Copilot in Action: Creating a Company Deck for New Enquiries
Scenario: “Preparing for a Client Meeting”
You’ve received several enquiries from prospective clients. You want to send them a professional, up-to-date company overview deck tailored to their building and industry.
In PowerPoint
Copilot, create a 10-slide company introduction deck for new client enquiries in the commercial doors and windows sector. Include an overview of our services, recent case studies, key differentiators, and contact details.
- A branded title slide with your logo and tagline
- A services overview tailored to the doors and windows sector
- A summary of your credentials and certifications
- Visuals from your image library
- Case study slides pulled from recent Word documents
- A call-to-action and contact slide
In Word or OneNote
Summarise client testimonials from our recent proposals and include top quotes in the deck.
Copilot pulls glowing quotes from existing files and adds them to the “Client Testimonials” slide in your presentation.
In Excel
Insert a chart showing cost savings delivered to clients in 2023 by sector.
Copilot creates a visually clean chart from your Excel data and embeds it into the relevant slide.
In Outlook
Draft an email to send this deck to new enquiries with a warm introduction and a link to book a meeting.
Copilot drafts a friendly, professional email and attaches the deck, ready for your review and send.
Result
You’ve saved hours by letting Copilot do the legwork, gathering content, designing slides, and ensuring consistency across data and messaging. Now you're free to focus on the conversation, not the collateral.
LANIX - If you’d like this example tailored to another scenario, feel free to connect with us.
