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BPO & Sales Outsourcing

Sales Assessment & Certification for BPO & Outsourcing Teams

Certify every agent against the client's rubric before they take a live call. Simmie scores readiness on every campaign, surfaces skill gaps across shifts and geos, and prescribes targeted practice — so quality stays consistent without scaling training headcount.

See Sample RubricBook a Demo

Trusted by global BPO and outsourcing leaders

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Pass Gates

Four readiness gates. Pass them before the headset goes on.

Each gate is binary — pass or repeat. No agent takes a live client call until every gate is green.

Brand & Script Adherence

Pass criteria: Disclosures, brand voice, and approved messaging delivered word-perfect

Until passed, blocks: Going live on any client campaign that requires brand fidelity

Qualification & Discovery

Pass criteria: Client-defined qualification criteria covered in every call, no shortcuts

Until passed, blocks: Lead-gen, appointment-setting, and SQL-handoff campaigns

Objection Handling

Pass criteria: Top 5 client-specific objections resolved without breaking script or tone

Until passed, blocks: Outbound dial campaigns and warm-pipeline conversations

Compliance & Tone

Pass criteria: Mini-Miranda, recording disclosures, and de-escalation handled cleanly

Until passed, blocks: Any regulated vertical (finance, healthcare, telecom) until certified

Certification Rubric

Four scoring categories. Same standard, every shift.

Every conversation is scored across these four dimensions — defensible to the client, repeatable across every geo and language.

Script & Brand Fidelity

25%
  • Hits required disclosures and brand-mandated phrasing word-for-word
  • Stays inside approved messaging on every claim or comparison
  • Sounds on-brand — not robotic — across the full call

Discovery & Qualification

25%
  • Covers every qualification criterion the client defined
  • Asks open-ended discovery before pitching, not after
  • Captures decision-maker, timing, and budget cleanly in the CRM

Objection Handling & Persuasion

25%
  • Acknowledges the objection before redirecting — no plowing through
  • Uses client-approved rebuttals with the prospect's exact language
  • Knows when to advance, hold, or release — and acts on it

Compliance & Conduct

25%
  • Mini-Miranda, recording, and DNC disclosures delivered without prompting
  • De-escalates frustrated prospects without losing tone or compliance
  • No pressure tactics, misleading claims, or out-of-script promises
Compliance Built-In

Compliance scored on every call — not sampled, not assumed

Regulated client campaigns demand zero-tolerance compliance. Simmie audits every roleplay against the exact regulations your campaign requires.

Regulatory Coverage

  • TCPA & DNC consent and disclosure auditing
  • FDCPA mini-Miranda for collections campaigns
  • HIPAA-aware language for healthcare-vertical work
  • Client-specific recording and consent disclosures

QA Outputs

  • Per-call compliance score with timestamped flags
  • Agent-level pass/fail audit trails for client review
  • Re-certification triggers when campaign rules change
  • Defensible reporting for client QBRs and audits

Built for the realities of outsourced sales

Scale agent quality without scaling training headcount. Defensible to clients, fair to agents.

Cut ramp time in half

Agents go live on day-one rubrics instead of week-three. Certify readiness, don't hope for it.

Consistent quality across geos

Same client rubric, same scoring, same standards — Manila, Bogotá, Cape Town, Cebu.

Per-campaign certification

Spin up a new client rubric in days. Every agent re-certified before the campaign goes live.

Defensible client QA

Show clients exactly which agents passed which gates — backed by scored evidence, not anecdote.

Sample Pass Gate

Objection Handling — Pass Gate Walkthrough

B2C agent on an outbound campaign hits a hostile gatekeeper.

AI

AI Prospect

"I have no idea how you got this number. I'm on the do-not-call list. Take me off your list right now."

AG

Agent

"Absolutely — I'll handle that for you right now. I'm removing your number from our outbound list as we speak, and you'll receive written confirmation within 30 days. The reason I'm calling — and I'll keep it brief — is regarding the [client]-branded inquiry from [date]. Would you like me to confirm the removal first, or share what we have on file?"

Rubric Scoring

DNC honored on first ask: PASS
Tone & de-escalation: PASS
Brand fidelity: PASS
Compliance disclosure: PASS
Certification Tiers

Promote agents on rubric performance

Three tiers. Every promotion backed by scored evidence — same standard across every geo and shift.

Campaign — Certified

  • Pass all four pass gates for the specific client campaign
  • 85%+ on script & brand fidelity sub-rubric
  • Two scored conversations approved by team lead

Multi-Campaign — Certified

  • Active certification on three or more concurrent client rubrics
  • Maintain 88%+ rolling average across all live campaigns
  • Zero compliance flags across the certification window

Senior Agent — Certified

  • All Multi-Campaign requirements
  • 92%+ overall rubric average across 20 scored conversations
  • Approved as a peer-coach for new-hire onboarding cohorts

Built for every BPO seat

From new-hire cohorts to senior team leads, every agent measured against the same client standard.

New-Hire Cohorts

Get certified on the client rubric before going live. Cut ramp time from weeks to days.

Live Agents

Re-certify on rubric updates. Stay compliant when regulations shift mid-campaign.

QA & Operations

Every agent, every campaign, every shift — scored against the same rubric the client signed off on.

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Coaching that scales without the bottleneck.

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