Skip to main content

Free Resources

Free resources for outsourcing buyers

Templates, calculators, and frameworks our team uses with prospects.

Template  ·  PDF

Call Center Outsourcing RFP Template

A working BPO procurement RFP you can send to three vendors next week. Built from the vendor side of the table, so the questions cut through pitch decks and surface real operational fit.

What is inside

  • 25 vendor evaluation questions across staffing, security, training, QA, and reporting
  • Weighted scoring rubric with a sample evaluation matrix you can drop into a spreadsheet
  • Red flags to listen for in vendor responses, with the operational reasons behind each
  • Weighted criteria template covering price, ramp speed, language quality, and compliance posture

Built for: SMB and mid-market BPO buyers running their first or second outsourcing engagement, where the procurement team needs a defensible scoring rubric and the ops team needs questions that map to real risk.

Enter your work email below to download the outsourcing RFP and BPO scoring rubric as a single PDF.

5 pages  ·  PDF

Download RFP Template
Guide  ·  PDF

How to Brief Your BPO Partner

A five-part briefing template that gets a new outsourcing program from signed contract to live calls without the launch-month confusion that derails most engagements. Built from the launches we have run with US clients across Medicare, debt collection, B2B SDR, and home services programs.

What is inside

  • Scope-of-work template with editable fields for call types, hours of operation, language requirements, and disposition codes
  • KPI scorecard covering AHT, CSAT, conversion, QA, and adherence with target ranges by program type
  • Escalation path worksheet that maps tier-1 agent issues to client-side decision-makers with response SLAs
  • Compliance attachment for HIPAA, PCI, TCPA, and FDCPA programs (which BAA, encryption, and monitoring controls to verify)
  • Week-by-week onboarding checklist for the first 30 days, with go-live gates the program manager has to sign off on

Built for: Operations leaders launching their first or second outsourced program who need a defensible briefing artifact that can be handed to a vendor PM, a procurement reviewer, and an internal compliance officer without rework.

Download the BPO partner briefing template, KPI scorecard, and 30-day onboarding checklist as a single PDF.

3 pages  ·  PDF

Download Briefing Guide
Worksheet  ·  PDF

2026 Nearshore Cost Calculator Worksheet

A printable cost-modeling worksheet that mirrors the inputs in our online calculator so you can sketch a nearshore call center budget by hand, walk it through finance, and arrive at a defensible number before you talk to a vendor. Pricing reflects 2026 nearshore Caribbean and Latin America rates.

What is inside

  • Per-seat hourly rate ranges for Jamaica, Trinidad, St Lucia, and Colombia in 2026 dollars
  • All-in monthly cost worksheet covering agent time, supervision, QA, telephony, and program management
  • Onshore comparison column so finance can see the savings at a glance (typically 40-60% versus US-based teams)
  • Volume-to-headcount converter that estimates seats needed from monthly call volume and AHT
  • Margin and capacity buffer rows so the model holds up under seasonal spikes

Built for: Finance and operations partners building the business case for nearshore outsourcing, especially when the CFO needs a comparable line-item view next to an in-house staffing plan or an onshore vendor quote.

Download the nearshore cost worksheet, savings comparison, and seat-count converter as a single PDF.

3 pages  ·  PDF

Download Cost Worksheet

Specialized Playbooks & Vertical Tools

Long-form playbooks and benchmark data for buyers in specific verticals. Each is a standalone resource with downloadable assets.

Medicare AEP

Cut Medicare AEP Cost-Per-App by 30-45%

Pre-qualification scorecards, scripting frameworks, and AEP staffing math for brokerages running fronter floors during Oct 15 - Dec 7.
Debt Collection

FDCPA + Reg F Compliant Outbound Playbook

7-7-7 cadence rules, 8-9pm calling windows, warm-transfer handoff scripts, and dialer config for nearshore fronter-to-licensed-collector models.
Solar

Solar Lead Qualification Scorecard

Homeownership, utility bill, roof, and credit pre-qualification rubric. TCPA-aware dialer flags. Cost-per-transfer benchmarks from Jamaica vs onshore.
Cost Modeling

Caribbean Fronter TCO Worksheet

5-component total cost of ownership model. Rate bands, attrition impact, ramp-curve cost, supervisor overhead, and dialer/recording infrastructure.
Data Study

2026 Caribbean Nearshore Wage Index

Fully-loaded monthly and hourly BPO wage data for 9 roles across Jamaica, Trinidad, Belize, and Colombia. Methodology, US comparison, and a free citable dataset.
Industry Report

2026 State of Caribbean Voice

Wage curves, talent-pool sizing, native-English benchmark data across Jamaica, Trinidad, Belize, and Colombia. Country-by-country recommendation matrix.
Custom ยท Free

Your Free 8-Page Pilot Blueprint

Senior ops manager builds a custom plan in 48 hours: seat count, ramp, KPI scorecard, compliance checklist scoped to your regulatory exposure, 90-day milestones.

Resources FAQ

What outsourcing resources are available on this page?

Three free PDF downloads built for BPO buyers: a 25-question RFP template with a weighted scoring rubric, a five-part BPO briefing guide with KPI scorecard and 30-day onboarding checklist, and a 2026 nearshore cost worksheet covering per-seat rates, headcount conversion, and a US comparison column. Additional long-form playbooks cover Medicare AEP, debt collection, and solar lead scoring.

Who are the resources for?

SMB and mid-market BPO buyers running their first or second outsourcing engagement, operations leaders launching a new program, and finance partners building the business case for nearshore voice. Procurement, compliance, and ops stakeholders should each find an artifact they can use without rework.

Do I need to give my email or sit through a sales call?

No sales call is required. Some downloads ask for a work email so the file routes cleanly to your inbox and so we can answer follow-up questions if you have them. There is no automated drip sequence and no SDR handoff.

Can I share these resources with my procurement or compliance team?

Yes. The RFP template, briefing guide, and cost worksheet are written to be forwarded internally. Procurement can score vendors against the rubric, compliance can lift the HIPAA, PCI, TCPA, and FDCPA attachments, and finance can drop the cost worksheet into a board pack.

How is the pricing data sourced?

The 2026 nearshore cost worksheet uses industry-typical ranges from public sources (US Bureau of Labor Statistics, World Bank country labor data, JAMPRO Jamaica BPO context, ContactBabel benchmarks, and QATC attrition data) plus Caribbean and Latin America rate bands consistent with active 2026 engagements. Defaults can be overwritten with your own benchmarks.

What does Call Force Global actually do once I have read the resources?

Call Force Global provides Caribbean and Latin America nearshore fronters, dialers, and customer support agents who operate on Eastern Time. Agents are not licensed in any US state. They pre-qualify and warm-transfer regulated activity (licensed sales, payment negotiation, plan enrollment) to the client's US licensed staff. Pilots typically start at 10 seats and launch in 2 to 3 weeks.

Want a custom quote? Get one in 24 hours.

Skip the resources, send us your scope. A senior ops manager replies in 24 hours with line-item pricing. No discovery call.

Get a Quote

Pre-scoped pilot programs

Skip the discovery call. Get a written quote in 60 seconds.

Each pilot ships with a vertical-specific intake form, pre-set seat counts, and a 24-hour quote turnaround. Or grab the free 48-hour Pilot Blueprint.

Free Pilot Blueprint › Medicare AEP › Debt Collection › B2B SDR › Solar › Home Services ›