Vendor / BPO Strategy & Cost-to-Serve Review

Brian Phelan

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Vendor / BPO Strategy & Cost-to-Serve Review
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150
60 mins

A fast, practical review to sanity-check your vendor model, costs, and quality risk before you scale or commit. A focused, operator-led working session for teams using — or considering — vendors / BPOs for Sales, Support, or Customer Operations.

This is designed for companies that are scaling, entering an RFP, inheriting an existing vendor setup, or feeling cost creep without clear ROI.


What we’ll cover

A structured review of:

  1. Your current (or proposed) vendor model
  2. – What’s outsourced, why, and where it typically breaks
  3. Cost-to-serve reality
  4. – Cost per lead / ticket / pipeline vs expected outcomes
  5. Governance & quality risk
  6. – SLAs, incentives, blind spots, and common failure modes
  7. Commercial & contract considerations
  8. – What usually gets missed early and costs later


You can bring a live scenario, RFP, or existing setup — we’ll use it as the working example.


What you’ll leave with

  1. A clear keep / fix / change recommendation
  2. An honest view of where money or quality is leaking
  3. Practical guidance on what to do before adding more volume or headcount
  4. Clarity on whether your model will scale — or quietly break