records (Dynamics 365 or similar) is a separate Microsoft product, licensed and configured on its own — we'll flag if that's a fit, but it's outside this session's scope.
Under 300 staff? See the free Copilot in 30 trial →FAQ — Copilot for sales & business development
Before you book this session.
- How many people can go through this together?
- We keep groups small enough to be hands-on — tell us your headcount and we'll suggest cohorts.
- Can this be customised to our sales collateral and tone?
- Yes — send us a real outreach email and a proposal template beforehand and we'll build the exercises around them.
- Do sales staff need a Copilot licence to attend?
- Not for the Outlook and prospecting exercises. A paid seat helps for the deeper Excel pipeline work, which we'll confirm before the day.
- Does this cover our CRM?
- Not directly — a CRM-grounded agent is a separate, scoped project. This session covers what a standard Copilot seat can already do for sales work, and we'll tell you honestly if your CRM needs more than that.
- Can you run this on-site?
- Yes. We have offices in Brisbane, Mackay, Townsville and Adelaide and run on-site sessions at client premises in those cities as standard; elsewhere in Australia on-site is arranged case by case, or we run it live remote.
- What happens after the session?
- The prompt set we used and a short note on whether a CRM-grounded agent is worth scoping separately.
Talk to Frontrow
Book this session for your team
No call centre and no discovery-call runaround. Send the form and a senior consultant replies the same business day — with an actual view on your situation, not a brochure.
- Prefer to call?
- 1300 012 466
- What happens next
- A reply the same business day, from the person who would actually run the work — not a sales queue.
Other formats
Copilot training for every role.
- Copilot workshop for all staffAny team that already has, or is about to get, Microsoft 365 Copilot licences and wants staff genuinely using it — not just paying for seats that sit idle.Open →
- Copilot briefing for executives & boardsExecutive teams, boards and directors who need to make a call on Copilot — whether to license it further, how far to take it, and what to ask IT before they commit more spend.Open →
- Copilot for finance & accountingFinance, accounting and payroll teams who spend their week in Excel, Outlook and Teams and want Copilot to take the grunt work out of a close, a variance report or a reconciliation — without it inventing numbers.Open →
- Copilot for HR & people teamsHR, people and payroll teams who want Copilot to help with job ads, policy drafts and case notes — without it anywhere near a medical certificate, a WHS incident report or a confidential grievance file.Open →
- Copilot for EAs & office managersExecutive assistants and office managers who run someone else's inbox, calendar and meetings, and want Copilot to take the repetitive parts of that off their plate.Open →
- Copilot champions / train-the-trainerOrganisations rolling Copilot out past the pilot stage, who want a small group of enthusiastic, credible staff able to answer day-to-day questions and keep momentum going after the initial training is done.Open →
- Build-your-first-agent workshopBusiness owners, operations leads or a nominated 'agent owner' who has a specific, repeatable workflow in mind — not a general Copilot rollout — and wants to see a working agent built, not just talked about.Open →
- Copilot admin & governance training for ITIT administrators and the people accountable for the tenant once Copilot licences are switched on — the ones who own the response when something in Copilot surfaces a file it shouldn't.Open →
Sources for the local detail on this page
Tell us who needs training.
Send your headcount, roles and where your people are. A senior consultant replies the same business day with a suggested set of sessions.