People + Management + KPIs

Build Your Team.
Track Their Performance.
Scale What Works.

We build and manage BPO teams for sales, lead follow-up, customer service and back-office operations — with KPI reporting that shows exactly what your team is producing.

The Real Problem

Hiring People Is Easy.
Managing Performance Is Hard.

You don't just need another employee. You need someone who knows what they're supposed to produce, management that holds them accountable, and reporting that tells you whether they're actually performing.

Employee Manager KPI Reporting Result

KPI Reporting

You Shouldn't Have To Wonder What Your Team Did Today.

Your team works for you. You should be able to see what they're producing — calls, contacts, conversations, qualified leads, appointments and sales — without chasing updates.

KPI reporting is not an add-on. It's part of how Scaling Squad operates.

Team Performance — Today Live
Agent Calls Contacts Convos Qualified Appts Sales
A. Rivera 421811642
M. Santos 38159531
J. Khan 452113752
L. Cruz 31128421

Lead Follow-Up & Openers

Your Lead Isn't Worth Anything Until Someone Talks To It.

AI can generate the lead. Automation can route the lead. But someone still has to call it, follow up and create the conversation.

Form Fill Speed to Lead Call Attempt Contact Conversation Qualified Appointment Sale

Lead Openers & Follow-Up Teams

  • Speed-to-lead calling on new leads
  • Follow-up on older / aged leads
  • Multiple attempt sequences
  • Lead qualification
  • Appointment setting & transfers
  • CRM updates and notes
  • KPI reporting on every stage

KPIs We Track

Speed to Lead Calls Attempted Contact Rate Conversation Rate Qualified Rate Transfer Rate Appointment Rate

We define the KPIs with you up front. We do not promise unverified performance numbers.

Solutions

Teams Built Around The Work.

Revenue Teams

People focused on turning opportunities into conversations, appointments and customers.

  • SDRs
  • Appointment setters
  • Openers
  • Lead follow-up
  • Sales support
  • Customer retention

Customer Service

Support that resolves issues, protects retention and keeps accounts healthy.

  • Inbound support
  • Ticket resolution
  • Follow-up & retention
  • Account communication

Back-Office Teams

Repeatable operational work done consistently and measured.

  • Data entry
  • Administrative support
  • Account management
  • Processing & research
  • Document management

Beyond Call Center

Need Specialized Talent?

Our capabilities extend beyond traditional call-center roles. Depending on the role and requirements, we can help businesses source specialized professionals and operational talent.

We evaluate fit based on whether the work can be clearly defined, trained and measured — not on aggressive promises.

Finance Accounting Engineering Technology Healthcare Administrative Specialized Operations

Specialized roles are evaluated case by case. We do not claim licensed or regulated placements without verified capabilities.

AI + Humans

AI Where It Helps. Humans Where They Win.

We don't believe every task should be automated. We use AI and automation where they create leverage. We use trained people where human interaction matters. And we measure both against the KPIs that actually matter.

AI

Leverage for routing, prioritization, scripts and repetitive steps.

People

Trained humans for conversations, judgment and relationship work.

KPIs → Results

We measure what produces outcomes — not what sounds modern.

Our Process

How It Works

01

Tell Us What You Need

Role, volume, workflow and success definition.

02

We Build The Team

Recruit, screen and place the right people.

03

We Manage The Team

Coaching, accountability and daily operations.

04

You Track The KPIs

Clear reporting on what the team produces.

Scale The Roles That Work. Replace The Ones That Don't.

Who We Help

If The Work Can Be Defined, Trained And Measured — We Can Evaluate It.

Sales Teams

Lead Generation

Customer Service

Back Office

Professional Services

Specialized Ops

If the work can be clearly defined, trained and measured, we can evaluate whether outsourcing makes sense.

Case Studies

Problem. KPI. Decision. Result.

Real operating changes, presented the way we think about performance.

Express Mortgage
ProblemLoan officers closing ~5–6 deals/month
KPIDeals closed per month
DecisionImprove follow-up & sales process support
Result~9 deals/month — without increasing ad spend
PASS
Debt Relief — Retention
ProblemSecond-payment clear rate needed improvement
KPISecond-payment clear rate
DecisionShared ownership: Sales + Customer Service
Result~60% → 75%+ clear rate
PASS
Lead Follow-Up
ProblemLeads sitting without consistent outreach
KPISpeed-to-lead, contact rate, appointments
DecisionDedicated opener team + attempt sequences
ResultFaster first contact and clearer pipeline data
PASS

Ready?

Ready To Build Your Team?

Tell us what you need your team to produce. We'll show you how we would structure the roles, KPIs and reporting.