Copilot - Writing a Business Proposal with Copilot Video

Discover how to craft compelling business proposals using Microsoft Copilot. This tutorial guides you through integrating client specifications into a structured, impactful proposal under tight deadlines. Explore how AI enhances user profiling and license allocation for a tailored business approach.

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    00:00:10
    as detailed in the specification document I received.
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    It's time to draft a detailed comprehensive proposal
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    to submit directly to my future client.
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    I have at my disposal,
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    the specification document as well as two internal documents from my company.
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    One is a powerpoint presentation about our activities including
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    our references and clients who have trusted us.
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    The other is a word document containing a
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    detailed description of our change management support service.
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    How can I generate a relevant response document that aligns hex A services needs
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    with the strengths and offerings of my company especially under a tight timeline.
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    Let's see if copilot can help create a precise structured and relevant document.
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    We'll start with a blank word document
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    by clicking on the copilot icon.
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    Let's begin by referencing the three documents to utilize
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    the client's specification document,
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    the company presentation slideshow and the
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    document detailing our offers and services.
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    Next,
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    I'll draft a precise and contextualized prompt to help my A I assistant craft
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    content that meets my expectations while considering
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    the needs expressed by my future client.
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    As you can see here, I mentioned the names of the documents to use,
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    specifying that I want to include in my response, an action plan,
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    a presentation of our activity
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    and a list of client projects we have worked on in a structured manner.
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    I expect a complete document which implies a
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    longer generation time than for a basic prompt.
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    1 to 2 minutes maximum.
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    I have sped up the process here while allowing you
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    to see the blocks and chapters generated by copilot.
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    At first glance, the result is really convincing.
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    However, it's missing an important part that hex A services had emphasized
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    user profiling and the allocation of Microsoft licenses accordingly.
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    I then ask Copilot to add a dedicated section on this topic.
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    After approval, Copilot revises the entire document,
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    adding the requested paragraph on the third page.
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    I would also like copilot to add a quotation
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    and planning paragraph in the form of a table.
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    Copilot executes.
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    This is really relevant.
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    I'll keep the proposal.
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    Of course,
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    I can always selectively choose certain blocks to request a rewording or
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    as here a transformation into a table to somewhat summarize the content.
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    As a salesperson. I am responsible for the accuracy and relevance of the content.
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    I reserve the right to make modifications if I detect
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    inconsistencies during review using A I Yes but not blindly.
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    Moreover,
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    all the formatting and compliance of the document according
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    to my graphic charter still need to be done.
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    I decide to manually add a table of
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    contents based on the titles generated by Copilot.
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    I then add my personal touch to ultimately produce a
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    document that I validate both in content and form.
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    After a final review. Of course,
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    here is the final document containing a summary
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    of my understanding of the stakes for hex.
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    A services.
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    A highlight of our strengths and our method accompanied by a detailed action plan,
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    a section dedicated to the budget and our references is also included.
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    This is a structured and complete response that
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    I will then forward to my prospective client.

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