Driving Success with Copilot: Role-Based AI Onboarding

When Microsoft launched Copilot, their groundbreaking AI-powered assistant, the goal was ambitious: to empower teams across organizations to work smarter, faster, and more effectively.

However, with its extensive feature set, a challenge emerged: How could diverse teams, each with unique needs, confidently adopt this powerful tool?

That’s where we stepped in. Partnering with Microsoft, we crafted a targeted onboarding campaign to ensure that Copilot spoke directly to specific roles within organizations. By delivering tailored resources and personalized guidance, we helped Microsoft turn Copilot into an indispensable asset for a wide variety of teams, from HR and finance to IT and marketing.

Turning technical complexity into seamless adoption

The first step in any of our client engagements is to come up with a campaign strategy with comprehensive messaging, points of differentiation, and defined target audiences.

With this Copilot engagement, Microsoft needed a campaign that could:

• Simplify Copilot’s complex features for very different organizational roles.

• Provide personalized, actionable resources to foster faster adoption.

• Deliver seamless onboarding that showed teams results immediately while positioning them for long-term success.

The goal was to make Copilot intuitive and impactful, ensuring every team member, regardless of their expertise, could integrate it into their workflows with ease.

A multi-pronged onboarding campaign

Because we were targeting several distinct audiences with a new, complex tool, we decided that a tiered onboarding campaign would make adopting Copilot much smoother.

Working with Microsoft, we cultivated:

Tailored messaging for role-specific email campaigns designed to showcase how Copilot could solve real-world challenges in fields like finance, HR, IT, and marketing.

Interactive resources- including videos, how-to prompts, and curated guides- to walk users through the most relevant features for their roles.

Real-world examples to emphasize how Copilot would speak to a person’s role-specific needs. For example, our email to finance professionals emphasized budgeting and analysis tools, while IT teams received guidance on streamlining adoption across departments.

Ultimately, this campaign was about more than mere adoption; it was about transformation. By compiling helpful resources and customized, role-based instructions, teams in wildly different departments quickly saw how Copilot could streamline their workflows and make their day-to-day tasks easier.  

Are you ready to launch or expand your next product with tailored, impactful campaigns? Contact us today!