How We Work

Every engagement, every role,
every stage — documented.

This is exactly what happens from the moment you sign with us to the moment your team is running at full speed — and every week after that. No black boxes. No guesswork.

Roles in this process
ClientYour company
BPO CEORemote Guyana lead
BPO Ops ManagerOperations and Layer 2 QC
Team LeadDaily QC, Layer 1
BPO StaffYour dedicated team members
HR / SourcingRecruitment and onboarding
Payroll / AccountingSalaries, NIS, invoicing
QC FunctionTwo-layer review system
01
Stage One
Day 1 – 3

Business Development
& Scoping

Before any recruitment begins, we need a precise picture of what you need — the role, the tasks, the tools, the volume, and the timeline. This stage closes with a signed agreement and first month's payment received.

Client
Attends discovery call. Describes the staffing problem, the tasks involved, the tools your team uses, and the outcome expected.
Reviews proposal and commercial terms. Raises any questions about scope, pricing, or process.
Signs agreement and pays first month's invoice upfront — this triggers recruitment to begin.
BPO CEO
Runs the discovery call. Scopes the engagement — number of seats, role type, required skills, tools, hours, and start date.
Produces a one-page proposal with flat monthly per-seat pricing. All-in: salary, NIS, HR, Team Lead, and QC included.
Closes the deal. Collects signed agreement. Hands off a detailed candidate brief to HR / Sourcing.
BPO Ops Manager
Briefed on incoming engagement. Confirms feasibility — can we source this profile? What is the realistic timeline?
Identifies which Team Lead will be assigned to this engagement based on current capacity.
Agreement signed → Recruitment begins
02
Stage Two
Day 3 – 10

Sourcing, Screening
& Selection

We recruit locally in Guyana, screen rigorously, and present you with a shortlist of pre-qualified candidates. You conduct the final interview and make the hiring decision. We never place anyone without your approval.

HR / Sourcing
Posts the role across all active channels — Facebook community, local job boards, talent database, WhatsApp networks.
Screens all applications for English quality, relevant experience, attention to detail, and basic tool literacy.
Conducts first-round screening interviews. Assesses communication style, professionalism, and role fit.
Prepares a shortlist of 2–3 candidates per seat with written profiles summarising each candidate's background and suitability.
BPO CEO
Reviews shortlist before presenting to client. Ensures candidates meet the brief — quality check on the recruitment output.
Presents shortlist to client with a brief written summary of each candidate. Coordinates interview scheduling.
Client
Reviews candidate profiles and shortlist summary provided by BPO CEO.
Conducts a 20–30 minute final interview with each shortlisted candidate via video call.
Makes the final selection decision. Communicates preferred candidates to BPO CEO. If no candidate is suitable, HR / Sourcing runs another round.
BPO CEO
Confirms client selections. Issues verbal offer to successful candidates. Hands off to HR for formal contracting.
Candidates selected → Contracting and onboarding begins
03
Stage Three
Day 10 – 18

Contracting, Onboarding
& SOP Build

This stage runs in parallel — HR handles the employment documentation and payroll setup while the BPO CEO works with the client and Team Lead to document every task, exception, and standard before a single hour of client work begins.

HR / Sourcing
Issues employment contracts to all selected staff. Collects signed documents, ID copies, bank details, and NIS numbers.
Registers each staff member with the National Insurance Scheme as required under Guyanese employment law.
Coordinates any equipment requirements — laptop, headset, internet allowance as per agreed terms.
Confirms start date with staff and communicates it to client and BPO Ops Manager.
Payroll / Accounting
Creates payroll records for all new staff. Sets up salary, NIS calculation, and statutory deductions.
Creates the client billing profile — confirms monthly invoice amount, billing date, and payment terms.
BPO Ops Manager
Formally assigns the Team Lead to this engagement. Briefs them on the client, the scope, and expectations for the QC register.
Sets the Layer 2 QC review schedule for this engagement — how often she will audit the register and Team Lead process.
BPO CEO
Leads the SOP build session with the client. Captures every task, every workflow step, every exception handling procedure, and every quality standard.
If the client does not have documented processes, builds the SOPs from scratch using knowledge gathered during discovery. Nothing goes live undocumented.
Team Lead
Participates in client tools onboarding alongside BPO Staff. Learns every platform the client uses for this engagement.
Builds the QC checklist that maps directly to each SOP — this is the document used in every Layer 1 daily review. Every SOP step becomes a checkable item.
Sets up the QC register in the agreed format (shared Google Sheet or Notion database). Grants client read access before go-live.
Client
Provides system access — logins, CRM credentials, tool permissions — for all staff and the Team Lead.
Participates in the tools onboarding session. Explains their specific platform setup, naming conventions, and workflow preferences.
Reviews and approves all SOPs before go-live. Nothing starts until the client has signed off that the documented process reflects how they want the work done.
SOPs approved → Work begins
04
Stage Four
Day 18 onwards — ongoing

Go-Live and
Daily Operations

Work begins. The daily rhythm: BPO Staff execute, Team Lead reviews all output within the same business day, and you direct the work through the Team Lead. QC timing depends on the work type — pre-delivery where possible, same-day post-mortem for live transactions. Either way, nothing sits unchecked overnight.

