For businesses on Microsoft 365
Get more from the Copilot you already pay for.
One phone interview with our AI interviewer about how your business runs, then a plan that shows which of your tasks Copilot can take on, which parts are already included, and what anything else would cost.
Not on Microsoft 365? Same call, your tools.
One flat $297, with no sales call or hourly billing, and the plan is yours to keep. Paid securely through Stripe. Non-refundable, but you can reschedule as often as you like.
- Call length
- 15–20 minone phone call
- When
- 24/7pick any time
- Turnaround
- 2 workdaysMicrosoft-certified review
Sierrix interviewerWalk me through the last estimate you wrote. Where did the time go?
Dana, ownerSpring is chaos. I’m writing estimates at the kitchen table at 10 at night.
Solution 1 · Start firstfrom the sample plan
Estimates from site photos
An agent reads Dana’s photos and notes, finds similar past jobs in SharePoint and prices each line from the current list. Dana checks it and sends it.
Runs for about $6 a month
What Copilot costs
The three kinds of Copilot
Copilot Chat
Included with Microsoft 365
Asking questions: drafting, summarizing, web answers and files you upload.
Copilot Business seat
$18 per person a month
Copilot inside Word, Excel, Outlook and Teams, plus agents you ask questions that answer from your company’s own files.
Agents that run on their own
Copilot Credits, $0.01 each
Copilot Studio agents that start on their own when a new email, form or scheduled time arrives, without anyone asking. They cost extra, on top of any seat.
Your plan says which kind each task needs. Prices last checked September 25, 2026. What Copilot costs, explained
What happens after you book
How it works: one phone call, then your plan
The interviewer calls
At a time you pick, day or night. About 15 to 20 minutes on your Microsoft 365 plan, the apps you use and where the week goes.
A Microsoft-certified professional reviews your plan
AI drafts it from the call, and we read every line before it reaches you, within 2 business days.
You choose what to set up
Each problem gets the AI solution we’d build and the other options we weighed. Build it yourself or ask us for a quote.
Your Copilot plan
What your plan includes
Written from your call. The sample plan for a landscaping business shows every section.
Things you can do yourself
Free steps to try this week with what you already pay for, and a step-by-step guide for any easy recommendation you’d rather set up on your own.
The right Copilot features and agents
Which built-in features and Microsoft agents fit your work, and where a custom agent would save real time.
Hours saved and monthly costs
Hours and dollars saved for each recommendation, and what seats, pay-as-you-go credits and any other tools cost a month. Anything we had to estimate is labeled.
When Copilot isn’t the answer
If something is better handled by another tool (sometimes answering phone calls), we say so and name the options.
A roadmap
What gets built and tested first, how long the build should take, and what we need from you along the way.
Readiness check
Anything that would stop Copilot helping you, like files kept on personal laptops, and how to fix it.
Not only Microsoft
AI solutions for any software
Copilot is our specialty, not our only tool. If you run on Google Workspace, QuickBooks or your industry’s own software, or ChatGPT or Claude would do a job better, your plan says so. We recommend the best tool for each problem, starting with what you already pay for.
Common questions
What if I don’t have Copilot yet?
That’s fine; most people we talk to don’t. The plan starts with what you can do with what you already pay for, then shows whether paying for Copilot would be worth it for you.
Do I need paid Copilot seats for the agents you suggest?
Not always. Some agents run for everyone on pay-as-you-go credits, and some features need a paid seat. The plan says which is which, per person, in dollars per month.
What if we don’t use Microsoft 365?
Book the same call. The interviewer asks which software you use, and your plan is built on those tools. We suggest moving to Microsoft 365 only when it would clearly be your best option, counting the full cost of the move.
Who isn’t this for?
It isn’t the right fit if you need IT help today, like a broken laptop or email that won’t send: we write a plan, we don’t fix computers. It also isn’t for you if you’d rather be interviewed by a person than an AI, or can’t spend 15 to 20 minutes on a phone call in English.
Are you part of Microsoft?
No. Sierrix is an independent company and a member of the Microsoft AI Cloud Partner Program, Microsoft’s program for companies that work with its products. Microsoft does not own, run or endorse Sierrix. We recommend the best tool for each job, including ones outside Microsoft 365 when they fit better.
Are you Microsoft certified?
Yes. Our founder holds the Microsoft 365 Certified: Copilot and Agent Administration Fundamentals certification and has 25 years of IT experience, including Microsoft 365 and Azure. You can read more on our About page.
What does it cost?
$297 for the call and your personalized report, paid when you book, with no obligation to buy anything else.
Who calls me?
An AI voice assistant working for Sierrix, which introduces itself as an AI at the start. It calls the person who booked, whether that’s the owner, a manager or someone on the team. We review every report before you get it.
Can I reschedule?
As many times as you like. Your confirmation page has a private link to move your call, up to 10 minutes before it starts. The payment is non-refundable and carries over to the new time.
What if I miss the call?
We’ll email you a link to pick a new time or to have the interviewer call you right away. Your booking stays paid for.
I have a promo code. Where do I use it?
On the last step of booking, before payment.
Is the call recorded?
Yes. The interviewer asks for your permission at the start of the call. We need the transcript to write your report, so if you say no, the call ends there and we’ll email you about your options. The recording and transcript are used only to prepare your report.
Do I need to prepare anything?
Nothing formal, but your report will be more accurate if you’ve thought about your daily and weekly pain points first: the tasks that take the longest, get repeated the most, or slip through the cracks. It also helps to know which Microsoft 365 plan and apps you use. The interviewer guides you through the rest.
Will you ask for passwords or customer details?
No. We never ask for passwords, payment details or your customers’ personal information.
New to Copilot? Our Copilot pricing guide explains what the free and paid versions cost, and the guidesshow how to use it and build your own agents. Not on Microsoft 365? See our AI solutions for any software. Weighing your options? Read Do it yourself, hire a consultant, or book an assessment?
Check us for yourself
Microsoft 365 Certified: Copilot and Agent Administration (exam AB-900)
Held by our founder, earned September 2026. Verify on Microsoft Learn
Microsoft AI Cloud Partner Program
Sierrix is a member. We’re an independent company, not part of Microsoft.
Prices checked September 25, 2026
Every Microsoft price on this site comes from Microsoft’s own pages, with the date we last checked it. See current Copilot prices
Reviews on Google
Sierrix LLC, Pennsylvania, USA. Worked with us? Leave a Google review
Find out what your Copilot could be doing.
$297, about 15 to 20 minutes on the phone, and a plan we’ve reviewed before it reaches you.
Paid securely through Stripe. Non-refundable, but you can reschedule as often as you like.