Quarterly Assessment
Know exactly where your team stands in 90 days.
A guided, fixed-scope engagement that benchmarks every rep against your standard, surfaces the skill gaps holding them back, and includes 60 days of full platform access to start closing them, all before you commit to an annual rollout.
A structured quarter, from standard to readout
No open-ended pilot. The Quarterly Assessment follows a clear path so you have results and a decision by the end of the quarter.
Define your standard
We work from your playbooks, call scripts, enablement materials, recordings, and compliance guidelines to build custom rubrics, personas, and scenarios that mirror the conversations your reps actually have.
Baseline every rep
Each rep completes realistic AI simulations scored against your standard. You get an objective starting line for the whole team, not a manager-by-manager guess.
Practice with full access
The 60 days of platform access kick in. Reps run unlimited targeted simulations, get AI coaching on the exact moments they miss, and build muscle memory before it counts with a real buyer.
Measure and report
We analyze improvement across reps, teams, roles, and scenarios, then deliver a readiness report and an executive readout with clear recommendations for what comes next.
Tangible deliverables, not a vague pilot
Every Quarterly Assessment ends with concrete artifacts you can act on and share with leadership.
Custom rubric & scenario library
A scoring framework and scenario set built around your methodology, your buyers, and your compliance requirements.
Baseline readiness assessment
An objective starting score for every rep, scored against your standard rather than gut feel.
60 days of full platform access
Unlimited practice, AI Coach, and AI Builder for the entire team across the full quarter, included in the engagement.
Skill-gap analysis
A breakdown of where each rep, role, and team is strong, weak, or improving across the skills that matter most.
Certification status per rep
Clear visibility into who has met your bar and who needs more reps before the real conversation.
End-of-quarter readout
An executive summary with results, trends, and a recommended path for a broader rollout if it makes sense.
The smart way to de-risk the decision
A quarter is long enough to see real improvement and short enough to stay accountable. You invest a little to learn a lot before committing to a full rollout.
Low risk, fixed scope
Prove the model in a single quarter for a fixed price, with no long-term commitment. You see real results before deciding on an annual license.
Data instead of guesswork
Replace subjective ride-alongs and inconsistent role plays with objective scores you can compare across the whole team.
Cheaper than the alternative
One mishandled deal, one bad hire ramped too slowly, or one compliance slip costs far more than an assessment. The quarter pays for itself by catching gaps early.
Builds the business case
Walk into your rollout decision with hard numbers on readiness, improvement, and risk, so the investment is easy to justify to leadership.
Quarterly Assessment
One fixed price for the full engagement, including 60 days of platform access for your team.
- Custom rubric & scenario setup
- Baseline readiness assessment
- 60 days of full platform access
- Skill-gap analysis
- Certification status per rep
- End-of-quarter readout
Ready for an ongoing rollout? View our Annual Team & Enterprise Plans
Questions about the assessment
What exactly does the 60 days of access include?
Full platform access for your team across the entire quarter: unlimited practice simulations, the AI Coach for post-call feedback, the AI Builder for creating scenarios, manager dashboards, and readiness tracking. It is the complete product, scoped to the assessment period.
How many reps can we include?
The Quarterly Assessment is designed to benchmark a team. We will scope the exact number of reps with you up front so the rubrics, scenarios, and readout match your group.
What happens at the end of the quarter?
You receive a readiness report and an executive readout. From there, many teams move to an Annual License to make practice an ongoing rhythm, but there is no obligation to continue.
How is this different from just buying the platform?
The assessment is a guided engagement. We build your rubrics and scenarios with you, run a structured baseline, and deliver analysis and recommendations, so you get a clear readiness picture, not just a login.
Get started
See where your team stands this quarter.
Book a short consultation and we'll scope the assessment, build a rubric around your standard, and get your team practicing within days.