How to Plan for Customer Support Outsourcing – Checklist

Providing good customer support has become more complex than ever. Customers expect support across multiple channels such as voice, chat, email, and social – and they want everything done well.

More channels means more complexity and investment in technology, processes, and customer service agent training. Many businesses use customer care outsourcing as a way to maximize the value derived from customer support and to optimize investments, so all aspects of customer success need to be handled carefully.

While outsourcing can deliver real value, doing it successfully requires detailed planning and careful execution. At GlowTouch, we’ve helped clients worldwide navigate this process countless times in the past 15 years. As a result, we’ve learned a great deal about how to do it right.

With that in mind, we’ve developed a checklist that will help you understand the requirements of outsourced support. Think of it as a best practices checklist to help you plan and execute a successful customer support outsourcing initiative.

Your Quick Checklist for Outsourcing Strategy and Vision

The best way to start your process out is to set a strong customer support outsourcing strategy and vision from the beginning. This will help you get the most from your outsourced customer care team.

To help you nail down your strategy, here’s a checklist of key questions to answer and steps to take before you outsource customer support:

  1. Why are you outsourcing?
    • Do you need to add capacity?
    • Do you want to control cost?
    • Are you improving quality of customer service?
    • Are you looking to expand time zone or hours of coverage?
  2. What do your customers need?
    • When – days and time of day – do your customers need support?
    • What kinds of support will they need at various stages of the customer lifecycle?
    • What are their expectations and tolerances for waiting?
  3. What do you want to outsource?
    • Are you outsourcing frontline customer support?
    • Are you going to staff internally during business day shifts and only outsource after hours or overflow?
    • Will you have multiple outsourced customer support partners who need to be integrated?
  4. What are your customer care requirements?
    • What technology requirements are necessary for your outsourced partner to support your customers?
    • Which channels do you want to outsource?
    • Do you need to take into account cross-selling and upselling?
    • What will be hours of operation for your customer support team?
    • What will be the anticipated volume of customer outreach?
    • Will there be any seasonal volume fluctuations in volume?
    • Which languages will you need support?
  5. What are the baseline numbers for your support metrics? (You may want to check this list of customer support metrics for reference.)
    • What is your cost per contact for each customer care channel?
    • What is your current customer satisfaction (CSAT) score?
    • How much revenue, if any, you generate per contact through customer support?
    • What is the trendline for important metrics like cost and CSAT?
  6. How are you going to measure results and what constitutes success?
    • How will you measure success through different phases of outsourcing (for example, transition, ramp up, and steady state)?
  7. How will you measure return on investment (ROI) from your customer care team?
    • How will you track cost savings and efficiency improvements
    • Will you use revenue from cross selling and upselling to measure ROI?
  8. Do you have an established governance framework or would you want the customer care outsource partner to provide one?
  9. Do you need to work with your procurement team to select your outsource customer support partner or will you drive the process directly?
  10. How will you find and select the customer service outsourcing partner?
    • Who will research and create the shortlist of partners?
    • What criteria will be used to identify and shortlist partners?
    • How will you evaluate shortlisted partners?

Your Quick Checklist for Creating a Statement of Work (SOW)

Selecting the right outsourced customer service provider is important. At the same time, it’s also critical to have the right operating model for your outsourced team.

When outsourcing customer support, you need to have a detailed Statement of Work (SOW) that clearly defines the scope of work, service level agreements (SLAs), processes and systems to be used, roles and responsibilities, and reporting mechanisms.

Your SOW should cover:

  1. Definitions: It’s amazing how many ways there are to describe the parts of a customer support operation. For example, how is response time defined? Don’t allow any ambiguity in the definitions.
  2. Metrics and Service Level Agreements (SLAs)
    • Which metrics will be measured, by whom will they be measured, how will they be measured, and at what intervals will you measure them?
    • What are agreed acceptable levels for each metric?
    • What is the incentive / penalty for meeting / failing the SLAs?
    • How will your metrics and SLAs be revised in future?
  3. Roles and responsibilities to be fulfilled by your outsourced partner and your team
  4. Processes and systems to be used by you and your customer care outsourcing partner
    • Dispute management and root cause analysis processes
    • Skills and qualifications for staff
    • Training requirements
    • Staffing requirements
    • Forecasting and scheduling process and responsibilities
    • Escalation procedures
    • Knowledge base responsibilities
    • Intellectual property requirements
    • Privacy or regulatory requirements, if any
    • Mitigating co-employment issues
    • Technology requirements – e.g., technology platforms, access to systems and applications, licenses for software, etc.
  5. Schedule for reports and meetings
    • Schedules for regular reporting and business reviews
    • Customer satisfaction reporting
    • Quality management and reporting

Find the Right Outsourced Customer Care Partner

Once you have documented your needs, goals, operational framework and partner selection process using this checklist, it’s time to start looking for the right outsourced customer care partner.

With this checklist in hand, you will start your outsourced customer care process on the right note and give yourself the best chance of meeting the expectations of your outsourcing initiative. For more information, email us at

About GlowTouch

GlowTouch is a privately held and WBENC-certified, woman-owned enterprise, founded in 2002. We provide personalized contact center, business processing, and technology outsourcing solutions to clients around the world. Our 2,300+ employees deliver operational excellence with high-touch engagement garnering recognition by independent bodies such as Everest Group, International Association of Outsourcing Professionals (IAOP), and a six-time honoree on the Inc. 5000. GlowTouch is headquartered in Louisville, KY, with onshore contact centers in Louisville, KY, and Miami, FL; a nearshore presence in Santo Domingo, Dominican Republic; and offshore locations in Mangalore, Bangalore, and Mysore India. To learn more about GlowTouch, visit


Related Posts

White Glove Service

White Glove Service

Premium Service, Without the Premium Price To date, as best we can tell, no customer of any organization in any industry has complained about being