Frequently Asked

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Are you a broker? We’re not sure about using brokers.

CustomerServ is the "anti-broker" and if you're leery of brokers, we don't blame you-- so are we. The call center industry has its share of "me too" brokers who have entered the marketplace recently, trying to emulate us but in reality the broker model is a counterfeit with no real value adds.

Brokers will sling vendors at you, hoping one of them sticks. CustomerServ is obsessed with creating pristine vendor-client unions. We're patient, selective, strategic, vested, deeply engaged and collaborative. A simple "vendor referral" won't cut it in our world.

Founded in 2006, CustomerServ is one of the first of its kind to revolutionize how our clients discover their best vendors. Our success rate is so high because of the science behind our vetting and matching process.

Brokers are out to close the deal-- then they disappear. In stark contrast, our experts remain engaged and accountable to our clients and vendors through the lifespan of the relationship.

We can go on but we think you get the picture. 

Why do I need CustomerServ if I already know how to find vendors?

The vendor landscape is changing faster than ever. As an individual client or buyer of outsourcing, it can be a challenge to stay current on vendors that are leaders, laggards, acquirers and acquisition targets. And even if you know the call center BPO landscape well, we live in it all day, monitoring who is winning and losing deals, which individual vendor site locations should be avoided, what management changes will impact a vendor and so much more.

Discovering the vendor you are meant to be with can take a lot of time and manpower – or worse you can truly miss the best option for your needs. Because finding elite vendors is all we do, you can count on us to bring you options you may have incidentally overlooked. Even the savviest and largest outsourcing buyers trust us to find "hidden performers" - making a dramatic difference in their outsourcing results.

How do you find your call center BPO vendors?

Our full-time world is the call center industry. We're embedded at the front-lines, analyzing the marketplace, watching who is succeeding, struggling, growing… who is excelling for which clients and which vendors are really making a splash in the industry. We closely track the progress of our current and prospective vendors, and  never take our eyes off the rapidly changing vendor universe.

We are speaking to other leaders, monitoring which vendors are delighting their clients and constantly looking for new faces and rising stars. From that intelligence, we utilize well-proven evaluation techniques to identify “standout” vendors who undergo our rigorous due diligence process before making it to our elite list of providers.

Will CustomerServ take over my vendor selection process?


We do not take over your vendor selection process. We help you discover credentialed vendors that you may not be aware of. We recommend vendors based on your needs and our matching process-- then you decide. You remain in complete control of your company’s due diligence, RFP and purchasing procedures so nothing in your internal process changes. Our recommended vendors will undergo your evaluation as if you selected them independently of us. You can negotiate terms directly with the vendor or with our guidance. You contract with the vendor directly not through us. There is no obligation to select any of our recommendations and you always make the final decision.

How do you screen your vendors? Describe your vetting process.

Every CustomerServ vendor is visited on-site and a  due diligence assessment is completed by our team long before the point of inclusion in our portfolio and recommendation to you. Our vetting process includes well-proven methodologies accrued over decades of experience. Our on-site due diligence is very similar to a COPC level audit.

Our team has consulted 40% of the Fortune 500 on effective outsourcing strategies. Our scoring methodology and rigorous diligence process leave no stone un-turned. We interview leaders, conduct focus groups with agents, dig deep into process, look for gaps and we evaluate hundreds of variables centered on what we believe are the core differences between mediocre, good and truly elite vendors.

We look below the layers and really understand the “inner vendor” within the vendor by carefully examining  culture, people, process, communication, senior leadership style and much more. We don’t score on size; magnitude does not equate with quality.

Our driving force in vendor assessments is totality, meaningful data and a scoring system that demands the very best from our vendors. And our vetting process isn’t a one-time thing. We work alongside our clients, analyzing results, engaged at all levels after vendor selection to support the success of the vendor relationship.

How many call center vendors do you represent?

Our team has vetted over 600 call center BPO vendors since 2006. Our active portfolio is fewer than 100 who have passed our rigorous due diligence process.

Our vendor group reflects our high standards combined with the needs of our clients and their evolving demands for specific skill sets, sophistication level, geographic locations, price points and expertise.

