The short answer: Wallai runs hands-on Microsoft 365 Copilot training for owner-led Canadian businesses. Your team works on its own emails, spreadsheets and meetings, not demo files. Steve Walters runs every session, in person from Ancaster or online, and agrees the scope in writing before work starts.
Steve WaltersFounder, Wallai · 16 years in corporate sales, 10 at Pfizer
You bought the licences.
A few people tried it.
Then the busy week came, and everyone went back to the old way.
That is the usual story. The tool works. Nobody showed the team what to use it for on a Tuesday afternoon with a full inbox.
One person learns it. Everyone else waits for that person.
More on this: Why isn't my team using the AI tools we already pay for?
Summarize long threads, draft replies in your voice, pull out what someone promised and when.
Ask questions of a sheet in plain English, clean up exports, build the summary you rebuild by hand every month.
Meeting recaps, action items, and catching up on a meeting you missed.
First drafts from your own notes and files.
What Copilot can see, why permissions matter, and what should never go into a prompt. Copilot only shows people what they already have access to, so we check that access first.
Each person leaves with prompts for their own role and one task they now do faster.
You tell me what the team does all day and which licences you have.
I pick the jobs worth training on and put the format, timing and fee in writing.
Hands-on, on your files, in person or online.
We check what stuck and fix what didn't.
Owner-led manufacturers and professional services firms that already pay for Microsoft 365 and want their team to actually use Copilot.
If you are still deciding between Copilot and ChatGPT, start here: Copilot vs ChatGPT for small business.
16 years in corporate sales, 10 at Pfizer. Now I help owners put AI to work on real jobs and train their teams to run it.
About SteveFor the in-app features, yes. Copilot in Word, Excel, Outlook and Teams needs a qualifying Microsoft 365 plan plus the Copilot add-on. If you don't have it yet, we can start with the free Copilot Chat and decide on licences after.
Microsoft says Copilot only shows data the user already has permission to see, and does not use your prompts to train its foundation models. The risk is loose permissions. We review who can see what before the team starts.
Yes. That is the point. Generic demos don't stick. Your own inbox and spreadsheets do.
Yes, in person from Ancaster, or online for teams anywhere in Canada.
It depends on team size and format. You get the scope and fee in writing before any work starts.
You tell me what the team does all day and which licences you have.
Steve Walters · 16 years in corporate sales, 10 at Pfizer
