Outsourced Account Management guide
Outsourced Account Management: First week onboarding checklist
A simple checklist for tools, SOPs, calls, QA, and reporting.
The short answer
Start with one role, a short task list, and a weekly scorecard. Do not outsource a messy process until examples and rules are clear.
What to prepare
- Task examples and sample replies
- Tool access and permission rules
- Daily output target
- Escalation rules for anything sensitive
Questions to ask
- Who screens the worker?
- Who checks quality?
- What happens if fit is poor?
- How are passwords and customer data handled?
FAQ
What should I prepare before hiring?
Prepare task examples, tool access rules, daily output targets, and escalation rules before a provider starts work.
What should stay with my team?
Keep sensitive decisions, pricing, refunds, contracts, and customer complaints with your owner until written approval rules exist.