Follow the checklist and videos in the Loop Launchpad to get started. You have access to our 24x7 live-chat support team, inside Loop, if you need help along the way.
This one-time add-on cost tor you subscription will have our team setup your Loop account for you.
Here's more details on what's included:
3 Zoom Meeting Calls:
1, 60-minute introductory Zoom where we'll discuss your current systems and processes to make sure Loop is ready to replace existing processes, while improving on them as needed/required.
1, 30-minute check-in call during the setup process to clarify questions on either side during the setup process.
1, 30-minute individual or group training to explain to your team how to use Loop now that it is setup.
Services Included:
• Migration of data from previous CRM systems.*
• Migration of email content from Mailchimp or Active Campaign.**
• Setup of up to 10 automations.
• Customizing up to 2 email templates.
• Customizing/Setting up to 5 calendars.
• Assistance porting phone numbers.*
• Setting up DNS records.*
• Customizing and apply 2 forms.
*Our team will need access to this data. If access is not provided, we will not be able to assist with these items.
**Email content that is migrated is brought over as code, not as a "drag-and-drop" builder email.
PLEASE NOTE: Due to the time and effort that this process takes our team, there will be NO REFUNDS given on this service.