Pre-Delivery QC — Where Applicable
For work that sits in a queue before submission — drafted content, enriched data, compiled reports, outbound sequences, research lists — the Team Lead reviews and approves before it leaves the team. Nothing is sent to the client unreviewed.
Examples: data exports, email copy, research reports, compiled lists
Same-Day Post-Mortem QC — Live Transactions
For work posted directly into live systems — MLS listings, CRM updates, order processing, data entry — the action is the delivery. The Team Lead conducts a same-day audit using the platform's activity log as the primary evidence layer. Errors are caught and corrected within the same business day, before they compound.
Examples: listing uploads, CRM record updates, order management, ticket closures
BPO Staff
Execute all client work according to the approved SOP. Follow every step as documented — no improvisation or undocumented workarounds without Team Lead sign-off first.
For live transaction work: complete the task, then immediately log it in the daily work record — task type, record ID or reference, timestamp, and any exceptions encountered. This log is the Team Lead's audit trail.
Flag any exception they cannot resolve independently to the Team Lead immediately — not to the client directly. If the platform behaves unexpectedly: stop, screenshot, escalate.
Receive and act on coaching notes from Team Lead when work is flagged. For live transactions: correct the record in the system, log the correction, notify Team Lead for re-audit confirmation.
Team Lead — Layer 1 QC
Reviews all staff output within the same business day it is produced — pre-delivery for queued work, post-mortem for live transactions. Nothing sits unchecked overnight.
For live transaction review: pulls the platform activity log or change history as the primary audit instrument. Verifies each transaction against the SOP checklist — correct fields, correct values, correct sequence.
Logs every review in the QC register — pass, flagged, or correction required. Every entry timestamped, attributed to the staff member, and linked to the transaction reference or record ID where applicable.
Returns flagged items to staff with specific written coaching notes. For live systems: staff corrects the record, Team Lead re-audits via activity log to confirm the correction was applied correctly.
Serves as the primary day-to-day point of contact for the client — receives task direction, confirms completion volumes, handles same-day queries. Staff do not communicate task status directly to the client.
Shares the full QC register with the client every Friday. Scheduled, not on request — it goes out regardless.
Client
Directs the day-to-day work through the Team Lead — what to prioritise, what to update, what the week looks like.
Reviews delivered work output. Has read access to the QC register at all times — no action needed, just visibility.
Flags anything directly to the Team Lead. Does not need to manage individual staff members — that is the Team Lead's function.
Layer 1 runs daily → Layer 2 runs weekly
05
Stage Five
Ongoing — weekly cadence

Two-Layer Quality Control —
How They Differ

Most providers have one person checking work. We have two independent layers — one checking the output, one checking whether the checking is working. This is what keeps quality consistent over months, not just weeks.

Layer 1 — Daily

Team Lead Review

Operated by: Team Lead

Operational QC — close to the work, every day. The Team Lead reviews all client work within the same business day it is produced. For queued work this is pre-delivery. For live transactions this is a same-day post-mortem audit using the platform's activity log. Either way, nothing sits unchecked overnight.

Reviews queued work pre-delivery against the SOP checklist
For live transactions: audits platform activity log same business day
Logs pass, flag, or correction in the QC register with transaction reference
Returns flagged items with specific coaching notes — staff corrects, Team Lead re-audits
Shares full register with client every Friday, scheduled not on request
Layer 2 — Weekly

Ops Manager Audit

Operated by: BPO Ops Manager

Supervisory QC — not checking the client work itself, but checking whether the Layer 1 review process is working correctly. This layer catches systemic issues before they become client problems.

