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Content provided by FractionalCOO.net & Overtongroupllc.com, Jason Carvalho, and Clint Overton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FractionalCOO.net & Overtongroupllc.com, Jason Carvalho, and Clint Overton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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The Outsourcing Playbook: Clarity, Commitment & Culture

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Manage episode 489115459 series 3457874
Content provided by FractionalCOO.net & Overtongroupllc.com, Jason Carvalho, and Clint Overton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FractionalCOO.net & Overtongroupllc.com, Jason Carvalho, and Clint Overton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Operator Revolution, Jason Carvalho and Clint Overton break down the real-world playbook for successful outsourcing. Whether you're a startup founder trying to extend runway or a PE-backed COO scaling fast, this episode offers a comprehensive and tactical guide to building powerful distributed teams.

Outsourcing is no longer just about cost—it’s about clarity, culture, and execution. With over 40+ years of combined operational experience, Jason and Clint go deep into the risks, red flags, and best practices behind successful outsourcing—from Upwork and Fiverr to enterprise-level BPOs across India, Eastern Europe, Latin America, and Southeast Asia.

🔍 What You’ll Learn:

  • The 4 lenses for evaluating outsourcing: Operational, Strategic, Financial, and Continuity
  • Why integration beats delegation: treating outsourced teams as full teammates
  • Common mistakes companies make: no scope, no onboarding, no accountability
  • When to use platforms like Upwork, Fiverr, Toptal, and when to level up with structured BPOs
  • The leadership mindset shift required for distributed success
  • How AI agents are reshaping outsourcing—and what’s coming next

📊 Industry Stats Mentioned:

  • 66% of U.S. companies outsource at least one business function
  • 80% of global firms outsource IT
  • By 2026, 30% of BPO customer support roles will be handled by AI agents (Gartner)
  • McKinsey estimates 45% of BPO tasks can be automated with current AI

🧠 Key Quote:

"Outsourcing works best when you lead like they’re part of your team. This isn’t delegation—it’s distributed leadership."

🕒 Timestamps:

  • 00:00 – Intro: The outsourcing landscape in 2025
  • 04:35 – Offshore vs. Nearshore: Where talent lives now
  • 10:20 – Common mistakes: No SOPs, no onboarding, no accountability
  • 20:50 – How to evaluate outsourcing through 4 lenses
  • 28:30 – Treating outsourced teams like internal staff
  • 36:40 – Fast vs. structured hiring: Fiverr vs. BPOs
  • 48:00 – How AI is reshaping the future of BPOs
  • 54:00 – Final thoughts: Why outsourcing isn’t about doing less—it’s about doing what matters most

🛠️ Resources & Tools Mentioned:

  • Upwork, Fiverr, Toptal
  • BPO best practices
  • AI agents in customer support
  • Operator playbooks (visit OperatorRevolution.com for downloads)

📲 Subscribe & Follow:

Never miss an episode—subscribe on Spotify, Apple Podcasts, or YouTube.

Follow Jason on LinkedIn
Follow Clint on LinkedIn

📌 Hashtags for SEO & Social:

#OutsourcingPlaybook #OperatorRevolution #StartupOps #BPO #DistributedTeams #FractionalLeadership #SaaSOps #AIinBPO

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 489115459 series 3457874
Content provided by FractionalCOO.net & Overtongroupllc.com, Jason Carvalho, and Clint Overton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FractionalCOO.net & Overtongroupllc.com, Jason Carvalho, and Clint Overton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Operator Revolution, Jason Carvalho and Clint Overton break down the real-world playbook for successful outsourcing. Whether you're a startup founder trying to extend runway or a PE-backed COO scaling fast, this episode offers a comprehensive and tactical guide to building powerful distributed teams.

Outsourcing is no longer just about cost—it’s about clarity, culture, and execution. With over 40+ years of combined operational experience, Jason and Clint go deep into the risks, red flags, and best practices behind successful outsourcing—from Upwork and Fiverr to enterprise-level BPOs across India, Eastern Europe, Latin America, and Southeast Asia.

🔍 What You’ll Learn:

  • The 4 lenses for evaluating outsourcing: Operational, Strategic, Financial, and Continuity
  • Why integration beats delegation: treating outsourced teams as full teammates
  • Common mistakes companies make: no scope, no onboarding, no accountability
  • When to use platforms like Upwork, Fiverr, Toptal, and when to level up with structured BPOs
  • The leadership mindset shift required for distributed success
  • How AI agents are reshaping outsourcing—and what’s coming next

📊 Industry Stats Mentioned:

  • 66% of U.S. companies outsource at least one business function
  • 80% of global firms outsource IT
  • By 2026, 30% of BPO customer support roles will be handled by AI agents (Gartner)
  • McKinsey estimates 45% of BPO tasks can be automated with current AI

🧠 Key Quote:

"Outsourcing works best when you lead like they’re part of your team. This isn’t delegation—it’s distributed leadership."

🕒 Timestamps:

  • 00:00 – Intro: The outsourcing landscape in 2025
  • 04:35 – Offshore vs. Nearshore: Where talent lives now
  • 10:20 – Common mistakes: No SOPs, no onboarding, no accountability
  • 20:50 – How to evaluate outsourcing through 4 lenses
  • 28:30 – Treating outsourced teams like internal staff
  • 36:40 – Fast vs. structured hiring: Fiverr vs. BPOs
  • 48:00 – How AI is reshaping the future of BPOs
  • 54:00 – Final thoughts: Why outsourcing isn’t about doing less—it’s about doing what matters most

🛠️ Resources & Tools Mentioned:

  • Upwork, Fiverr, Toptal
  • BPO best practices
  • AI agents in customer support
  • Operator playbooks (visit OperatorRevolution.com for downloads)

📲 Subscribe & Follow:

Never miss an episode—subscribe on Spotify, Apple Podcasts, or YouTube.

Follow Jason on LinkedIn
Follow Clint on LinkedIn

📌 Hashtags for SEO & Social:

#OutsourcingPlaybook #OperatorRevolution #StartupOps #BPO #DistributedTeams #FractionalLeadership #SaaSOps #AIinBPO

  continue reading

15 episodes

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