Copilot - Writing a Business Proposal with Copilot Tutorial

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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Available in AI - Artificial Intelligence

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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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RELATED COURSES This tutorial is part of the following courses

AI Academy: Become a Sales Superhero with Copilot

From analyzing a request for proposal to defending it, through the writing process, awaken the dormant sales hero within you. This quest will take you on a journey where AI becomes your super ally to face the greatest commercial challenges.

Your trainer for this course
Cours E-learning

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