Audits the QC register — is the Team Lead flagging consistently and correctly?
Identifies recurring error patterns — signals a gap in the SOP or the coaching
Checks that improvement opportunities are being formally logged and tracked
Logs Layer 2 audit findings in a separate supervisory record
Provides findings summary to client in the monthly report
BPO Ops Manager — Layer 2
Conducts weekly audit of the QC register. Assesses whether the Team Lead is flagging at the right frequency and with the right specificity.
Identifies patterns across flagged items — if the same error is recurring across three or more reviews, that is a SOP problem, not a staff problem. Escalates to BPO CEO for SOP revision.
Checks that every improvement opportunity is formally logged, communicated to the relevant staff member, and tracked to resolution. Incomplete loops get closed.
Logs all Layer 2 audit findings in a separate supervisory record — distinct from the client-facing QC register.
BPO CEO — Layer 2 Oversight
Reviews the Layer 2 audit summary monthly — this is the oversight of the oversight. Confirms the Ops Manager's audit process is functioning correctly.
Acts on any systemic findings — approves SOP revisions, manages Team Lead performance issues, and determines if any structural change to the engagement is needed.
Client
Receives the Layer 2 audit findings summary as part of the monthly report. Full visibility that the system itself is being checked — not just the work output.
Approves any SOP revisions triggered by Layer 2 audit findings before they take effect.
QC running → Monthly admin cycle
06
Stage Six
First 3–5 days of each month

Monthly Admin
& Client Cycle

Every month runs on the same predictable rhythm — payroll, invoicing, client check-in, and the monthly report. You receive one invoice, one report, and one conversation. Everything else runs in the background.

Payroll / Accounting
Payroll Run
Process staff salaries — calculated correctly, paid on time
Calculate and remit NIS contributions for all staff
Process any approved leave adjustments or deductions
Maintain complete payroll records for all employees
Payroll / Accounting
Client Invoice
Generate one flat USD invoice per seat
All-in: salary, NIS, HR, Team Lead, QC — one number
Send by agreed billing date every month
No itemised complexity — predictable and clean
BPO CEO
Client Check-In
Monthly 30-minute call with the client
Review QC register highlights from the month
Surface any Layer 2 audit findings that need client awareness
Discuss capacity — is the team the right size? Any changes needed?
HR / Sourcing
HR Admin
Process approved leave requests and attendance records
Handle any HR queries from staff — benefits, entitlements, queries
Maintain employment files and statutory compliance records
Flag any emerging staffing or performance issues to BPO Ops Manager
When things need handling → Escalation protocol
07
Stage Seven
When issues arise

Escalation and
Exception Handling

Every issue has a clear owner and a defined escalation path. You never have to chase us to find out who is handling something — it is documented, owned, and tracked to resolution.

Escalation matrix — issue type, first owner, escalation path
Issue Type
First Owner
Escalation Path
Single output error — one-off mistake in staff work
Team Lead
Caught in Layer 1 QC. Corrected before reaching client. Logged in register.
No escalation needed — handled at Layer 1. Client sees log entry only.
Recurring error pattern — same mistake appearing 3+ times across review cycles
BPO Ops Manager
Layer 2 audit identifies pattern. Flags as SOP or coaching gap.
BPO CEO reviews. SOP updated and re-approved by client. Staff retrained on revised SOP.
SOP gap — task arises that is not covered by existing documentation
Team Lead
Flags immediately to BPO Ops Manager. Work paused on that task until SOP is updated.
BPO CEO drafts SOP addition with client input. Client approves. Team Lead updates checklist. Work resumes.
Staff performance issue — individual consistently below standard despite coaching
HR / Sourcing
Formal performance improvement process initiated. Documented and time-bound.
BPO CEO involved if replacement is required. HR manages offboarding. Replacement recruitment begins immediately.
Staff absence — planned or unplanned
Team Lead
Notifies BPO Ops Manager immediately. Assesses impact on daily output.
HR coordinates temporary cover if needed. Client informed via Team Lead same day. No surprises.
Client complaint or concern about work quality
Team Lead
Receives complaint, investigates against QC register and SOP records, provides written response within 24 hours.
BPO Ops Manager involved if systemic. BPO CEO handles directly if relationship is at risk.
Client wants to expand — add seats or new role type
BPO CEO
Handles scoping and proposal. Back to Stage 1 process for new seats.
Existing Team Lead retained for continuity where scope allows. HR begins recruitment on new brief.

As a client, here is exactly what you own
and what we own.

You Own
The work direction — what your team does each day
The final say on who gets hired — you interview and select
SOP approval — nothing runs on a process you haven't signed off
Read access to the QC register — always, in real time
Monthly report — Layer 1 and Layer 2 findings summary
Final approval on any SOP revision before it takes effect
We Own
Recruitment, screening, and shortlisting
Employment contracts, NIS, payroll, and statutory compliance
SOP documentation and QC checklist build
Layer 1 daily review — pre-delivery for queued work, same-day audit for live transactions
Layer 2 weekly audit — Ops Manager audits the QC process itself
Staff performance, coaching, HR issues, and all escalation handling
Monthly invoicing — one number, one invoice, one day

The non-negotiables we build
into every engagement.

