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Quarterly assessment

Know exactly where your team stands in 90 days.

Your standard. Your team. A clear next move.

Benchmark every rep against your standard. Find the skill gaps, practice the conversations that matter, and review the evidence before committing to a broader rollout.

Starting at $2,499 for the engagement.

A guided quarter, including 60 days of full platform access.

Illustrative banking team assessment using sample data: 76% team score, 25 bankers assessed, 18 ready, and 7 needing coaching against an 80% individual readiness benchmark. Relationship building is a strength; coaching priorities are needs discovery, fee conversations, and next-step commitment.
Illustrative team assessment. Sample data.View full-size report (opens in a new tab)

The process

A structured quarter.
Not an open-ended pilot.

One guided path from your definition of good to a readiness readout you can act on. We agree on the team, scope, and schedule before you begin.

  1. Align

    Define your standard

    We turn your playbooks, call scripts, recordings, enablement materials, and compliance guidelines into custom rubrics, personas, and scenarios. Your real conversations set the bar.

    A shared definition of ready.

  2. Assess

    Establish the baseline

    Each rep completes realistic AI simulations scored against the same agreed standard. See where the team stands without relying on a different yardstick for every manager.

    A starting point for every rep.

  3. Develop

    Practice the gaps

    With 60 days of full platform access, reps run unlimited targeted simulations and get AI coaching on the moments they miss. Managers focus practice on the skills that need work.

    Practice with a clear purpose.

  4. Review

    Measure and report

    We compare readiness across reps, roles, and scenarios, review changes from the baseline, and deliver an executive readout with recommendations for what comes next.

    Evidence for your next decision.

The engagement spans the quarter. The included platform-access period is 60 days, with setup and reporting planned around it.

What you take away

A readiness picture.
And a plan to act on it.

Not just a score or a software login. Your team leaves with a shared benchmark, specific coaching priorities, and evidence to bring to leadership.

Let's scope your assessment
Custom rubric & scenario library
A scoring framework built around your methodology, buyers, and compliance requirements. Assess the conversations your team actually needs to handle.
Baseline readiness assessment
An initial assessment for every rep in scope, evaluated against your standard. Understand the starting point before deciding where to invest coaching time.
60 days of full platform access
Unlimited practice, AI Coach, AI Builder, manager dashboards, and readiness tracking for the agreed team. Included within the quarter-long engagement.
Skill-gap analysis
A breakdown by rep, role, and team, from discovery and consultative selling to objection handling. See what is strong, what needs work, and what is changing.
Certification status per rep
Know who meets your readiness bar and who needs more practice. Certification reflects your team's agreed standard, not an external credential.
End-of-quarter readout
An executive summary of readiness, progress, and coaching priorities, with recommendations you can use to evaluate a broader rollout.

Why start with an assessment?

Make the next decision
with evidence.

A defined scope. A single quarter. No obligation to move to an annual plan. Learn what your team needs before deciding how far to roll out.

Who meets the standard?

Compare reps against one agreed rubric, not a collection of manager opinions. Make readiness conversations specific and consistent.

Where should coaching go?

Identify skill gaps in simulations before they show up in customer conversations. Give managers a clearer place to focus their time.

What should we do next?

Use the baseline, reassessment, and executive readout to build an informed business case. Decide whether an ongoing rollout makes sense.

Want readiness to become an ongoing rhythm? See how Simmie connects your standards, practice, scoring, coaching, and manager oversight.

Explore the full platform

Pricing & getting started

Start with your team.
Agree on the scope.

Tell us who you want to assess and what good looks like. We will confirm the team, scenarios, schedule, and final price before you commit.

Quarterly Assessment

A guided team-readiness engagement

Starting at$2,499

For the quarter-long engagement, including 60 days of full platform access. Final pricing depends on the agreed team size and assessment scope.

  • Custom rubric & scenario library
  • Baseline readiness assessment
  • 60 days of full platform access
  • Skill-gap analysis
  • Certification status per rep
  • End-of-quarter readout

No obligation to continue. Not a monthly plan or an automatically renewing quarterly subscription.

Request a Quarterly Assessment

Share a few details and our team will reach out to scope your assessment.

We'll only use your details to scope your assessment. No spam.

Prefer to talk it through? Book a consultation

Ready for ongoing readiness management? View annual team & enterprise plans

Just need more reps? Explore self-service practice

A few things to know

Questions about
the assessment.

A clear scope starts with clear expectations.

Talk to our team

It includes unlimited practice simulations, AI Coach for post-call feedback, AI Builder for creating scenarios, manager dashboards, and readiness tracking for your agreed team. Platform access lasts 60 days within the quarter-long engagement. Setup, baseline work, analysis, and the executive readout are planned as part of the wider quarter; this is not 90 days of platform access.

The Quarterly Assessment is designed to benchmark a team. We agree on the number of reps, roles, and scenarios with you up front so the assessment and readout fit your group. There is no assumed seat count in the starting price; team size and scope are confirmed before you begin.

You receive a readiness report and an executive readout with results, trends, and recommendations. You can then explore an annual team plan for ongoing practice and readiness management. There is no obligation to continue, and the assessment is not an automatically renewing quarterly subscription.

The assessment is a guided engagement, not just a login. We build your rubrics and scenarios with you, establish a structured baseline, and deliver analysis and recommendations. Self-service practice is for getting more reps in; the assessment adds a shared standard and a supported review of your team's readiness.

Pricing starts at $2,499 for the quarterly engagement, including 60 days of full platform access. Final pricing depends on the agreed team size and assessment scope. We confirm the inclusions and price with you before you commit. This is not a per-month price.

Your next quarter, with clarity

Know where they stand.
Know what comes next.

Let's define your standard, scope the assessment, and give your team a clear starting point.