7-Day Call Center Set-Up Guide

by Karla Abraham

Mar 10

Are you planning to build a call center from scratch? Cheer up, we will walk you through how an outsourcing partner can set you up a call center.

Initially, starting a call center from the bottom all the way up may be a daunting endeavor. But the good thing is that if you have someone with the expertise, infrastructure and manpower to do so, your business will be up and running sooner than you thought.

How to Set-Up a Call Center

Establishing a call center requires careful planning, crucial financial choices, and compliance with various legal requirements.

It’s imperative to have an in-depth understanding of how to run a call center and the technology required to do so.

Developing a solid framework, securing adequate funding, and assembling a highly trained and motivated workforce are all essential parts of a successful call center operation. And there are compliance and regulatory requirements to meet, not to mention the challenges and risks.

The Challenges in Setting up a Call Center

Why does it seem challenging to set-up a call center?

Setting up a call center can be daunting for a variety of reasons.

  • It can be difficult to manage and train a large team of customer service representatives to handle a wide range of customer inquiries and complaints professionally and effectively.
  • Call centers often need to handle a high volume of calls, which can strain the capacity of the system and lead to long wait times for customers.
  • Making sure that the customers are satisfied with the service provided and that their inquiries are resolved quickly and efficiently.
  • Technology must be robust, flexible, and scalable to accommodate changing needs.

Setting up a successful call center requires careful planning, management, and investment in people and technology. That’s why you need a solid support outsourcing partner to build your call center.

How can an outsourcing partner help you establish your own contact center? How can your business benefit from outsourcing your contact center services? What does the 7-day guide encompass?

Before diving into the steps of establishing a call center, it is important to consider the advantages of outsourcing this service as opposed to establishing an in-house call center.

Top 5 Benefits of Outsourcing Call Center Services

Outsourcing a call center offers numerous advantages, including:

  1. Cost savings:  Businesses are able to save money in several ways. Outsourcing eliminates the need to invest in expensive infrastructure, technology, and human resources. This can significantly reduce the upfront and ongoing costs associated with setting up a call center. These costs are covered by the outsourcing company, reducing the upfront and ongoing costs associated with setting up a contact center.

The outsourcing company will handle the recruitment, training, and management of agents, which serves to alleviate business costs in employee salaries, training, and benefits. Add to the cost savings are the fixed expenses a business operation must comply with like utility bills, rent, and insurance.

  1. Scalability: Outsourcing offers your business the flexibility to scale up or down as needed to meet changing customer demands. This is especially beneficial if your business has seasonal or unpredictable call volume.
  2. Access to specialized expertise: Since the focus of outsourcing companies is to offer excellent services, it is expected of them to provide the best people. They are experts in their field and have the experience to provide professional and effective call center services, which involves specialized training for agents, quality assurance processes, and ongoing support.
  3. Improved customer experience: Faster call handling times, more knowledgeable agents, and better call quality result in improved customer experiences when your contact center is outsourced.

Outsourcing companies, like us here at ADDMORE, have the infrastructure and resources to handle a large volume of calls efficiently, resulting in faster call handling times. This improved response time leads to a better customer experience, as customers are able to get the answers they need quickly and efficiently.

With a pool of highly trained agents, they can handle a wide range of customer inquiries including those complex queries and situations. Thus, customers are more likely to receive accurate and helpful information.

  1. Reduced operational risks: If you outsource, it will help reduce the operational risks associated with running a call center. This includes the risk of technology failure, agent turnover, and regulatory compliance.

Operational risks are inherent to any business operation and can arise from various internal and external factors. These risks can come from technology failure, data breaches, compliance violations, and staff turnover.

Call center services can reduce these operational risks by leveraging the expertise and resources of the service provider. The provider will typically have established processes, systems, and tools in place to manage these risks and ensure the highest levels of quality and security.

The essence of having outsourcing providers is that they often have multiple backup systems and disaster recovery plans in place to minimize the impact of any operational disruptions.

Outsourcing greatly helps businesses focus on their core competencies while enjoying the benefits of a professional and effective call center.

This guide will provide the steps necessary for outsourcing companies to build a successful call center for their clients.

How an Outsourcing Company Builds a 7-Day Call Center Setup Guide

Building a call center for a client can be a complex and time-consuming process. Because contact center service is a vital component of any business, outsourcing companies need to understand the client’s requirements, resources, and budget before starting the project.

Here are some steps outsourcing partners follow to build a successful call center for a client:

1 – Assess the Client’s Requirements

Assessing the client’s needs and requirements includes the number of agents needed, call volume, call type (inbound or outbound), language requirements, and hours of operation.

2 – Determine the Technology Stack

To determine the technology stack required to support the call center is to understand the need for hardware (e.g. computers, phones, and headset), software (e.g. call center software, CRM, and IVR), and network infrastructure.

