Draft Voice and Template Documents · Client Research & Meeting Prep

How it should sound, what it should produce.

The voice spec keeps client-facing language in MillerKnoll's tone. The template defines the prep doc section order, sourcing rules, and a worked fictional example so the agent does not improvise the structure every time.

Core principles

Brand Voice Spec — tone for language you may say out loud to clients; internal prep stays plain and direct.
Meeting Prep Template — fixed section order, sourcing rules, one worked fictional example.
Draft Brand Voice from approved examples only — decks, proposals, and emails that sound right.
Draft Meeting Prep Template from the Sales Methodology you saved in Lesson 3.
If a document goes stale when a client changes, it does not belong in grounding.
Concrete rules and before/after examples beat abstract principles — you own verification after Copilot drafts.

Check yourself

Why draft Brand Voice Spec and Meeting Prep Template as separate documents?

Do this in Copilot

Draft and save both documents with exact names: Brand Voice Spec and Meeting Prep Template.

Paste this into Copilot Chat and work through it before moving on.

Brand Voice Spec

I want a short brand-voice spec my Copilot agent can follow when it drafts language I will say out loud to clients. I am pasting examples of approved messaging — decks, proposals, and emails that sound right. From these, extract: the voice and tone rules, a do-and-don't list, the words and phrases we favor and avoid, and three to four before-and-after rewrite examples. Base every rule on a pattern you actually see in my examples, and flag anything you are inferring. [Paste your approved examples below.]

Open Copilot →

Clarifying questions

Then draft Meeting Prep Template (paste the Sales Methodology document from Lesson 3):
Help me design the output template my meeting-prep agent should always produce. The meeting is in person, not a presentation — I need points to hit and selling notes, not slides. Based on the sales methodology and stakeholder types in the document I am pasting, draft: a fixed section order for the prep doc; the sourcing and honesty rules the agent must follow (cite every client-specific claim with a date, never invent a stakeholder's view, flag thin or assumed points); and one short worked example with a fictional client so I can see the level of detail. [Paste your methodology doc below.]

I want a short brand-voice spec my Copilot agent can follow when it drafts language I will say out loud to clients. I am pasting examples of approved messaging — decks, proposals, and emails that sound right. From these, extract: the voice and tone rules, a do-and-don't list, the words and phrases we favor and avoid, and three to four before-and-after rewrite examples. Base every rule on a pattern you actually see in my examples, and flag anything you are inferring. [Paste your approved examples below.]

Did you run this in Copilot? Mark complete when you have tried it.

Next lesson: Configure the Agent →