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Hi Team,
What if you could flip your planning-to-execution ratio and spend 80% of your time actually delivering results?
That’s exactly what happened when Jay Bauer, Business Partnerships Manager, tackled one of the most complex challenges in strategic sales planning: building a comprehensive New Business Sales Plan for Finance departments at large universities. Historically, this process took weeks of manual effort: researching pain points, designing solution bundles, drafting campaigns, and formatting outreach materials. The result? Delayed execution and missed opportunities.
But Jay didn’t settle for the status quo.
He turned to Microsoft Researcher, a Copilot-powered deep-reasoning agent, and crafted a structured prompt that did the heavy lifting. In just one day, Researcher helped Jay:
- Identify five major finance pain points in higher ed for 2025
- Design five bundled solutions using E&I’s Platinum and Green contracts
- Draft five 30-day sales campaigns with objectives, targets, personas, and timelines
- Generate email and phone scripts for outreach
- Format the entire plan into a professional, structured document
The transformation was dramatic. Jay compressed what would normally take around 30 hours of planning into half a day’s work, estimated around a 90%-time savings. More importantly, he unlocked a scalable model that his team can replicate across departments and institutions. The standardized prompt he created is now being used by peers to generate similarly robust plans without starting from scratch.
👉 Want to see the exact prompt Jay used? Check out the full reference guide here.
This isn’t just about saving time; it’s about accelerating impact. How could you leverage Jay’s prompt, or modify it to fit your needs, for greater impact in your area today?
Let’s keep learning, experimenting, and sharing.
Cheers,
Doug

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