Cirrius Talk

Cirrius Solutions

Cirrius Talk is a practical, no-fluff podcast at the intersection of Salesforce, AI, and business value—built for leaders and consultants who want real outcomes, not buzzwords. Hosted by Greg Banks, Chad Anderson (CEO, Cirrius Solutions), and Tim Harting (COO, Cirrius Solutions), each episode breaks down what’s working in the ecosystem today: strategy, architecture, AI agents, implementation lessons, change management, and the human side of consulting. Expect candid conversations, news you can use, and field-tested playbooks you can apply immediately.

Cirrius Talk also features Cirrius Talk: The Military Minute, a recurring series dedicated to empowering military-affiliated professionals—veterans, active service members, and military spouses—to discover and thrive in the Salesforce ecosystem through inspiring success stories, mentor spotlights, and actionable resources tailored to these communities.

Subscribe for: Practical AI and Salesforce guidance, customer value stories, career growth insights, and a network that has your back.

Questions or partnership inquiries? Email us at cirriustalk@cirriussolutions.com

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S1 · E71
Friday · 28 min
[Ep 071] Claude vs GPT-5.6: How to Choose the Model Behind Your AI Agents
Every agent you build runs on a large language model, and that choice quietly decides whether your AI program pays for itself or drains the budget. Cirrius Solutions leaders 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 compare the Anthropic and OpenAI lineups tier by tier, from model families to subscription plans to what a task really costs to run. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: How the two model families mirror each other across four tiers, from Haiku and Luna for cheap automation up to Fable 5 and Sol Ultra at the frontier What each subscription actually buys, from free and $8 entry plans through $100 and $200 credit pools, team seats, and usage-based enterprise deals Why 𝗰𝗼𝘀𝘁 𝗽𝗲𝗿 𝘁𝗮𝘀𝗸, not printed per-token price, is the number to watch, using live Artificial Analysis benchmarks 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Business leaders, IT directors, and CIOs choosing the foundation models and plans to build their agentic platform on, and anyone trying to budget AI spend for a team. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 is the Chief Operating Officer of Cirrius Solutions and a recurring co-host of the series. 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 is Cirrius’s Head of Custom Development, where he builds agentic systems for enterprise clients on these same model families. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Follow 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 so the next pricing shake-up never catches your budget off guard. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Tim Harting on LinkedIn Gavin Franklin on LinkedIn Artificial Analysis News from Open AI on premium seat pricing Episode Artifact Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Agentic AI Episodes Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E70
Thursday · 50 min
[Ep 070] Camp Twin Lakes: The $50 Weekend Veteran Families Call a Lifeline
When a veteran carries invisible wounds, the whole family carries them too, and most support stops at the one who served. 𝗞𝗮𝘁𝗲 𝗟𝗶𝗽𝘁𝗼𝗻 of Camp Twin Lakes explains how Family Warrior Weekends give the entire military family a weekend of rest, community, and fully accessible outdoor recreation, all for fifty dollars. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: How Family Warrior Weekends work: twice a year, about 20 families each, and $50 per family covers lodging, meals, and every activity for the whole weekend (travel is not covered) Who qualifies: open to military families nationwide through an approval process, with a wait list and priority for combat and trauma experience and all women veterans How Camp Twin Lakes and the SHARE Military Initiative at Shepherd Center work together on recovery from traumatic brain injury and post-traumatic stress 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Veterans and military families living with PTSD, traumatic brain injury, or the daily weight of caregiving, and anyone looking for a meaningful place to volunteer or give. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗞𝗮𝘁𝗲 𝗟𝗶𝗽𝘁𝗼𝗻 is a recreational therapist, yoga instructor, and personal trainer who joined Camp Twin Lakes in 2009 and has run its military family programs since 2010. She also serves part time with the SHARE Military Initiative at Shepherd Center, and Camp Twin Lakes now operates three year-round campuses serving families across the country. In Kate’s words, 𝒕𝒉𝒂𝒕’𝒔 𝒘𝒉𝒚 𝒘𝒆 𝒆𝒙𝒊𝒔𝒕. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: If you know a military family that needs a reset, share this episode with them; one weekend can matter more than you know. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Related episode: Inside Camp Southern Ground with Lacy Gunnoe (Ep 064) Camp Twin Lakes Kate on LinkedIn Kate’s email to volunteer or learn more about CTL: kate@camptwinlakes.org Shepard SHARE Initiative Spin for Kids Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions (Use this link to find a curated list of resources we promote based on first-hand experience.) The Military Minute Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E69
August 21 · 35 min
[Ep 069] 48% of Salesforce Storage Wasted by One Ex-Admin - AI Found It in 2 Hours
