---
title: Agility Recovery Sales Tool Outline & Facilitator Guide
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-03-13-agility-recovery-soar-course-129873791.md
tags:
- agility-recovery
- sales-enablement
- facilitator-guide
- instructional-design
- soar-course
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Agility Recovery Sales Tool Outline & Facilitator Guide

## Overview

Two parallel deliverables are in active development for the Agility Recovery SOAR program: a **sales tool outline** and a **facilitator guide**. Both are being built to support the 1-on-1 / 2-on-1 training model and will be finalized in coordination with Abby (internal Agility Recovery stakeholder) during a confirmed meeting the week of 2026-03-16.

See also: [[clients/agility-recovery/_index]] | [[projects/soar-course-development]]

---

## Sales Tool Outline

### Current Status

- Gus has reviewed the outline and left comments; Isalia will review those comments the week of 2026-03-16 before the Abby meeting.
- Gus's assessment: the outline is solid in structure and formatting. Most comments flag items to verify with Abby or flag content gaps to fill.
- Abby has been uploading supporting documents to a shared folder; as of 2026-03-13, no new documents were visible. Gus will nudge her to upload any missing materials.

### Content Recording Strategy

A sales rep with significant production experience has agreed to participate in recording content for the sales tool. Key advantages:

- **Production familiarity:** He has prior experience with video/content production workflows.
- **Tech-stack fluency:** He uses Agility Recovery's internal tech stack daily and can offer a practitioner perspective that the instructional design team may not naturally surface.

This makes him a high-value subject matter expert (SME) for recording demonstrations and walkthroughs tied to the sales tool.

### Pending Actions

- [ ] Isalia to review Gus's comments on the sales tool outline before the Abby meeting
- [ ] Gus to nudge Abby to upload any missing documents to the shared folder
- [ ] Abby meeting (week of 2026-03-16) to finalize the outline

---

## Facilitator Guide

### Current Status

- Isalia shared the Participant Guide and Facilitator Guide with Gus earlier in the week of 2026-03-10.
- Gus committed to reviewing the guides starting 2026-03-13 (end of day) and completing review early the week of 2026-03-16.

### Design Considerations

The guides were originally drafted with a larger cohort model in mind. Following discussion about the actual training reality — 1-on-1 or 2-on-1 sessions rather than groups of 10–15 — Isalia revised the guides to reflect that format. This shift meaningfully changed the structure, pacing, and facilitation assumptions throughout.

Key design principles now embedded in the guides:
- Reduced reading load; more discussion and activity-based interaction
- Pacing suited to a few hours per day over approximately two weeks (not 40 hours/week over four weeks)
- Flexibility for the trainer (Gus) to adapt based on the individual new hire

---

## Relationship to SOAR Course Restructure

The sales tool outline and facilitator guide are components of the broader SOAR course, which is being condensed from a 4-week to a 2-week program. The facilitator guide in particular must reflect this restructured timeline.

See: [[knowledge/instructional-design/soar-course-restructure-1on1-model]]

---

## Key Contacts

| Name | Role | Notes |
|------|------|-------|
| Gus Donelson | L&D lead, Agility Recovery | Primary client contact; owns content and SME relationships |
| Abby | Internal stakeholder | Owns source documents; meeting confirmed week of 2026-03-16 |
| Sales rep (unnamed) | SME / content contributor | Production experience; agreed to record content |
| Isalia Ramirez | Instructional designer, Asymmetric | Owns guide drafts and outline review |

---

## Notes & Context

- The sales tool outline review is intentionally sequenced before the Abby meeting so Isalia can arrive with informed questions.
- Gus flagged that some outline comments are verification items (things to confirm with Abby) rather than changes — Isalia should distinguish these during review.
- The sales rep SME brings a **tech-stack perspective** that is explicitly valued: he may surface use cases or framing that neither Gus nor the Asymmetric team would naturally consider.