Implementation & Onboarding

Every program runs through the same six-phase implementation.

No improvising at ramp. Exact milestones are confirmed during contracting, but the model below applies to every program, from 15 agents to 100.

6-phase model
Classroom + nesting
DMAIC quality loop
The Six Phases

Six phases. One predictable path to launch.

Six phases. One predictable path to launch.

Phase 01 · Weeks 1-2
Discovery & Setup

Requirements review, system access, IT provisioning, kickoff meeting

Requirements reviewsystem accessIT provisioningkickoff meeting
Owner: Both parties
Phase 02 · Weeks 2-3
Curriculum Build

SOPs documented, training materials developed, QA scorecards designed, knowledge base loaded

SOPs documentedtraining materials developedQA scorecards designedknowledge base loaded
Owner: UAM + Client SME
Phase 03 · Weeks 1-5
Hiring & Training

Recruiting wave launched. ~40-45 hours classroom training delivered in one week. Trainer-to-agent ratio 1:15.

Recruiting wave launchedTrainer-to-agent ratio 1:15
Owner: UAM
Phase 04 · Weeks 5-7
Nesting

1-2 weeks supervised live production. Immediate post-call coaching after every interaction. Go/no-go at exit based on QA threshold and agreed performance benchmarks.

1-2 weeks supervised live production
Owner: UAM
Phase 05 · Weeks 7-10
Pilot Launch

Full team in production queue. Daily monitoring. KPIs tracked against targets. DMAIC root-cause analysis activated on any deviation.

Full team in production queueDaily monitoringKPIs tracked against targets
Owner: Both parties
Phase 06 · Week 10+
Steady State

Calibration cadence established. Monthly Business Review launched. Optimization and scaling begin.

Calibration cadence establishedMonthly Business Review launchedOptimization and scaling begin
Owner: UAM

Timelines are indicative for a standard 20-50 agent program. Exact milestones are confirmed during contracting.

Ramp Capacity

How fast we can grow your program.

How fast you can grow a program depends on how many agents and how quickly.

Target headcount
15-20 agents
Lead time
2 weeks
Max hires/month
40 per month (San Salvador)
Ramp-down notice
45-60 days
Target headcount
25 agents
Lead time
3 weeks
Target headcount
50 agents
Lead time
5 weeks
Target headcount
100 agents
Lead time
10 weeks

Standard over-hire buffer: 30-35% above target FTE to absorb training attrition. Shadow pipeline of pre-screened candidates activatable within 48-72 hours of any dropout.

Training Model

Classroom first. Nesting second. Full queue third.

Classroom first. Nesting second. Full queue third. Every agent passes through all three before handling your program at scale.

Stage 01

Classroom

~40-45 hours

Knowledge transfer in one structured week. Trainer-to-agent ratio 1:15.

Stage 02

Nesting

1-2 weeks

Supervised live production with immediate post-call coaching. Go/no-go gate at exit.

Stage 03

Full Queue

45-90 days

Production ramp to full productivity. Performance variance narrows by ~Day 90.

Inside Stage 01
Classroom modules
Product & Services10-12 hours
Systems & Tools (CRM, telephony, ticketing)8-10 hours
Compliance & Data Security4-6 hours
Sales Methodology & Process (sales programs)10-12 hours
Soft Skills & Customer Experience6-8 hours
Total classroom phase~40-45 hours delivered in one week, then 1-2 weeks supervised nesting
Inside Stage 03
Time to full productivity
  • Top-performing agents: ~45 days post go-live
  • Average agents: 60-75 days
  • Full team maturity (performance variance narrows): ~90 days

After classroom training, agents complete 1-2 weeks of supervised live production before full release to the queue. During nesting, agents handle real interactions with a Team Leader monitoring in real time. Immediate post-call coaching follows every interaction. Go/no-go decision at nesting exit is based on QA score threshold and conversion benchmarks established with the client at program launch.

Language Proficiency

All agents are assessed using EF SET (EF Standard English Test) aligned to the Common European Framework (CEFR). Minimum requirement for client-facing roles: B2 (score 51+). Executive or high-communication roles: C1 (score 61+). AI-powered screening evaluates vocabulary, grammar, fluency, tone, and vocal delivery. Accent-agnostic processing handles Latin American and regional Spanish dialects without bias.

What It Costs You at Ramp

What it costs you at ramp.

No setup fees. Training billed at 85% of the productive rate. Backfill training is on us when monthly attrition exceeds 10%.

$0

Setup fees

No setup fees

85%

Training rate

Training billed at 85% of the productive hour rate

$0

Failed training

Agents who do not complete training are not billed

100%

30-day exit refund

Full reimbursement if an agent exits within the first 30 days of production

100%

Attrition backfill

Backfill training: UAM covers all training costs for attrition exceeding the 10% monthly average threshold

Management Structure

The depth of supervision behind every agent.

When prospects ask about management structure, they want to know the depth of supervision behind the agent headcount. Ratios below apply to all BPO programs. For smaller accounts, support functions are shared resources. At sufficient scale they become dedicated to the account.

