Sample Call Center Agency Business Plan Template PDF


Are you considering starting a call center agency in your city and looking for a business plan sample to know what it looks like and how you can create yours?

To make the job easy for you, I will be sharing with you a call center agency business plan sample so you know about the framework of a call center agency business plan.

Here is a sample business plan for starting a call center agency business.

Need to write a plan for your venture? Download a FREE Business Plan PDF Sample to develop a template for your own startup.

Executive Summary: Bertvin Call Center Agency

  • Our Product and Services
  • Vision Statement
  • Mission Statement
  • Business Structure
  • Market Analysis
  • Sales and Marketing Strategy
  • Financial Plan
  • Competitive Advantage
  • Conclusion

Executive Summary

Bertvin Call Center is a call center agency that has fulfilled all the legal requirements for starting a business in New York, United States of America.

Our business shall do all within its power to carry out our operation diligently and competently.

Newman Kelvin and Albert Trust will be the owners and managers of Bertvin call center Agency, located in New York, United States. They have both gathered $200,000 from their savings and the sales of some of their properties.

This fund won’t be enough, so plans are underway to borrow $250,000 from the bank to complete the startup fund, which amounts to $450,000.

Our Product and Services

Bertvin Call Center is a call agency company that provides the best service for those patronizing them in New York, the United States, and worldwide.

Our headquarters will bed in New York City in the United States of America. Our services will have a touchdown on all incoming and outgoing call monitoring.

Vision Statement

Our mission in the industry is to build a call agency company that will be known for offering the best service.

Mission Statement

Our mission in the call center agency is to build a standard Call center agency that will offer arguably the best services in the industry. We are also committed to committing ourselves to our home-based clients worldwide.

Business Structure

Our success depends on our structure and how our recruitment process is done. We would be paying more than the needed attention to our staffing and structure.

Only those with experience and those who passed our customer interaction test will be considered for recruitment. Below are the positions to be filled:

  • Manager I (CEO and Owner)
  • Manager II ( Media and Advertisement)
  • Accountant / Cashier
  • Call Agents
  • Computer operators
  • Security personnel

Market Analysis
Market Trend

One noted fact that contributes to a call center business’s success is customer interaction.

It’s been observed that those who speak harshly to customers lose them all in no time. At the same time, those who listen and help them solve their problems tend to get more customers.

Toll-free lines have also received more customers than when they call with their cards.

While on a higher note, those not operating on a toll-free line that still gives a lot of adverts before receiving the call tend to lose customers significantly.

Target Market

Our target market is a very wide one. We would only define anyone attached to our company in one way or the other as our target market.

Sales and Marketing Strategy

Marketing strategy is one of the most essential points to consider when starting a business. Knowing this well, we have been able to devise ways to deal with competition in the industry.

The following are ways in which we have devised to compete favorably with the top guns in the industry.

  • We will try as much as possible to introduce our business to our prospective customers through introductory letters sent to various organizations and communities. We would also send our business brochure to different organizations and influential stakeholders in the State of America.
  • We will give endorsement deals to top celebrities and artists in New York.
  • We will use the news media to introduce our business worldwide.
  • Listing our company on Yellow Pages ads will also be done.
  • We will use the Internet to promote our business.

Financial Plan
Source of Startup Capital

We will need a minimum startup capital which amounts to $450,000. This startup capital helps purchase needed equipment and set up our facility.

SEE: How to Get Call Center Contract

At present, we have been able to gather a total of $200,000 from the savings of our owners’, while the remaining $250,000 will be sourced as a loan from the bank.

Competitive Advantage

Bertvin call center is new in the call agency business, but this won’t stop us from hitting the ground running, catching up with those ahead, and eventually surpassing them.

With our team of experienced minds, professional individuals, and the latest equipment, we are confident of becoming highly successful.


Above is a simple and standard Call center agency business plan sample named ‘Bertvin call center.’

This business will be owned by Newman Kelvin and Albert Trust, who have been involved in so many business dealings and have been long-time friends.

The start-up capital, as earlier stated, would be sourced by the owners and added loans from their banks.

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