Occlio

Sales Training Guide

How to Position & Pitch Occlio

Internal training material for sales and partnership teams

For Internal Use Only
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Target Audience

Who Should We Be Talking To?

Primary Decision Makers

HR Directors / People & Culture Leads Hot

Own employee wellbeing strategy. Feel the pressure of rising absence, turnover, and engagement scores. Often measured on these metrics.

Budget holder Direct pain Quick decision

Health & Safety Managers Hot

Responsible for DSE compliance, MSK prevention, workplace risk assessments. Often legally accountable for employee health outcomes.

Compliance driver Risk reduction

Benefits / Total Rewards Managers Warm

Looking for ways to enhance employee benefits package. Often comparing multiple wellness vendors.

Evaluator ROI focused

Secondary / Influencers

CFO / Finance Directors

Care about reducing healthcare costs, absence costs, turnover costs. Need hard ROI numbers.

ROI focused Cost reduction

CEOs / MDs (SMEs)

In smaller companies, the CEO often makes wellness decisions directly. Care about culture, retention, and being a good employer.

Culture builder Employer brand

IT / Security Teams

Will be consulted on data security, SSO integration, compliance. Not decision makers but can block deals.

Gatekeeper Security focus
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Target Industries

Which Organisations Are Best Fit?

🎯 Sweet Spot Industries

  • Professional Services - Law firms, accountants, consultancies (high stress, desk-based, burnout risk)
  • Financial Services - Banks, insurance, fintech (high pressure, compliance-conscious)
  • Technology - SaaS, tech companies (remote/hybrid, younger workforce, progressive)
  • Healthcare - Hospitals, clinics (staff burnout crisis, MSK issues)
  • Manufacturing - Factories, logistics (MSK dominant, H&S compliance)
  • Public Sector - Councils, NHS, government (large workforces, budget constraints)

📈 Company Size Sweet Spot

50 - 500 employees

Large enough to have HR budget and real pain. Small enough for quick decisions. Often no existing solution or outgrown basic tools.

500 - 2,000 employees

Bigger budgets, but longer sales cycles. May have existing solutions to replace. Need more enterprise features.

2,000+ employees

Enterprise deals. Longer cycles, procurement involved, but higher contract values. Need security certifications.

Global Brands & Multinationals

Large-scale deployments across regions. Multi-language support, centralised reporting, enterprise integrations.

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Discovery

Pain Points to Uncover

Rising Absence & Turnover

Sickness absence up significantly since pandemic. Turnover costing thousands per leaver. Hard to attract talent.

"What's your current absence rate? How has it changed since 2020?"

Burnout & Mental Health

Employees stressed, disengaged, burning out. HR hears about problems too late. No early warning system.

"How do you currently identify employees who are struggling before they go off sick?"

MSK & Physical Issues

Back pain, neck pain, RSI from desk work. WFH has made ergonomics worse. Physio costs rising.

"What percentage of your absence is due to musculoskeletal issues?"

Remote Work Challenges

Isolation, poor home setups, blurred boundaries. Remote work isn't always what it's cracked up to be. Mental health suffers when people feel disconnected.

"How do you support employees working remotely? How do you know if they're struggling?"

No Visibility

No data on company wellbeing until someone goes off sick. Can't report to board. Flying blind.

"How do you report on employee wellbeing to leadership? What metrics do you track?"

Compliance Pressure

DSE regulations, H&S requirements, ISO 45003, duty of care. Need evidence of proactive action.

"How confident are you that you're meeting your duty of care obligations?"

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Positioning

How We're Different

All-in-One Platform

  • Physical AND mental wellness in one place
  • No more juggling multiple vendors
  • Single login, single dashboard, single bill
  • Everything connected - see the full picture

Proactive, Not Reactive

  • Early warning burnout detection
  • Identify at-risk employees before crisis
  • Intervene early, prevent long-term absence
  • Shift from firefighting to prevention

Actionable Insights

  • Company-level trends (anonymised, private)
  • Know where to focus support
  • Track ROI and improvement over time
  • Board-ready reporting

Personalised Experience

  • Content adapts to each employee's needs
  • Based on occupation, risk level, history
  • Right support at the right time
  • No one-size-fits-all approach

Culture Shift, Not Just Tools.

We don't just give employees an app - we help organisations build a proactive, preventative culture of wellbeing.

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Pricing

Pricing Model & Packages

Core Platform (Per Employee/Month)

Occlio Core

Everything employees and admins need for proactive wellbeing management:

✓ Daily check-ins (mood + physical)

✓ Pain journal with body mapping

✓ Burnout assessments & risk detection

✓ Exercise programs library

✓ DSE / desk assessments

✓ Training & resource library

✓ Quizzes & flashcards

✓ Streak tracking & gamification

✓ Admin dashboard & insights

✓ Company-wide analytics (anonymised)

Per seat pricing Annual contract Volume discounts

Add-On Services

Online Physio Support Add-On

Direct access to qualified physiotherapists via the platform for employees experiencing MSK issues.

✓ Video consultations with physios

✓ Personalised treatment plans

✓ Follow-up appointments

✓ Integration with pain journal data

✓ SOAP notes & progress tracking

Per consultation Or bundled sessions

⚠ International Markets Note

For markets outside UK (Middle East, etc.), physio support is not included in core - offered as optional add-on only. Local practitioner networks still being established in these regions.

UK: Available now GCC: Add-on only Other: TBC

Pricing Strategy: Quote based on employee count. Offer pilot pricing for first 3 months. Volume discounts at 100+, 500+, 1000+ tiers.

