Loopio Customer Experience

Award-Winning Partnership That Fuels Your Growth

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Why Customers Love Our Team

Planning for Long-Term RFP Success

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

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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.
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Unlimited Customer Support
Receive unlimited support from our award-winning team. Plus, 24/7 access to our Help Center.
“Loopio is an exceptional partner, working closely with their customers to resolve issues and identify compelling enhancements.”
Tanner Volz, Technical Content Manager
“Loopio’s superhero team made sure we set up our entire sales org for success.”
Joe McGlinchey, Sales Operations, Associate PM
“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
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

Access to High-Quality
Team Training

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Expert-Led Webinars
Learn informed best practices in monthly webinars from Loopio’s expert proposal team and industry professionals.
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Free Training Courses
Access on-demand videos, guides, resources, and engaging walkthroughs of Loopio’s platform to train your RFP team with ease.
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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

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Response Insiders Community
Join the top online community for RFP response professionals. Make new connections and level up your proposal knowledge. Join Now.
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Annual Conference: Loopicon
Transform your process and career through expert-led workshops, thought-provoking keynotes, and networking opportunities. Sign Up.
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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

What steps are involved in the onboarding process?

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.

How long does it take to onboard?

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.

Do you offer professional services to help with implementation?

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