Request a Pilot
A controlled two-week pilot before any longer engagement
Begin with one dedicated team member, one trained backup and supervisor oversight — with documented responsibilities, restricted access and regular reporting.
What the pilot includes
A defined, paid two-week engagement
- One dedicated support or back-office team member
- One trained backup
- Supervisor oversight
- Clearly documented responsibilities
- Restricted system access
- Agreed KPIs and escalation procedures
- Daily or weekly reporting
Suitable pilot processes
Choose one well-defined process to start
- A single support-ticket queue or category
- One CRM maintenance task, such as duplicate cleanup
- Order-status or shipping-update enquiries
- A recurring back-office task, such as spreadsheet updates
- Return-request or address-change intake
What you provide
A short list of inputs from your team
Approved policies or scripts for the process, access to the specific system or records required, a point of contact for escalations, and any KPIs you want us to track. We document the rest during scoping.
How training and access work
Documented before day one
Your assigned team member and backup are trained against your documented procedures before the pilot begins. Access is provisioned to the specific systems and records required and is removed promptly if the pilot does not continue.
What we measure
Reported on an agreed schedule
- Tasks completed
- Tickets resolved
- Accuracy
- Escalations
- Response time
- Pending workload
- Quality-review results
Specific performance percentages are not guaranteed in advance; results are reported transparently against the metrics agreed for your pilot.
After the pilot
Review, then decide together
We review pilot results against the agreed KPIs together. From there, you can expand scope, add team members, continue at the current level, or end the engagement.
The path to a pilot
How it works
- 01
Process discovery
We review the process you want to delegate, current tools, expected volume and any policy constraints.
- 02
Scope and access planning
We document responsibilities, escalation rules and the specific, restricted system access required to do the work.
- 03
Team member selection and training
A dedicated team member and a trained backup are assigned and trained against your documented procedures.
- 04
Controlled two-week pilot
The team operates within agreed KPIs, reporting on progress daily or weekly under supervisor oversight.
- 05
Review and gradual expansion
We review pilot results together and, where useful, expand scope or headcount in further defined stages.