Onboarding Specialist Services

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Onboarding Specialist Services 

Onboarding specialist services helps subscription businesses retain more subscribers. LOOP agents will speak to your subscribers and help them use the service and get the value they expected. This results in fewer cancellations, increased renewal rates, and, with the personalized onboarding journey experience that we offer to subscribers, they are primed for cross-sells and upsells.  We help onboard your subscribers on inbound and outbound calls and emails. We can also help through live chat.

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Onboarding for Subscription Businesses

We help new subscribers navigate your products and services so that they can begin using them and experience the value of it from an early stage. Of course, our experts will carry out an immersive study of your product and will provide product training to a team of onboarding specialists that are dedicated solely to your product and customers. 

In addition to getting customers to use the product, LOOP motivates them and overcomes after-sales hesitations or objections. Along with ensuring that customers get the value they expected from the product, we also lay the groundwork to make renewals easier. 

To enhance this experience even further, we also provide technical support and customer service, and cross-sell and upsell. 

Solutions & Services

Get More Subscribers

  •  Inbound Phone Sales
  •  Outbound Phone Sales &   Telemarketing
  •  Live Sales Chat

Keep More Subscribers

  •  Onboarding & Adoption
  •  Customer Service
  •  Technical Support
  •  Winbacks & Cancel Saves

Get More Renewals

  •  Renewal Service
  •  Recover Failed Renewals
  •  Save Expiring Subscribers

Get More Cross Sells & Upsells


  •  Cross Sell & Upsell
  •  Cross Sell to Premium   Services

What Will Onboarding Specialist Services Do For My Customers and Business? 

By using our onboarding specialist services, LOOP ensures your customers use the product or service you offer in the right way and are getting the full value from their purchase. A dedicated team helps subscribers, in a step-by-step manner if needed, and coaches them on how to properly use the service. With multiple channels (phone, email, and chat) at our disposal, customers can choose a medium that offers them the most convenience. 

With trial users, LOOP will have an opportunity to convert the subscriber to a paid one, as we’ll better illustrate the value of the product, making the sale much easier. Onboarding also gives agents more opportunities to make cross-sells and upsells, which will help increase your subscription business’ profits. 

In addition, LOOP provides world class customer service and technical support. We even have the option of offering a more “red carpet” type of treatment for premium subscribers. 

How It Works 

First and foremost, our team will consult with you and set a goal for how much you want to grow your subscriber base. After finalizing which products and services you’d want us to work with, you’ll then decide which class of subscribers are to be targeted and what channels are to be used. Of course, our team will be there every step of the way to advise you on options in detail. 

After studying the products and services thoroughly, our team of experts then creates the complete onboarding program and journey for subscribers. This includes strategies, tactics, processes, scripts, coaching and training sessions and related materials, and more, along with implementing rigorous systems and procedures for quality assurance 

Then we move on to building a brand new team of onboarding specialists and a competent and experienced manager to ensure all pre-defined strategies, tactics, scripts, and procedures are being followed. The entire team will be hired and trained strictly with your product and campaign in mind. LOOP will ensure that all agents are experts in the product, any associated technical problems, and how to resell the product. If possible, we’ll also get these agents to use the product themselves, making them even more familiar with the product and better able to ask any questions that subscribers might have.  

At no point is the strategy left stagnant. We constantly carry out analysis to figure out which elements of the campaign are working and, if necessary, we refine things until your subscription business reaches the goal you’ve set.

How It Works

Here’s how it works …

  •  You approve a goal, like increase your renewals by 25%

Then we …


  • Intensely study your business
  • Customize our strategies and tactics
  • Create sales or support programs
  • Create a formal training program
  • Hire your new agent team and manager
  • Perform exhaustive new agent training
  • Launch and improve your new service
  • A/B split test different approaches
  • Continue improving until your goal is reached


You won’t get this from other call centers …


  • Specialist sales, support, and retention call center
  • Dedicated to subscription businesses
  • Managed by subscription business AND call center experts
  • Focused on your results and ROI first
  • Provides services designed grow your business each year
  • Increases your acquisitions, renewals, and cross sells and upsells
  • Provides world class customer support to your customers
  • Proves our results and quality with small tests before scaling larger

Why Are LOOP’s Services Better? 

LOOP’s onboarding services are a complete solution for subscription businesses, performing at the standards expected of a world-class customer service. Beginning with a detailed immersion in your business by LOOP senior management and a dedicated team of experts, and then moving on to the creation of the onboarding services, hiring agents, training, testing, deployment, and subsequent improvements, until your customer service goals are achieved.  

Each product and client is treated differently and aspects of the services are tailored according to the salient qualities of any given product. LOOP will map out each product in detail, weighing its value and gauging what customers want from it and what issues they could face. Then we go on to develop solutions for those issues, in addition to training programs for agents and set processes for each product and service separately to allow those agents to readily resolve any issues. All agents are trained individually on each product enabling them to give the right answers to your subscribers. 

Furthermore, with the number of communication channels at our disposal, with inbound and outbound phone, live chat, and email, LOOP will be able to connect with more of your subscribers, allowing you not just to improve your business’s customer service, but also other aspects like brand image and market reputation.


LOOP operates in a very goal-oriented manner. Once you’ve set a big-picture goal for your subscription business (for example, increase successful new subscriber onboarding from 60% to 90%, etc.,), LOOP will work towards creating the service that best suits your business and achieves the goals you want.  

And when we say “create a service”, we leave no stone unturned. At LOOP, we cover everything including strategic planning, immersion in your business and products, customer service, onboarding, and technical support process and quality development per product, creation of sales strategies, tactics, scripts, offers for sales, and retention campaigns. 

Also, LOOP develops a highly effective and dedicated team. After hiring, there is a minimum 80 hour rigorous training period, followed by testing and certification. Only the best make it to the final roster, and even then we are continuously working on improving them.

How We Talk To Your Subscribers

  •   Inbound Phone
  •   Outbound Phone
  •   Inbound Live Agent Chat
  •   Outbound Live Agent Chat
  •   Email
  •   Text-to-Call

Getting Started

To get started, Loop implements a reliable direct-response approach by testing at a small level and rolling out to a large scale only after the results are proven. Through inexpensive test programs, our clients will have a small team of agents over a 90-day period to see the results for themselves.

Who Do I Talk With To Get My Questions Answered? 

If you need any details on the above or have any further questions, then get in touch with one of our subscription call center experts at 1-855-947-5667. 

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