Stop Drowning in Vendor Research – Your Shortcut Is Here
Choosing the right customer support vendor doesn't have to be overwhelming. This printable checklist cuts through the noise and helps zero in on what truly matters for you.
We gathered the insights; you just check the boxes.
What’s inside
Think of this as your vendor-vetting toolkit, with everything you need to make a smart decision.
Ready-to-use format
This isn't just another wordy guide, but a checklist you can print and fill out as you go. It saves you hours of research and ensures you don't miss critical evaluation points when reviewing vendors side-by-side.
Channel coverage reality test
From phone and email to live chat and social media – verify which channels they actually master versus just claim to offer. Match their capabilities to your customers' preferred touchpoints.
Quality metrics that matter
Track resolution times, customer satisfaction benchmarks, and accuracy rates that reveal how they'll actually perform when your customers need help.
Tech stack compatibility deep dive
Verify technical fit upfront. We’ve compiled essential details on vendor tech stacks, platform compatibility, APIs, security protocols, and the certifications commonly required by industry and country.
Pricing transparency framework
Hidden fees are the silent budget killers. This framework exposes each cost component, from base pricing to add-ons, so expenses stay predictable with no last-minute surprises.
Cultural fit assessment
Technical specs matter, but so does brand alignment. Evaluate how well they'll represent your voice and deliver experiences that feel really yours, not outsourced.
Make confident vendor decisions, fast