CustomerServ is continuously vetting call center BPO providers with an eye for rising stars and emerging leaders. Since we don't "place projects" like one-and-done brokers do, we prefer to maintain an elite group of vendors with a broad set of skills.

The bedrock of CustomerServ is the quality of our vendors, our intimate knowledge of their strengths and areas of opportunities, combined with our ability to align our clients and vendors with precision and accuracy.

What size vendors do you normally work with?

CustomerServ’s vendors range in size from $350 million in annual revenues to $20 million in annual revenues. We have developed a vendor profile and rating system which categorizes our vendors by size and industry position.

On the larger end of the spectrum, you’ll find elite vendors with 10,000 – 15,000 workstations and a global footprint. In the mid-range, you’ll find leaders with 5,000 – 10,000 seats, also with a global footprint, and in the smaller mid-range, vendors with less than 5,000 workstations.

Our vendors are located in over 30 countries and offer a broad range of client expertise from Fortune 500 outsourcing buyers all the way to tech startups and everything in between. Our clients are generally seeking vendor relationships that meet their staffing and growth requirements along with better customer intimacy and a nimble culture.


What is the average size client or outsourcing deal you will work with?

CustomerServ helps organizations of all sizes and every level of sophistication across a wide spectrum of industry verticals with improving their outsourcing performance through better vendor partnerships.

Our clients consist of Fortune 100 companies to well-funded startups—from companies outsourcing for the first-time to the savviest and most experienced “buyers” of call center outsourcing services.

CustomerServ works with a broad range of organizations with an "annual spend" on call center and BPO outsourcing services on the low end of around $500,000 to upwards of $100 million. Our clients' outsourcing requirements include steady state volume to dramatic seasonal spikes to a combination of both. We evaluate each client’s outsourcing needs on an individual basis before recommending the right vendor(s).

Can you help us develop and administer an RFP?

Yes – this is part of our investment in you, at no fee. We are experts in designing and administering an effective RFI and RFP process in conjunction with our clients. We maintain a database of RFP questions and templates that we have written for our clients across multiple vertical industries. Our custom RFPs are created specifically for our clients with carefully crafted questions that will extrapolate the data points needed from a vendor in order to help our clients make a well-informed decision. We are happy to assist in writing the RFP, compiling a short-list of suppliers, creating your scoring templates and administering the process for you or in conjunction with your team.

Can you assist with vendor site visits?

Yes. The CustomerServ team has extensive expertise in conducting vendor site visits. We joke that our team "lives" at our vendor sites. Nobody knows our vendors better than we do and we invest heavily in frequently visiting, conducting focus groups and keeping up with our vendors' growth and development.

We often accompany our clients on site visits and assist with on-site due diligence if you would like us to. Keep in mind that our vendors have already undergone rigorous on-site due diligence by our team even before they are recommended to you. Therefore, our providers are thoroughly screened by us, prior to your visit.

Are you focused on domestic US providers or nearshore and offshore?

CustomerServ is geographically diverse-- our vendors provide US onshore, nearshore and offshore sites. Our philosophy is centered on matching the best geographic solutions that meet our clients' needs. The rightsourcing concept that we talk about focuses on the perfect combination of customer experience, agent skill sets, culture, pricing, total cost of ownership and a number of other variables that help our clients determine which country and vendor(s) are the right options. At the present time, our engagements are 50% domestic US and 50% nearshore/offshore. We’ve cultivated emerging offshore markets as well, and we consult our clients on the right de-risking strategies.

Can you help us outsource for the first time?


Nearly 35% of CustomerServ's clients rely on us to help them migrate some or all of their contact center needs from a captive in-house environment to the right call center outsourcing vendor(s). CustomerServ is an expert in consulting companies seeking the right outsourcing channel for cost reduction, staffing flexibility, subject matter expertise, risk mitigation or benchmarking.

CustomerServ alleviates "outsourcing anxiety" with a prescriptive solution including perfectly-matched vendors experienced with insourcing to outsourcing migration, including a cost analysis and other data points to help create a successful outsourcing roadmap.

And we’ll raise our hands and tell you if outsourcing might not be the right solution at this time, if we determine this to be the case.

Whether you’re considering a single line of business as a proof of concept or larger initiatives, we know what is at stake. Rest assured we’ve already created a cost effective outsourcing channel for our clients who never outsourced before or tried unsuccessfully in the past.

Can you share references and case studies?

Testimonials are on our website already - from real leaders with real-world experience working with us. We encourage you to review our testimonials and, upon request, we’ll gladly furnish references from your peers who have found the right vendors with our guidance. We encourage you to speak with our clients to better understand the value we bring in your vendor search. Case studies are also available on our website for your review.

Do we have to use your services exclusively?

No, you do not. If you engage us to help you find the right call center vendor(s), there is no contract between you and CustomerServ only an NDA. There is never any exclusivity and you are not obligated to select our vendors or go with our recommendations - but we think you will. We're confident that if you choose to engage us in your vendor search, you will be delighted with the outcome.

Are we obligated to pick CustomerServ‘s vendor?

There is no obligation on your part to select a CustomerServ vendor - but we think you just might. At the point of recommendation, our vendors are selected 94% of the time. We will not engage in a vendor search for you unless we have total confidence in matching you with a vendor that gives you a great chance of outsourcing success and a lasting partnership. Our discovery process focused on better understanding your needs will help us determine the right solutions.

What will it cost to utilize your service?

There’s never a fee to utilize us in your search. When we engage in matching you with the right vendor(s), CustomerServ is responsible for all the costs we incur. We invest heavily in our due diligence process and the "science" behind the match. And this investment is ongoing.

CustomerServ's fee is covered by our vendor only when, and if, our vendor is selected. After which, our fee is remunerated under the vendor's normal, planned SG&A budget so it’s completely seamless for the client. In CustomerServ’s client-vendor engagements we do not permit the involvement of the vendor's internal commissioned salesperson - this is non-negotiable. 

By eliminating the salesperson and requiring our fee to be planned for as part of the provider’s normal budget line item for marketing, this ensures that your contract rate reflects the price points that you desire with no incremental fees to you.

How do your providers benefit from you representing them?

Being an elite call center vendor doesn’t always mean that you are equally strong in marketing your services effectively. In fact, in our experience some of the best vendors in the call center industry are the weakest in telling their story effectively.

Elite vendors often fly under the radar, reinvesting in their people and operations instead of salespeople and glitzy marketing pitches. As a result, most of the time our client didn’t know that our recommended vendors even existed.

The advantage to our vendors is the CustomerServ "seal of approval" if they pass our rigorous due diligence. Representation by us is a meaningful endorsement in a vendor and we make it easier for our clients to discover new faces that they have not considered or may overlook without us.

How will you coordinate with our procurement/purchasing team?

When you proceed with our recommended vendor(s), they will engage with you and your procurement group directly. Any vendor recommended by us will undergo your vetting and due diligence process irrespective of our pre-screen and heavy due diligence conducted before the point of recommendation to you.

Nothing will change in your normal due diligence of our vendors, including the completion of RFIs, RFPs and any other requirements that your organization has. Our role is to support the process in any way that we can - remaining as involved or involved or uninvolved as you want us to be.

What if outsourcing isn’t right for us?

Not everything is “outsourceable," we get this. The CustomerServ team will recommend the best strategy for your individual needs, including the possibility that your organization may not be ready for a 3rd party call center vendor relationship. We’re pro-outsourcing but also pro-transparency. We’re in the very fortunate position of not being salespeople with a quota to fill. A responsible pro-outsourcing leader like CustomerServ is smart enough to know when outsourcing isn’t the right move for an organization - and we’ll be upfront about it.  

How do we know you’re not just pushing vendors that pay you?

Most of us won’t make a purchase in our personal lives or in business without first going to a review site or asking an expert that has properly vetted the product or service that we wish to buy.

The ecosystem that we have created enables discerning buyers to discover the right outsourcers that we have hand selected based on our expertise.

We invest heavily in our vetting process and advocate for the vendors that pass the rigors of our due diligence and will only recommend vendors that match your needs perfectly. We will not “sling” vendors at you like one-and-done brokers do. And it is ultimately your decision to accept or reject our recommendations - you have no risk and no obligation.