One place for outsourcing guides, tools, research, and templates.
Use this hub when you need the next page fast: a guide, calculator, scorecard, research brief, comparison, or role path.
Recent work from the Source.
Six recently published or revised articles and research briefs, ordered by the dates stored on each page.
Virtual assistant SOP checklist: how to write instructions a VA can actually use
A practical VA SOP checklist with quality checks, escalation language, access rules, and a 30-day improvement loop.
Read articleNew research brief ·Offshore invoice-change verification map for payment requests
A visual research brief for handling new bank details, urgent invoice edits, and payment requests without asking an offshore teammate to judge a suspicious message alone.
Open research briefUpdated article ·Outsourcing role scorecard: the one-page tool that prevents vague hiring
Use an outsourcing role scorecard to define outcomes, responsibilities, metrics, access, and the first 30 days before hiring support.
Read articleNew research brief ·Offshore incident escalation map for shared systems
A visual research brief for reporting suspicious logins, lost access, bad record changes, and customer-data mistakes without making the offshore teammate guess who owns the response.
Open research briefUpdated article ·Outsourcing SOP templates: what to document before handoff
Practical SOP templates for outsourcing repeat work, with examples, review rules, access checks, and a 30-day update rhythm.
Read articleNew research brief ·Offshore knowledge-transfer continuity map for small teams
A visual research brief for keeping client history, task instructions, account ownership, and recovery files usable when an offshore teammate is away or leaves.
Open research briefPick the shelf that matches the decision in front of you.
OutsourcedU is not a provider directory. It is a planning library for owners who want cleaner handoffs before they hire.
Learning hub
Pick the right guide, tool, resource, or service path without digging through the full site.
Open this sectionPlanningGuides
Use plain guides for first roles, SOPs, handoffs, ethics, and provider decisions.
Open this sectionDefinitionsOutsourcing glossary
Look up BPO, SLA, EOR, managed services, seat leasing, and quality sampling before you compare providers.
Open this sectionBenchmarksResearch
Read source-backed briefs with charts, ranges, and notes you can check before a decision.
Open this sectionToolsCalculators and checkers
Estimate cost, score readiness, check SOPs, and compare provider proposals.
Open this sectionTemplatesResources
Open scorecards, quote briefs, onboarding packets, access checklists, and worksheets.
Open this sectionPlanning papersWhite papers library
Browse planning papers, worksheets, scorecards, and research briefs without fake download claims.
Open this sectionProvider discoveryBPO directory vetting guide
Use directories as a starting list, then check paid placement, provider fit, access risk, review ownership, and handoff scope before asking for quotes.
Open this sectionDecision stageComparisons
Compare provider paths, hiring models, roles, countries, and next steps before asking for quotes.
Open this sectionRole pathsRoles directory
Choose the first role to hand off, then match it to the right guardrails and trial task.
Open this sectionWork categoriesFunctions hub
Compare admin, support, sales ops, marketing, software, finance, payroll, HR, research, and agency delivery work before choosing the exact role.
Open this sectionCountry planningLocation guides
Compare Philippines, LATAM, and Colombia planning notes, role fit, cost inputs, and management questions before choosing where to hire.
Open this sectionDaily readingArticle library
Read longer playbooks with examples, FAQs, sources, and links back to useful tools.
Open this sectionFind the next planning page faster.
Not every visitor is at the same step. Use these shortcuts when you know what decision is in front of you.
Pick a safer role
Compare risk, review load, and SOP readiness before you choose the first hire.
Open this pageNot sure the work is ready?Check readiness
Check whether the role has clear tasks, examples, access rules, and owner review time.
Open this pageAbout to ask for quotes?Write the quote brief
Turn the role into a cleaner scope before providers guess at pricing.
Open this pageComparing providers?Review providers
Score calls, spot vague promises, and compare written proposals side by side.
Open this pageReady to hand off access?Plan the handoff
Plan accounts, MFA, permission limits, owners, and the first-week review before work starts.
Open this pageOpen the role guide that matches the work you are considering.
Use these role pages before you write a job post or ask a provider for pricing. Each guide keeps owner-only decisions separate from safe assistant work.
Virtual assistant
Use when inbox, calendar, CRM cleanup, research, and weekly reporting are the first handoff.
Open role guideSupportCustomer service representative
Use when tickets, order questions, saved replies, and manager review are already documented.
Open role guideOperationsOperations assistant
Use when recurring checklists, status updates, vendor follow-ups, and weekly owner reviews need one owner.
Open role guideHRRecruiting coordinator
Use when interview scheduling, candidate follow-ups, scorecards, and handoff notes are slowing the hiring team.
Open role guideFinanceBookkeeper support specialist
Use when receipts, reconciliations, invoice prep, and exception lists need cleanup before owner approval.
Open role guideFinanceAccountant support assistant
Use when month-end prep, document chasing, reports, and review packets need structure without handing off money decisions.
Open role guideMarketingSocial media support assistant
Use when drafts, scheduling, asset organization, comment triage, and reporting need help while strategy stays with the owner.
Open role guideMarketingPPC specialist support assistant
Use when ad buildout, search-term cleanup, reporting, and QA checklists need support before campaign-owner approval.
Open role guideUse these five pages before a provider call.
Pick a safe role, score the handoff, test the cost, write the brief, then compare replies with the same fields.
Pick the safest role
Open this page when you are ready for the next planning step.
Step 2Score the first role
Open this page when you are ready for the next planning step.
Step 3Estimate role cost
Open this page when you are ready for the next planning step.
Step 4Write the quote brief
Open this page when you are ready for the next planning step.
Step 5Compare provider replies
Open this page when you are ready for the next planning step.
Ready to plan your first offshore role?
Use OutsourcedU to write the role, SOPs, onboarding steps, and weekly review before you hire more people.