Loop Contact Solutions

BACKGROUND

Please describe your company and position.

 I am the COO of a Medical Services Company

Describe what your company does in a single sentence.

SEA's first provider of high quality regenerative medical services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Loop Contact Solutions to accomplish?

• High Ticket Sales
• Customer Service and Support

SOLUTION

How did you find Loop Contact Solutions?

• Online Search
• Clutch Site

Why did you select Loop Contact Solutions over others?

Company values aligned

How many teammates from Loop Contact Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of Work (SOW) — LOOP Sales Solutions

1) Objectives
- Increase qualified inbound and outbound pipeline without degrading lead quality.
- Improve speed-to-lead and consistency of follow-up.
- Establish a repeatable sales/appointment-setting operating system with transparent reporting.
- Reduce operational friction through clear process, documentation, and ownership.

2) Engagement Overview
LOOP provides sales enablement and/or managed sales development support intended to generate appointments/opportunities and improve conversion performance. The engagement covers strategy, list/targeting, outreach execution, qualification, handoff, and performance reporting.

3) Detailed Scope of Work (Workstreams)

A. Discovery & Baseline
- Kickoff session to align on goals, offer positioning, ICP, and constraints (pricing, geography, compliance).
- Audit of current funnel performance (inbound/outbound), response times, show rates, conversion rates, and no-show drivers.
- Baseline KPI definition and target-setting (what “good” looks like).
Deliverables:
- Discovery summary + baseline KPI snapshot
- KPI targets and measurement plan

B. ICP, Targeting, and Messaging
- Define Ideal Customer Profile (ICP), buyer personas, and disqualifiers.
- Build or refine segmentation rules (industries, titles, regions, firmographic/behavioral filters).
- Create messaging framework (value props, objections, credibility proofs, CTAs).
- Create channel-specific scripts (email, phone, WhatsApp/SMS, LinkedIn where applicable).
Deliverables:
- ICP + persona brief
- Segmentation logic + qualification/disqualification criteria
- Messaging framework + outreach scripts (versioned)

C. Data, Lists, and CRM/Tooling Setup
- Data sourcing guidance and list requirements (format, fields, enrichment standards).
- CRM pipeline/stage definitions and automation recommendations (tags, task queues, SLA triggers).
- Handoff workflows to internal team (what happens after a lead is qualified).
Deliverables:
- List/data requirements spec
- CRM pipeline/stage map + required fields
- Handoff workflow diagram + SLA rules

D. Outreach Execution (Outbound + Follow-Up)
- Prospecting/outreach cadence design (touch pattern, time windows, escalation rules).
- Campaign setup and launch (A/B tests for subject lines, scripts, offers).
- Daily execution: calls, emails, messages, follow-ups, reschedules, nurture sequences.
Deliverables:
- Outreach cadence playbook
- Live campaigns with tracking (campaign names, segments, variants)
- Contact attempt logs (per-lead touch history)

E. Lead Qualification & Appointment Setting
- Qualification using agreed criteria (budget/intent/timing/fit, medical appropriateness if relevant).
- Booking appointments on the calendar with complete context captured.
- Pre-appointment confirmation flows (reduce no-shows).
Deliverables:
- Qualification checklist + call flow
- Appointment booking SOP + confirmation templates
- Lead/appointment “handoff packet” template (notes, objections, next steps)

F. Reporting, Analytics, and Optimization
- Weekly performance reporting with insights (what’s working, what’s not).
- Funnel analytics: lead source, qualification rate, appointment set rate, show rate, close rate (if accessible).
- Root-cause analysis when KPIs miss targets; iterate scripts/cadence/targeting.
Deliverables:
- Weekly KPI report (dashboard + narrative)
- Experiment log (tests run, results, decisions)
- Monthly optimization plan

G. Documentation & Training (Enablement)
- Document SOPs for internal execution (so performance doesn’t depend on a single person/vendor).
- Train internal staff on scripts, qualification, objection handling, CRM hygiene, follow-up discipline.
Deliverables:
- SOP library (qualification, booking, follow-up, escalation)
- Training session(s) + training materials
- QA scorecard for call/chat review

4) Out of Scope (Explicit)
- Guaranteeing revenue/closures (performance depends on offer, pricing, market, and internal fulfillment).
- Web development, paid ads management, or SEO unless explicitly contracted.
- Legal/compliance policy writing beyond basic operational guidance.
- Full CRM rebuild or migrations unless explicitly included.

5) Key Deliverables Summary (Executive View)
- Baseline KPI snapshot + targets
- ICP/persona + segmentation rules
- Messaging framework + scripts (multi-channel)
- Outreach cadence playbook + active campaigns
- Qualification checklist + booking SOP + handoff templates
- Weekly KPI reporting + experiment log + monthly optimization plan
- SOP library + training materials + QA scorecard

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1/5 — Not recommended.

Our experience with LOOP (via Jade) was not acceptable. Communication was inconsistent, follow-through was unreliable, and problems were not resolved with urgency. Instead of reducing workload and improving outcomes, the engagement created friction and rework on our side.

Bottom line: we did not see performance or accountability that justified continuing, and we would not use LOOP again.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was weak. There was no clear plan, no consistent reporting cadence, and no reliable system to track deliverables, owners, deadlines, and completion. Work felt reactive rather than structured, and we repeatedly had to follow up to get basic items moved forward.

