How to start Call Center Business

How to start a call center business plan template

Are you interested in starting your own Call Center Business?

If you're thinking about starting a call center business, there are a few things you should know. First, you'll need to purchase or lease space for your call center, as well as purchase or lease equipment. You'll also need to hire staff and train them to use your call center's systems. In this guide, we'll cover all of the basics of starting a call center business, from finding the right location to training your staff. By the end, you'll have all the information you need to get your call center up and running.
Business Plan
When starting any business, it is important to have a clear and concise plan. This will be your road map to success and will help you stay on track as you grow your business. A call center business is no different. Below are some key components to include in your plan:
1. Company overview: Give a brief description of your company, including your mission statement and what you hope to achieve.
2. Market analysis: Research your target market and identify your competition. This will help you determine how to position your company in the market and what pricing strategy to use.
3. Services: Outline the services you will offer and how they will benefit your clients. Be sure to include any unique selling points that will set you apart from the competition.
4. Operational plan: Describe how your call center will be set up and operated on a day-to-day basis. Include information on staffing, technology, and facilities.
5. Marketing plan: Develop a strategy for promoting your call center business. This should include online and offline marketing tactics, as well as a budget.
6. Financial plan: Create a realistic financial projection for your business. This will help you track
Target Market
If you're thinking about starting a call center business, one of the first things you need to do is identify your target market. Who will you be serving with your call center? businesses? consumers? other call centers? Once you've identified your target market, you need to figure out what their needs are and how your call center can meet those needs. What services will you offer? What hours of operation will you have? What kind of support will you provide? Once you have a good understanding of your target market and what they need from a call center, you can start putting together a business plan and start making your dream a reality.
Business Model
There are a few different ways to set up a call center business. The first is to act as an inbound call center, where businesses route their customer calls to your center. The second is to be an outbound call center, where your agents make calls to customers on behalf of a business. And the third is to do a mix of inbound and outbound calls. Inbound call center: In an inbound call center, businesses route their customer calls to your center. Your agents then handle the call, providing customer service, sales, or support. Outbound call center: In an outbound call center, your agents make calls to customers on behalf of a business. These can be sales calls, customer service calls, or support calls. Mixed inbound/outbound call center: In a mixed inbound/outbound call center, your agents handle both types of calls. This allows businesses to have their customer calls and their sales or marketing calls all handled in one place..
Competitive Landscape
When you’re considering starting a call center business, it’s important to understand the competitive landscape. There are a few different types of call center businesses, each with their own strengths and weaknesses. One type of call center business is an inbound call center. Inbound call centers handle customer service calls for a variety of businesses. They’re typically staffed by customer service representatives who are trained to handle a variety of customer service issues. Another type of call center business is an outbound call center. Outbound call centers make sales calls or provide other services to customers on behalf of a business. They may also make calls to follow up with customers after a purchase or to collect customer feedback. Finally, there are also contact centers. Contact centers are similar to inbound and outbound call centers, but they also provide support for email, chat, and other digital channels. When you’re considering starting a call center business, it’s important to understand the strengths and weaknesses of each type of call center. Inbound call centers are typically good at handling customer service issues, but they may not be as effective at making sales calls. Outbound call centers may be more
Costs & Pricing Strategy
When you’re starting a call center business, one of the first things you need to consider is your costs and pricing strategy. Here are some key factors to keep in mind:
1. Start-up costs: When you’re starting a call center business, you need to factor in start-up costs such as licenses, permits, phone lines, and equipment.
2. Operating costs: Once your call center is up and running, you need to factor in ongoing operating costs such as salaries, phone bills, and rental costs.
3. Pricing strategy: You need to come up with a pricing strategy that will enable you to cover your costs and make a profit. There are a number of pricing models you can choose from, so it’s important to do your research and select the one that will work best for your business.
4. Discounts and promotions: You may want to offer discounts or promotions to attract customers. However, you need to make sure that any discounts or promotions you offer don’t eat into your profits too much.
5. Billing: You need to have a system in place for billing your customers.
Forming a Legal Entity
If you want to start a Call Center business, you will need to form a legal entity. This will protect you from personal liability and help you raise money for your business. You can choose to form a sole proprietorship, partnership, limited liability company (LLC), or corporation. Each type of entity has its own pros and cons, so you will need to choose the one that is right for your business. If you are the only owner of your business, a sole proprietorship may be the best option. This type of business is easy to set up and you will not have to deal with much paperwork. However, sole proprietorships offer no personal liability protection, which means that you could be held responsible for debts incurred by your business. Partnerships are similar to sole proprietorships in that they are easy to set up and offer no personal liability protection. If you decide to form a partnership, you will need to choose a business partner who you can trust and who has complementary skills. It is important to have a written partnership agreement that outlines each partner's roles and responsibilities. A limited liability company (LLC) offers personal liability protection and is a good option for a small group of founders.
