Build a customized pitch with Copilot for Sales

Step 1: Gather what you actually know about this accountPowerPoint

Check Copilot for Sales' account summary alongside your own notes from prior calls, and write down three specifics: their industry, a challenge they've actually mentioned (not one you're assuming based on their industry), and anything they've said directly matters to them.

Research limited to "they're in manufacturing" produces a pitch that still reads as generic.

Step 2: Ask Copilot to customize the pitch from your standard deckCopilot

Start from your standard pitch template and have Copilot adapt the examples, language, and emphasis to this specific account's context.

Prompt idea:

Using our standard pitch deck and what we know about [account] — their industry, the challenges they've mentioned, and what matters to them — customize the examples and emphasis to speak directly to their situation.

Step 3: Verify every account-specific claim is accuratePowerPoint

Before presenting, confirm any specific detail about the account referenced in the deck is actually correct and current — a wrong detail undermines the personalization's credibility.

Step 4: Have the account owner do a final reviewPowerPoint

The rep who owns the relationship should catch anything that reads as generic or misses something they know firsthand.

Check the work

• Every account-specific detail in the deck has been verified as accurate.
• The deck references something specific to this account, not boilerplate dressed up as personalization.
• The account owner reviewed it before it was presented.

Source: Microsoft Copilot Scenario Library — Make a customized pitch (Copilot for Sales) (2026)