How to choose a call center outsourcing partner: 15 questions to ask
Most call center proposals look alike on paper. These questions show how a provider would actually staff, train, run and report on your program, so you can compare them properly.
The short answer
Shortlist two or three providers, send each the same brief, and ask the same questions about experience, agents, quality, launch, systems, reporting, pricing, data protection and location. Judge the answers on how specific they are. A partner that has thought about your program will talk about your customers and your contact reasons, not just its own size.
Before you start, it helps to prepare a brief. See how to brief an outsourced call center.
Experience and fit
- What programs like ours have you run? Ask about similar industries, channels and call types. Healthcare scheduling, technical support and outbound sales need different skills.
- Which channels and hours can you cover? Check phone, email, chat and social media, and whether evenings, nights and weekends are staffed by trained agents or left to voicemail. See after-hours and overflow call coverage.
- Who will we deal with day to day? Find out who owns your account, how senior they are, and how quickly decisions get made.
Agents and quality
- How will you recruit and train agents for our program? Ask what the agent profile is, how long training takes, and who signs off that agents are ready.
- How is quality measured and coached? Ask to see a sample quality scorecard, how many contacts are reviewed, and how results turn into coaching.
- Will agents be dedicated to us or shared? Dedicated agents learn your products in depth. Shared agents give flexible cover for lower or unpredictable volume. Both are valid; you should know which you are buying.
Launch and operations
- How long will launch take, and what do you need from us? A credible answer lists the steps, the timeline and the inputs required from your side, such as knowledge material and system access.
- Will agents work in our systems? Working in your own CRM and ticketing tools keeps customer history in one place and makes reporting easier to trust.
- How do you handle spikes in volume? Ask how quickly they can add agents, and what happens when actual volume is well above the forecast.
- What happens when an agent can't solve something? Ask how escalations reach your team, how they are tracked, and what agents are allowed to decide on their own.
Reporting and commercials
- Which KPIs will you report, and how often? Expect agreed service levels, a regular report and a regular review meeting. See call center KPIs explained.
- How is pricing structured, and what exactly is billable? Per seat, per minute, a monthly fee, per project or on commission each suit different situations. For per-minute plans, ask whether ring time, hold time and after-call work are billed. See per-seat vs per-minute pricing.
- Are there minimum commitments or long notice periods? Check the minimum term, minimum volume or spend, and how you can change or end the arrangement.
Data and location
- How will you protect our customer data and meet our compliance rules? Ask who can access your systems, how access is removed when agents leave, and how the provider meets any rules that apply to you, such as payment card or health information requirements. Ask for specifics in writing.
- Where are agents located, and how does that suit our customers? Time zone, language and cultural familiarity all affect how customers experience the call. Nearshore locations share business hours with North America. See why Jamaica.
How to compare the answers
- Look for specifics. Named steps, timelines and examples count for more than general promises.
- Compare total cost, not the headline rate. Include what is billable, minimums and the cost of launch.
- Check references where you can, ideally from a company with a similar program.
- Consider a pilot or short initial term to test the partner on real customers before committing further.
How KCG BPO answers these questions
- Experience: founded in 2011, KCG BPO runs customer service, technical support and sales programs, with specialist experience in healthcare, e-commerce, tech support and sales.
- Channels and hours: voice, email, chat and social media, and every program runs 24/7.
- Who you deal with: KCG BPO is owner-led, so clients deal directly with the people who run the company. See about KCG BPO.
- Agents and quality: onboarding, coaching, call monitoring and quality assurance for your brand.
- Dedicated or shared: both. Dedicated agents are priced per seat; per-minute pricing uses a shared, trained team billed on talk time with no minimum commitment.
- Launch: four steps (discovery, program design and recruitment, training and integration, then go-live with ongoing quality assurance). Most programs go live in 2–4 weeks.
- Systems: agents work in your CRM and ticketing systems, including Salesforce, HubSpot and Zendesk.
- Reporting: weekly performance reports and monthly review meetings against agreed service levels.
- Pricing: five models, per seat, per minute, managed services for a monthly fee, project-based and commission-based sales. Every quote is based on your volumes, hours and channels.
- Data protection: ask us to walk you through how access to your systems and customer data would be handled for your program.
- Location: 8 Lady Musgrave Road, Kingston, Jamaica. Jamaica is on UTC−5 all year, with no daylight saving time, and agents speak English.
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Choosing a partner: FAQs
What should I look for in a call center outsourcing company?
Look for experience with programs like yours, a clear recruiting and training process, quality monitoring you can see, a realistic launch plan, agents who work in your systems, regular reporting against agreed service levels, transparent pricing, sound data protection, and a location and time zone that suit your customers.
How many call center providers should I compare?
Shortlisting two or three is usually enough. Send each the same brief, ask the same questions, and compare how they would staff, train and report on your program, not just the price.
Should I run a pilot before signing a long contract?
A pilot or a short initial term is a sensible way to test a partner on real customers before committing further. Agree the measures, the length and what happens at the end of the pilot before it starts.
Put these questions to us
Send your brief and we'll answer each one for your program, with a quote and a launch plan.