AI can already write the user stories, draft the test scripts, and triage a Salesforce org overnight, so what exactly is left for the business analyst? Cirrius Solutions Senior Consultant 𝗡𝗶𝗰𝗸 𝗦𝘁𝘂𝗺𝗽 joins host Greg Banks and Delivery Director 𝗔𝗹 𝗛𝘂𝗲𝗿𝘁𝗮 to break down what his AI agents are allowed to do inside live client delivery, and what they are never allowed to do without him. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Where the hard stop belongs: the human review gates Nick keeps between AI agents and a production org, from user stories to deployments How running multiple agent sessions in parallel turns multitasking from a myth into a working delivery model Why out-of-the-box AI output is only 25 to 50 percent viable, and how an expertise layer of skills and guardrails closes the gap 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce administrators, business analysts, architects, and delivery leaders who want AI speed without inheriting AI messes. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗡𝗶𝗰𝗸 𝗦𝘁𝘂𝗺𝗽 is a Senior Consultant at Cirrius Solutions and an Air Force veteran with about 14 years of active duty who entered the Salesforce ecosystem through a 𝗛𝗶𝗿𝗶𝗻𝗴 𝗢𝘂𝗿 𝗛𝗲𝗿𝗼𝗲𝘀 internship. Three and a half years in, he runs AI agents inside live client delivery, including an org health check that traced 48 percent of a client’s data storage to a broken automation left behind by an admin who was long gone. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Follow 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 so the next practitioner-led lesson from real Salesforce delivery lands in your feed. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Nick Stump on The Military Minute: A Veteran’s Path Into High Tech Consulting Hayley Tuller on Salesforce at Scale: The Map, the Mess, and the Mission 𝗡𝗶𝗰𝗸 𝗦𝘁𝘂𝗺𝗽 on LinkedIn Al Huerta on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions For more: Salesforce at Scale Episodes Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E68
August 14 · 30 min
[Ep 068] Is Your Team’s Claude Code Setup the Wild West? Plugins Fix That
The moment one person on your team builds a genuinely useful agent setup in Claude Code or Claude Cowork, you hit a new problem: sharing it without it splintering into a dozen diverging copies. Cirrius Solutions COO 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and Head of Custom Development 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 break down plugins - the packaged, version-controlled way to ship one standard agent configuration to a whole team and govern it as it grows. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: What goes into a plugin - skills, commands, agents, hooks, and MCP services under a plugin.json manifest - and how a Git repo turns it into an easy, auto-refreshing team install A three-tier governance structure: a company-wide core plugin, department-level plugins, and an individual layer whose proven ideas feed back into the next release How Claude plugins compare with OpenAI’s Codex approach, and why roughly 90% of a Claude plugin runs there as-is 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Technology and business leaders rolling agentic tools out past the first power user - CTOs, engineering and platform leads, and department heads who want standardization without shutting down individual creativity. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴, Cirrius Solutions’ COO, has led the company’s internal plugin rollout - a company-wide ops agent plus department plugins for sales, managed services, project delivery, and custom development - and calls plugins 𝒐𝒏𝒆 𝒐𝒇 𝒕𝒉𝒆 𝒉𝒊𝒈𝒉𝒆𝒔𝒕 𝒗𝒂𝒍𝒖𝒆, 𝒍𝒐𝒘𝒆𝒔𝒕 𝒍𝒊𝒇𝒕 𝒕𝒉𝒊𝒏𝒈𝒔 𝒕𝒉𝒂𝒕 𝒚𝒐𝒖 𝒄𝒐𝒖𝒍𝒅 𝒑𝒓𝒐𝒃𝒂𝒃𝒍𝒚 𝒔𝒕𝒂𝒓𝒕 𝒕𝒐𝒎𝒐𝒓𝒓𝒐𝒘. 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻, Cirrius Solutions’ Head of Custom Development, walks through the build side: converting a working local configuration into a plugin, testing it, and publishing versions through Git. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Follow 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜, then download the episode artifact linked below to see the full plugin structure and three-tier governance model on one page. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Tim Harting on LinkedIn Gavin Franklin on LinkedIn Episode artifact Related episode: Agentic OS Explained: 4 Pillars That Keep Your AI Agent Sharp Related episode: Context Engineering for AI Agents: Signals, Memory & the COP Related episode: Skills vs Commands: Building an AI Agent OS You Can Move Anywhere Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Agentic AI Episodes Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E67
August 13 · 1 hr
[Ep 067] Inside the Robert Irvine Foundation: One Marine’s Mission
Most veteran nonprofits do one thing. The Robert Irvine Foundation runs a connected network of programs, and this episode is the guided tour. 𝗥𝗼𝗯𝗲𝗿𝘁 𝗬𝗮𝗿𝗻𝗮𝗹𝗹 spent 25 years in the Marine Corps and now leads programs and outreach for the foundation, and he walks us through the full picture, the first in a series where each program gets its own episode. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: What the Robert Irvine Foundation actually does, from unit reunions to revamped military chow halls to whole-person fitness Why the foundation treats nutrition, physical health, and mental health as one connected problem instead of three How the veteran-support world is shifting from competition to collaboration, and what that means for the people it serves 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Veterans, military families, and anyone in the veteran-support space who wants a clear map of what one foundation is building across the country. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗥𝗼𝗯𝗲𝗿𝘁 𝗬𝗮𝗿𝗻𝗮𝗹𝗹 retired from the Marine Corps as a Master Gunnery Sergeant after 25 years, including a tour writing the Corps’ official history of the Battle of Fallujah. He now serves as Chief of Programs and Outreach for the Robert Irvine Foundation, leading four of its core veteran programs. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Explore the Robert Irvine Foundation’s programs [link below], and follow the show for the upcoming deep-dive episodes on each one. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Robert Irvine Foundation Robert Yarnall on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions (Use this link to find a curated list of resources we promote based on first-hand experience.) The Military Minute Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E66