Opening a Business Bank Account
When you’re ready to start your Call Center business, one of the first steps is to open a business bank account. This will help you keep your personal and business finances separate and will make it easier to track your expenses and income. To open a business bank account, you’ll need to have the following information and documents:
-Your business name and address
-Your Social Security number or Employer Identification Number (EIN)
-A list of the owners, officers, and directors of the company
-Articles of incorporation or a business license
-A voided check or deposit slip from the account you’ll be using for your business. 
Once you have all of the required information and documents, you can visit your local bank or credit union to open a business checking account.
Setting up Business Accounting
If you're starting a Call Center business, one of the first things you need to do is set up your business accounting. This will ensure that you're keeping track of your finances and that you're complying with any financial regulations that apply to your business. Here's a quick guide to setting up your business accounting:
1. Choose an accounting software. There are many different accounting software packages available, so do some research to find one that will suit your needs.
2. Set up your chart of accounts. This is a list of all the categories of income and expenditure that you will track in your accounting system.
3. Set up your bank account. You will need a business bank account to manage your finances effectively.
4. Keep track of your income and expenditure. Make sure you keep accurate records of all money coming in and going out of your business.
5. Prepare and file your tax return. Once a year, you will need to file a tax return for your business. Make sure you keep on top of this so that you don't miss the deadline
Setting up Business Insurance
As a business owner, it is important to protect your company with the proper insurance. When setting up a Call Center business, you will need to consider the following types of insurance:
-Product liability insurance: This will protect you in the event that a product you designed and printed causes injury or damage.
-Professional liability insurance: This will protect you in the event that a client suffers damages as a result of your work.
-Business property insurance: This will protect your equipment and premises in the event of damage or theft.
-Business interruption insurance: This will protect you in the event that your business has to stop operations due to a covered event.
-Employee dishonesty insurance: This will protect you in the event that an employee steals from your business. Speak with an insurance agent to determine which policies are right for your business
Setting up a Business Website
If you want to start a Call Center business, one of the first things you need to do is set up a website. This will be your online home base, where potential customers can learn more about your business and what you have to offer. There are a few key things you need to include on your website:
-An About page: This is where you can tell your story and give potential customers a sense of who you are and what you stand for.
-A portfolio: Showcase your best version on your website so that potential clients can see your work.
-A contact page: Make it easy for people to get in touch with you by including your email address and/or social media links.
-Pricing information: Let visitors know how much you charge for your services. By having a well-designed website, you’ll be able to attract more customers and grow your Call Center business
Obtaining the Necessary Permits
If you want to start a call center business, the first step is to obtain the necessary permits from your local government. Depending on your location, you may need to obtain a business license, a zoning permit, and/or a telephone solicitation permit. Before you can apply for any of these permits, you'll need to have a business plan in place. Your business plan should include information on what services your call center will provide, who your target market is, and how you will operate your business. Once you have all of this information together, you can start the process of applying for the necessary permits. The process of applying for permits can be time-consuming, so it's important to be patient and organized. Make sure to keep track of all the paperwork and fees associated with each permit, and follow up with the appropriate government agency if you have any questions. With the proper permits in hand, you'll be one step closer to starting your own call center business.
Setting up a Business Number or Appointment Setter
When you’re ready to start your Call Center business, one of the first things you need to do is set up a business phone number or an appointment setter. You can use a service like Google Voice to set up a business phone number for your Call Center business. Google Voice will give you a free business phone number that you can use to make and receive calls. Once you have a business phone number, you can start taking calls from potential customers. When you get a call, be sure to take down the customer’s name, contact information, and what they need. Once you have this information, you can give the customer a call back to discuss the project in more detail and give them a quote.
Assuming you have read and followed the previous nine sections of this blog, by now you should have a pretty good understanding of what is involved in starting your own call center business. Of course, there is always more to learn and you may encounter some challenges along the way, but if you are well prepared and have a good support system in place, you should be able to get your business up and running successfully. Thanks for reading and best of luck in your new venture!

