Marketing · 20 min

Build a messaging framework from your research and product docs

Word

Short answer: In Word, ask Copilot to draft a messaging framework from your product strategy, customer research and competitive notes. Ask for the audience, the problem in customers' words, three value pillars with proof, and lines sellers can use. Mark anything without a source so you can fill it or cut it.

Last checked against Microsoft docs: Oct 21, 2026

When sales, marketing and leadership describe the product three different ways, buyers notice. A messaging framework is the one page everyone works from. The marketer who owns that page shapes how the whole company talks, and that's a strong place to be at review time.

A common situation (composite)

Our website, our deck and our sellers all say different things.
There's no one doc to point to.
Every launch starts from scratch.

What you get

Data: product strategy, customer research and competitor notes.
Does: drafts the framework with sources marked.
Output: a one-page messaging framework in Word.
How often: once per product, then at every launch.

Before you start

Needs: Microsoft 365 Copilot. Not sure what you have? Start here.
Microsoft's label for this scenario: Microsoft 365 Copilot.
Where: Copilot in Word.
Access: Copilot only uses content you already have permission to open. Use only information your company allows in Copilot.

The steps

Gather three files: product strategy, customer research or interviews, and competitor notes.
Open a blank Word document and use Copilot with the prompt, referencing the files.
Check every proof point against its source.
Run the follow-up to test it against a real buyer.
Get sign-off from product and sales before anyone uses it.

Copy this prompt

Using [product strategy], [customer research] and [competitor notes], draft a one-page messaging framework for [product]:
- Who it's for (role, company type)
- The problem, in customers' own words (quote the research)
- One-sentence positioning statement
- Three value pillars, each with one proof point and its source
- How we're different from [main competitor], only where the notes support it
- Five lines sellers can say out loud

Mark any claim without a source as NEEDS PROOF. Plain words, no buzzwords.

(Prompt from stuckwithcopilot.com/guides/messaging-framework/)

Make it better

Run this next, in the same chat.

Read this framework as a skeptical [buyer role]. Which pillar would you believe least, and why? Rewrite that pillar to be more concrete, using only facts from the files. Then give me one headline and one email subject line built from the positioning statement.

(Prompt from stuckwithcopilot.com/guides/messaging-framework/)

Data tip: use this with your work Copilot, and leave out passwords, payment details and anything your company marks restricted.

What a good result looks like

Every pillar has a real proof point with a source, the customer problem is in their words, and NEEDS PROOF shows up wherever the files are thin.

If a feature is missing

Without Copilot in Word, paste the key parts of each file into Copilot Chat with the same prompt and copy the result into Word.

Make it smarter

Keep a short "What it got wrong" note. Paste it above the prompt next time, like "Don't invent dates".

Not sure what to ask? Copy the quick note for your Copilot admin.

Questions people ask

Build a messaging framework from your research and product docs?

In Word, ask Copilot to draft a messaging framework from your product strategy, customer research and competitive notes. Ask for the audience, the problem in customers' words, three value pillars with proof, and lines sellers can use. Mark anything without a source so you can fill it or cut it.

What do I need for this?

Microsoft 365 Copilot. Without Copilot in Word, paste the key parts of each file into Copilot Chat with the same prompt and copy the result into Word.

How is this different from a campaign brief?

The framework is the foundation that stays the same. A campaign brief uses it for one campaign, one audience and one time frame.

Can Copilot invent proof points?

It can, which is why the prompt asks it to mark anything without a source. Never publish a NEEDS PROOF line.

Who should sign off?

Product for accuracy, sales for whether it works in conversations, and whoever owns your brand.

Next step

Try it once, then make it yours.

Run the prompt on one real task this week. Then pick your next workflow.

See the workflow library ↗

Cite or share this guide

Build a messaging framework from your research and product docs. Stuck with Copilot. https://stuckwithcopilot.com/guides/messaging-framework/ Last checked Oct 21, 2026.

One Copilot idea a week

One idea a week that makes your job easier, makes you smarter, and gets your Copilot doing more for you. Something genuinely cool, not a hack. Built for people in sales, marketing and ops.

Where this comes from

Inspired by Microsoft's Copilot scenarios. See the original at Microsoft Copilot adoption (Microsoft's marketing scenario). The prompts and steps here are rewritten and expanded by Stuck with Copilot. This site is not affiliated with Microsoft.

Official references

Last checked against Microsoft docs: Oct 21, 2026.