August 7 · 49 min
[Ep 066] From the Assembly Line to Salesforce Solution Engineer
Most Salesforce implementations are scoped for the users a company has today - then the business grows, and the platform becomes the constraint. 𝗠𝗮𝘁𝘁 𝗚𝗶𝗯𝘀𝗼𝗻, a Solution Engineer at Salesforce, joins 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 with a better blueprint: build to grow, earn trust at every level of the business, and treat go-live as the starting line. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why “build to grow, not for the now” is the heart of scalable architecture - designing for the service and marketing teams you haven’t onboarded yet How a Solution Engineer actually works a deal: discovery, reverse demos, and why looping in the implementation partner early makes the handoff clean Why people buy into people, not just great software - and how trust at the business-unit level, not only the C-suite, decides whether users adopt the system 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce admins, architects, consultants, and delivery leads who own a platform beyond go-live - and veterans or career-changers looking for proof the ecosystem has room for their story. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗠𝗮𝘁𝘁 𝗚𝗶𝗯𝘀𝗼𝗻 is a Solution Engineer at Salesforce serving the aerospace, defense, and government systems integrator sector, with more than a decade in the ecosystem across accidental admin, consultant, architect, and partner-side roles. He is also an Army veteran who served in Iraq, a two-time brain tumor survivor, and co-founder of 𝗥𝘂𝗻 𝘁𝗼 𝗢𝘃𝗲𝗿𝗰𝗼𝗺𝗲, a nonprofit built around healing through running. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Follow 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 wherever you listen so the next practitioner-led conversation lands in your feed. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Matt Gibson on LinkedIn Run to Overcome on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E65
July 31 · 33 min
[Ep 065] Skills vs Commands: When to Use Each in Your Agentic OS
The agentic AI race has a new leader every few months, and a platform bet that ignores that churn will cost you. In the finale of the Agentic OS mini-series, Cirrius Solutions COO 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and Head of Custom Development 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 break down 𝘁𝗵𝗲 𝗸𝗲𝗿𝗻𝗲𝗹 - the portable skills-and-commands layer that holds your company’s IP without handing any vendor a lock on your business. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: The four categories of skills - core, methodology, utility, and contributor - and why the methodology layer is where your company’s IP actually lives Skills vs commands: when the model should decide versus when you want an explicit, schedulable slash trigger - and when to promote a proven command into a shared skill What survives a model or platform swap, what breaks on the way over, and why 𝒑𝒓𝒐𝒄𝒆𝒔𝒔 𝒊𝒔 𝒌𝒊𝒏𝒈 when you choose what to agentify next 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Technology executives, engineering leaders, and architects deciding where their agentic platform investment should live - plus operations leaders who want standard operating procedures that actually get executed. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 is COO of Cirrius Solutions and a career operations leader; he makes the case that skills and commands are the new standard operating procedure, with version control and governance most SOP libraries never had. 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 is Head of Custom Development at Cirrius Solutions, where he builds the firm’s agentic pipelines and walks through the six-step common operating picture refresh, one of the most-used skills in Cirrius’s own internal agent. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: If you’re mapping out your own agentic operating system, reach out at CirriusTalk@cirriussolutions.com - the team would love to sit down and talk it through. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Related episode - Agentic OS Explained: 4 Pillars That Keep Your AI Agent Sharp Related episode - Context Engineering for AI Agents: Signals, Memory & the COP Today's artifact Episode 62 Artifact Episode 59 Artifact Gavin Franklin on LinkedIn Tim Harting on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Agentic AI Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E64
July 30 · 42 min
[Ep 064] Zac Brown’s Camp Is Quietly Reshaping Veteran Transition
Twenty-two years in uniform can end with a great job offer that still feels hollow. On this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲, retired Air Force Lieutenant Colonel 𝗟𝗮𝗰𝘆 𝗚𝘂𝗻𝗻𝗼𝗲 explains why the right paycheck in the wrong place burns veterans out, and how 𝗖𝗮𝗺𝗽 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗚𝗿𝗼𝘂𝗻𝗱 is helping them find work that actually fits. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why 𝗟𝗮𝗰𝘆 𝗚𝘂𝗻𝗻𝗼𝗲 gave up flying at the apex of his career to serve transitioning veterans How 𝗖𝗮𝗺𝗽 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗚𝗿𝗼𝘂𝗻𝗱’s Warrior Week uses strengths and values to reframe identity after service What separates a job from a purpose-aligned career, and why the difference decides who thrives The three fully funded veteran programs at 𝗖𝗮𝗺𝗽 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗚𝗿𝗼𝘂𝗻𝗱: Warrior Week, Warrior Path, and Warrior Family Camp 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Post-9/11 veterans navigating transition, the families walking it with them, and anyone who supports service members finding their next mission. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗟𝗮𝗰𝘆 𝗚𝘂𝗻𝗻𝗼𝗲 is a retired U.S. Air Force Lieutenant Colonel with twenty-two years of service, a former instructor and evaluator pilot who later led ROTC and ran nuclear readiness inspections. He is Director of Well-Being at 𝗖𝗮𝗺𝗽 𝗦𝗼𝘂𝘁𝗵𝗲𝗿𝗻 𝗚𝗿𝗼𝘂𝗻𝗱, the 411-acre nonprofit founded by Zac Brown, where he leads the Warrior Week program he once went through himself. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Learn more or apply at CampSouthernGround.org. (Follow the show for more 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲 episodes.) 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Lacy Gunnoe on LinkedIn Camp Southern Ground Warrior Week Capital Campaign for Program Expansion Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions. Use this link to find a curated list of resources we promote based on first-hand experience. The Military Minute Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com #MilitaryMinute #VeteranTransition #CampSouthernGround #WarriorWeek #CirriusTalk #Veterans
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S1 · E63
July 24 · 32 min
[Ep 063] 5,000 Hours to 3: Make Every Salesforce Dollar Traceable
Most Salesforce projects fail on alignment, not engineering — everyone agrees to build before anyone agrees on why. In this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲, 𝗝𝗼𝗻 𝗖𝗼𝗼𝗽𝗲𝗿 and 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 break down the Business Value Assessment: the living document that ties every dollar you spend back to a strategic goal. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why you build a BVA from strategy down, not metrics up How the framework exposes hidden gaps and shuts down scope creep The real case where 37 objectives sharpened to 24 — and freed budget How to connect the way people feel about a change to numbers you can measure 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce admins, architects, and delivery leads — plus the business owners who sign the budget and have to defend it. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗝𝗼𝗻 𝗖𝗼𝗼𝗽𝗲𝗿 is an Account Director at 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀, where he leads the strategic conversations behind large Salesforce programs. 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 is a Salesforce implementation partner with 15-plus years and hundreds of delivered projects behind it, and co-host 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 meets clients at the first sales conversation, where these alignment questions first surface. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Planning a Salesforce build — or rescuing one? Reach out and we will walk a Business Value Assessment through your own project. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: [Episode / guest / organization links — Greg pastes these at publish time] Jon Cooper on linkedIn Greg Banks on LinkedIn Allie Nelson on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E62
July 17 · 35 min
[Ep 062] Signal, Sort, Store: The Discipline Behind Smart Agents
You have dreamed up a dozen things an AI agent could do for you, but the moment you open it, it feels like a stranger who has never met you. In this kickoff to the agentic operating system mini-series, 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 and 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 break down the first pillar - the signal layer and context management - so your agent starts acting like it actually knows you and your work. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: What a “signal” really is, and the three ways to pull one: structured skills, on-demand chat, and scheduled runs The four tiers every incoming signal should sort into: transient, durable fact, project, and archive How the Common Operating Picture (borrowed from the military) gives an agent and a human the same current-state view Where to keep humans in the loop: what an agent may propose versus what it can write freely Why you should treat every wrong answer as a bug in the system, not a one-off correction 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Engineering leaders, architects, and AI-curious operators who want agents that stay useful past week two - and past month six. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴, COO of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀, and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻, Head of Custom Development, build and deploy agentic systems at Cirrius, both internally and for customers. Everything here is drawn from operating systems they have actually rolled out across teams using harnesses like Claude Code, Codex, and Cursor. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: In the middle of building your own agentic operating system and hitting walls? Reach out and let’s talk it through. Follow the show for more 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 episodes. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Episode Artifact PARA Method by Tiago Forte Tim Harting on LinkedIn Gavin Franklin on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Agentic AI Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com #AgenticAI #ContextEngineering #AIAgents #ClaudeCode #KnowledgeManagement #AIStrategy
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S1 · E61
July 16 · 56 min
[Ep 061] Air Force Linguist to Salesforce Admin: Meagan Kut’s Path
Six years as an Air Force Arabic linguist and intelligence operator didn’t prepare 𝗠𝗲𝗮𝗴𝗮𝗻 𝗞𝘂𝘁 for the short trip home after her first deployment. On this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲, she explains how that gap, and a Salesforce career built by stacking every veteran resource she could find, shaped who she is today. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why 𝗠𝗲𝗮𝗴𝗮𝗻 𝗞𝘂𝘁 wrote her own separation paperwork after the Air Force said no to every alternative she asked for How 𝗛𝗶𝗿𝗶𝗻𝗴 𝗢𝘂𝗿 𝗛𝗲𝗿𝗼𝗲𝘀, 𝗛𝗶𝗿𝗲 𝗛𝗲𝗿𝗼𝗲𝘀 𝗨𝗦𝗔, 𝗖𝗮𝗻𝗱𝗼𝗿𝗳𝘂𝗹, Veterati (now 𝗣𝗼𝘀𝘁 𝗩𝗲𝘁𝗲𝗿𝗮𝘁𝗶), and 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗧𝗿𝗮𝗶𝗹𝗯𝗹𝗮𝘇𝗲𝗿 𝗢𝗳𝗳𝗶𝗰𝗲 𝗛𝗼𝘂𝗿𝘀 each played a different role in her transition What it’s like to serve as both a veteran and a military spouse, and why the two roles don’t always get the same support Why she believes networking is one of the most underused tools available to veterans and spouses 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Veterans, military spouses, and anyone supporting someone through a military transition. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗠𝗲𝗮𝗴𝗮𝗻 𝗞𝘂𝘁 served six years active duty in the US Air Force as an Arabic linguist and ISR operator, then two years in the reserve. She is now a Salesforce professional at MB&A, founder of the 𝗝𝗲𝗿𝘀𝗲𝘆 𝗦𝗵𝗼𝗿𝗲 𝗨𝘀𝗲𝗿 𝗚𝗿𝗼𝘂𝗽 community, and co-host of Military Trailblazer Office Hours. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: NEVER overlook networking! Find every program you can to help with transition. Take note of the responsibilites you have and the skills you learn Follow the show for more 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲 episodes. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Meagan Kut on LinkedIn Post Veterati HHUSA Candorful Hiring our Heroes Military trailblazer office hours Jersey Shore User Group – Salesforce Related episode: Stephanie Murphy on Hiring Our Heroes: Your Next Career Move Related episode: Dean Robison - What If Veteran Hiring Isn’t Charity, but Strategy Related episode: Beau Higgins - Your Network Is Your Net Worth: One Marine’s Path From 1st Recon to Oplign Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions - Use this link to find a curated list of resources we promote based on first-hand experience. The Military Minute Playlist Salesforce At Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E60
July 10 · 58 min
[Ep 060] Hayley Tuller - The Map, the Mess, and the Mission: Scaling Salesforce the Right Way
Most Salesforce implementations don’t fail because of bad technology. They fail because nobody protected data quality when it still mattered, and now AI is making that debt impossible to hide. 𝗛𝗮𝘆𝗹𝗲𝘆 𝗧𝘂𝗹𝗹𝗲𝗿, a 20-year Navy veteran and founder of 𝗕𝗿𝗶𝗴𝗵𝘁𝗵𝗲𝗹𝗺 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀, joins 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 to explain why the fix was never the platform, it was always the discipline behind it. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: - Why “quality assurance” for a Salesforce admin means owning the data end-to-end, not just testing forms How Brighthelm Partners built an internal knowledge architecture before ever adopting agentic AI, and why that order mattered The paradox at the center of every consulting relationship, and why trust has to be earned, not assumed What’s still broken in how the nonprofit and higher ed sectors fund and govern their own technology 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce admins, architects, and consultants being asked to bolt AI onto systems that were never built with structure and disciplined standard of quality first! 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗛𝗮𝘆𝗹𝗲𝘆 𝗧𝘂𝗹𝗹𝗲𝗿 spent 20 years in the U.S. Navy as a cryptologic technician and aviation air crewman, including combat deployments to Iraq and Afghanistan, before building a Salesforce career that spans QA, project management, solution engineering, and nonprofit administration. She now leads 𝗕𝗿𝗶𝗴𝗵𝘁𝗵𝗲𝗹𝗺 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 and co-leads the Salesforce Jacksonville nonprofit user group. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Connect with 𝗛𝗮𝘆𝗹𝗲𝘆 𝗧𝘂𝗹𝗹𝗲𝗿 on LinkedInand learn more about 𝗕𝗿𝗶𝗴𝗵𝘁𝗵𝗲𝗹𝗺 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀 (links below) Follow the show for more 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 episodes. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Hayley Tuller on LinkedIn Brighthelm Partners Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com #SalesforceAtScale #CirriusTalk #SalesforceArchitecture #VeteranOwnedBusiness #NonprofitTech #AgenticAI #SalesforceAdmin
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S1 · E59
July 3 · 29 min
[Ep 059] Agentic OS Explained: 4 Pillars That Keep Your AI Agent Sharp
