Pitch Maker Agent: Turn Copilot Chat Signals into Microsoft 365 Copilot Deals

Customers are already realising the benefits of using the free Copilot Chat extensively. However, it’s often being used in a disorganised way, lacking the connection to Microsoft 365 workloads, which are essential for tracking productivity and controlling risks.

The Pitch Maker Agent (BETA) is designed to assist partners in transforming insights from Partner Center Copilot into compelling narratives for customers. This innovation reduces the time taken to prepare pitches from several days to just minutes, improving consistency among stakeholders (adjust to your benchmark).

• Transform raw usage insights into a solid business case that highlights opportunities, risks, and actionable steps.
• Standardise discussions about value for both IT and business decision-makers while ensuring the context remains relevant to the customer.
• Speed up the transition from exploring options to implementing a controlled rollout, focusing on Microsoft 365 workloads.

• Evidence-driven: utilises Partner Center Copilot growth signals (ASPX) instead of generic templates.
• Ready for buyers: produces a well-structured narrative (not just a list of features) that aligns with executive needs and prompts action.

• Exports all columns of Partner Center Copilot growth opportunities tailored for the target customer.

Transitioning from the free Copilot Chat to Microsoft 365 Copilot presents a unique opportunity: customers are keen and familiar with the technology, yet they require a structured path to implement AI effectively in Teams, Outlook, Excel, and more.

• Advisory gap: turn usage data into business insights that executives can invest in.
• Governance gap: balance prospects with security, compliance, and lifecycle management.
• Workflow gap: link AI usage to measurable results within Microsoft 365 applications.

The Agent employs a straightforward, repeatable process to create an executive-level pitch narrative based on Partner Center Copilot growth opportunity signals. You can see it in action below.

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• Upload your Partner Center Copilot growth opportunities export (all columns).
• Use the Agent to convert usage signals into an executive narrative tailored for the customer.
• Utilise the generated business case, recommendations, and next steps during customer interactions.

• Quickly convert Partner Center signals into a business case that can secure funding.
• Enhance alignment among executives by combining opportunity, risk, and a plan in one cohesive narrative.
• Achieve consistency across different accounts with a uniform approach and messaging.

The diagram below demonstrates how the Agent transforms usage signals into a concise, executive-ready pitch narrative and action plan.

Figure 1. From Copilot Chat signals to an executive pitch narrative and action plan.

For customers, the focus shifts from discussing features to emphasising outcomes—identifying the clear impact on productivity, role-specific changes, and considerations for risk-aware governance.

The Agent is delivered as part of a solution package, deployed through Copilot Studio with a simple publish-and-run process.

1. Prepare the Partner Center ASPX export (all columns) and check sensitivity labels.
2. Import the solution package into Copilot Studio.
3. Confirm dependencies, publish the Agent, and gain access in Microsoft 365 Copilot and Teams.
4. Run the guided pitch process by uploading customer data and capturing the narrative output.

The run guide provides step-by-step visuals showing how to prepare data, import it, publish the Agent, and leverage the output in discussions with customers.

The Pitch Maker Agent (BETA) facilitates a repeatable approach to value: identify opportunities, align key stakeholders, and guide customers from experimentation to a governed adoption of Microsoft 365 Copilot.

• Higher conversion rates: clearer rationale for executives based on evidence and outcomes.
• Reduced effort: spend less time on drafting and more on discovery and actual delivery.
• Better governance: built-in prompts to address issues of risk, readiness, and controls at the outset.

• Locate the solution package and run guide in the Agent folder.
• Deploy the Agent in Copilot Studio and publish it to Microsoft 365 Copilot/Teams.
• Export data for Partner Center Copilot growth opportunities and check sensitivity labels.
• Upload the dataset to generate a personalised executive pitch narrative for the customer.

Here are some useful links to learn more and access additional resources: