Customer Support Outsourcing Proposal Template

Pitch your next customer support project with confidence with this fully customizable scope of work template that includes project phases, detailed services, and recommended pricing, so you can get to “yes” more quickly.

Customer Support Outsourcing Scope of Work

In today's competitive business landscape, exceptional customer support can be the defining factor that sets a company apart from its rivals. As a customer support outsourcing provider, you have the opportunity to empower businesses with top-tier service capabilities, enhancing their customer relationships and driving growth. From small startups to established enterprises, businesses across industries are recognizing the value of outsourcing their customer support to specialized experts like you.

Our Customer Support Outsourcing scope of work template outlines three crucial project phases: Setup, Training, and Implementation. This comprehensive template provides a detailed breakdown of services within each phase, from setting up live chat systems and email support accounts to training support agents and implementing multi-channel customer support. Whether you're establishing a new support infrastructure or optimizing existing processes, this template offers a clear roadmap to deliver exceptional customer service that aligns with your business goals and customer expectations. This scope template also includes pricing recommendations that are based on crowdsourced pricing data from a vast network of over 100,000 freelancers.

The Customer Support Outsourcing scope of work template is also completely customizable and editable—there are no locked PDFs or documents to download offline. Just start editing and customizing your scope of work to meet your project needs, then seamlessly send it to your client for approval and signature. It really is that easy.

Included in this scope template:

Recommended overall price for the project based on crowdsourced data from over 100,000 freelancers.

Detailed breakdown of 3 phases and services to include in the project.

Edit and customize as needed to fit your project and client needs.

Turn a scope into a proposal for client sign off in just a few clicks.

Frequently Asked Questions

  • Customer Support Outsourcing involves hiring external specialists or companies to handle customer service operations on behalf of a business. This can include managing inquiries, resolving issues, and providing technical support across various channels such as phone, email, chat, and social media.

    Looking to streamline your clients' customer support operations? Check out our Customer Support Outsourcing scope of work template to ensure you cover all essential aspects and deliver exceptional service for your clients!

  • The timeline for a Customer Support Outsourcing project can vary depending on the scope and complexity of the services required. Generally, it involves:

    1. Initial setup and training: 2-4 weeks

    2. Transition period: 4-8 weeks

    3. Full implementation: 3-6 months

    Ongoing support is typically provided on a continuous basis after the initial implementation.

  • Pricing for Customer Support Outsourcing projects can vary based on factors such as the level of support required, volume of interactions, and complexity of the services. Typical pricing models include:

    • Per agent/hour: $15-$35 per hour

    • Per interaction: $5-$15 per customer interaction

    • Monthly retainer: $5,000-$25,000+ per month, depending on scale and services

    Customer Support Outsourcing Scope of Work Template to guide your pricing strategy, ensuring it’s both competitive and fair. These recommended prices are backed by crowdsourced pricing data we collected from over 100,000 freelancers, are are kept up to date to ensure freshness and accuracy.

  • To create a Customer Support Outsourcing scope of work:

    1. Define the project objectives and desired outcomes

    2. Outline the specific services to be provided

    3. Specify communication channels to be covered

    4. Determine key performance indicators (KPIs) and service level agreements (SLAs)

    5. Establish reporting and quality assurance processes

    6. Define the timeline and milestones

    7. Include pricing and payment terms

    8. Specify any additional requirements or expectations

    After you’ve checked out our Customer Support Outsourcing scope of work template, edit the phases, services, and prices however your project requires. Once all looks good, save that scope of work to your library by creating your free Wethos account. Once you’ve created a scope, you can go on and add contract terms, send proposals for client signature, create an invoice, and get paid! 🤑

  • Common technologies in customer support outsourcing include:

    • Customer Relationship Management (CRM) systems

    • Help desk and ticketing software

    • Live chat and chatbot platforms

    • Voice over Internet Protocol (VoIP) systems

    • Knowledge base and self-service portals

    • Analytics and reporting tools

    • Workforce management software

    These technologies help streamline operations, improve efficiency, and provide better insights into customer interactions and support performance.

  • To maintain quality control:

    • Establish clear KPIs and SLAs

    • Implement regular performance monitoring and reporting

    • Conduct customer satisfaction surveys

    • Provide ongoing training and feedback to support agents

    • Use call monitoring and quality assurance tools

    • Maintain open communication channels with the outsourcing partner

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