Touch-base: SOAR Modules — 2025-12-10

Client: ^[1]
Attendees: Gus Donelson (Agility Recovery), Isalia Ramirez (Asymmetric)
Source: Fathom Recording

Overview

Sync to assess SOAR eLearning module progress after a brief gap. Courses 1–10 are out for review, with Gus having cleared most of them. The Copilot module (Course 8) received scope approval despite running longer than the standard target. A new Salesforce interactive course was elevated to top priority based on ongoing user errors. The January 11 SKO launch was reframed as aspirational, with February new-hire onboarding as the realistic first use.

Key Decisions

Module Status

Courses 1–10 (Sent for Review)

• Reviewed by Gus: All except Agility Story and Vertical Solutions Part 1 (Gus to complete by EOD same day)
• High-restructure modules flagged: Product Intro Part 2, Agility Sales, and Vertical Solutions required the most significant edits

Courses 11–13 (In Progress — Isalia's Colleague)

Target delivery: following day from meeting date.

Courses on Hold / Complete

Copilot Module — Course 8

Problem: Storyline is not installable on macOS without a virtual desktop (confirmed by Gus's Storyline contact).
Solution: Isalia will develop on a Windows machine.

Approved scope: ~30–35 minutes total, including a Storyline simulation block.

Three Storyline Scenarios (Approved)

1. Finding internal resources — using Copilot to locate case studies and internal files within SharePoint
2. Prompt writing for prospect research — crafting effective prompts to research a target account
3. Complete pre-call workflow — end-to-end simulation combining scenarios 1 and 2

Live Follow-on Session (Gus-led)

After completing the course, reps will join a virtual session where Gus will:
- Run Q&A and introduce Prompt Cowboy for prompt-building practice
- Have all reps simultaneously research a shared prospect (e.g., a credit union and a supply-chain company)
- Debrief on differences in results, prompts used, and follow-up queries

"What prompts did you use to get that information? Where did you click through? What secondary prompts did you use?" — Gus

Salesforce Interactive Course (New Priority)

Problem: Current training consists of passive video walkthroughs. Reps are making repeated critical errors in Salesforce, consuming significant management time.

"My whole week has been flexed to figure out how to make them stop making these errors in Salesforce." — Gus

Solution: Build an interactive Storyline course with click-through simulations. Gus is considering splitting it into two parts delivered over multiple days to avoid cognitive overload.

Source Material (SharePoint)

Focus on anything labeled SFDC or CPQ; skip unrelated tools (e.g., ZoomInfo).

SME Contacts

• Abby — Salesforce administrator; owns the tech stack; can grant access and provide technical guidance
• Erin — Account Executive; highly proficient in Salesforce; available as a secondary resource

Next step: Isalia to review source videos, then schedule a working session with Abby and Erin.

Timeline & Content

January 11 Launch

• Status: Aspirational ("shoot for the stars") — not a hard deadline
• Rationale: SKO (Jan 10–12) is focused on a new cyber product and new comp plan; SOAR modules are not a featured agenda item
• Realistic first use: February, when the first new-hire cohort is expected

Video Scripts & B-Roll

• Gus will use the Jan 10–12 SKO to record authentic video content in person
• Participants: sales reps, CSMs, leadership, marketing
• Content goals: welcome/intro scripts, award ceremony B-roll, leadership talking-head segments
• Marketing will also capture content for LinkedIn
• Isalia to review existing scripts and send feedback; Gus may involve marketing on script quality

Images

• Preferred: Authentic images sourced from Agility's internal folders (some restricted to IT-controlled SharePoint) and marketing
• Fallback: AI-generated images where authentic ones are unavailable
• Gus has no strong stylistic preference (realistic vs. illustrated) for AI-generated images
• Gus to coordinate with marketing contact for original JPEGs from existing decks

Action Items

• [ ] Gus — Review Agility Story and Vertical Solutions Part 1; send feedback to Isalia by EOD
• [ ] Gus — Identify 1–2 credit unions + 1 supply-chain prospect for the Copilot virtual session; share with Isalia
• [ ] Gus — Source authentic images with marketing; share with Isalia
• [ ] Isalia — Watch SFDC Intro Overview and Systems & Tools Sales Ops (Mark's Recordings); review CPQ how-to videos
• [ ] Isalia — Schedule working session with Abby and Erin for Salesforce Storyline guidance
• [ ] Isalia — Build Copilot Storyline (30–35 min, 3 scenarios) on Windows machine
• [ ] Isalia — Review video scripts; send feedback to Gus

Related

• ^[2]