Guide every Copilot-in-30 trial with a personalized 30-day success plan

Guide every Copilot-in-30 trial with a personalized 30-day success plan.

Impacted audience

CSP authorized partners

The Copilot Success Planner is now available to help partners support customers participating in the 25-user, 30-day Microsoft 365 Copilot Business trial. The planner provides a personalized learning plan for each trial user and a separate roadmap for the company’s sponsor/administrator who is coordinating the trial experience, including guidance for setup, communications, progress tracking, and end-of-trial evaluation and planning discussions.

A successful trial starts with clear guidance on where to begin and how to build Copilot into everyday work. The Success Planner helps do that by turning the customer’s input into a personalized plan for the entire trial team. The customer’s sponsor/admin completes a short, guided experience about the organization's industry, priorities, and ways of working, and the planner uses those inputs to generate a personalized 30-day learning plan for each of the 25 trial users, along with a roadmap.

Each user's plan aligns to the four weeks of the trial: Outlook in Week 1; Teams/meetings in Week 2; Word, Excel, and PowerPoint in Week 3; and agents in Week 4. If the sponsor leaves Copilot Cowork enabled, the plan also includes Cowork prompts in Weeks 3 and 4. Every guided action identifies the app to use, provides a recommended prompt they can copy, and links to a relevant Microsoft support article.

The sponsor/admin’s roadmap includes suggested pre-trial setup activities, weekly checkpoints, and a value summary that can help inform post-trial discussions with the customer’s leadership team and with partners.

For partners, the planner provides a clear structure for the four weeks between trial kickoff and the conversion conversation. It gives customers a guided experience while helping partners maintain consistent touchpoints throughout the trial.

The Copilot Success Planner is available at no cost and requires no sign-in, so it can be shared with a customer before the trial is transacted.

Next steps

• Share the Copilot Success Planner with your customers’ sponsor/admin before transacting the trial, so the team begins Day 1 with a plan in place
• Download the updated Copilot in 30 launch kit to access the customer invitation template and partner-ready assets
• Ask your customer’s sponsor/admin to share their success plan (i.e. PDF document) link before the trial kickoff and the value readout at Day 30, then use those insights to inform your conversion conversation
• Refer to the Microsoft 365 Copilot Partner FAQ for answers to common questions about the trial