Selling Copilot: 5 Ways to Unleash Your Go-to-Market Strategy

5 Expert Tips on Selling and Marketing AI Solutions that Deliver Real Results

As AI continues to reshape how businesses operate, Microsoft is at the forefront with powerful tools like Copilot for Microsoft 365 and Copilot Studio. These products aren’t just new features; they represent a whole new way for businesses to boost productivity, streamline operations, and customize their workflows. But how can you, as a Microsoft partner, effectively go-to-market with selling copilot? Here’s a straightforward guide to help you position, sell, and make the most of these cutting-edge offerings.

1. What Are Copilot for Microsoft 365 and Copilot Studio?

Before diving into your go-to-market strategy for selling Copilot, it’s essential to understand what these tools bring to the table.

  • Copilot for Microsoft 365 is all about supercharging Microsoft 365 apps with AI. Think of it as a smart assistant that helps users automate tasks, improve workflows, and get more done in less time—all within the tools they’re already familiar with like Word, Excel, and Teams.
  • Copilot Studio, on the other hand, lets businesses take things a step further by customizing and expanding Copilot’s capabilities to fit their specific needs. Whether it’s tweaking workflows or building entirely new solutions, Copilot Studio makes AI even more adaptable.

2. Where to Find Content and Resources for Selling Copilot

The good news? You don’t have to start from scratch. Microsoft offers a ton of resources to help you get up to speed and start selling Copilot.

  • Partner Marketing Center (aka.MS/PMC): A treasure trove of marketing materials, product guides, and training resources. You’ll find the basics of what you need to build your marketing campaigns here.
  • Microsoft Learn: Dive into detailed courses and certifications that will not only boost your understanding of Copilot but will also help you talk confidently about its value to customers.
  • Partner Center Programs: Leverage the Partner Center for co-marketing opportunities, customer engagement tools, and more.

However, it’s critical to avoid using Microsoft’s marketing resources as-is in a “marketing-in-a-box” approach. While Microsoft provides great foundational content, your customers will see right through generic, one-size-fits-all campaigns. At Marketing Copilot, we’ve tested Microsoft’s Digital Marketing Content (DMC), and found that it often drives little to no engagement. In fact, using overly broad, impersonal content can actually damage your brand’s credibility and will do very little to help you in actually selling copilot.

The key to success lies in customizing this content to resonate with your specific buyer personas and showcasing your unique value proposition. Every business has its own identity, strengths, and goals — your messaging should reflect that. Tailoring your marketing content will help you stand out in the crowded marketplace and ensure that your outreach feels personal, relevant, and engaging to your target audience.

Take the time to adapt Microsoft’s materials to better fit your customers’ pain points, industries, and needs. Doing so will significantly increase your chances of driving meaningful engagement and building lasting relationships.

3. How to Position Copilot for Microsoft 365 and Copilot Studio

Now that you’ve got the basics down, how do you pitch these tools to potential customers? The key is to focus on their benefits:

  • Boosted Productivity: One of Copilot’s main selling points is that it takes the busywork off your customer’s hands. Automated processes free up time for employees to focus on more strategic, high-impact tasks.
  • Tailored Solutions: With Copilot Studio, businesses can mold the AI to fit their exact needs. Whether it’s adjusting workflows or building new ones, this customization feature is huge for companies with unique processes.
  • Easy Integration: Emphasize how seamlessly Copilot integrates with Microsoft 365 apps that businesses are already using, making the transition smooth with minimal disruption.

4. Engaging Your Current Customer Base

Don’t overlook the customers already in your pipeline. They’re a great place to start when selling Copilot. Here are a few practical strategies:

  • Personalized Emails: Send targeted emails to specific customers, highlighting how Copilot can solve their particular challenges. Tailoring your messaging makes it much more likely they’ll pay attention.
  • Webinars and Workshops: Offer hands-on webinars to showcase Copilot and Copilot Studio in action. Live demos, followed by Q&A sessions, are excellent for addressing customer concerns head-on.
  • Case Studies and Testimonials: Real-world success stories are powerful. Share testimonials or case studies from businesses that have successfully implemented Copilot. It’s one of the most effective ways to build trust and demonstrate value.
  • Social Media Campaigns: Utilize your social media channels to keep the conversation going. Post regular updates, share success stories, and even go live with product demos to engage your audience.

5. Microsoft Resources to Help You Succeed

Microsoft wants to help you with selling Copilot, and they’ve got plenty of resources to back you up.

  • Marketing Development Funds (MDF): Microsoft’s FY25 Copilot MDF programs can fund your marketing efforts. From Copilot workshops to SMB briefings, use these funds to drive awareness and sales.
  • Partner Incentives: Make sure you’re taking full advantage of Microsoft’s partner incentives and rebates. They’re there to help you maximize profits while bringing these solutions to market.
  • Co-Sell Programs: Partnering with Microsoft through their co-sell programs opens doors to joint selling opportunities and gives you access to resources that make your job easier.

Don’t Leave Money on the Table — Maximize Your Microsoft Resources and Start Selling Copilot!

Join us on Thursday, October 24th at 12:00 PM EDT for our exclusive webinar, “Demystifying Microsoft Solution Partner Benefits for 2025”. This 45-minute session will simplify everything for you, saving you hours spent deciphering complicated guides.


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