Customer Onboarding

Give value to new customers with great customer onboarding

Make sure your new customers enjoy your product or service and get the value they expect so that they stay, renew, and buy more with outsourced customer onboarding services. Customers who don't use your product or service will cancel and not repurchase. A simple way of addressing this is onboarding.

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What's a customer onboarding service?

Customer onboarding is about making sure all your new users and customers become familiar and comfortable with your product or service, so that you don’t lose them to your competitors. We’ve created a unique strategy that has a specialist onboarding agent speaking to each customer in need of onboarding. The agent works with them to overcome challenges and ensure each new customer is using the product or service the best way possible for them.

Through our service, successfully onboarded customers will:

  • Not cancel, refund, or return your product.
  • Buy more of the same product or renew their subscription.
  • Buy premium products and upgrades you offer.
  • Leave great reviews and tell their friends about you.

What makes Loop the choice for customer onboarding service?

We know and value the importance of welcoming customers as it sets the tone for your relationship with them. Our years of experience and combined expertise allows us to:

  • Set up your new customers to stay with you for the long term;
  • Stop cancels and refunds from new customers who sign up or buy your product but don't start using and loving it;

  • Turn onboarding into a profit center for you by generating cross sells and upsells at the end of successful onboarding interactions;
  • Establish the foundation for your new customers to buy more of the same product, renew if you sell subscriptions, and be cross sold and upsold to premium products
  • What this means for you is that

    • New customers who don’t start using your product or service are identified and put into a list for onboarding
    • We speak to your customers and help them start using your product or service
    • Ensure your new customers actually realize the value they expected from using your product service

    We can target onboarding only at customers who we can tell are having problems using your product or service, or everyone, depending on what makes sense for you and your business to keep our service cost efficient. In addition, we have proven expertise in turning the onboarding strategy into a profit center by cross-selling and up-selling during and near the end of successful onboarding interactions.

    Who is it for?

    • Customers in their first few weeks or months who are not using the service or product
    • New customers to your product or service
    • New trial users getting acquainted with your service
    • Premium product or service customers
    • Anybody flagged during sales as being technically challenged

    Our numbers

    Inbound Conversions

    Saves

    Quality Score

    ROI

    Build success in any industry

    Publishing

    Financial newsletters

    Magazines

    Newspapers

    eCommerce

    Cosmetics and personal care delivery

    Transportation

    See more

    Software & Saas

    Music

    Movies

    Online dating

    Gaming

    Internet service providers

    Fitness clubs

    Food delivery

    Internet virus protection

    Event tickets

    Technical support

    Travel

    Plumbing and handyman services

    Foreign language learning

    Nutritional supplement delivery

    And more

    What our clients have to say

    Loop understands the subscription marketplace which already puts them ahead of the crowd. With Loop, you don't just give them a list and be done with it. Jesse brings ideas and opportunities to you - sometimes ideas that don't benefit him a bit. That's a true partner.”

    Roger Michalski

    VP/Group Publisher
    Eagle Financial Publications

    “Loop has been managing Newsmax's outbound retention programs and select inbound programs since 2017. Through Loop's careful management and innovative teamwork we've seen exponential growth. We appreciate the partnership we have with Loop.”

    Laura Vail

    Retention Director/Group Publisher
    Newsmax Media

    “Loop soon proved to be an income generator for our subscription based webmaster tools related business. We were all pretty much overwhelmed by the month to month growth and the revenue per client that was generated in a very short period of time.

    Eilon Arad

    Co-founder and CEO, Azooki Founder, Leadya Services, Inc. Director of Business Development,
    Coinpoint Services

    “He has been instrumental in transforming contact centers into profit centers by increasing bottom-line margins of multiple customers.”

    Bob Jesson

    Operations Manager
    Solid State Optronics

    “He puts premium on teamwork but appreciates innovation as well. I will specifically highlight his not resting on his laurels, so to speak – he constantly looks for ways to get better, learn more and improve on his execution.”

    Je Froilan Clerigo

    Founding Partner
    JM Clerigo & Associates Law Office

    “I have seen Jesse come in and completely turn around a call center. Everything from changing ineffective hierarchy structures, and outdated rules; and more importantly, building a team that wants to, and can, support the goals and vision he lays out.”

    Chris Camp

    Founder & CEO
    Clean Tech Lighting and Power

    “Jesse brings the right entrepreneurial spirit and strong work ethic to his company, and combined with his deep understanding of the call center space and unique insights into the needs of subscribers.”

