--- title: 'Touch-base: SOAR Modules — 2025-12-10' type: article created: '2025-12-10' updated: '2026-04-05' source_docs: - raw/2025-12-10-touch-base-soar-modules-107750297.md tags: - meeting - soar - training - elearning - storyline - salesforce - copilot - sales-enablement - agility-recovery - sko - project-status layer: 2 client_source: Agility Recovery industry_context: elearning transferable: false --- # Touch-base: SOAR Modules — 2025-12-10 **Client:** [[wiki/clients/current/agility-recovery/index|Agility Recovery]] **Attendees:** Gus Donelson (Agility Recovery), Isalia Ramirez (Asymmetric) **Source:** [Fathom Recording](https://fathom.video/calls/501372266) --- ## 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 | Decision | Detail | |---|---| | **Copilot module approved at 30–35 min** | Extended length accepted to accommodate a critical Storyline simulation; Gus will schedule it as a standalone pre-session assignment | | **Salesforce Storyline course is now top priority** | Passive video training is failing — reps are making critical errors in Salesforce; an interactive click-through course is needed urgently | | **Jan 11 SKO launch is aspirational, not hard** | No new hires expected until February; SKO focus is a new cyber product and comp plan, not SOAR rollout | | **SKO (Jan 10–12) used for authentic content capture** | Gus will record video scripts and B-roll in person with leadership, CSMs, and marketing; replaces placeholder AI images and generic scripts | | **Storyline on Mac is not viable** | Confirmed: Storyline requires a PC or virtual desktop; Isalia will use her husband's Windows machine | --- ## 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) | Course | Status | |---|---| | `Verticals Part 2` | Being streamlined to meet time limits | | `Post-Sale Follow-up` | Being streamlined to meet time limits | | `Presentation` | Being restructured for 102-level content (per Gus's earlier direction) | Target delivery: following day from meeting date. ### Courses on Hold / Complete | Course | Status | |---|---| | `Prospect Researching` (Course 7) | On hold — no content yet | | `The Agility Way` (Course 9) | Complete; already deployed to several teams | --- ## 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](https://promptcowboy.com) 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) | Location | Content | |---|---| | `Training → Mark's Recordings → SFDC Intro Overview` | Core Salesforce walkthrough | | `Training → Mark's Recordings → Systems & Tools Sales Ops` | Salesforce + adjacent tools | | `Salesforce CPQ` folder | Quoting-specific how-to videos (Create a Quote, Term Upgrades, CPQ Offsetters) | > 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 - [[wiki/clients/current/agility-recovery/index|Agility Recovery Client Index]]