Step 1: Choose the right first work
The best first handoff is work your team does every day, that follows the same steps, and that keeps your staff away from customers. Scheduling, confirmations, lead follow-up, inbox coverage, data entry and daily reports are common starting points.
Step 2: Walk through one real example
We review the workflow with you by tracing one recent example from start to finish: where the request came in, who touched it, which tools were used and where it stalled. This shows what the work actually involves, not just what the job description says.
Step 3: Write it down
Every role gets a written SOP and a quality standard before work starts. You approve it, so the team is held to your definition of done.
Step 4: Set up access to your tools
Your team works inside the systems you already use, like your CRM, help desk, scheduling software and phone system. Nothing new for your staff to learn.
Step 5: Train and record it
We train your team on your process and record every session. When you add team members later, they learn from the same material, and the standard stays the same.
Step 6: Go live with close review
In the first weeks, the work is reviewed closely by the on-site team lead and our U.S. team. Questions and exceptions come back to you quickly, and the SOP is updated as we learn.
Step 7: Report, then grow
Once the quality is proven, reviews move to a set schedule with plain-English reporting. From there, you can hand over the next workflow or add team members.
What to have ready
- The task you want to hand off first, and one recent example of it
- Logins or user seats for the tools the team will use
- The name of the person on your side who answers questions in the first weeks
- Your rules for what gets escalated, and to whom
Every client starts with a team of at least two people. See how we work.