Co-Pilot 2.0 Webinar
✏️ by: Tiller HQ
📅 published: September 25
📈 for: All users
Co-Pilot 2.0 Webinar
✏️ by: Tiller HQ
📅 published: May 25
📈 for: All users
Co-Pilot 2.0 Webinar
✏️ by: Tiller HQ
📅 published: September 25
📈 for: All users
Your Guide to Maximising Tiller Co-Pilot
Practical tips to help you and your team adopt Co-Pilot quickly, boost usage, and close more deals.
Your Guide to Maximising Tiller Co-Pilot
Practical tips to help you and your team adopt Co-Pilot quickly, boost usage, and close more deals.
Your Guide to Maximising Tiller Co-Pilot
Practical tips to help you and your team adopt Co-Pilot quickly, boost usage, and close more deals.
🤖 Make Co-Pilot Automatic
Set it and forget it—Auto-Open ensures Co-Pilot is always running so you never miss a meeting insight.
Step 1: Open your settings.
Step 2: Switch on Auto-Open so Co-Pilot launches as soon as a meeting starts.
Step 3: Ask your admin to turn this on for the whole team so everyone uses it consistently.
🤖 Make Co-Pilot Automatic
Set it and forget it—Auto-Open ensures Co-Pilot is always running so you never miss a meeting insight.
Step 1: Open your settings.
Step 2: Switch on Auto-Open so Co-Pilot launches as soon as a meeting starts.
Step 3: Ask your admin to turn this on for the whole team so everyone uses it consistently.
🤖 Make Co-Pilot Automatic
Set it and forget it—Auto-Open ensures Co-Pilot is always running so you never miss a meeting insight.
Step 1: Open your settings.
Step 2: Switch on Auto-Open so Co-Pilot launches as soon as a meeting starts.
Step 3: Ask your admin to turn this on for the whole team so everyone uses it consistently.
🔬 Start Every Call with the Briefing Tab
The Briefing Tab gives you a 30-second prep boost so you walk into every call confident and ready.
Step 1: Open the Briefing Tab before the meeting begins.
Step 2: Review participant details, deal history, and any outstanding action items.
Step 3: Look for flags to spot key issues you’ll want to address.
🔬 Start Every Call with the Briefing Tab
The Briefing Tab gives you a 30-second prep boost so you walk into every call confident and ready.
Step 1: Open the Briefing Tab before the meeting begins.
Step 2: Review participant details, deal history, and any outstanding action items.
Step 3: Look for flags to spot key issues you’ll want to address.
🔬 Start Every Call with the Briefing Tab
The Briefing Tab gives you a 30-second prep boost so you walk into every call confident and ready.
Step 1: Open the Briefing Tab before the meeting begins.
Step 2: Review participant details, deal history, and any outstanding action items.
Step 3: Look for flags to spot key issues you’ll want to address.
💯 Use Live Summaries for Accountability
Live Summaries capture the call as it happens, so you can confirm next steps before anyone leaves the room.
Step 1: Let Co-Pilot generate a Live Summary (refreshes every 5 minutes).
Step 2: Check topics, key points, and action items as the call goes on.
Step 3: At the end of the meeting, share your screen to review the summary with participants.
💯 Use Live Summaries for Accountability
Live Summaries capture the call as it happens, so you can confirm next steps before anyone leaves the room.
Step 1: Let Co-Pilot generate a Live Summary (refreshes every 5 minutes).
Step 2: Check topics, key points, and action items as the call goes on.
Step 3: At the end of the meeting, share your screen to review the summary with participants.
💯 Use Live Summaries for Accountability
Live Summaries capture the call as it happens, so you can confirm next steps before anyone leaves the room.
Step 1: Let Co-Pilot generate a Live Summary (refreshes every 5 minutes).
Step 2: Check topics, key points, and action items as the call goes on.
Step 3: At the end of the meeting, share your screen to review the summary with participants.
🧑✈️ Lean on “Ask Co-Pilot” in the Moment
Ask Co-Pilot is like a sales coach in your ear, guiding you to deeper discovery and better qualification in real time.
Step 1: Use the Ask Co-Pilot feature during calls.
Step 2: Try a framework like SPICED or BANT to check your qualification coverage.
Step 3: If you’re unsure, ask Co-Pilot: “Have I gone deep enough on discovery?”
Step 4: Follow its guidance to uncover objections and pain points in real time.
🧑✈️ Lean on “Ask Co-Pilot” in the Moment
Ask Co-Pilot is like a sales coach in your ear, guiding you to deeper discovery and better qualification in real time.
Step 1: Use the Ask Co-Pilot feature during calls.
Step 2: Try a framework like SPICED or BANT to check your qualification coverage.
Step 3: If you’re unsure, ask Co-Pilot: “Have I gone deep enough on discovery?”
Step 4: Follow its guidance to uncover objections and pain points in real time.
🧑✈️ Lean on “Ask Co-Pilot” in the Moment
Ask Co-Pilot is like a sales coach in your ear, guiding you to deeper discovery and better qualification in real time.
Step 1: Use the Ask Co-Pilot feature during calls.
Step 2: Try a framework like SPICED or BANT to check your qualification coverage.
Step 3: If you’re unsure, ask Co-Pilot: “Have I gone deep enough on discovery?”
Step 4: Follow its guidance to uncover objections and pain points in real time.
💊 Track Pain Points with the Checklist
The Pain Point Checklist keeps your discovery sharp, helping you avoid the #1 reason deals are lost: not digging deep enough.
