Module 01 · Qualification Gate
Is this the right company for Omni?
Use this module before your first conversation. Fill in what you know about the prospect — the simulator tells you if they qualify and builds your talk track automatically.
Step 1 · Requirements Check
Hard Requirements
All must be YES to qualify. Non-negotiable.
Size & Revenue
Minimum thresholds to run a quality program
Minimum: $50M required. Enter the company's approximate revenue.
Minimum: 15 FTE equivalent required
Minimum: 600 hours/week (≈ 15 FTE) required
Strong Fit
75 / 100
Step 2 · What's the Client Struggling With?
Select all challenges that apply
This drives your matched USPs, objection prep, and talk track — the more accurate, the better
Step 3 · Your Sales Assets (Auto-Generated)
Who to Talk To
Multi-thread your outreach using this map
Primary Targets (start here)
Day-to-Day Champions
Executive Sponsors
Gatekeepers (loop in later)
Matched USPs
Based on challenges you selected
Select challenges above to generate matched talking points.
Proof Points
Real results from similar clients
Select an industry to load relevant proof.
Your 30-Second Exec Opener
Dynamically built from your inputs — use this verbatim or adapt it
Paste-Ready Export
Everything in one block — drop it into your CRM or email
Module 02 · First Meeting Simulator
Run a discovery call like a pro
Use this during or after your first meeting. Capture discovery notes, get objection responses on the fly, score yourself, and export a follow-up package in one click.
Meeting Setup
Client & Opener
Set context, then use the opener to kick off your call
Your 30-Second Opener (read this or adapt)
Proposed Next Step
Offer this as the close of your first meeting
Discovery Notes
Write in the client's words. These feed your export and follow-up email automatically.
Business Context
Why are they talking to you now?
Operations Detail
What does success look like for them?
Decision & Constraints
Who decides and what might block a deal?
Objection Responses
Click any objection to reveal the rebuttal
Call Scoring & Deal Stage
Rate your last call, then check the Deal Stage guide to know exactly what to do next.
Score This Call
Honest self-assessment after every call builds better habits faster
70
Call Score
Out of 100 points
Deal Stage Tracker
Where does this deal sit right now?
Export Preview
Everything included — just paste
Industry Proof Points
Drop 1–2 of these into the call
Module 03 · Knowledge Base
Everything you need to explain Omni
Plain-English explanations of what Omni sells, who it's for, how it works, and why it wins. Built for people who aren't deep in the sales org yet.
The Easiest Way to Explain Omni:
Omni lets companies scale customer support up or down almost instantly, using a flexible network of trained remote workers instead of fixed call center staff.
What Omni Does (in plain English)
Omni Interactions is an outsourced customer experience (CX) and back-office company. We build and manage remote teams that handle customer calls, chats, emails, and administrative tasks for companies that cannot or do not want to do it in-house.
The big difference: we use a Fractional Workforce model. Instead of hiring people full-time and having them sit idle, we staff in 30-minute intervals so companies only pay for coverage when they actually need it.
On top of that, our Omniverse platform gives leaders real-time dashboards, quality scoring, and workforce analytics so nothing is a black box.
12 Reasons Clients Choose Omni
Plain-English explanations — no jargon
The 6 Must-Have Criteria
✓ US Headquartered (required)
Our operating model and compliance is built for US companies
✓ Annual Revenue ≥ $25M (required)
Smaller companies often lack the volume stability needed for a serious program
✓ ≥ 15 FTE or 600 hrs/week (required)
Below this, governance and QA rigor doesn't make economic sense
✓ Work-from-Home Allowed (required)
Omni is 100% remote — this is non-negotiable
✓ BYOD Policy Allowed (required)
Shipping and owning devices at scale is impractical and expensive
◎ VDI Acceptable (preferred)
Helps with regulated industries — not required but strongly preferred
When It's NOT a Fit
Being honest about disqualifiers saves everyone time. These are hard stops — don't try to work around them.
✗ Company requires on-site work
Omni has no physical sites — it's remote by design
✗ No BYOD policy — won't budge
This breaks the entire delivery model
✗ Revenue below $25M
Too small for the overhead of a proper program
✗ Needs fewer than 15 FTE
Program would be too small to govern effectively
✗ HQ outside the US
Our compliance and legal structure is US-centric
Who to Reach Out To
How Each Role Thinks
🎯 Primary Target
Feels the operational pain every day. Accountable for CX outcomes. They want a solution — not a vendor pitch. Lead with their problem, not your product.
🤝 Day-to-Day Champion
Runs the workflows. Validates everything scoped. Closest to the detail. They'll help you get the pilot right and become your internal advocate.
🏛 Executive Sponsor
Cares about cost-to-serve, risk exposure, and business resilience. Doesn't want surprises. Speak in business outcomes — not features.
🔒 Gatekeeper
InfoSec, Compliance, IT, Procurement. They can kill a deal late. Loop them in early — especially on VDI, data access controls, and vendor risk.
Deal Stages — Pitch to Closed
8 stages from first contact to PMO handoff
1%
SQL — Identified through outreach, ZoomInfo, or marketing. Two-way engagement exists. Advance when: first meeting booked with right persona.
5%
First Meeting — Fit check and initial conversation. Align on pains, outcomes, decision path. Advance when: discovery/workshop for Solution Design is scheduled.