Most AI practitioners build an agent, use it for a few weeks, and then watch it quietly get worse. In this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜, 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 break down the four pillars of a true agentic operating system and explain what it takes to keep your agent useful for months or years, not just days. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: The difference between an agent harness and a true agentic OS, and why most deployments only have the former The three tiers of agent memory, and why the ChatGPT memory toggle is just one small slice The four core pillars: signal layers, context flow, memory management, and model portability 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: For engineers, architects, and technical leaders moving past their first agent prototype and asking what it actually takes to run one sustainably for months or years. Also valuable for team leads evaluating a company-wide agent deployment. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 are members of the 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 engineering and AI practice. 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 has been running his personal agentic OS in daily production for over six months; 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 leads the technical architecture of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀’ internal agent deployment. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Follow 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 for the next episodes in this series as we go deep on each of the four pillars. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Episode Artifact Tim Harting on LinkedIn Gavin Franklin on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Agentic AI Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com #AgenticAI #AIAgents #AgentOS #ContextEngineering #LLM #ArtificialIntelligence #CirriusTalk
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S1 · E58
July 2 · 47 min
[Ep 058] Beau Higgins - Your Network Is Your Net Worth: One Marine’s Path From 1st Recon to Oplign
Veterans leave the military carrying decades of leadership, problem-solving, and adaptability that most civilians will never develop, but the job market speaks a language they were never trained to use. 𝗕𝗲𝗮𝘂 𝗛𝗶𝗴𝗴𝗶𝗻𝘀 knows that gap from every angle, as a retired Marine Colonel who commanded 1st Reconnaissance Battalion, as the architect of Amazon’s veteran hiring program, and now as SVP at 𝗢𝗽𝗹𝗶𝗴𝗻, the AI-powered platform built to close it. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why hiring veterans is not charity, it is a financial and strategic advantage most companies have not fully calculated How Oplign translates military rank, MOS, and service history into skills-based resumes that civilian recruiters can read What Beau learned building Amazon’s veteran hiring program and how that shaped his approach at Oplign Why veterans already know how to network, they just never called it that 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Veterans, military spouses, and student veterans at any stage of transition, whether they separated last month or five years ago. Also essential listening for HR professionals, hiring managers, and any company building or improving a veteran employment strategy. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗕𝗲𝗮𝘂 𝗛𝗶𝗴𝗴𝗶𝗻𝘀 is a retired Marine Colonel who served 25 years as an intelligence officer, including command of 1st Reconnaissance Battalion. He then joined Amazon’s Military Affairs team to help deliver on Jeff Bezos’s pledge to hire 25,000 veterans, building a program that set the standard in corporate veteran hiring. He now serves as Senior Vice President at 𝗢𝗽𝗹𝗶𝗴𝗻 and also supports The Military Veteran (Millvet), focusing on executive recruiting for veterans entering private equity and venture capital. He is also a board member of Toys for Tots and serves the Travis Manion Foundation as race director of the New Orleans 9/11 run. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: If you are a veteran, military spouse, or student veteran, visit Oplign (link below) to create your free profile. Ten minutes and you will know exactly how your service aligns to the civilian job market. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Beau Higgins on LinkedIn Oplign Toys for Tots MilVet Podcast The Military Veteran Executive Recruiting(Milvet): Travis Manion Foundation 9/11 Heroes Run in New Orleans Related episode: Pat Hubbell (Candorful) — Why 94% of Vets Who Practice Land a Job Within 6 Months Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions — Use this link to find a curated list of resources we promote based on first-hand experience. The Military Minute Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com 𝗦𝘂𝗴𝗴𝗲𝘀𝘁𝗲𝗱 𝗵𝗮𝘀𝗵𝘁𝗮𝗴𝘀: #VeteranHiring #MilitaryTransition #Oplign #TheMilitaryMinute #CirriusTalk #VeteranCareers #MilitarySpouse
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S1 · E57
June 26 · 48 min
[Ep 057] Aaron Ott: What Got You Here Won't Lead Others There - Experts, Identity, and Change
A perfect Salesforce build can still fail the day real people log in, and the reason is almost never technical. In this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲, Greg Banks sits down with 𝗔𝗮𝗿𝗼𝗻 𝗢𝘁𝘁 of 𝗔𝗮𝗿𝗼𝗻 𝗢𝘁𝘁 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 to unpack why deep expertise can become a blind spot, and how experts grow into the leaders an implementation actually needs. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: Why technical experts get blinded by their own expertise, and how to widen the table How to align people on the “why” before a single requirement is gathered The three laws of performance and what they mean for adoption and change management How to treat AI as an invitation to higher-value work instead of a threat to your job 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce admins, architects, developers, delivery leads, and transformation owners who already know the platform and now have to carry the people side of change. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗔𝗮𝗿𝗼𝗻 𝗢𝘁𝘁 spent the first 15 years of his career in consulting before moving into internal IT leadership, then launched 𝗔𝗮𝗿𝗼𝗻 𝗢𝘁𝘁 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 in 2026. His mission is helping experts become leaders by navigating the identity growth required to stay relevant. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Connect with 𝗔𝗮𝗿𝗼𝗻 𝗢𝘁𝘁 on LinkedIn and take the leadership assessment at aaronottcoaching.com. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Aaron Ott on LinkedIn Aaron Ott Coaching Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com #Salesforce #ChangeManagement #Leadership #DigitalTransformation #AdoptionAtScale #AgentforceReady #SalesforceAdmin