On-time delivery was inconsistent. Tasks and updates did not land within a predictable timeline, and execution often lagged behind what the business needed operationally.

Responsiveness to our needs was not what we expect from a serious partner. Requests required repeated prompting, issues were not closed decisively, and urgency did not match the stakes. Overall, the experience created unnecessary friction instead of improving outcomes.

Bottom line: poor accountability, inconsistent delivery, and not a partner we would re-engage.

What was your primary form of communication with Loop Contact Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The ability of the CEO to not listen at all to his customer and continue along with a cheesy car salesman persona.  Impressive.

Are there any areas for improvement or something Loop Contact Solutions could have done differently?

Listen.

BACKGROUND

Please describe your company and your position there.

I'm the COO of OneBlade, a premium razor company selling DTC.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Loop Contact Solutions, and what were your goals??

Customer Support. We needed faster responses to our customer tickets.

SOLUTION

How did you select this vendor and what were the deciding factors?

I interviewed multiple vendors. At the end of the day this one was personally recommended by someone we knew who had also hired them for customer support.

Describe the project in detail and walk through their service package, including any calling tools used.

Loop provides us with one full time agent and one full time account manager. They cover phone calls, emails, live chat, social DM, and SMS tickets from our customers 10am-7pm US CST. They are using Gorgias Helpdesk.

Who did you work with and what was the feedback process like?

Jesse (founder at Loop) got us onboarded. From there Jonah has taken over with our account. They are very responsive to our feedback and quick to make changes accordingly.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

Our first response time (FRT) to customer tickets has signifantly improved. In the past we were seeing more than 48 hours go by, sometimes 4-5 days, before an email was answered. Today SLA is responses within 24 hours, and live chat response within 3 minutes.

Describe their project management style, including communication tools and timeliness.

We communicate daily on Slack. We have a monthly business review meeting over Zoom. At the outset we were interacting 12-15 times per day as they were still learning the ropes of our business and products. Today we are only interacting once every 2-3 days and I can rest easy knowing Jonah has things under control.

What did you find most impressive or unique about this company?

They learn fast. They work very fast as well. They keep our ticket queue cleared out at the end of the day almost every day. They take our business success very seriously, and they track their upselling revenue very closely.

Are there any areas for improvement or something they could have done differently?

Sometimes they err on the side of asking for approval too much rather than making their own judgments in customer interactions, but I suppose this is preferred at the beginning. Anytime they come across a new situation they ask what needs to be done, and very rarely does the same question come up again. They learn, make notes, create SOP's from a scenario, and add it to the playbook for the future.

BACKGROUND

Please describe your company and your position there.

I am the CEO of Shiny Leaf which is a manufacturer and distributer of natural beauty products focusing on hair, skin and body care. All products are 100% made in the USA.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Loop Contact Solutions, and what were your goals??

We wanted to maximize the value of our customers as well as provide top notch support. We also wanted to significantly increase and retain the number of subscribers Shiny Leaf have, loop took over and showed results we could only dream of. We kept receiving positive reviews from customers which eventually helped us increase sales on our main sales channels.

SOLUTION

How did you select this vendor and what were the deciding factors?

We got a recommendation from a friend and we have no regrets on choosing them!

Describe the project in detail and walk through their service package, including any calling tools used.

There is an onboarding period in which Loop learned every aspect of our business as well as the pain points and created a plan. It was later implemented into their contact center. We scaled up with call center representatives as we grew in sales.

Who did you work with and what was the feedback process like?

The initial communication was with Jesse who is a master craft. Later on we were handled by Eduard who was available to our every needs.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

Our subscriber count quadrupled and churn rate went down by more than 50%. In addition we managed to grow our customer LTV by more than double since the beginning.

Describe their project management style, including communication tools and timeliness.

At the beginning communication was on a daily basis via conference calls, then it became weekly calls and now we are having a monthly call with reporting.

What did you find most impressive or unique about this company?

Time to market, out of the box thinking, suggestions and finding the pain points. They take a few of your concerns in terms of managing a company and handling customers and turn them into gold.

Are there any areas for improvement or something they could have done differently?

We are happy with the results.

BACKGROUND

Please describe your company and your position there.

Our company manufactures and distributes worldwide Tape and Label Dispensers; I am their President.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Loop Contact Solutions, and what were your goals??

We attend 15+ expos every year, our big challenge was a timely follow up to all the leads generated at the expos. We hired Loop Contact Solutions to do exactly that.

SOLUTION

How did you select this vendor and what were the deciding factors?

We interviewed several service providers, LCS was the one that presented the most appealing option for us (in terms of process, timeline, pricing, flexibility)

Describe the project in detail and walk through their service package, including any calling tools used.

LCS receives the list of leads generated at each show they call on our behalf and transfer the call and/ or schedule appointments for us to discuss in more detail with the potential customer.

Who did you work with and what was the feedback process like?

Their CEO, Jessie 

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

The outcome is what we have anticipated, if we call leads right after the expos we will have more chances to land an order; with the most recent expos, we have reached a 20+% trsnafer rate.

Describe their project management style, including communication tools and timeliness.

We have weekly calls to review and adjust.

What did you find most impressive or unique about this company?

Their flexibility; Our scope of work was not originally part of their core business, yet they agreed to partner with us on this project.

Are there any areas for improvement or something they could have done differently?

Nothing comes to mind at this time.