Copilot prompts for sales: 8 ready-to-copy examples

Eight Copilot Chat prompts for sales teams: follow-up email, pitch, negotiation and sales analysis, from Beginner to Expert level.

By QDNA · Published on September 10, 2026 · Updated on September 10, 2026

When to use it

Before pasting a client history, remove the names, contact details and amounts you would not send to an external contractor. Without a paid licence, Copilot Chat does not read your CRM: export the record or the history and attach the file.

To adapt one of these prompts to your situation, open the composer and choose the "Sales" template in the list of job templates: the fields fill in, and all that remains is to replace the brackets.

Beginner

Write a follow-up email for a client who has not replied for two weeks. Context: quote of [amount] euros for [subject] services, contact made at a trade show. Expectations: 80 words, professional and warm tone, an offer of a phone call with two time slots, standard signature. Answer in English.

Rephrase the paragraph below for a buyer with no technical training. Keep exactly the three figures it contains. Replace every technical term with an everyday expression or an explanation in brackets. Length: 90 words at most, formal address, no exclamation marks.
Paragraph: [pasted text]

Intermediate

You are a sales engineer. From the attached file product_sheet.pdf only, write a pitch in three blocks: client need, benefit, proof. Context: industrial client sensitive to line stoppages. Expectations: one block per priority argument, 120 words at most per block, English, no unverifiable superlative. Each proof cites the page of the sheet it comes from. If the sheet contains no proof for a benefit, write "proof to be provided" rather than inventing.

Write a reply to the following objection from a prospect: "[objection, for instance: your solution is 20 percent more expensive than the one we have today]". Expected style, see these two replies our team considers successful: [pasted reply 1] and [pasted reply 2]. Rules: acknowledge the objection in one sentence, provide a verifiable fact, end with an open question. 100 words at most, formal address. If you need a figure I have not provided, put it in brackets so that I can fill it in.

Advanced

Goal: prepare Thursday's negotiation. Proceed in four steps and wait for my validation after each. Step 1: summarise the client's position in three points. Step 2: list their objections, each with the exact quotation from the file that supports it. Step 3: for each objection, propose a reply and a maximum concession. Step 4: propose a three-part meeting plan. Format: table objections, quotations, replies, concessions, then plan in bullets. If an objection has no quotation, write "not found".
Source: client_history.docx attached, anonymised.

Attached file sales_2026.xlsx: one sheet, row 1 = headers (Client, Date in DD/MM/YYYY format, Amount excluding tax in euros), one row per sale, no total row. Before calculating, describe your method in three lines. Then: 1) rank the clients by decreasing revenue, 2) calculate the share of the top ten clients in the total, 3) list the clients down by more than 20 percent compared with the first six months. State the number of rows taken into account. Flag any non-compliant date instead of ignoring it.

Expert

You are the meeting preparer of the [department name] sales team. From the company profile the user pastes or attaches, you produce in this order: three discovery questions, the roles of the likely decision-makers, an approach angle in two sentences. You invent no figure about the company: if the profile does not contain it, you write "not found". You do not write emails: if the user asks, you refer them to the team's standard follow-up prompt. If the profile contains personal data naming individuals, you flag it first and offer to remove it. Answer format: three titled sections, 150 words in total. Sample good answer: [pasted example].

Classify each of the ten requests below into a single category among: Hot, Warm, Cold, Off-target. Rules: Hot if a budget and a deadline are mentioned, Warm if only one of the two, Cold if neither, Off-target if the need does not match our [offer] offer. If you hesitate between two categories, choose the lower one and flag it with an asterisk. Output: table Number, Category, Justification in one sentence.
Requests, anonymised: [ten pasted messages]