Copilot (licence) - 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.

03:40
1003 views
Parteger

Available in AI - Artificial Intelligence

00:00:10

as detailed in the specification document I received.

00:00:13

It's time to draft a detailed comprehensive proposal

00:00:16

to submit directly to my future client.

00:00:21

I have at my disposal,

00:00:22

the specification document as well as two internal documents from my company.

00:00:27

One is a powerpoint presentation about our activities including

00:00:30

our references and clients who have trusted us.

00:00:33

The other is a word document containing a

00:00:36

detailed description of our change management support service.

00:00:40

How can I generate a relevant response document that aligns hex A services needs

00:00:44

with the strengths and offerings of my company especially under a tight timeline.

00:00:49

Let's see if copilot can help create a precise structured and relevant document.

00:00:55

We'll start with a blank word document

00:00:57

by clicking on the copilot icon.

00:00:59

Let's begin by referencing the three documents to utilize

00:01:03

the client's specification document,

00:01:05

the company presentation slideshow and the

00:01:08

document detailing our offers and services.

00:01:10

Next,

00:01:11

I'll draft a precise and contextualized prompt to help my A I assistant craft

00:01:15

content that meets my expectations while considering

00:01:18

the needs expressed by my future client.

00:01:22

As you can see here, I mentioned the names of the documents to use,

00:01:25

specifying that I want to include in my response, an action plan,

00:01:29

a presentation of our activity

00:01:31

and a list of client projects we have worked on in a structured manner.

00:01:36

I expect a complete document which implies a

00:01:39

longer generation time than for a basic prompt.

00:01:42

1 to 2 minutes maximum.

00:01:45

I have sped up the process here while allowing you

00:01:48

to see the blocks and chapters generated by copilot.

00:01:51

At first glance, the result is really convincing.

00:01:55

However, it's missing an important part that hex A services had emphasized

00:01:59

user profiling and the allocation of Microsoft licenses accordingly.

00:02:03

I then ask Copilot to add a dedicated section on this topic.

00:02:10

After approval, Copilot revises the entire document,

00:02:14

adding the requested paragraph on the third page.

00:02:18

I would also like copilot to add a quotation

00:02:21

and planning paragraph in the form of a table.

00:02:26

Copilot executes.

00:02:30

This is really relevant.

00:02:31

I'll keep the proposal.

00:02:32

Of course,

00:02:33

I can always selectively choose certain blocks to request a rewording or

00:02:37

as here a transformation into a table to somewhat summarize the content.

00:02:42

As a salesperson. I am responsible for the accuracy and relevance of the content.

00:02:47

I reserve the right to make modifications if I detect

00:02:50

inconsistencies during review using A I Yes but not blindly.

00:02:55

Moreover,

00:02:56

all the formatting and compliance of the document according

00:02:58

to my graphic charter still need to be done.

00:03:01

I decide to manually add a table of

00:03:03

contents based on the titles generated by Copilot.

00:03:07

I then add my personal touch to ultimately produce a

00:03:10

document that I validate both in content and form.

00:03:13

After a final review. Of course,

00:03:16

here is the final document containing a summary

00:03:19

of my understanding of the stakes for hex.

00:03:21

A services.

00:03:22

A highlight of our strengths and our method accompanied by a detailed action plan,

00:03:27

a section dedicated to the budget and our references is also included.

00:03:31

This is a structured and complete response that

00:03:33

I will then forward to my prospective client.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

E-learning Débutant

Vu 1780 fois

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.

E-learning Intermédiaire

Vu 171 fois

IA Academy : Everyday Heroes with Copilot

Manage your budgets with Copilot: from structuring to projection, discover how to transform your financial data into decisions.

ALL COURSES