Client Onboarding and Implementation -

Build a stronger foundation from day one.

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A Proven Process for Successful Implementation

Successful implementation requires coordination across people, technology, security, operations, and agent education. Our proven approach brings these elements together for a smooth launch, ensuring every customer interaction reflects your brand from day one.

Step 1

Understand Your CX Needs and Goals

Through in-depth discovery sessions, Working Solutions aligns with your customer experience goals, key performance indicators (KPIs) and requirements to ensure a customized approach.

Step 1

Step 2

Assess Technology Requirements

We assess your IT infrastructure, equipment requirements and system/application access needs, ensuring integration with our services.

Step 2

Step 3

Define Your Ideal Agent Profile

Our team creates an agent profile specifically designed for your business, focusing on essential skills, language proficiency and relevant experience.

Step 3

Step 4

Develop Agent Education Program

Working Solutions participates in client-led, train-the-trainer sessions and develops a comprehensive program curriculum. This ensures effective, program-specific onboarding for the agents supporting your customers.

Step 4

Step 5

Streamline Billing and Invoicing

We streamline financial transactions between your company and Working Solutions by aligning our billing and invoicing processes with your requirements, resulting in hassle-free operations.

Step 5

Step 6

Create Customized Staffing Plan

Our experts craft a customized staffing plan to meet your needs, ensuring optimal workforce management, efficiency and flexibility.

Step 6

Step 7

Build Performance Reports

We design comprehensive dashboards and reports to monitor program and agent-level performance in real time, providing actionable insights.

Step 7

Step 8

Manage Agent Recruitment and Education

Working Solutions handles the entire process of agent recruitment, onboarding and preparation, ensuring your team is ready from day one.

Step 8

Step 9

Launch with Agents Ready to Represent Your Brand

Our fully prepared agents start delivering exceptional customer service immediately upon go-live, providing instant value to your business.

Step 9

Step 10

Conduct Post-launch Review

We conduct a thorough post-launch review to ensure everything is running smoothly and address any initial feedback you may have.

Step 10

Ongoing Client Support

Why Clients Choose Us

I was impressed by the rigorous training and onboarding and passing off to the operations team. It made me feel very secure that the people who would interact with my customers were well prepared.

Director of Customer Care

Art and Gifts E-commerce Leader

We selected Working Solutions because of the very unique approaches to agent staffing and scheduling, the high priority they place on agent training and their commitment to high-quality customer interactions. They have completely delivered on all expectations!

Service Operations Director

Automotive Technology Client

Working Solutions augmented staff and matched quality levels at a great value. They are a perfect solution to our overflow needs.

Lead Executive

International Travel Company

Ready to Set Your Program Up for Success?

Let’s explore how our proven onboarding and implementation approach can help you reduce risk, accelerate readiness, and build a strong foundation for long-term performance.

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