Published: 28th May 2025
At The Inform Team, we’ve supported dozens of organisations on their journey with Copilot. No matter the size or sector, the same patterns tend to show up. That’s why we created our Copilot customer journey, a five-stage model to help you pinpoint where you are now and what’s blocking you from moving forward.
Let’s break it down.
Stage 1: Curious but unclear
You’ve heard the buzz. There’s appetite to explore, but it’s all a bit foggy. What exactly does Copilot do? And how do you know if your data or licences are ready?
The blockers?
To move forward, clarity is key. You need shared goals, defined personas and a sense of where Copilot can make a difference in your world, not just the headlines.
Stage 2: Ready to explore
You’re getting curious. The appetite’s growing. You’re starting to ask: “What could this mean for us?” Now it’s about building belief and bringing people with you.
The blockers?
At this stage, you need early storytelling, myth-busting and campaigns that make it real. People need to see Copilot, not just hear about it.
Stage 3: Building confidence
You’ve dipped a toe in. A few teams are using Copilot. But progress is patchy and confidence is fragile.
The blockers?
Now it’s time for practical support. Think hands-on training, role-specific prompts and coaching that shows what good looks like in your context.
Stage 4: Building confidence
This is where things start to click. Copilot is part of the workflow, but keeping momentum takes work
The blockers?
To move forward, clarity is key. You need shared goals, defined personas and a sense of where Copilot can make a difference in your world, not just the headlines.
Stage 5: Confident and expanding
Copilot is working and you’re ready to scale. It’s no longer “the new thing”. It’s just how work gets done.
The blockers?
To move forward, clarity is key. You need shared goals, defined personas and a sense of where Copilot can make a difference in your world, not just the headlines.
So what does this mean for you?
If Copilot isn’t landing the way you hoped, you’re not alone. The solution isn’t more tech. It’s smarter support. Start by asking: Where are we on this journey? And what do our people need to take the next step?
Or get in touch to start your journey from curiosity to confidence with support tailored to where you are now.
