How do you set targets you can actually meet?
Start from a baseline: run the service for six to twelve weeks, measure everything, then set targets. Targets set before go-live are guesses, and a missed guess damages trust on both sides.
Remember that faster answers need more staff. A tighter service level is a cost decision as much as a quality decision, so agree targets and staffing together.
Which measurement rules should be written down?
- Which system's data counts if numbers disagree
- Whether contacts abandoned within the first few seconds are excluded
- Whether response targets run in calendar time or business hours
- The period each target is measured over: interval, day, week or month
- How outages of your own systems are treated
How should quality be measured?
Use a shared quality scorecard with a small number of weighted criteria, such as accuracy, resolution, tone and process compliance. Agree the sample size per agent and week, and run calibration sessions where both teams score the same conversations until scores match.
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What should reporting look like?
- Daily: volumes, service level and backlog for the operations leads
- Weekly: KPIs against target, QA findings, top contact reasons, actions
- Monthly: trends, SLA performance, staffing and improvement plan
- Quarterly: business review of targets, scope and roadmap
What belongs in the exit terms?
Agree the notice period, a knowledge-transfer plan, return or deletion of your data, and ownership of procedures, macros and knowledge-base articles the team created. Clear exit terms make it easier to commit, because leaving is never a trap.