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The Pitch

Your 30-Second Elevator Pitch

For HR Leaders

"Occlio helps organisations build a culture of proactive wellbeing - not just hand employees another app. We combine physical and mental health tracking with early burnout detection, so you can identify and support people before they go off sick. It's about prevention over cure - shifting from reactive firefighting to a genuine culture of care, with real insights that drive action."

For CFOs / Finance

"Employee absence and turnover is costing UK businesses over £100 billion a year. Occlio helps you reduce those costs by catching wellbeing issues early - before they become expensive long-term absences. Our clients typically see reduced sick days, lower turnover, and better engagement scores. One platform, one cost, measurable results."

For H&S Managers

"Occlio gives you the DSE assessment tools and MSK tracking you need to meet your compliance obligations, plus evidence of proactive intervention. Employees can report pain, complete desk assessments, and access exercises - all tracked and reportable. It helps you demonstrate duty of care with actual data, not just policies."

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Objection Handling

Common Objections & Responses

"We already have an EAP" EAPs are reactive - people only use them when already in crisis. Average EAP utilisation is just 3-5%. Occlio is proactive - we help you identify people at risk BEFORE they need the EAP. We complement your EAP, not replace it.
"We don't have budget for this" Consider the cost of NOT doing this. One long-term absence can cost £20k+. Replacing one employee costs £30k+. Even preventing a few cases pays for the platform many times over. What's your current absence rate costing you?
"Employees won't use it" We've designed for engagement - daily check-ins take 10 seconds, streak gamification keeps people coming back, and the content is genuinely useful. Plus, admin dashboards show you engagement metrics so you can track adoption.
"What about data privacy?" Individual data is completely private - admins only see anonymised, aggregated team trends. Employees control their own data. We're fully GDPR compliant.
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Demo Guide

Key Features to Highlight

For Employee Experience

  • Daily Check-in - Quick mood + pain logging
  • Burnout Assessment - Shows risk level with actionable next steps
  • Pain Journal - Body map, tracking over time, patterns
  • Exercise Programs - Desk stretches, occupation-specific routines
  • Streak Tracking - Gamification, daily engagement motivation
  • Training Library - Video content, quizzes, flashcards
  • Personalised Content - Recommendations based on their data

For Admin / HR

  • Team Dashboard - Overview of wellbeing across company
  • Risk Distribution - See burnout levels across the company (anonymised)
  • Engagement Metrics - Who's using it, adoption rates
  • Trend Reports - Track improvement over time
  • DSE Compliance - Desk assessment completion tracking
  • Security - Cyber Essentials certified, working towards ISO 27001
  • User Management - Easy invite, onboarding flow

Demo Tip: Always tailor to their pain. If they mentioned MSK issues, lead with Pain Journal. If burnout is the concern, lead with assessments and risk dashboards.

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Competition

How We Compare

Competitor Type Their Approach Our Advantage
EAPs (Employee Assistance Programs) Reactive counselling when employees reach crisis. Low utilisation (3-5%). No prevention. We're proactive - identify risk before crisis. Complement EAP, don't replace.
Mental Health Apps (Headspace, Calm) Consumer meditation apps. No workplace context, no admin insights, no MSK. Built for workplace. Admin dashboards. Physical + mental. Burnout detection.
MSK Platforms (Kaia, Hinge Health) Physical only. Often US-focused. No mental health integration. Whole person - physical AND mental connected. UK/GCC focus.
Survey Tools (Culture Amp, Peakon) Periodic surveys only. No daily engagement, no intervention tools. Continuous data, not just snapshots. Actionable tools, not just measurement.
Point Solutions (multiple vendors) Separate tools for each thing. No integration, multiple logins, scattered data. All-in-one. Single platform, unified data, one vendor relationship.
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Pricing

Pricing Structure

Core

Wellness foundations

£9.87

per user / month

  • ✓ Daily Check-ins
  • ✓ Pain Journal
  • ✓ Burnout Assessment
  • ✓ 1,400+ Exercise Videos
  • ✓ Training Library
MOST POPULAR

Professional

Full platform + insights

£14.95

per user / month

  • Everything in Core +
  • ✓ Admin Analytics
  • ✓ AI Desk Assessment
  • ✓ Burnout Monitoring
  • ✓ Advanced Reports

Compliance

ISO 45003 toolkit

£19.95

per user / month

  • Everything in Professional +
  • ✓ ISO 45003 Toolkit
  • ✓ Risk Assessments
  • ✓ Compliance Docs
  • ✓ Audit Trails

Complete

Full solution + physio

£24.90

per user / month

  • Everything in Compliance +
  • ✓ Online Physio Access
  • ✓ 2 Sessions/User/Year
  • ✓ Priority Support
  • ✓ Success Manager

Enterprise

Custom for large orgs

Custom

contact us

  • Everything in Complete +
  • ✓ Unlimited Physio
  • ✓ API Integrations
  • ✓ Custom Reporting
  • ✓ White-label Options

Limited Launch Offer

For a limited period, new customers receive the Complete package at a special introductory rate. Contact us for details.

Provisional pricing - subject to change. All prices exclude VAT.

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Occlio

Remember...

Our Position

Proactive, preventative workplace wellness. Culture shift, not just tools.

Target Market

From SMEs to global brands. Professional services, tech, healthcare, manufacturing.

Decision Makers

HR Directors, People & Culture, H&S Managers, Benefits Managers.

Key Differentiator

Prevention over cure. We help organisations shift from reactive to proactive - building culture, not just providing tools.

For further info please email info@occlio.com

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