Microsoft 365 Copilot Training for Business Users

In this workshop, business users learn how to use Copilot effectively in real work: drafting, summarizing, and organizing, while maintaining safe habits and review standards.

Educational and practical • In-person (Central Florida) or virtual • Same price • Same content

Service tiers
AI Lab: Focused: $1,250 flat fee • AI Lab: Expanded: $5,000 for four to six workflows • The Enterprise: from $15,000 • Fractional Advisor: $7,500 or $12,500/month, three-month minimum
Book Pricing
No tenant configuration, implementation, or ongoing management included.

What teams learn

  • Prompting patterns for common business outputs (emails, drafts, summaries)
  • How to ask for structured results (bullets, tables, outlines)
  • When Copilot output needs review and how to validate quickly
  • Safe habits for data handling and internal policy alignment

A workshop starts the job. It is not the whole plan.

People can learn the tool and still get stuck. Managers need to name good use, what needs a check, and where AI fits in the work. This workshop gives the team a shared start. If your group has bigger readiness questions, I can help find the next decision before you buy more tools or call the rollout done.

Common workflows

  • Outlook and Teams: drafting, summarizing, action items
  • Word and PowerPoint: outlines and first drafts
  • Excel: explanation, cleaning steps, and analysis support (with review)

Copilot features vary by license and tenant configuration. Training is aligned to what your environment supports.

What this workshop does not include

  • Tenant configuration, Copilot licensing changes, or IT implementation
  • Ongoing adoption programs or managed services
  • Guaranteed productivity results (teams learn repeatable skills and review patterns)

Common questions

Do we need a Microsoft Copilot license before booking?

Yes. This workshop is designed for teams that already have Microsoft 365 Copilot access. If you're still evaluating whether to get licenses, start with a AI Lab: Focused session to decide first.

What if Copilot features vary across our team's licenses?

Training is tailored to what your environment supports. Share your license tier at booking and I'll align the content accordingly. No assumptions made.

Will we get thinking patterns or prompts we can use right away?

Yes. Teams leave with reusable prompting patterns. Not just examples. The goal is that you understand the pattern well enough to adapt it, not just copy it once.

Is this delivered in-person or virtually?

Both options are available. In-person delivery covers Central Florida (Lakeland, Tampa Bay, Orlando area) at the same price as virtual. See pricing.

What people say after working with me

“She knows her stuff. Makes it easy to quickly get up and running, and actually take action. No theory or jargony BS. Just easy to understand, quick moves to get rolling.”

— Kristin Evans, Google review

“Clear, honest, refreshingly hype-free, and an incredible teacher.”

— Ben Bachmeier, Google review

“She created and provided trainings for the AI platforms that were clear and concise, helping users to become comfortable with and excel at using these tools.”

— Marc Baglino, Google review

5.0 stars on Google, six client reviews.

Available across Central Florida

This workshop runs in-person across the I-4 corridor or virtually anywhere. Same content, same price either way.

Lakeland — home base
Tampa Bay — Hillsborough & Pinellas
Orlando Metro — Orange County
All of Central FL — service overview

Want Copilot skills that translate into real work?

Share which apps your team uses most and what outputs you want to improve.

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