Outsourcing Small Businesses guide
Offboarding checklist for outsourced support
Close accounts, transfer files, rotate shared secrets, and confirm the business owns the final handoff.
The short answer
Start with one role, a short task list, and a weekly scorecard. Do not outsource a messy process until examples and rules are clear.
What to prepare
- Task examples and sample replies
- Tool access and permission rules
- Daily output target
- Escalation rules for anything sensitive
Questions to ask
- Who screens the worker?
- Who checks quality?
- What happens if fit is poor?
- How are passwords and customer data handled?