These are the real-world requirements that most offshore providers don't discuss until something goes wrong. We discuss them upfront, document them in the SOP, and enforce them as standing policy across every client engagement.

🔌

Internet Reliability — Mandatory Backup

For any role involving live transaction work, a stable backup internet connection is required as a condition of employment. Primary connection failure is not an acceptable reason for a gap in live work — mobile hotspot backup is the minimum standard.

Standard: Primary + backup connection required for live-transaction roles
🔑

System Access — Full or Scoped, Never Ambiguous

Before go-live, we establish exactly what system access each staff member and the Team Lead require. Full access is ideal — it enables complete audit trail visibility. Where clients prefer scoped access, the SOP documents every constraint and the workaround for each scenario. Half-access arrangements without documented workarounds do not go live.

Standard: Access level agreed, documented, and tested before day one
📋

Audit Trails — The QC Evidence Layer

For all live transaction work, the platform's activity log or change history is the primary QC instrument — not staff self-reporting. The Team Lead reviews the platform log, not just the daily work record. If a client's platform does not generate an activity log, we document this upfront and establish an alternative verification method. No platform, no audit trail, no go-live without a documented alternative.

Standard: Activity log review is mandatory for all live transaction QC
🚧

Platform Exceptions — Stop, Screenshot, Escalate

Every live system has quirks — mandatory fields that behave unexpectedly, duplicate logic, submission errors that look like user errors but are platform behaviour. Staff are trained on a standing protocol: if the platform behaves outside what the SOP documents, stop immediately, screenshot the screen state, escalate to Team Lead. Never guess. Never proceed on assumption. Known platform quirks are documented in the SOP as they are discovered and communicated to the client.

Standard: Stop-screenshot-escalate for all undocumented platform behaviour
📏

Scope Control — No Undocumented Tasks

Clients naturally ask staff to do things adjacent to the original scope — "while you're in there, can you also update X?" This is how SOPs drift, errors appear in undocumented workflows, and QC breaks down because the checklist doesn't cover the new task. The policy is firm: any new task type requires a SOP addition, reviewed and approved by the BPO CEO, before staff execute it. The Team Lead flags scope creep immediately — it is not a personal judgment call.

Standard: No new task type executed without an approved SOP addition
🔒

Data Security — Non-Negotiable Baseline

All staff sign a confidentiality agreement as part of their employment contract. This covers: no client data to personal devices, no client system access outside approved work hours, no screenshots or exports to personal accounts, no discussion of client data outside of work channels. For healthcare and financial services engagements, additional data handling protocols are established at onboarding and documented in the SOP. HIPAA-adjacent requirements are communicated explicitly before placement.

Standard: Confidentiality agreement signed before system access is granted
🕐

Time-Critical Windows — Defined in the SOP

Some work has hard timing requirements — listings must go live before market open, price changes must hit before weekend showings, reports must land before a client's Monday briefing. These windows are identified during onboarding and documented explicitly in the SOP. The Team Lead monitors timing adherence as part of the daily QC review — accuracy and timeliness are both tracked in the register.

Standard: Time-critical deadlines documented and tracked alongside accuracy
🔄

Staff Continuity — Knowledge Lives in the SOP

When a staff member leaves — planned or unplanned — the SOP contains enough documented knowledge for a replacement to onboard in 3–5 business days. This is by design. No critical process knowledge lives only in a person's head. If it is not in the SOP, it does not exist as far as the engagement is concerned. Replacements are sourced from our active talent pipeline and the talent database built during the engagement — not from a cold start.

Standard: SOP enables 3–5 day replacement onboarding for any role
🗂️

Work Direction — Through the Team Lead Only

All task direction from the client goes through the Team Lead, not to individual staff members directly. Clients may speak with staff for quick clarifications on tools or process — but task instructions, priority changes, and volume adjustments are communicated through the Team Lead only. This keeps the SOP accurate, the QC register traceable, and prevents undocumented verbal instructions from creating compliance gaps that appear in disputed entries later.

Standard: All task direction through Team Lead — documented before execution
⚖️
A Note on Disputed Entries

In live transaction environments, both your internal team and our staff may be working in the same system. When a disputed entry occurs — and over time, it will — our activity log audit practice means we have timestamped, attributed evidence of exactly what our staff did and when. This protects you and protects us. Without it, every dispute becomes a he-said-she-said. With it, resolution takes minutes. We build this infrastructure not because we expect problems, but because we plan as if they're possible.

Seen enough to know
this is how it should work?

Book a 30-minute discovery call. We'll walk through your specific engagement and show you exactly how this process maps to your roles and your business.

Book a Discovery Call Deep Dive: Quality Control