3 – Recruit and Train Agents

The outsourcing company must recruit and train agents to handle the client’s calls. This includes providing training on the client’s products or services, customer service skills, and call center software.

4 – Establish Quality Assurance Processes

Quality assurance processes should be established to ensure that calls are handled professionally and effectively. This includes monitoring calls, providing feedback to agents, and tracking performance metrics.

5 – Implement Call Routing

Call routing is the process of directing calls to the appropriate agent based on the caller’s needs. This is a critical component of the call center and should be carefully planned and implemented.

6 – Test and Refine Processes

Once the call center is up and running, the outsourcing company should regularly test and refine processes to ensure optimal performance. Monitoring call wait times, call abandon rates, and other performance metrics are part of the process.

7 – Provide Ongoing Support

Without a doubt, continued support is essential for the success of the call center. It is anticipated anytime that systems fail, especially the technical aspect of the infrastructure. Providing technical support for hardware and software, plus ongoing training for agents and regular performance assessments are integral to the success of the newly established contact center.

Outsourcing companies know the value of time and money investment, thereby they ensure their planning and execution are implemented with utmost diligence and commitment. This way, client requirements are met and expectations surpassed. 

Why Trust an Outsourced Contact Center Service?

Trusting an outsourced contact center service can provide organizations with several benefits. These providers bring a wealth of expertise and experience in handling customer interactions, and they continuously strive to improve their processes and systems to better serve their clients.

You can never go wrong with a reputable outsourcing company. Outsourced contact center services are designed to be scalable, allowing organizations to adjust to changing business needs and fluctuations in customer volume.

Another important aspect to consider when outsourcing contact center services is compliance with regulations and laws.

Contact center service providers are well-versed in the compliance and regulatory requirements that govern the industry, and they take the necessary steps to ensure that their services are compliant. This can give organizations peace of mind, knowing that their customer interactions are being handled in a manner that is compliant with all relevant laws and regulations.

The Essence of Call Center Compliance and Regulations in Setting Up a Call Center

Call center compliance refers to the rules and regulations that call centers must abide by to meet legal, ethical, and industry standards.

The key regulations in setting up a call center are:

  1. Telemarketing Sales Rule (TSR): Regulates telemarketing practices, including telemarketing calls to residential phone lines, use of automatic dialing equipment, and use of pre-recorded messages.
  2. Health Insurance Portability and Accountability Act (HIPAA): Regulates the handling and protection of sensitive health information for healthcare providers.
  3. Payment Card Industry Data Security Standard (PCI DSS): Regulates the storage and handling of payment card information for businesses that process, store or transmit such information.
  4. Consumer Financial Protection Bureau (CFPB): Regulates financial institutions in their interactions with consumers to ensure fair and transparent practices.
  5. Fair Labor Standards Act (FLSA): Regulates minimum wage and overtime pay, as well as working hours, for employees in the U.S.
  6. National Do Not Call Registry: Prohibits telemarketing calls to numbers on the national registry.
  7. General Data Protection Regulation (GDPR): Regulates the collection and use of personal data of individuals within the European Union.

These regulations ensure the protection of customers’ rights and privacy, as well as promote ethical business practices and fair labor standards. If not met, call centers are liable to pay fines and meet penalties.

Key Takeaway

A well-established call center can improve customer experience, enhance brand reputation, increase sales, and streamline business operations. With proper planning and management, a call center can provide a powerful tool for businesses looking to enhance customer engagement and achieve their goals.

The effort and investment required to set up a call center are essential, but the rewards can be substantial as well.

In summary, setting up a call center is a complex and demanding process that requires careful planning and resource allocation. However, the benefits of outsourcing call center services are numerous and significant.

To continue with your quest to setting up your call center and test the waters, talk to a competent outsourcing partner like us. ADDMORE Outsourcing offers high-quality bespoke service regardless of your sector over the years.

Discover more of this beautiful partnership and cutting-edge business process outsourcing solution today.


Q: Is BPO and call center the same?

A: No, BPO and call center are not the same.

A call center is a type of BPO, but BPO encompasses a broader range of outsourcing services. The former specializes in handling customer service calls and inquiries, while the latter refers to outsourcing various business processes. BPO providers can offer call center services as part of their overall offerings, but not all BPO companies specialize in call center services.

Q: What are the 2 types of call centers?

An alternative categorization of call centers is:

  • In-house call center – where a company operates and manages the call center within their organization.
  • Outsourced call center – a company contracts with a third-party vendor to handle customer service calls.

Q: What affects the budget in setting up a call center?

A: The budget for setting up a call center can be influenced by several factors, including: equipment, staffing, space, training, ongoing expenses, and technology.


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