Artificial Intelligence and Machine Learning Courses

Copilot for Sales

  • Length 3 hours
  • Price  $450 inc GST
Course overview
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Why study this course

M365 Copilot for Sales is a half-day, scenario-based workshop that teaches sales professionals how to prompt Microsoft Copilot effectively, conduct disciplined research and discovery, and use the Researcher agent to scale research and decision support once the fundamentals are in place.

Participants learn how to control Copilot outputs so sales communications, discovery artefacts, and recommendations remain accurate, evidence-based, and commercially appropriate. Skills are applied across realistic sales scenarios involving discovery preparation, follow-up communication, proposal framing, commercial options, and internal justification.

Access to Microsoft 365 Copilot is recommended.

Nexacu Public Schedule

Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.

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What you’ll learn

By the end of this course, you will be able to:

  • Write clear, effective prompts using a repeatable structure

  • Use web research responsibly without inventing facts

  • Separate assumptions from evidence during discovery

  • Apply prompting and research discipline across common sales tasks

  • Recognise when deeper research is required

  • Use the Researcher agent to scale sales research responsibly


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Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level.  We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ. 


Who is the course for?

Sales professionals and account managers, business development and pre-sales staff, consultants involved in discovery, proposals, or recommendations, and anyone expected to use Copilot to support sales research and documents.


Course subjects

Prompting Effectively with Copilot

  • Why vague prompts produce generic outputs

  • The Goal-Context-Sources-Expectations prompt model

  • Using constraints to control length, tone, and structure

  • Preventing over-confident or fabricated outputs

  • Refining a prompt once, then editing manually

Discovery Preparation

  • Using web research to form hypotheses

  • Clearly labelling assumptions

  • Developing structured discovery questions

  • Building a 30-minute discovery agenda

  • Identifying evidence required to validate claims

  • Output: one-page discovery plan

Post-Discovery Follow-Up

  • Confirming understanding without overclaiming

  • Highlighting what is still unknown

  • Proposing a clear, low-risk next step

  • Output: follow-up email draft

Recommendation and Proposal Outline

  • Converting findings into a phased recommendation

  • Defining high-level scope without solution sprawl

  • Establishing measurable success criteria

  • Output: one to two page proposal outline

Commercial Options and Internal Justification

  • Presenting three clear commercial options

  • Making trade-offs explicit

  • Drafting internal justification language

  • Output: one-page options summary

Researcher Agent: Scaling Research After the Fundamentals

  • Why Researcher is not a replacement for thinking or discovery

  • When Researcher is appropriate (complex, multi-step research)

  • How to turn manual research steps into a Researcher task

  • Responding to Researcher clarification questions

  • Reviewing and validating Researcher outputs before use


Prerequisites

Access to Microsoft 365 Copilot is recommended, along with familiarity with basic sales concepts such as discovery, follow-up, and proposals; no prior AI or Researcher experience is required.


Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.


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Nexacu Public Schedule

Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.




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