Outsourced Service field note
How to Design a CRM Cleanup Work Sample
A controlled work sample shows whether a candidate can follow field rules, document uncertainty, and avoid destructive edits.
Published - 10 minute read
The short version
Use fictional or safely redacted test records with duplicates, missing fields, stale notes, and one item that should remain untouched.
Score accuracy, traceability, questions raised, and changes outside the brief. Keep all hiring exercises out of production systems.
Remove test access after the exercise and retain the score against the same written rubric used for every candidate.
What to prepare
- Examples of finished work and approved replies
- Tool permissions and access limits
- The daily output you expect
- Escalation rules for sensitive decisions
Questions for a Philippines staffing provider
- Who screens the candidate?
- Who checks quality after the start date?
- What happens if the fit is wrong?
- How are passwords and customer data handled?