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S1 · E56
June 19 · 36 min
[Ep 056] AI Agent Strategy: 7 Deliverables to Lock In Before Development
Most AI agent initiatives do not fail in the build. They fail in the planning, where six teams each carry a ninety percent plan and nobody agrees on what success looks like. In this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜, 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 walk through the seven deliverables every organization should lock in before building a single agent. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: The three pre-execution phases: Assess, Initial Architecture, and Initializing Execution How to build a use case value model with KPIs an agent can actually move Running a platform fit assessment so you do not end up paying for agents across six platforms Why target state architecture for AI leans on data and integration, not system design Building an agent evaluation framework that covers output quality, token cost, and security, not just KPIs 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: CTOs, CIOs, engineering leaders, and business leaders who are responsible for turning “go build AI” into a plan that actually delivers value. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 lead AI implementation work at 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀. The seven-deliverable framework in this episode is what they have coalesced on after iterating across multiple agent engagements and rollouts. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Planning an agent rollout around Anthropic, OpenAI, or Salesforce? Learn more at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page (Optional: Follow the show for more 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 episodes.) 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Episode Artifact Tim Harting on LinkedIn Gavin Franklin on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Agentic AI Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E55
June 18 · 44 min
[Ep 055] Pat Hubbell (Candorful) - Why 94% of Vets Who Practice Land a Job Within 6 Months
Transitioning out of the military often means facing a hiring process that went fully digital while you were serving, where one job can draw thousands of applicants and a great resume still gets lost. On this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲, Greg Banks sits down with 𝗣𝗮𝘁 𝗛𝘂𝗯𝗯𝗲𝗹𝗹, co-founder of 𝗖𝗮𝗻𝗱𝗼𝗿𝗳𝘂𝗹, to talk about how free, expert interview coaching helps veterans and military spouses turn the interview into their advantage. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: - Why networking, not the resume, is the number one job-search skill - What real interview prep looks like, from the STAR format to handling mistakes - How 𝗖𝗮𝗻𝗱𝗼𝗿𝗳𝘂𝗹 pairs candidates with coaches from PwC, Amazon, Oracle, and more - How to get started, and how to volunteer as a coach 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Veterans, military spouses, and anyone transitioning into the corporate world, plus professionals who want a high-impact way to give back. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗣𝗮𝘁 𝗛𝘂𝗯𝗯𝗲𝗹𝗹 is an engineer and former management consultant who co-founded 𝗖𝗮𝗻𝗱𝗼𝗿𝗳𝘂𝗹 in 2017. With a team of two and roughly 130 volunteer coaches, 𝗖𝗮𝗻𝗱𝗼𝗿𝗳𝘂𝗹 serves about 1,000 veterans and military spouses a year, and recently became a partner program within 𝗙𝗼𝘂𝗿𝗕𝗹𝗼𝗰𝗸. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Learn more, book an intake, or volunteer as a coach at candorful.org. (Follow the show for more 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲 episodes.) 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 To sign up for a 30 minute intake (and prepare for Candorful interviews): Go to https://candorful.org/ > Get started tab at the top > Choose “Military Veterans, Military Spouses” from the drop down menu > Get Started button. Then choose 1 coach to meet with for your intake. OR https://candorful.org/military-veterans-military-spouses/ To learn more about being an interview coach, join an info session. Sign up here: Sign up to learn more about being a Candorful interview coach Coaches should be experienced at conducting corporate/business interviews, be HIGHLY reliable. They also need to be US Citizens or be employable in the US Four Block Pat Hubbell on LinkedIn Recommended Reading Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Use this link to find a curated list of resources we promote based on first-hand experience. The Military Minute Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E54
June 12 · 35 min
[Ep 054] Taylor Stewart: Is Custom Code Still Scary? AI’s Impact on Salesforce Development
