A new year is a fresh opportunity to rethink how you work smarter, reduce distractions, and focus on driving results. Keeping leaders informed and providing better visibility shouldn’t take time away from what matters most — your deals.

Melissa Kavanagh, Account Executive, and Edward Fuerst, Account Manager, share how they’re preparing for Q1 and using Copilot’s AI to automate tasks, surface key deal insights, and keep leaders up to speed — without extra admin work.

You’ll learn:

• Automate routine tasks like CRM updates, call summaries, and follow-ups to save time.

• Keep your pipeline healthy and moving forward with real-time, AI-driven insights.

• Give leaders the visibility they need to make better decisions — without adding more to your plate.

Walk away with practical strategies to start the new year with focus, clarity, and momentum to hit your goals in 2025.