copilotplaybooks Get the Playbooks
Sales Edition

Stop paying $30/month for a tool you can’t use.

You have a Microsoft 365 Copilot license. It should be saving you hours. Instead, it gives you vague summaries and robotic emails nobody would send. These playbooks fix that — with tested, copy-paste prompt sequences built for real sales workflows.

Get the Playbooks → See a sample

4 playbooks · 12 prompt sequences · Interactive HTML file · One-time purchase

Copilot is powerful.
The prompts you’re using aren’t.

Microsoft spent billions building Copilot. Then they gave you a text box and said “figure it out.”

Meanwhile, 60% of your meetings are ad hoc, chats outside business hours are up 15% year-over-year, and nearly half your colleagues describe their workday as chaotic. Copilot was supposed to fix that. Generic prompts from blog posts won’t.

Each playbook in this collection is a multi-step sequence, not a single prompt. Because Copilot almost never nails it on the first try — but with the right sequence, it nails it on the third.

275
Interruptions per day
for the average worker*
80%
of workers say they lack
the time to do their job*
53%
of leaders say productivity
must increase*
$360
Per year you spend
on a Copilot license

* Microsoft 2025 Work Trend Index

What’s Inside

Four playbooks. Twelve prompt sequences.

Each playbook maps to a task you already do every week. The prompts are copy-paste ready with variable fields for your prospects, deals, and team.

01

Post-Meeting Follow-Up

Turn a Teams call transcript into a sharp, personalised follow-up email in under 5 minutes. References specific things the prospect said — not generic templates.

Teams · Meeting Recap
02

Lead Research

Build a pre-outreach brief by combining your org’s internal history with public web research. Know if a colleague already contacted them before you double-tap.

M365 Copilot Chat · Work + Web
03

Weekly Activity Reporting

Reconstruct your entire week from calendar, email, and Teams — categorised into moved-forward, at-risk, and new activity. Manager-ready in 10 minutes.

M365 Copilot Chat · Work Mode
04

Cross-App Pipeline Deck

The workflow nobody discovers alone. CRM export → Excel analysis → PowerPoint deck → Outlook distribution. 90-minute monthly ritual, done in 20.

Excel · PowerPoint · Outlook
How Each Playbook Works

Not prompts. Sequences.

Every playbook follows the same proven structure. Open it, fill in your details, copy the prompts, get results.

1

The Scenario

A specific moment from your week. “It’s 4pm Tuesday, you just finished a call...” So you know exactly when to reach for this playbook.

2

The Prompt Sequence

2–3 prompts that build on each other. Fill in your variables, copy, paste into Copilot. Each step sets up the next one for better output.

3

When It Breaks

Copilot will fail sometimes. Each playbook includes specific troubleshooting for the most common failures — and how to recover without starting over.

Sample

See the actual product.

This is Prompt 1 from the Post-Meeting Follow-Up playbook. The real product includes interactive copy buttons and variable injection.

1 Extract
Teams · Meeting Recap
Pull out the specific details that make a follow-up feel personal.
From this meeting, list: 1. The top 3 pain points {{prospect name}} mentioned 2. Any specific metrics, numbers, or KPIs they referenced 3. Objections or hesitations they raised 4. Next steps or commitments either side made Format as short bullet points. Use their exact words where possible.
Don’t skip this — it’s what makes prompt 3 work.
Copy
Pricing

Less than a month of Copilot.

Launch Price
$29
One-time purchase. No subscription. Yours to keep.
✓ 4 complete playbooks with 12 prompt sequences
✓ Interactive HTML file — works offline, copy buttons built in
✓ Variable injection — fill in your details, prompts update automatically
✓ Troubleshooting guide for every playbook
✓ Sample outputs so you know what “good” looks like
✓ Updated regularly as Copilot evolves — current buyers get updates at no extra cost
Get the Playbooks →

Delivered instantly via Gumroad. PDF receipt for your records.

FAQ

Questions before you buy.

Do I need a Microsoft 365 Copilot license?
Yes. These playbooks are specifically for Microsoft 365 Copilot (the $30/month add-on). They won’t work with the free Bing/Edge Copilot or with ChatGPT. If your company has given you a Copilot license, you’re good to go.
What format is the product?
A single interactive HTML file. Open it in any browser, works offline. It has copy buttons that put prompts directly into your clipboard, and variable fields where you fill in prospect names, your product, etc. — the prompts update automatically.
I can find free Copilot prompts online. Why pay for these?
Free prompt lists — even the ones with 300+ entries — give you single, generic prompts like “summarise this meeting.” These playbooks give you multi-step sequences designed for specific sales workflows, with troubleshooting for when Copilot fails, sample outputs, and variable injection. The difference is between a list of ingredients and a tested recipe.
Will these work with Dynamics 365 / Salesforce Copilot?
These playbooks target the standard Microsoft 365 Copilot experience — Teams, Outlook, Excel, PowerPoint, and M365 Chat. If you also have Copilot for Dynamics 365 or Salesforce, the playbooks still work for the M365 side of your workflow. CRM-specific playbooks may come in a future edition.
What if Copilot updates and the prompts stop working?
We update the playbooks regularly as Copilot evolves, and current buyers receive those updates at no extra cost. You’ll get an email with the updated file — re-download and you’re current.
Can I share this with my team?
Each purchase is a single-user license. If you want to equip your whole team, reach out at hello@copilotplaybooks.com for team pricing.

Your Copilot license costs $360/year.
Make it earn that back.

Four playbooks. Twelve prompt sequences. Instant results.

Get the Playbooks →