Rise360 Onboarding Course Structure & Content
Overview
The Agility Recovery onboarding program is built in Rise360 (Articulate 360) and structured as a multi-module course covering sales fundamentals, product knowledge, and tool training. The course is designed to bring new sales hires up to speed without relying on sandbox environments or in-person instruction for the core e-learning components.
This article documents the course architecture, module status, and instructional design decisions as of November 2025.
Client context: [1]
Course Architecture
Module Tiers
The course is divided into two broad tiers based on content type and review maturity:
Tier 1 — Fundamentals (first 2–3 modules)
- Covers foundational sales concepts and onboarding basics
- Content is largely finalized; undergoing visual polish and branding pass
- Gus has reviewed and provided feedback; alignment is strong
Tier 2 — Product & Tool Modules (latter modules)
- Covers Agility Recovery's product lines and sales tools
- Content accuracy is still being validated against current product information
- Gus reviewing for product accuracy; some content is rough pending a 2026 product catalog refresh
Co-Pilot Module (Instructor-Led Reinforcement)
The Co-Pilot module is intentionally kept lean in the e-learning. The design decision:
- The Rise360 module covers AI prompt fundamentals
- A live, instructor-led session follows the e-learning, where trainees research a real scenario (e.g., a financial services prospect) using Co-Pilot and present back
- This approach is preferred because trainees will generate different prompts and outputs — the debrief reinforces consistency and best practices
- Practice scenarios inside Rise360 may be reduced or removed pending Gus's review
Design principle: Use e-learning for knowledge transfer; use instructor-led sessions for applied practice where variable outputs are the point.
Content Development Status (as of 2025-11-14)
| Module Group | Status | Owner |
|---|---|---|
| First 2–3 modules (fundamentals) | Feedback received; finalizing content + visuals | Isalia |
| Latter modules (product/tools) | Draft complete; accuracy review pending | Gus reviewing |
| Final module | Delivering this weekend | Isalia |
| Co-Pilot module | Draft shared; pending Gus review for scenario scope | Gus |
Known Content Gaps
Product Catalog Problem
A significant gap exists in product module content: Agility Recovery's own team lacks documented clarity on what is included in each product tier (e.g., the three levels of Ready Finance). This is an organizational knowledge gap, not a design gap.
Resolution path: Gus is working with the marketing team to produce an evergreen 2026 product catalog. Once available, product modules can be updated or expanded.
This is a recurring pattern worth noting: course content quality is bounded by the client's internal documentation maturity. See [2] if that article exists.
Tool Training Modules (Planned Extension)
A separate set of interactive tool training courses is planned for:
- ZoomInfo — profile setup, signature, lead import, and other evergreen fundamentals
- Salesforce — Course 1 (foundations) and Course 2 (deeper workflows)
- SalesLoft — core workflows
These will be built in Articulate Storyline (not Rise360) to enable click-through simulation. The rationale: Agility Recovery has no sandbox environments for these tools, making a simulated click-through the only safe practice option for new hires.
See [3] for the full strategy and build approach.
Video Production Integration
New videos will be embedded in the course and produced virtually (no travel). Two recording options are available:
- Option A: Live interview with Mark via Scripted/Loom
- Option B: Talent records independently from a provided script
Post-production adds slides, B-roll, and picture-in-picture. Gus is responsible for delivering scripts, objectives, and a talent list before production begins.
Future Course Expansions
Gus confirmed the following planned additions that will extend this engagement:
| Project | Target | Notes |
|---|---|---|
| Sales Playbook | January 2026 (SK rollout) | Versioned; v1 → v2 → v3 over time |
| Elevate Program | TBD | Monthly continuous education; mix of e-learning, video, ILT |
| 2026 Product Catalog modules | TBD | Blocked on marketing producing evergreen catalog |
Key Design Decisions
- Evergreen content only for tool training — tasks selected specifically because they won't change as the tools evolve
- Content before visuals — Isalia's approach of nailing content accuracy before final visual polish is intentional and client-approved
- Modular structure allows individual modules to be updated without rebuilding the full course
- Instructor-led reinforcement (Co-Pilot session) is kept outside Rise360 to preserve flexibility and group dynamics
Related
- [1]
- [3]
- [4]