Loopio Customer Experience

Award-Winning Partnership That Fuels Your Growth

Two Loopio employees with notebooks and a laptop having a discussion.

Why Customers Love Our Team

Find Out

Planning for Long-Term RFP Success

We’ll create a tailored plan for your
distinct needs that sets up your whole
team for success.

Loopio customer service employee at their laptop, with a headset.

Experienced Change Management

From migrating content to mapping workflows, Loopio creates a smooth experience for your entire team.
Strategic Onboarding Team

You’ll have a named enablement manager that will define, build, and execute your onboarding plan.
Unlimited Customer Support

Receive unlimited support from our award-winning team. Plus, 24/7 access to our Help Center.

“Loopio’s superhero team made sure we set up our entire sales org for success.”

Joe McGlinchey

Sales Operations, Associate PM

HubSpot

“Loopio’s Customer Support team has been a key differentiator for us. Any time we have an issue, they are extremely helpful and quick to respond.”

Alex Green

Proposal Manager‍

DocuSign

Loopio had the most supportive and streamlined onboarding I’ve experienced in my career.

Nathan Baer

Managing Partner & COO

Staples Energy

Loopio has excellent customer service. They always walk me through what I’m having trouble with and follow up to ensure I’m successful.

Becky Meskill

Proposal Writer

WellRight

Access to High-Quality
Team Training

Expert-Led Webinars

Learn informed best practices in monthly webinars from Loopio’s expert proposal team and industry professionals.
Free Training Courses

Access on-demand videos, guides, resources, and engaging walkthroughs of Loopio’s platform to train your RFP team with ease.
RFP Academy

Enjoy insightful lessons on creating a stress-free response process through Loopio’s RFP Academy.
Sign up now.

Join a Growth-Focused Community

Response Insiders Community

Join the top online community for RFP response professionals. Make new connections and level up your proposal knowledge. Join Now.
Annual Conference: Loopicon

Transform your process and career through expert-led workshops, thought-provoking keynotes, and networking opportunities. View Recordings.
Industry Benchmarks & Resources

Learn how you stack up against 650+ RFP teams across North America, through the industry’s most comprehensive Trends Report.

Frequently Asked Questions

The onboarding journey consists of the following steps:
- Kickoff Call: Align on goals and success criteria with your core team.
- Library Plan: Set up a scalable Library structure and identify initial content to import.
- Library Import: Add your first batch of content to the Library.
- Project Build: Import your first Project, run Magic, and practice feeding new content back into your Library.
- Process Mapping: Map out your processes and document ownership to support internal change management efforts.
- Users: Decide on your license distribution, invite and train your team(s).
- CSM Transition: Continue to optimize Loopio with your Customer Success Manager.
Your Loopio Enablement Manager will work with you throughout this onboarding journey to ensure that your organization is fully set up for success with Loopio.
We encourage new clients to plan for a standard onboarding time frame of 15-30 days. During this time period, your key contacts should expect to make themselves available for 1-2 calls per week in order to support the flow of information between our team and yours.

For perspective, one of Loopio’s biggest clients is a Fortune 500 company who has 4,000 users in Loopio. The Loopio team was able to successfully onboard this client so that they were responding to live customer requests in Loopio within four weeks of signing the contract.
Yes. Loopio has an Enablement Services Team that offers expert hands-on support over and beyond our standard implementation offerings. They can help with tasks like:
- Structuring Content
- Eliminating Duplicate Entries
- Setting up Export Templates
- Auditing your Response Process

See Loopio’s RFP
Software in Action

Request Demo

Loopio Customer Experience

Award-Winning Partnership That Fuels Your Growth

Why Customers Love Our Team

Planning for Long-Term RFP Success

Experienced Change Management

Strategic Onboarding Team

Unlimited Customer Support

Access to High-Quality Team Training

Expert-Led Webinars

Free Training Courses

RFP Academy

Join a Growth-Focused Community

Response Insiders Community

Annual Conference: Loopicon

Industry Benchmarks & Resources

Frequently Asked Questions

What steps are involved in the onboarding process?

How long does it take to onboard?

Do you offer professional services to help with implementation?

See Loopio’s RFP Software in Action

Access to High-Quality
Team Training

See Loopio’s RFP
Software in Action