Step 1: About 10 minutes into a discovery call, open the Pain Point Checklist.
Step 2: Count how many pain points you’ve uncovered so far.
Step 3: Aim for at least 5–6, digging deep into:
The situation
A real example
Quantified impact
Business impact
💊 Track Pain Points with the Checklist
The Pain Point Checklist keeps your discovery sharp, helping you avoid the #1 reason deals are lost: not digging deep enough.
Step 1: About 10 minutes into a discovery call, open the Pain Point Checklist.
Step 2: Count how many pain points you’ve uncovered so far.
Step 3: Aim for at least 5–6, digging deep into:
The situation
A real example
Quantified impact
Business impact
💊 Track Pain Points with the Checklist
The Pain Point Checklist keeps your discovery sharp, helping you avoid the #1 reason deals are lost: not digging deep enough.
Step 1: About 10 minutes into a discovery call, open the Pain Point Checklist.
Step 2: Count how many pain points you’ve uncovered so far.
Step 3: Aim for at least 5–6, digging deep into:
The situation
A real example
Quantified impact
Business impact
🗒️ Use Notes & Bookmarks for Precision Coaching
Notes and Bookmarks turn call recordings into powerful coaching tools, making feedback targeted and actionable.
Step 1: While on a call, add notes or drop a bookmark at important moments.
Step 2: After the meeting, review them, each note is timestamped and tied to the recording.
Step 3: Use these markers for coaching sessions or self-review to sharpen your skills.
🗒️ Use Notes & Bookmarks for Precision Coaching
Notes and Bookmarks turn call recordings into powerful coaching tools, making feedback targeted and actionable.
Step 1: While on a call, add notes or drop a bookmark at important moments.
Step 2: After the meeting, review them, each note is timestamped and tied to the recording.
Step 3: Use these markers for coaching sessions or self-review to sharpen your skills.
🗒️ Use Notes & Bookmarks for Precision Coaching
Notes and Bookmarks turn call recordings into powerful coaching tools, making feedback targeted and actionable.
Step 1: While on a call, add notes or drop a bookmark at important moments.
Step 2: After the meeting, review them, each note is timestamped and tied to the recording.
Step 3: Use these markers for coaching sessions or self-review to sharpen your skills.
✔️ Embrace the Coaching Hub (Coming Soon)
The Coaching Hub will track skill development and offer live guidance, helping reps grow faster and smarter.
Step 1: When released, log into the Coaching Hub.
Step 2: Track your skills across areas like discovery, objection handling, and closing.
Step 3: Compare your progress against top performers to spot gaps.
Step 4: Use live question suggestions (coming soon) to improve discovery on the fly.
✔️ Embrace the Coaching Hub (Coming Soon)
The Coaching Hub will track skill development and offer live guidance, helping reps grow faster and smarter.
Step 1: When released, log into the Coaching Hub.
Step 2: Track your skills across areas like discovery, objection handling, and closing.
Step 3: Compare your progress against top performers to spot gaps.
Step 4: Use live question suggestions (coming soon) to improve discovery on the fly.
✔️ Embrace the Coaching Hub (Coming Soon)
The Coaching Hub will track skill development and offer live guidance, helping reps grow faster and smarter.
Step 1: When released, log into the Coaching Hub.
Step 2: Track your skills across areas like discovery, objection handling, and closing.
Step 3: Compare your progress against top performers to spot gaps.
Step 4: Use live question suggestions (coming soon) to improve discovery on the fly.
✔️ Train Once, Reinforce Always
Quick onboarding plus regular reinforcement ensures your team adopts Co-Pilot and keeps using it effectively.
Step 1: Host a short onboarding session for your team.
Step 2: Show how to use Auto-Open, Briefing, and Summaries.
Step 3: Reinforce usage by reviewing call summaries and insights in team meetings.
✔️ Train Once, Reinforce Always
Quick onboarding plus regular reinforcement ensures your team adopts Co-Pilot and keeps using it effectively.
Step 1: Host a short onboarding session for your team.
Step 2: Show how to use Auto-Open, Briefing, and Summaries.
Step 3: Reinforce usage by reviewing call summaries and insights in team meetings.
✔️ Train Once, Reinforce Always
Quick onboarding plus regular reinforcement ensures your team adopts Co-Pilot and keeps using it effectively.
Step 1: Host a short onboarding session for your team.
Step 2: Show how to use Auto-Open, Briefing, and Summaries.
Step 3: Reinforce usage by reviewing call summaries and insights in team meetings.
💭 Final Tip: Think Beyond Sales
Co-Pilot helps any team run smoother by clarifying next steps, assigning ownership, and driving faster execution.
Step 1: Try Co-Pilot in Customer Success, Onboarding, or internal meetings.
Step 2: Use it to clarify next steps, assign action ownership, and speed up execution.
Step 3: Watch collaboration improve across the board.
💭 Final Tip: Think Beyond Sales
Co-Pilot helps any team run smoother by clarifying next steps, assigning ownership, and driving faster execution.
Step 1: Try Co-Pilot in Customer Success, Onboarding, or internal meetings.
Step 2: Use it to clarify next steps, assign action ownership, and speed up execution.
Step 3: Watch collaboration improve across the board.
💭 Final Tip: Think Beyond Sales
Co-Pilot helps any team run smoother by clarifying next steps, assigning ownership, and driving faster execution.
Step 1: Try Co-Pilot in Customer Success, Onboarding, or internal meetings.
Step 2: Use it to clarify next steps, assign action ownership, and speed up execution.
Step 3: Watch collaboration improve across the board.