Why write a business plan?

A business plan is a critical tool for businesses and startups for a number of reasons:
  • Business Plans can help to articulate and flesh out the business’s goals and objectives. This can be beneficial not only for the business owner, but also for potential investors or partners
  • Business Plans can serve as a roadmap for the business, helping to keep it on track and on target. This is especially important for businesses that are growing and evolving, as it can be easy to get sidetracked without a clear plan in place.
  • Business plans can be a valuable tool for communicating the business’s vision to employees, customers, and other key stakeholders.
  • Business plans are one of the most affordable and straightforward ways of ensuring your business is successful.
  • Business plans allow you to understand your competition better to critically analyze your unique business proposition and differentiate yourself from the market.
  • Business Plans allow you to better understand your customer. Conducting a customer analysis is essential to create better products and services and market more effectively.
  • Business Plans allow you to determine the financial needs of the business leading to a better understanding of how much capital is needed to start the business and how much fundraising is needed.
  • Business Plans allow you to put your business model in words and analyze it further to improve revenues or fill the holes in your strategy.
  • Business plans allow you to attract investors and partners into the business as they can read an explanation about the business.
  • Business plans allow you to position your brand by understanding your company’s role in the marketplace.
  • Business Plans allow you to uncover new opportunities by undergoing the process of brainstorming while drafting your business plan which allows you to see your business in a new light. This allows you to come up with new ideas for products/services, business and marketing strategies.
  • Business Plans allow you to access the growth and success of your business by comparing actual operational results versus the forecasts and assumptions in your business plan. This allows you to update your business plan to a business growth plan and ensure the long-term success and survival of your business.

Business Plan Content


Many people struggle with drafting a business plan and it is necessary to ensure all important sections are present in a business plan:
  1. Executive Summary
  2. Company Overview
  3. Industry Analysis
  4. Consumer Analysis
  5. Competitor Analysis & Advantages
  6. Marketing Strategies & Plan
  7. Plan of Action
  8. Management Team

The financial forecast template is an extensive Microsoft Excel sheet with Sheets on Required Start-up Capital, Salary & Wage Plans, 5-year Income Statement, 5-year Cash-Flow Statement, 5-Year Balance Sheet, 5-Year Financial Highlights and other accounting statements that would cost in excess of £1000 if obtained by an accountant.

The financial forecast has been excluded from the business plan template. If you’d like to receive the financial forecast template for your start-up, please contact us at . Our consultants will be happy to discuss your business plan and provide you with the financial forecast template to accompany your business plan.

Instructions for the Business Plan Template

To complete your perfect Call Center business plan, fill out the form below and download our Call Center business plan template. The template is a word document that can be edited to include information about your Call Center business. The document contains instructions to complete the business plan and will go over all sections of the plan. Instructions are given in the document in red font and some tips are also included in blue font. The free template includes all sections excluding the financial forecast. If you need any additional help with drafting your business plan from our business plan template, please set up a complimentary 30-minute consultation with one of our consultants.

Ongoing Business Planning


With the growth of your business, your initial goals and plan is bound to change. To ensure the continued growth and success of your business, it is necessary to periodically update your business plan. Your business plan will convert to a business growth plan with versions that are updated every quarter/year. Avvale Consulting recommends that you update your business plan every few months and practice this as a process. Your business is also more likely to grow if you access your performance regularly against your business plans and reassess targets for business growth plans.


Want a Bespoke Business Plan for your Call Center Business?

Our Expertise


Avvale Consulting has extensive experience working with companies in many sectors including the Call Center industry. You can avail a free 30-minute business consultation to ask any questions you have about starting your Call Center business. We would also be happy to create a bespoke Call Center business plan for your Call Center business including a 5-year financial forecast to ensure the success of your Call Center business and raise capital from investors to start your Call Center business. This will include high-value consulting hours with our consultants and multiple value-added products such as investor lists and Angel Investor introductions.


About Us


Avvale Consulting is a leading startup business consulting firm based in London, United Kingdom. Our consultants have years of experience working with startups and have worked with over 300 startups from all around the world. Our team has thousands of business plans, pitch decks and other investment documents for startups leading to over $100 Million raised from various sources. Our business plan templates are the combination of years of startup fundraising and operational experience and can be easily completed by a business owner regardless of their business stage or expertise. So, whether you are a budding entrepreneur or a veteran businessman, download our business plan template and get started on your business growth journey today.