Overview of the new hire training program being developed by [1] in partnership with [2]. This article captures the agreed course architecture, module-level direction, visual decisions, and feedback workflow established as of the October 2025 alignment call.
The training program targets new hires across all roles, with a sales-track emphasis. Courses are delivered via Rise 360 and should be 15 minutes or less each (some substantially shorter). The program is sequenced to build from foundational company knowledge through industry context, product knowledge, and sales execution.
A key structural problem identified in this review: the existing modules are too fragmented and short, creating excessive click-throughs and a poor learner experience. Isalia (Asymmetric) will produce a consolidated content outline to improve flow and eliminate repetition before further development proceeds.
Audience: All employees
Goal: Foundational orientation — company history, mission, vision, and strategic values.
Key emphasis:
- What the mission means in practice for members
- How strategic values connect to day-to-day work
- The membership model as Agility's core differentiator: low capital investment, low monthly rate, guaranteed access to assets
- Four "hot buttons" (membership, partnership, pass-through costs, and one additional) represented via a wheel graphic in source material
This is the HR 101 equivalent — every employee takes it before formal training begins.
Audience: All employees
Goal: Establish industry context for disaster recovery (DR) and business continuity (BC).
Key emphasis:
- Define DR vs. BC clearly (BC = overall process; DR = post-event recovery)
- Competitive landscape: no true end-to-end competitors
- Many companies offer BC planning or asset rental — Agility does both plus testing and guaranteed execution
- Biggest competitor is "do nothing" (DIY or inaction)
- Position Agility as the end-cycle provider: one phone call activates the full recovery
Consider whether the business model overview belongs here or in HR 101 — to be resolved in the consolidated outline.
Audience: All employees (sales-critical)
Goal: Understand Agility's product hierarchy and what each product delivers.
Product Hierarchy:
Workplace Recovery (overarching category)
├── Ready Financial
│ ├── Standard
│ ├── Essentials
│ └── Enhanced
├── Ready Office
└── Ready Suite
Delivery Methods / Features:
├── MRC (Mobile Recovery Center — permanent-type structure, requires permit)
└── MRU (Mobile Recovery Unit — trailer, no permit, shorter deployments)
Key distinctions to teach:
- Workplace Recovery = the umbrella; Ready Financial / Office / Suite = the actual products
- MRC vs. MRU = delivery method decision based on customer need and duration
- Ready Financial is banking-focused; Ready Office is executive/conference office space
Known gap: No current product catalog exists (last version: 2022). Product documentation is scattered and incomplete. If source material is insufficient, Gus will arrange a call with the product lead.
Split into two courses due to volume — natural break point to be determined during outline phase.
Audience: All employees
Goal: Introduce Microsoft Copilot as an organizational tool and teach best practices.
Key emphasis:
- Agility has deeply embraced Copilot — it is integrated into every Microsoft tool and Salesforce/SalesLoft
- Web mode vs. Work mode: Work mode searches internal SharePoint, emails, and calendars (access-gated)
- Prompt best practices: how to write effective prompts to get useful responses
- Practical use cases: email editing, document summarization, preparation research
Note: Copilot may be repositioned later in the curriculum to align with the Preparation step of the sales process, where specific Copilot tasks are assigned. Decision pending outline review.
Audience: Sales
Goal: Equip salespeople to articulate why Agility wins and how its model is differentiated.
Key messages:
- Member-based value model
- Low capital investment / no financial event declared
- Guaranteed asset access (national partner network, assets pre-positioned before disasters)
- Pass-through costs only
- 100% recovery success rate — no failed declarations in company history
- Agility is not a fit for every buyer (e.g., generator purchase/maintenance) — knowing this is part of the story
Source material: Gus to provide the sales story deck (used on first customer calls). Testimonials and case studies to be added as placeholders.
Audience: Sales
Goal: Teach how to sell into specific industry verticals.
Course 1 — Verticals:
- Banking / Credit Unions
- Healthcare
- Manufacturing / Supply Chain
Course 2 — Verticals:
- Professional Services
- Insurance
- Legal
- Government
Source material: Gus to provide "vertical deck" documents for each industry.
| Visual | Status | Revision |
|---|---|---|
| Six Pillars of the Agility Way | ✅ Approved | Change tombstone shape to cylinder or architectural pillar |
| B2B Sales Process | ✅ Approved | Use 8 official steps from slide 9 of source PowerPoint |
| Overcoming Objections (LEARN) | ✅ Approved | Simplify to reference tool — step name + catchphrase only (e.g., "Listen to hear, not respond") |
The approved concept: a central gear representing the Six Pillars, surrounded by 8 outer gears representing the sales process steps. Conveys that the pillars drive and connect all steps. Similar to a watch or bicycle chain mechanism.
Official 8 Sales Process Steps (from slide 9 of source PowerPoint):
Preparation → Connect & Build → Discovery → Diagnosis → [remaining steps to be confirmed from deck]
Problem: Gus's previous feedback lacked context because it was submitted outside the Rise 360 Review feature — comments couldn't be tied to specific screens.
New process:
1. Isalia publishes an updated version of the course
2. Isalia sends Gus a Rise 360 Review link
3. Gus submits feedback directly within the Review tool — comments automatically include a screenshot of the relevant screen
This workflow is mandatory for all future feedback cycles.