Track 1: Trainers

Goal: Own the Phase 1 and Phase 2 client conversations — open the door with AI transformation, drive Copilot Chat adoption, and identify upsell opportunities.

Module 1.1 — The AI Transformation Story (Week 1)

Learning objectives:

• Articulate why the agentic AI era matters to business leaders
• Explain the 1.3 billion agents by 2028 projection and what it means for customers
• Position Copilot as the UI for AI and the Copilot Control System as the governance layer

Content to study:

• LUCSP Deck: “02. Copilot Agents Part 01” — slides on Transformation Urgency section
• Microsoft Ignite 2025 keynote highlights (referenced in training decks)

Exercises:

1. Write a 2-minute elevator pitch for a CIO explaining why they should care about Copilot right now
2. Deliver the pitch to a colleague and get feedback
3. Practice handling the “we’re not ready for AI” objection

---

Module 1.2 — Know the Product (Week 1–2)

Learning objectives:

• Explain the difference between Copilot Chat, M365 Copilot, and Copilot Business without looking at notes
• Walk through the feature comparison table from memory
• Articulate the M365 Copilot architecture (RAG pipeline, Graph, Azure OpenAI, Responsible AI, Purview) at a level appropriate for technical buyers

Content to study:

• LUCSP Deck: “02. Copilot Agents Part 01” — Copilot Chat vs M365 Copilot slides, Architecture section
• Pricing Guide

Exercises:

1. Draw the M365 Copilot architecture on a whiteboard from memory — label all 6 stages
2. Role-play a client meeting: colleague plays a skeptical IT Director, you explain Copilot’s data handling and security model
3. Fill out a blank feature comparison table (Copilot Chat vs M365 Copilot) without reference materials

---

Module 1.3 — Pricing, Licensing & the Sales Motion (Week 2)

Learning objectives:

• Quote all SKU prices, bundle prices, and the PAYG agent rate from memory
• Explain when to recommend PAYG vs. full license vs. Copilot Business
• Position the SMB bundles during renewal conversations
• Understand current promotional windows and how to leverage them

Content to study:

• Pricing Guide
• LUCSP Deck: “02. Copilot Agents Part 01” — Copilot Business announcement, bundle pricing slides, cost control overview

Exercises:

1. Given 5 customer profiles (varying sizes, M365 plans, usage levels), recommend the right Copilot SKU and justify it
2. Role-play a renewal conversation where you introduce Copilot Business bundles
3. Calculate the break-even point for PAYG vs. licensed for a customer with 50 users averaging 1,500 agent messages/month

---

Module 1.4 — Demo Skills (Week 2–3)

Learning objectives:

• Deliver a live Copilot Chat demo (web chat, Pages, file upload)
• Deliver a live M365 Copilot demo (Teams meeting recap, Outlook drafting, Word document creation, Excel formulas)
• Demo agent creation in Copilot Studio (simple retrieval agent via Agent Builder)

Content to study:

• Microsoft monthly Copilot demo training materials (aka.ms/LevelUpCSPBootcamp)
• LUCSP Lab: Agent Builder exercise (Lab 1)

Exercises:

1. Record yourself delivering a 10-minute Copilot Chat demo — watch it back and identify dead air or confusion
2. Deliver a live M365 Copilot demo to the team covering at least 3 apps
3. Build a simple agent in Agent Builder and demo it to a non-technical colleague

---

Module 1.5 — Delivering Client Workshops (Week 3)

Learning objectives:

• Structure and deliver a 1–2 hour AI Transformation Briefing for a client
• Facilitate a Getting Started Workshop for Copilot Chat rollout
• Conduct a Train-the-Trainer session for client champions

Content to study:

• LUCSP Deck: “01. Introduction FY26Q2” — program structure, delivery formats
• Microsoft Train the Trainer materials (bi-annual, available via aka.ms/LevelUpCSPBootcamp)

Exercises:

1. Develop your own 90-minute AI Transformation Briefing deck (customize the LUCSP content for our brand)
2. Deliver it to the internal team as a dry run — get timed and scored on clarity, engagement, and objection handling
3. Create a 1-page leave-behind for clients summarizing key takeaways and next steps

Certification: Complete the Level Up CSP Copilot Sales Badge assessment at aka.ms/MicrosoftTitan (Access Code: JXTR-QPDA)