We listed the essential questions to ask during your first BPO discovery call. Claim your one-page checklist to evaluate BPO providers confidently.
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It starts with asking the right questions. Your first conversations with a potential outsourcing provider will reveal how it works, how transparent it is, and whether its approach fits your business. This document by Simply Contact gives you a clear set of questions to ask a BPO provider that help you understand its strengths, expectations, and operating model.
This concise, one-page document is designed for support leaders who have never outsourced customer support before and want a practical way to compare BPO partners confidently and knowledgeably.
The best moment to use these questions is during your discovery call with a BPO provider. This is when you gather essential information, understand how the provider manages day-to-day operations, and check whether its processes align with your needs. It can help you evaluate compatibility before moving into deeper planning.
Evaluating BPO partners becomes easier when you use the same criteria with every provider. Since every BPO company operates differently, the most reliable method is to ask structured questions and compare the answers side by side. Some topics may not apply to every project, and responses will vary, but that variation helps you see how each provider handles training, performance, communication, technology, and risk.
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