Custom code used to mean long timelines, high cost, and a nagging fear of what happens when the developer who built it moves on. On this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲, host Greg Banks and co-host 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 sit down with developer 𝗧𝗮𝘆𝗹𝗼𝗿 𝗦𝘁𝗲𝘄𝗮𝗿𝘁 to walk through how assistive AI is reshaping Salesforce development, from landing the project to delivering it. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: - Why pre-AI integrations were slow and costly, and what specifically changed - How a full point-to-point integration demo got mocked up in about two hours - Where to draw the line between configuration and custom code - How one developer runs an entire project with AI as BA, PM, and architect 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Salesforce developers, admins, architects, and delivery leaders who want a grounded, practitioner view of where AI actually helps in custom development. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗮𝘆𝗹𝗼𝗿 𝗦𝘁𝗲𝘄𝗮𝗿𝘁 is a developer at 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 who specializes in integrations and helped pioneer the firm’s use of assistive AI in delivery. Co-host 𝗔𝗹𝗹𝗶𝗲 𝗡𝗲𝗹𝘀𝗼𝗻 brings the solutions engineering and sales perspective on how this changes the way teams demo and deliver. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Follow the show for more Salesforce at Scale episodes, and catch Taylor speaking on this topic at Witness Success in July. 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Prompt Engineering on Reddit WITness Success Taylor Stewart on LinkedIn Allie Nelson on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Salesforce at Scale Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E53
June 5 · 33 min
[Ep 053] AI Dev Tool Security: 4 Risks to Act On, 4 to Ignore
The AI security conversation has two volume settings: hand over the keys, or the sky is falling. On this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜, 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 give you the calibrated middle, a practical framework for AI dev tool security that holds up whether you are technical or not. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: - Which fears are overstated (internet access, file deletion, vendors training on your whole machine) - The moderate risks worth monitoring: insecure code at scale, context and training data, malicious public repos, cost overruns - The act-now threats: prompt injection, automated output without review, API keys in local files - Six mitigation principles, from human in the loop to credential hygiene to spending limits 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Engineering leaders, architects, security owners, and business leaders deciding how to adopt AI dev tools without getting burned. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗧𝗶𝗺 𝗛𝗮𝗿𝘁𝗶𝗻𝗴 and 𝗚𝗮𝘃𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻 work hands-on with agentic dev tools at 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀, advising teams on how to deploy them securely. They translate real implementation experience into rules you can apply immediately. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Learn more at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page Follow the show for more 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 episodes 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Episode Artifact Tim Harting on LinkedIn Gavin Franklin on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Agentic AI Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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S1 · E52
June 4 · 41 min
[Ep 052] Dean Robison - What If Veteran Hiring Isn’t Charity, but Strategy
What does it actually look like when a tech giant treats veteran and military spouse hiring as a talent strategy instead of a checkbox? In this episode of 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲, Greg Banks sits down with 𝗗𝗲𝗮𝗻 𝗥𝗼𝗯𝗶𝘀𝗼𝗻 of Salesforce - executive sponsor of Salesforce Veteran Initiatives at the company Forbes just named the #1 best employer for veterans in America for the second year in a row. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂’𝗹𝗹 𝗹𝗲𝗮𝗿𝗻: How VetForce grew from a few co-founders asking “how do we give back” into a 6,800-member global community Why Salesforce Military’s 87,000-member ecosystem is reporting 83% higher career satisfaction and ~$87K starting salaries Inside Mission Force, the purpose-built defense platform behind Salesforce’s $5.6B, 10-year U.S. Army contract The three Marine Corps lessons 𝗗𝗲𝗮𝗻 𝗥𝗼𝗯𝗶𝘀𝗼𝗻 carries into the boardroom: mission clarity, taking care of people, comfort with chaos Why the military spouse community is the underrated superpower of the Salesforce ecosystem 𝗪𝗵𝗼 𝗶𝘁’𝘀 𝗳𝗼𝗿: Transitioning service members, military spouses navigating the next PCS, and corporate leaders who want to stop treating veteran hiring as philanthropy and start treating it as a competitive advantage. 𝗚𝘂𝗲𝘀𝘁 + 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆: 𝗗𝗲𝗮𝗻 𝗥𝗼𝗯𝗶𝘀𝗼𝗻 is a U.S. Naval Academy graduate and twelve-and-a-half-year Marine Corps veteran now serving in the Office of the Chief Operating and Financial Officer at Salesforce, with more than 15 years inside the company. He is a co-founder of VetForce and the executive sponsor of Salesforce Veteran Initiatives, including partnerships with Hiring Our Heroes, the VetForce Alliance, and Joining Forces. 𝗣𝗿𝗶𝗺𝗮𝗿𝘆 𝗖𝗧𝗔: Learn more about Salesforce Military and the free training pathways at Salesforce Military. (Optional: Follow the show for more 𝗖𝗶𝗿𝗿𝗶𝘂𝘀 𝗧𝗮𝗹𝗸: 𝗧𝗵𝗲 𝗠𝗶𝗹𝗶𝘁𝗮𝗿𝘆 𝗠𝗶𝗻𝘂𝘁𝗲 episodes.) 𝗥𝗲𝗰𝗼𝗺𝗺𝗲𝗻𝗱𝗲𝗱 𝗟𝗶𝗻𝗸𝘀 & 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 Salesforce MissionForce Salesforce Military Dean Robison on LinkedIn Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions — Use this link to find a curated list of resources we promote based on first-hand experience. The Military Minute Playlist Any Questions: Reach out to us at CirriusTalk@cirriussolutions.com
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