How We Start
Five phases. Every deliverable named.
From first call to live campaign, each phase has a defined owner, a concrete output, and a sign-off before the next begins. No ambiguity about who does what.
— The Onboarding Sequence
What happens, in order
Phase 01
Consultation
Team Setup
Training
We map your campaign requirements, volume targets, and SLAs. You receive a written scope document before any agreement is signed.
Agents are selected by role and campaign fit. You see agent profiles, shift schedules, and CRM seat assignments before training begins.
Role-specific scripts, objection handling, and CRM workflows are drilled and documented. No agent touches a live call without a signed training sign-off.
Owner: Webshark Account Lead. Timeline: 3–5 business days.
Owner: Operations Manager. Timeline: 5–7 business days.
Owner: Training Lead + Client. Timeline: 7–10 business days.
Campaign Launch
Monitoring & Reporting
Agents go live with dialer and CRM fully configured. First-day call recordings are reviewed within 24 hours and flagged issues resolved before day two.
Weekly QA reports and live conversion dashboards are shared with the client. You see exactly what's running, who's running it, and how it's performing.
Owner: Campaign Manager. Timeline: Day 1 go-live.
Owner: QA Lead. Timeline: Ongoing weekly cadence.
How fast can agents go live?
+ Common Questions
Most campaigns reach live-call status within 15–21 business days from signed scope. Complex multi-skill campaigns may run 25 days.
What your team will ask
Who signs off on training completion?
Both your designated point of contact and our Training Lead co-sign the readiness checklist. No agent is deployed without dual sign-off on script accuracy and CRM proficiency.
These are the questions operations leads raise when presenting an outsourcing plan internally. We've built the answers into the process itself.
What does the QA dashboard show?
Call scores, conversion rates by agent, escalation flags, and SLA adherence. Reports are shared weekly; live dashboard access is available on request.
Ready to see the plan in writing?
Book a consultation and we'll deliver a scoped onboarding plan specific to your campaign—before any contract is signed.