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

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Inbound Conversions




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

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

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 upsellsat 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 servicesand 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.


We provide fully managed call center serviceswith 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


Why should I outsource my customer onboarding service?

Focus on the big goal, perfecting your product or service, or getting the word out there, while we take care of bringing the customers to you.

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.