Call Center Templates: Budget, Checklists, Scorecards and RFP
Each template opens in any spreadsheet application (CSV) and can be printed from this page. They are starting points — adapt them to your campaign, country and client contract.
Download templates
- 10-agent budget worksheet (CSV) — One-time and monthly cost lines with quantity, unit cost and total columns. All amounts are blank — enter your own quotes.
- Hardware checklist (CSV) — Mandatory and optional equipment with check-off columns for ordering, installation and testing.
- 30-day launch checklist (CSV) — Week-by-week milestones with owner, due date and status columns, ending in the go/no-go review.
- Campaign QA scorecard (CSV) — Weighted call-quality scorecard with critical compliance items that fail the call regardless of total score.
- Hiring / interview scorecard (CSV) — Consistent candidate assessment covering communication, role-play, typing and reliability.
- SIP route testing checklist (CSV) — Stage-by-stage test record for a new SIP termination route.
- RFP / quote requirement template (CSV) — Questions to answer before pricing a client campaign or requesting a setup quote.
- Sample standard operating procedure (SOP) (CSV) — A starting SOP for a shift: start-up, during-shift, incidents and close-down.
Next steps
Next guide: 10-Agent Call Center Setup: Request a Scoped Quotation. Get a Setup Quote · View VoIP Rates · Request Route Test
Related pages
- Start a call center: overview
- Startup cost calculator
- SIP trunk guide
- Live VoIP rates
- Request a route test
- Contact sales
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