Guide every Copilot-in-30 trial with a personalized 30-day success plan
🤖 The Copilot Success Planner gives CSP partners a structured way to support the 25-user, 30-day Copilot Business trial.
👉 A customer sponsor supplies industry and working-context information, and the tool creates individual learning plans plus an administrator roadmap for setup, weekly checkpoints and the final value review.
🤖 Activities cover Outlook, Teams, Office apps and agents, with Cowork prompts when enabled.
🔐 The planner is free and requires no sign-in.
💡 Partners can share it before trial kickoff and use the resulting plan and day-30 feedback to make the adoption and conversion discussion more specific.
Partner briefing
- What it is
Copilot Success Planner for the 25-user, 30-day trial.
- What’s changing
The free, no-sign-in tool creates user learning plans and an administrator roadmap from customer context, including checkpoints and a final value review.
- Why it matters
Gives trial kickoff, adoption and conversion conversations a more concrete plan and day-30 feedback.
- Who it affects
CSP partners leading Copilot Business trials.