Rise360 Course Development Check-In — 2025-10-31

Overview

Working session between Isalia Ramirez and Gus Donelson (Agility Recovery) to clarify feedback on the Rise360 new hire onboarding course. Covered tone conventions, a specific sales-text edit, resource locations, visual sourcing, and the development timeline while Gus is OOO the week of Nov 4th.

Attendees:
- Gus Donelson — Agility Recovery (gus.donelson@agilityrecovery.com)
- Isalia Ramirez — Asymmetric (isalia.ramirez@asymmetric.pro)

Key Decisions

Tone: We/Us Voice Throughout

The course is for internal new hires only. When discussing Agility Recovery's company initiatives, mission, and strategic direction, use "we/us" rather than "you/your." This creates an inclusive, employee-facing tone. If a few instances are missed, Gus is not concerned — the principle is directional, not a hard rule.

"When we're talking about agility and what the company does, I think that's more of an us or we type thing because this is an internal and these are only employees, new employees." — Gus

Gus's Copilot Comments Are Suggestions, Not Directives

Several of Gus's Rise360 comments were generated by feeding text into Microsoft Copilot to soften phrasing (e.g., changing "traditional ways fail" to something less definitive). These are suggestions for tone and elaboration, not mandatory edits. If a comment appears to contradict earlier guidance, default to what was established in prior conversations.

Specific Edit: "Industries We Serve" Module

One concrete edit was confirmed:

Rationale: The course is taken by all new hires, not just sales. The "cold prospecting" clause is also factually inaccurate — Agility Recovery does still require cold prospecting.

Resources & Visuals

MRC vs. MRU File — Key Product Resource

The MRC vs. MRU comparison document is located in the Training SharePoint at Training > Product. This is a primary reference for the product module. Gus confirmed Isalia has access to the full Training folder; use the folder navigation directly rather than the shared link (which may redirect outside the Agility profile).

Additional SharePoint Folders to Review

Two folders in the Training SharePoint contain useful product content beyond the new hire onboarding project:
- Product Pricing & Catalog
- Product Services & Training

Isalia should review these and flag any resource gaps to Gus.

Images & Visuals

• Approved sources: Existing PowerPoint decks (beg, borrow, steal freely)
• Recovery Photos folder in SharePoint contains product-specific photos (e.g., Insight & MRC units)
• Web-generated images are acceptable for generic headers and section visuals
• Images are not a blocker — Gus is not prioritizing this. If a specific photo is needed (e.g., a generator or MRC/MRU unit), Gus can request it from marketing.

Video & Storyline Modules

Sizzle Videos

Short welcome/role-overview videos will be recorded virtually (no travel budget). Gus has reached out to potential participants to plant seeds. Strategy for recording will be discussed in a future session.

Storyline Interactive Modules

Storyline click-throughs are planned for key sales tools:
- Salesforce
- Sales Loft
- ZoomInfo

These will walk new hires through data entry and prospecting workflows. A dedicated Storyline resource (separate from Isalia) is needed. The Storyline expert Gus had identified was out this week; Gus will realign with her the week of Nov 10th.

Timeline

Action Items

• [ ] Isalia — Update "Industries We Serve" module: change "allowing you to spend more time closing deals and less time cold prospecting" → "allowing salespeople to spend more time closing deals"
• [ ] Isalia — Use MRC vs. MRU file (Training > Product) as primary reference for the product module
• [ ] Isalia — Review Product Pricing & Catalog and Product Services & Training SharePoint folders; send Gus a list of resource gaps
• [ ] Isalia — Follow up with graphic designer Monday (Nov 4) re: outstanding visual drafts
• [ ] Isalia — Identify a Storyline resource for tool click-throughs (Salesforce, Sales Loft, ZoomInfo)
• [ ] Isalia — Continue Rise360 module development through the week of Nov 4
• [ ] Gus — Review course content starting week of Nov 10
• [ ] Gus — Realign with Storyline expert week of Nov 10

Related

• ^[1]
• ^[2]