SOAR Course — Co-pilot Module

Part of the ^{[1] [2]} project. This article documents the agreed refinements to the Co-pilot module as of the March 6, 2026 working session with Gus Donelson.

Overview

The Co-pilot module was reviewed and several changes were identified: placeholder videos need to be replaced with seller-perspective recordings from Gus, a data retention callout needs to be added, the Prompt Cowboy activity needs to be removed and replaced with a native Co-pilot prompt, and Isalia's recorded segments need to be re-recorded due to audio quality issues.

Agreed Changes

Video Content

• Current state: Placeholder videos recorded by Isalia stand in for the seller-perspective content.
• Decision: Gus will record new video segments in his own voice and tone to replace the placeholders.
• Process: Isalia will provide Gus with a high-level outline for each required video segment so he can record independently or on a future call.
• Gus's rationale: he wants the seller's voice and pacing, not a training-script delivery.

Co-pilot Data Retention Callout

• Decision: Add a callout stating that Co-pilot retains data for approximately 6 months.
• Rationale: Gus tested his own Co-pilot history live during the session and confirmed access back to November 2025 (roughly 5–6 months). The "approximately 6 months" framing provides a safe, accurate range without overpromising.
• The callout should note that older data may be less relevant even if accessible.

Prompt Cowboy — Removed

• Decision: Remove the Prompt Cowboy activity entirely from the module.
• Rationale: The tool generates prompts that are pages long — far too complex and impractical for the course's audience. Neither Gus nor Isalia found it useful in testing.
• Prompt Cowboy may be mentioned briefly as a tip/resource callout (since some salespeople use it), but it will not be the basis of any activity.

Replacement Activity — Native Co-pilot Prompt

• Decision: The hands-on activity will use a prompt written directly in Co-pilot (web or internal version).
• Isalia will design the activity around a Co-pilot-native prompt so learners stay in the tool they'll actually use.

Audio Re-record (Isalia's Segments)

• Issue: Isalia's recorded video segments have a crackling audio problem caused by a poor internet connection during the original recording session.
• Decision: Isalia will re-record her segments when she has a stable connection.
• Gus's existing recorded content was confirmed to be good — pacing and clarity were fine; only the crackling was flagged.

Action Items

Related

• ^[3]
• ^[4]
• ^[5]
• ^[6]
• ^[7]