Client work rewards preparation and fast, accurate follow-up. Microsoft Copilot helps with both, while you keep the relationship.
1. Prepare for a client meeting
I am meeting [client contact] at [organisation] on Thursday. Summarise our recent emails, meetings and shared documents with them, list open items, and suggest three questions I should ask.2. Research a prospect (public sources)
Where: Researcher, with web sources.
Using reputable public sources, summarise [organisation]'s recent public announcements, leadership changes and stated priorities over the last 12 months. Cite every source.Check: open every source. Do not put unverified claims in a proposal.
3. Proposal first draft
Draft a proposal outline for [client] based on our call notes and the attached brief. Sections: Understanding of your needs, Proposed approach, Timeline, Team, Next steps. Leave fees as a placeholder.4. Follow-up within the hour
Draft a follow-up to today's meeting with [client]: thank them, confirm the three points agreed, and propose two dates for the next step. Warm and brief.5. Relationship summary agent
Where: Agent Builder, grounded in a client team SharePoint site, so each user's permissions apply.
Sources
Product details checked against these Microsoft pages in October 2026. Microsoft updates Microsoft Copilot frequently, so check the current page before relying on a detail.
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Prefer email? josh@igoe.ai