    Christopher Berner

    Facebook

    Try us for 90 Days and see real tangible results
    before you make your decision

    Talk to an expert!

    Thinking about outsourcing? Send in this form and we'll set up a call right away.

    US: 1 855 947 5667 (LOOP)

    UK: 44 20 8077 0673

    AU: 61 2 8073 5261

    sales@loopcontactsolutions.com

    support@loopcontactsolutions.com

    111 Paseo de Roxas Ave Makati,
    Metro Manila,
    1229 Philippines

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    What you get

    Specialist Sales, Support and Retention Call Center

    Founder Jesse Rosenthal and Loop's Senior Leadership team have decades of experience helping many of America's biggest brands to build and run world-class support services and high-performance sales and retention campaigns.

    Specialized solutions and services

    We have studied the customer journey of various businesses and learned their pain points and opportunities. From that, we've developed 4 solutions and 13 services that increase acquisition, retention and deliver cross-sells and upsells at key points throughout the customer journey. Our services are customized for each client, enabling us to start up new high-functioning call center services quickly.

    Strategic planning and process creation

    We create and customize processes for each product we will sell and support. We also plan for every communication channel , whether inbound or outbound. These are then cascaded to our agent teams via an in-depth formal training program.

    • Sales and retention services - we create strategies, tactics, offers, and more;
    • Customer support services - we create end-to-end processes, a knowledge base, call flows, quality assurance programs, and more.

    Fully utilized agents who can do phone and email, or sales and support

    Each agent is trained separately for each of your products and services to be able to handle both sales and support, whether inbound or outbound. We maximize agent productivity by letting them switch from inbound sales calls to email support, outbound phone to inbound sales and customer services, and more, as needed. We do this while maintaining the highest standards in all channels and service types.

    Premium management, support, and frontline agents

    Our headquarters are in the center of talent in the Philippines. We select and nurture the best talents to help our clients grow. We go beyond skill and also look at compatibility. A team will be assigned to become your brand ambassadors who will know your product or service inside out. Aside from a strict 4-layer screening process, we conduct monthly refresher training programs to ensure they’re in tip-top shape while representing your brand. Our dedicated HR team knows how to pick the top market agents who have great potential. Our Operations team will train them to become top-performing agents, delivering world-class customer service and exceptional sales results.

    Save money and scale your business

    We give you the right number of dedicated, skilled, trained agents for your business without overstaffing (and overspending). When you add new products, websites, marketing campaigns, and customers, we expand our scope, learn about the changes, update your processes, and train the agents. As your business’ phone, email, and chat needs grow, we add agents. If you need to scale back, we can do that too.

    Project launch team of senior sales and support experts

    You will get a seasoned call center operations sales or support manager with extensive experience in launching new services. We will immerse ourselves in your business, build and launch your new service, and manage the team as performance ramps up, to reliably achieve great results.

    All-inclusive

    We provide fully managed call center services with your goals in mind. We can use your existing processes and/or create new ones for you based on your needs. We are flexible enough to help you scale your business faster.

    How it works

    Step 1

    Set goals with you

    Step 2

    We study your business, products, marketing, customers, website and tech

    Step 3

    We plan out how to talk to your customers and deliver the results and quality you need

    Step 4

    We build processes and a formal training program

    Step 5

    We hire and train a brand new team of agents and a manager

    Step 6

    We setup tech for you, reports, quality, compliance, branding, and more

    Step 7

    We launch your service and rapidly increase performance to achieve your goals

    Step 8

    We manage and improve your service over time, keeping current on all changes

    Get your FREE Consultation

    Call center sales and support experts available now to help you solve your problems and achieve your goals

    Schedule a Call

    Frequently Asked Questions

    Focus on the big goal, perfecting your product or service, or getting the word out there, while we take care of providing world-class support to your customers.

    We have an all-inclusive fee that takes care of everything from strategy to training to management. Reach out to us to get a quote based on what your business needs.

    Any. We work with companies of all sizes, across multiple industries. Often small businesses come to us just needing an agent or two, then quickly increase to ten, or much more. Our goal is to help your company grow big, or even bigger.

    We are confident in our processes. Our clients often get their ROI upfront because we continuously monitor and improve to reach your goals faster.

    All of our Senior Leadership team members have over a decade each of experience creating and running high quality sales and support services for small and large businesses across a wide variety of industries. We’ve taken everything we’ve learned to create solutions and services that specialize in sales and retention. We put in the time and effort to study our clients’ business, products or services, and customer needs in order to provide services that deliver the best results.