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Change management Client result

One sales rep's 30-day AI pilot that won leadership buy-in

A regional sales leader at a pharmaceutical manufacturer cut prospecting time in half with Copilot, then used the results to win leadership support for AI across the sales team.

Two colleagues talking in front of a wall of colored sticky notes, one holding a tablet

Industry

Pharmaceutical manufacturing

Team

Regional sales

What they bought

1:1 AI strategy sessions

Tools

Microsoft Copilot, Copilot Studio, SharePoint

Timeline

30-day pilot, then ongoing

The challenge

Prospecting ate more than 12 hours of the week: researching accounts, drafting emails and logging follow-ups. There was no formal AI training and no company-wide AI program to lean on, just a busy rep and the Microsoft tools the company already had.

The training GrowthUP provided was great and I feel very comfortable using the new tools while increasing my efficiency. Plus, the customized workflow GrowthUP helped me pilot cut my weekly prospecting process in half and lead to $6M in pipeline.”

Regional Sales Director, Pharmaceutical Manufacturer

What we did

  1. Align

    Started with a 60-minute process review and a personal SMART goal: cut prospecting time in half in under 30 days while raising lead quality.

  2. Integrate

    Built a Copilot prompt that turns the drug-trial news landing in the rep's inbox each day into a top-five prospect list, likely titles and a tailored first email for each, with the rep reviewing every one.

  3. Scale

    Shared the results with leadership, then extended the work to a governed Copilot Studio agent over SharePoint that answers 430+ RFI and RFP questions from the team's own documents.

How the AI for ROI™ Framework works →

The results

50%

less weekly prospecting time, from 12 hours to under 6

$6M

in new pipeline, built with the prospecting workflow and the RFP agent

3 days

to answer an RFP, down from 2 weeks

Results as reported by the client.

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