SOAR Course Planning — Co-pilot & Salesforce Tools
Overview
Friday check-in with Gus Donelson (Agility Recovery) and Isalia Ramirez to finalize the Co-pilot course storyline and define the Salesforce tools training strategy. Two major workstreams were resolved: the Co-pilot module gets a new scenario showcasing integrated Outlook/Teams search, and the Salesforce tools work is scoped as three distinct courses covering ZoomInfo, SalesLoft, and a deep-dive Salesforce course.
Attendees
- Mark Hope — Asymmetric (not present but referenced)
- Gus Donelson — Agility Recovery (client)
- Isalia Ramirez — Asymmetric (lead developer)
Key Decisions
Co-pilot Course
- Storyline revised. The two weaker initial scenario ideas are dropped. The replacement scenario demonstrates Co-pilot's integrated search within Outlook/Teams — e.g., finding a past meeting ("Arctic Wolf session"), then surfacing its notes, recording, and action items directly from the Co-pilot chat interface. This better showcases Co-pilot as an integrated tool rather than a standalone app.
- Prompt Convoy treatment. Included as a lightweight tip/callout (link to the site, brief explanation), not a standalone module. The primary goal remains teaching effective prompting; Prompt Convoy is a supplemental scaffold for learners who want structured help writing prompts.
- Manuals on hold. Facilitator, participant, and answer key manuals are drafted but will not be shared with Gus until the Co-pilot module is finalized and incorporated.
Salesforce Tools Training Strategy
- Three-course structure confirmed:
1. ZoomInfo — Lead generation, filtering/segmentation, export to Salesforce
2. SalesLoft — Cadence creation, activity logging, Salesforce sync
3. Salesforce (200-level deep-dive) — Opportunity management, pipeline stages, CPQ quoting, forecasting (priority course) - Cross-tool context is intentional. ZoomInfo and SalesLoft courses will include moments where Salesforce appears naturally (e.g., exporting leads into SF, viewing logged activity in SF), but those courses do not teach Salesforce — that belongs to the dedicated deep-dive.
- Root problem driving the training: New hires struggle with the integrated workflow, resulting in inaccurate pipeline data and unreliable forecasting. The Salesforce course must make the business consequence explicit.
Critical Workflow Detail (Salesforce)
Gus walked through the sales pipeline stages and their financial significance:
| Stage | Trigger | Forecast Impact |
|---|---|---|
| Opportunity | Lead created | Not counted in forecast |
| Engaged | Active interaction with prospect | Counted; real opportunity |
| Negotiation | CPQ quote built and sent | 20% close probability applied to org forecast |
| Closed Won / Closed Lost | Deal resolved | Final |
"As soon as you build a quote, now we're going to mark that you do have a 20% chance of closing that. And now that counts towards your forecast as well as the organization's forecast." — Gus
This workflow is the core learning objective for the Salesforce deep-dive course. Salespeople who skip steps or leave opportunities in the wrong stage corrupt pipeline reporting for the entire org.
Resources & Access
| Resource | Status | Notes |
|---|---|---|
| Salesforce access | Activate today | Invitation will expire over the weekend |
| ZoomInfo access | Activate today | Same expiry risk |
| SalesLoft access | Activate today | Same expiry risk |
| Star Wars test account | Available | Designated safe sandbox in Salesforce; all of Abby's demo recordings use this account |
| System SOPs folder | Folder created, empty | Abby (Sales Ops) knows where to upload; check early next week |
| Abby's existing recordings | Available in SharePoint | Useful for orientation but will need to be re-recorded at a slower pace for training use |
SME Plan
Gus will arrange a joint call with:
- Abby (Sales Ops) — knows the system configuration and processes; tends to move fast, will need to slow down for recording
- An enterprise salesperson — provides real-world perspective on how the tools are actually used day-to-day
Goal: gather process context, produce high-quality training recordings that reflect actual salesperson workflows (not just admin-side SOPs).
"Abby has a, she knows it, but she doesn't use it like a salesperson. So we may bring in a salesperson and go, you tell me how you use this and the steps and like what's important." — Gus
Action Items
| Owner | Action | Notes |
|---|---|---|
| Isalia | Activate Salesforce, ZoomInfo, SalesLoft accounts | Do today before invitations expire |
| Isalia | Explore tools using Star Wars test account | Safe sandbox for clicking around |
| Isalia | Revise Co-pilot storyline with Outlook/Teams integrated search scenario | Replace the two dropped ideas |
| Isalia | Add screenshots to Co-pilot module | May request Outlook/Teams screenshots from Gus early next week |
| Isalia | Share finalized Co-pilot module + manuals with Gus for review | After Co-pilot section is incorporated |
| Isalia | Check System SOPs folder early next week | If still empty, message Gus to prompt Abby |
| Gus | Provide Outlook/Teams screenshots if needed | Isalia will reach out early next week with specific request |
| Gus | Arrange SME call with Abby + a salesperson | To support Salesforce course development |
Open Questions / Watch Items
- Scope flexibility: Gus mentioned the possibility of flexing some originally planned videos (welcome/graduation) in favor of additional tool courses (e.g., a 300-level Salesforce course or a different tool Abby needs). This would require a conversation with Mark. Isalia can pull Mark into a future meeting when Gus is ready.
- Thursday meeting (Gus's side): Agility Recovery is meeting internally to finalize the rules for moving opportunities between pipeline stages. Output from that meeting may affect the Salesforce course content — worth checking in afterward.
- Abby's recording pace: Her existing recordings are too fast for direct training use. Plan is to use them for content research, then re-record with Abby (and/or a salesperson) at a controlled pace.
Related
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- [2]