A Product Marketer’s Secret to Efficiency – How Copilot in Loop Elevates My Workflow

Microsoft

Oct 22, 2024

A banner of the blog series, Work Smarter: Copilot Productivity Tips

Greetings Tech Community! As the Director of Product Marketing for Microsoft 365 Copilot for SMBs, I live and breathe efficiency. Every day is a mix of strategy, content creation, data analysis, project management and collaboration. My team is small and mighty. We work like a fast-paced startup, and just like the small businesses we serve, we’re passionate about making a big impact with lean resources.

Recently, Copilot in Loop has become my secret tool to stay on top of it all. With the latest capabilities announced in September, I’ve found even more ways to streamline my workflows while keeping things organized and collaborative.

Here are my top three tips and tricks to help you get the most out of your day:

Let’s Craft a Winning Presentation: Ignite 2024 Prep!

Pro Tip: Use private chat to build your outline step by step. Here’s a prompt I’m using right now:

Prompt: "Help me draft a session outline for Ignite 2024 on how SMBs can maximize business growth and value by adopting Microsoft 365 Copilot"

One of the biggest tasks on my plate right now is preparing for my session at Ignite 2024! With Copilot’s private chat in Loop, I can brainstorm session ideas and create outlines without interrupting my team’s workflow. This helps me organize my thoughts and draft the structure of my presentation.

With Copilot’s help, I get a clear starting point that saves me time and helps me build a high-quality narrative for my session.

Growing Reach and Engagement: Getting Ready for Customer-Facing Webinars

Pro Tip: Use private chat to refine key talking points for webinars. Don’t be afraid to ask Copilot to refine your drafts. You can use prompts like “Make this more engaging” or “Simplify this paragraph” to get the perfect result. Here's a prompt I’ve tried

Prompt: "Suggest three key talking points on how SMBs can adopt Microsoft 365 Copilot effectively to drive business value, based on the insights from the Forrester TEI study and SMB Customer Success Kit."

We’ve just landed the Forrester’s New Technology: Projected Total Economic Impact of Microsoft 365 Copilot for SMB study, and my team is gearing up to present the eye-opening findings at an Microsoft Technical Community webinar on October 31 (make sure to tune in!). My goal? Coaching my team to effectively communicate the best practices for Copilot adoption that demonstrate real business value. This is where Copilot in Loop steps in to help me brainstorm ideas that will resonate with SMBs.

This allows me to quickly gather impactful content, which I can then tweak to make sure it hits home with SMB audiences.

Copilot prompt

Turning Feedback into Action: Organizing Partner Insights

Pro Tip: Use Copilot to organize and prioritize feedback from multiple sources. Make a habit of using designated tags consistently across your documents to create a seamless and organized workflow. It’s a small step that makes a big difference in staying on top of your tasks. For this scenario, I used Copilot to categorize feedback into themes like data governance, new feature asks, and adoption ideas.

Prompt: "Summarize the top three pieces of feedback from the MW CSP partner council meeting and suggest how we can turn them into actionable steps for the upcoming product roadmap review."

I’m an avid note-taker and after last week’s partner meetings, I now need to organize all the inputs and share it with the product teams. With multiple data points to manage, I’m going to turn to Copilot in Loop to structure everything clearly so I can turn feedback into actionable insights.