--- title: SOAR Course Planning — Co-pilot & Salesforce Tools type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2026-02-27-agility-recovery-soar-course-126095027.md tags: - agility-recovery - copilot - salesforce - zoominfo - salesloft - instructional-design - elearning - sales-enablement - training-strategy - soar - meeting layer: 2 client_source: Agility Recovery industry_context: elearning transferable: false --- # 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 - [[wiki/clients/current/agility-recovery/_index]] - [[wiki/clients/current/agility-recovery/soar-program-overview]]