Operations Director
Portfolio oversight
1 per 2-4 Senior Ops Managers
Senior Ops Manager
Multi-program oversight
1 per 3-4 Ops Managers
Ops Manager / Client Services Manager
Program delivery, SLA compliance, escalations
1 per 8-10 Team Leaders
Team Leader (Supervisor)
Day-to-day coaching, adherence monitoring, real-time floor support
1 : 15
Frontline
Agents
Specialist functions

Cross-functional roles working alongside the chain.

QA Analyst

Coverage1 : 40

Minimum 4 evaluations per agent per month. Flexes to 1:15 for intensive programs.

Trainer

Coverage1:15 ramp / 1:60 steady

Refreshers, policy rollouts, re-certification

Real-Time Analyst (RTA)

Coverage1 per 60 FTEs or 3-4 programs

Queue monitoring, intraday adjustments, adherence alerts

WFM Analyst

Coverage1 per 8 RTAs or 4-5 clients

Forecasting, scheduling, capacity planning

Service Manager (Account Manager)

CoverageFractional included. Dedicated available.

Single point of accountability for the program

Coaching Model

Three tiers of coaching intervention.

01

Tier 1 Preventive

Adherence 92-94%. Documented weekly guidance before issues become patterns.

02

Tier 2 Performance

Adherence 90-92%. Formal 1:1, documented short-term improvement plan with increased monitoring.

03

Tier 3 Performance Mgmt

Below 90%. Formal Performance Improvement Plan with defined milestones, timelines, and consequence framework.

Supervisors also use Rapid Fire Monitoring. Rotating through calls every 20-30 seconds in group sessions to identify behavior issues in real time, not after the fact.

QA Framework

QA isn't monitoring. It's the coaching loop.

Our QA framework is not a monitoring function. It is the primary driver of the coaching loop. Every evaluation feeds directly into the Team Leader's weekly coaching plan, which feeds the Weekly KPI Action Plan.

Service scorecard

  • Greeting and brand representation
  • Active listening and empathy
  • Communication quality
  • Accuracy and resolution
  • Process compliance
  • Professional closing
Quality
DMAIC
closed loop
Define
Measure
Analyze
Improve
Control
DMAIC Quality Framework

Six Sigma DMAIC, applied weekly.

QA processes follow Six Sigma DMAIC. Define quality and conversion targets. Measure funnel and interaction data. Analyze gaps by behavior, agent, and call driver. Improve via coaching and script adjustment. Control through ongoing calibration. This is a closed loop, not a quarterly review.

Calibration Cadence
  • 01Group calibration: twice per month. QA Analysts and Operations leadership jointly review good, neutral, and poor calls.
  • 021:1 calibrations: QA Analyst and Team Leader, conducted when scoring discrepancies arise or new criteria are introduced.
  • 03Client calibration: weekly or biweekly, including the client's QA lead. Scores shared in advance for alignment.
Reporting Cadence

Five cadences. Five different audiences.

Daily (intraday + EOD)
Owner
RTA / Ops
Audience
Client POC

AHT, service level, abandonment, volume, conversion. Delivered every 1-2 hours plus EOD summary.

Weekly (WKAP)
Owner
Service Manager
Audience
Client POC

QA scores, conversion, attendance, adherence, shrinkage, open action items

Bi-weekly scorecard
Owner
Service Manager
Audience
Client stakeholder

One-page performance scorecard with highlights, risk flags, action plan

Monthly Business Review
Owner
Ops Director
Audience
Client management team

Prior month results, QA trends, revenue indicators, CSAT, next-cycle action plans

Quarterly QBR
Owner
Executive sponsor
Audience
Executive stakeholders

Deep-dive trend analysis, strategic alignment, capacity planning, roadmap

Dashboard infrastructure: experience with Microsoft (Power BI, Azure AD, Teams, M365) and AWS (Amazon Connect, analytics integrations) environments. KPI definitions and calculation methodologies documented in a shared data dictionary. Raw data export available via secure FTP or direct database connectivity.

Attrition & Retention

Retention is the most concrete differentiator we have.

Attrition is a program continuity risk. Every agent who leaves takes institutional knowledge, call quality, and conversion consistency with them. Our attrition rate is our most concrete differentiator against industry standards.

Under 2.5%
Annual attrition rate
37 months
Avg. agent tenure
4.2 / 5.0
Glassdoor rating
52%
Internal referral hires
82.2%
Engagement Survey 2025
What drives it

What keeps the team here.

Compensation is part of it. The rest is career path, recognition, and a workplace people actually want to come back to.

  • Performance bonuses linked to KPI achievement (CSAT, QA, conversion, adherence). Eligibility requires meeting 80%+ of target.
  • Career pathing: Agent → Senior Agent → Team Lead → Supervisor → Operations Manager. Internal promotion is the default, not the exception.
  • Hybrid work eligibility for consistent high performers where client program permits
  • Transportation bonus available to offset commuting costs
  • Mental health support sessions, nutritional counseling, and wellness programs
  • Monthly Star Agent recognition with monetary rewards. Peer-nomination system. Employee of the Year award.
  • Leadership Development Program for agents identified as future managers
  • Engagement surveys twice per year with leadership sessions. Results actioned visibly.

Ready to see what your program implementation would look like?

Send us your target headcount, workflow, and go-live date. We will come back with a phased implementation plan mapped to your calendar.

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