How to write an RFP for a finance and collections BPO in Mexico
Most RFPs ask for prices and seats. The ones that produce a working partner ask for recovery by bucket, complaint ratios, close packs and a five-day implementation truth.
Direct answer: An RFP should buy outcomes with evidence — recovery by ageing, cost-to-collect, complaint rate, close timeliness — not a blended hourly rate.
Sections that change the vendor you get
- Book physics: products, vintages, ticket sizes, channels.
- Constraints: CONDUSEF, LFPDPPP, SAT/CFDI, internal audit.
- Systems: ERP, CRM, dialer, banks, SPEI references.
- Service: hours, languages, legal panel, disaster recovery.
- Commercial: success fee vs unit cost, and what happens when volume halves.
Questions that expose theatre
- Show last quarter’s recovery by placement ageing.
- Show complaints per 1,000 contacts and what you changed.
- Show a redacted monthly close pack.
- Name the owner of unapplied cash.
Scoring the responses
Weight evidence 60%, commercial 25%, culture/fit 15%. If procurement inverts that, you will sign a cheap floor you cannot take to the board.
When you are ready, register. We answer this RFP shape as the operating partner across collections, accounting and fintech.
Questions operators actually ask
What belongs in the data room?
Anonymised account-level extract, product dictionary, current SLA, complaint samples, system list (ERP/CRM/banks), and last two close packs.
Should we require onshore agents?
Require language, hours and conduct competence. Onshore vs nearshore is a control choice, not a magic quality switch.
How long should implementation take?
A truthful plan names integrations that can go live in weeks versus data-quality work that takes months. Distrust a “four weeks, all products, no dual run.”
Send an anonymised extract.
We return a recovery projection within five business days. No cost, no obligation to sign.
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