Rise360 Course Review & Next Steps — 2025-11-21

Overview

Working session with Gus Donelson (Agility Recovery) and Isalia Ramirez (Asymmetric) to review Rise360 course feedback and align on next steps ahead of the January 11 sales kickoff. The meeting covered module-level feedback, a new Storyline tool-training initiative, three video production projects, and a branding/terminology update that affects course content throughout.

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

Key Decisions

• Rise360 V1 target: Finalize all modules the week of Nov 25 (while Gus is out for surgery/holiday); publish for final review when Gus returns Dec 1. Goal is a V1 launch at the Jan 11 sales kickoff.
• "Prospecting and Research" module on hold: Internal process has changed, making content outdated. Do not delete — hold for future revision.
• "Presentation and Communication Skills" module: Full revamp planned based on Gus's feedback.
• Storyline courses scoped at four: ZoomInfo, Salesforce 101, Salesforce 102, Sales Loft. Can be standalone or embedded in Rise360 — Isalia to explore embedding with Mark.
• Branding visuals paused: Agility's long-term graphic designer (7-year relationship) will own visual design to ensure brand consistency with website and marketing collateral. Asymmetric visuals set aside pending designer output.
• Product renaming in progress: All "Ready" product names (Ready Power, Ready Fuel, etc.) are being retired due to a copyright conflict. Course content will need a future update pass once new names are confirmed.

Topic Notes

Rise360 Course Finalization

Module status:

Terminology updates to apply globally:

Additional content standards to enforce during finalization:

• Acronyms: Define fully on first use within each course (do not assume carry-over from a prior module). Example: spell out "Business Continuity and Disaster Recovery" before using BC/DR.
• SOAR program: Mention in early modules as context; not required in every module title. Naming convention should not force "SOAR" as a prefix on every course (e.g., "Vertical Part Two" is fine without it).
• "What You'll Learn" sections: Keep consistent across all modules. Trim to fewer than ~10 bullets — combine or cut where AI-generated content over-expanded.
• External links: Replace with a standard note: "Want to learn more? Search in Co-Pilot." Do not chase down external URLs.
• Asset references in examples: Use asset type (e.g., "MRC," "generator"), not specific unit IDs (e.g., "unit 427," "generator 89").
• General formatting: Standardize capitalization, bold, hyphens, and punctuation across all modules during the finalization pass.

Storyline Tool-Training Courses

Rationale: No live sandbox environment exists for Salesforce, ZoomInfo, or Sales Loft. Storyline's screen-simulation / click-through capability allows learners to physically practice workflows without risk of breaking live data.

Proposed course sequence:

1. ZoomInfo — Profile setup, list building, importing leads to Salesforce
2. Salesforce 101 — Fundamentals: login, profile setup, application view, lead conversion
3. Sales Loft — Setup, pushing leads from Salesforce, running campaigns/cadences
4. Salesforce 102 — Advanced: quoting (high-stakes, finance-impacting), dashboards, reports

Gus's suggested learning order: ZoomInfo → Salesforce 101 → Sales Loft → Salesforce 102, reflecting the actual daily workflow.

Open questions / dependencies:
- What assets does Asymmetric need from Agility to build screen captures? (Possibly a training login to Salesforce.)
- Can Storyline activities be embedded inside Rise360 modules, or will they live as standalone courses? Isalia to explore with Mark and propose an approach.
- Gus forwarded a Storyline scope email to Isalia (asymmetric address) — review before the Mark meeting.

New Video Projects

Three videos scoped for production. Gus will send Co-Pilot-drafted scripts for all three.

Notes:
- Gus will draft the "Day in the Life" script via Co-Pilot and send all three to Isalia.
- B-roll suggestions from Co-Pilot: emergency response scenes, mobile recovery units, tech solutions, team huddles, virtual meetings.
- Scripts are outlines/starting points — creative refinement welcome.

Branding & Naming Updates

• Visuals: Paused. Agility's contracted graphic designer (7-year tenure) will produce course visuals to match the website and existing marketing collateral. Gus shared Asymmetric's examples as reference for what he liked/didn't like.
• Product renaming: All "Ready" product names (Ready Power, Ready Fuel, Ready [X]) are being retired due to a copyright conflict with another company. Leadership debate ongoing, but change is coming. Course content using these names will need a future update pass — flag but do not block V1 launch.
• N365 app: Gus to send a screenshot to Isalia for reference in course content.

Action Items

Related

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