15%
Initial Pricing Submitted — Share pricing ranges to qualify interest. Set expectations; qualify budget and timeline. Advance when: range accepted; deeper scoping approved.
40%
Deep Discussion — Multi-threaded working sessions on scope, timelines, cost drivers, compliance, success metrics. Lock scope and pilot design. Advance when: proposal request is explicit; timeline, start date, and evaluation criteria agreed.
50%
Full Proposal Submitted — Tailored scope and pricing delivered. Commercial and scope alignment; prepare for redlines. Advance when: redlines start or verbal alignment reached.
75%
Verbal Award — Informal agreement to move forward. Fast-track legal and provisioning prep. Advance when: contract out for signature.
90%
Contract — Working on signatures for the MSA or SOW. Execute docs; hold kick-off date. Advance when: counter-signed received.
100%
Closed-Won — Transition to Project Management Office for implementation. PMO handoff complete; plan in motion. 🚀 Celebrate — then set the 30-day check-in.
What Makes This Different
30-Minute Interval Staffing
Most outsourcers book people in 8-hour blocks. Omni staffs in 30-minute intervals — so you're never paying for agents to sit idle between spikes.
Visibility — Not a Black Box
Leaders get live dashboards, QA scores, interval-level data, and governance meetings with action owners. You always know what's happening.
Quality Built In
Automated QA coverage, scorecards, calibration sessions, and coaching loops. Problems get surfaced and fixed fast — not discovered on a monthly report.
Speed to Launch
The model is designed for ramp. Certified workers can be production-ready faster than traditional BPOs because the certification process is built into delivery.
Case Studies
13 real wins — Healthcare, Finance, Retail, Government & more
How to Use Proof Points
Proof points only work when they match the client's exact situation. A mismatched case study creates doubt instead of confidence.
The 1-2-1 Formula
1 client like them → identify by industry + challenge
2 hard metrics → always include numbers (speed + quality)
1 "so what" → what did the leader gain? (control, certainty, resilience)
2 hard metrics → always include numbers (speed + quality)
1 "so what" → what did the leader gain? (control, certainty, resilience)
What NOT to do
Don't spray every case study. Don't lead with the client name. Lead with the problem — then reveal who it was.
Example opener
"We had a healthcare client with a similar peak challenge — they ramped 500 certified workers in under 3 weeks and hit 92% quality. That's the kind of scale + stability we're designed for."
⚠️ Simulator Disclaimer
This tool is a sales training simulator. Content reflects general guidance and may not represent the latest pricing, compliance posture, or program availability. For accurate information or questions, contact wess.galdamez@oiteam.com.
Frequently Asked Questions
Common questions prospects ask — and how to answer them
What makes Omni different from a traditional BPO?
Most BPOs lock you into fixed headcount and 8-hour shifts. Omni staffs in 30-minute intervals, so you only pay for productive time. You get elastic scale, real-time Omniverse dashboards, and a pre-vetted GBA (Gig Brand Ambassador) network — not a black-box operation.
How fast can you ramp?
Faster than traditional BPOs. Typical pilots launch in 2–4 weeks. Large-scale programs (500+ GBAs) have been stood up in 3–6 weeks. Our pre-vetted marketplace means sourcing, vetting, and certification run in parallel.
What does "pay for productive time only" mean?
You're not billed for breaks, lunch, system downtime, coaching sessions, or attrition-related gaps. You pay for actual productive hours worked — which typically runs 15–25% lower than traditional all-in BPO billing.
Are your workers employees or contractors?
Omni's GBAs (Gig Brand Ambassadors) are independent contractors who work remotely. This model enables the flexibility, elastic scale, and interval-level staffing that makes Omni unique.
What are your compliance certifications?
PCI-DSS Level 1, SOC 2 Type 2, and HIPAA-capable programs. We also use secure VDI, MFA, endpoint controls, and identity + fraud checks for regulated environments.
Can you handle multilingual programs?
Yes — English and Spanish at scale, plus 15+ languages via professional linguists with AI assist. All agents are CEFR-aligned for fluency and cultural nuance.
What does a pilot look like?
Start at 15 FTE, 1–2 channels, 2–4 weeks. We define KPIs upfront, run weekly ops + QA calibration, and only scale after performance is validated. Low risk, fast signal.
Where do you deliver from?
United States, Canada, Guatemala, Mexico, Puerto Rico, and the Philippines. Onshore, nearshore, and offshore options depending on cost targets and compliance requirements.
How do you handle quality?
Automated QA coverage, scorecards, calibration sessions with clients, and real-time coaching loops via Omniverse. Problems surface fast — not on a monthly report.
What's the minimum program size?
15 FTE equivalent (≈600 hours/week). Below that, the governance and QA rigor doesn't make economic sense for either side.
Questions & Support
Who to contact for more information
📧 Primary Contact
For questions about this simulator, content accuracy, or sales guidance:
✉️ wess.galdamez@oiteam.com
📞 General Inquiries
Sales inquiries and partnership questions:
sales@oiteam.com · 833-648-3261
sales@oiteam.com · 833-648-3261
🌐 Website
⚠️ About This Simulator
This is a training and reference tool. Pricing ranges, capacity figures, and case study details are illustrative. Always validate current pricing and program availability with your sales lead before quoting a client.