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Daily overview Meeting prep Status reports Custom instructions

Your real task. Not the demo example.

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The same steps, every week, all by hand — status report, meeting prep, filing. We take one task from your week and build, in the session, what makes it shorter. For executives, project management, decision-makers, and assistants.

Almost everyone who sits down for coaching for the first time has already read something about Copilot. Some have tried it and then left it alone. The question isn't what Copilot can do — the question is where you specifically start, so it actually changes something in your everyday work.

Who it's for

Who typically sits down for this

Executives
You're stuck between meetings, approvals, and follow-up questions, and want to know which part of that no longer needs to come from you.
Project management
Status reports, coordinating with stakeholders, pulling numbers together — the same steps, every week, all by hand.
Decision-makers
You need to judge what Copilot would actually bring to your own organization, and that takes your own hands-on experience, not a slide deck.
Assistants
You organize for everyone else and never get to your own filing. That prep work is exactly what's fastest to hand off.

The situation

The hurdle is rarely understanding

You can tell from the sentences people arrive with: “My inbox is overflowing, and half of it doesn't even come in by email anymore.” “I write the same handover after every call, always the same pattern, always by hand.” “I need three hours of prep for a meeting that lasts one hour.” None of these is a Copilot problem. All three are a starting point.

Where you start

Usually Foundation — but that's not a rule

Foundation is the usual starting point for these tasks: Copilot in the apps you already use, plus custom instructions and memory. If you're already further along, you start directly with agents.

What we do

Four things it usually starts with

A morning overview that's simply there
An agent reads the new messages from Outlook and Teams, sorts them by urgency, and flags where a reply from you is actually needed today.
Prep that takes five minutes instead of thirty
Before a meeting, Copilot summarizes the last email thread, the last meeting notes, and the open item from the project — with sources, so you can check for yourself.
Custom instructions for how you work
Tone, format, recurring context: set once instead of explained again with every request. It's the smallest change with the biggest difference.
A status report that arrives as a draft
The agent pulls together what's happened since the last report from Teams, SharePoint, and email, and hands you a draft. You review and add to it, instead of hunting for it.

Which one comes first, we decide together in the session — following the Checkpoint, Route, and Doing pattern.

One session

What happens in 45 minutes

0–10 Describe your task, until the hurdle becomes visible
10–15 Decide which part goes first
15–40 Build the prompt or agent together
40–45 Handover: it lives in your tenant, not mine

By the end of the session, the result is with you, not in my notes: the prompt in your Copilot, the agent in your tenant, the custom instructions in your profile. None of it is something I need to send you afterward.

An example

What a result looks like

Prompts take shape in the session, on your own data. This one is the starting point for the daily overview — in the session, it gets tailored to your channels, your role, and your own wording.

Daily overview from inbox and Teams

Look at my unread emails and Teams messages from the last 24 hours. Summarize them into three groups: first, where a reply from me is needed today; second, what I should know but don't need to answer; third, what can wait until next week. For each point, name the sender and subject line, and link the source.

Rolle: Executive, project management

Formats

Single session or package

The difference is in the intent, not the price. The single session takes one topic and moves it forward. The ten-session package is for anyone who genuinely wants to change how they work — with onboarding, a thread running across several sessions, heading toward building on your own.

Kennenlern-Termin

Kostenlos

kostenlos 20 Min

Zwanzig Minuten, in denen wir klären, welches Format zu deiner Aufgabe passt — und ob eines davon überhaupt passt.

  • Deine Situation und dein nächstes Vorhaben durchsprechen
  • Einschätzung, welches Format dazu passt
  • Klare Antwort, wenn kein Format passt

Du weißt noch nicht, ob Einzelstunde, Paket oder Workshop das Richtige ist.

Einzelstunde

225 € netto 45 Min

Eine Coaching-Stunde an deiner echten Aufgabe. Danach läuft etwas.

  • Bestandsaufnahme deiner tatsächlichen Aufgabe
  • Gemeinsam gebauter Prompt oder Agent
  • Ergebnis, das am nächsten Tag benutzbar ist

Du hast eine konkrete Aufgabe und willst sie diese Woche vom Tisch haben.

Zehn-Stunden-Paket

2.250 € netto Zehn-Stunden-Paket

inkl. kostenlosem Onboarding-Call

Kostenloser Onboarding-Call, danach mindestens zehn Termine für einen gemeinsam ausgearbeiteten Lernplan — ohne festen Rhythmus, nach Bedarf abgerufen.

  • Kostenloser Onboarding-Call vorab, danach mindestens zehn Termine — Assessment, Lernplanung und Umsetzung
  • Eigene Prompt- und Agentensammlung am Ende
  • Zwischenstände schriftlich festgehalten

Du willst dich wirklich umstellen und danach selbst weiterbauen können.

All formats compared, with the questions that come up regularly: Pricing and packages.

From the field

What came of it

I used to have over 100 open emails every day. With Copilot and the agent, it's zero now. After the first hour I already had a result I could use right away.
Oliver Zander, 1:1 coaching, permatrade Inbox automation

That's the usual outcome of a first session: not the finished system, but something that already works. The prototype was ready by the end of the session; it went live the week after — using it is what shows what's still missing, and that's exactly the point where a second session starts to make sense. How this case turned out in full is on About us.

Which task should we tackle?

Write two sentences about what took too long this week. We'll get back to you within two business days — with an assessment of which format fits, and an honest answer if none of them do.

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