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How Loop Works

What actually happens when a lead reaches Loop.

A full walkthrough of the six steps (Capture, Convert, Follow Up, Book, Remind, Review) and the reasoning behind each one.

01
Capture

It starts before you'd even know there's a lead.

A call, a web form, an ad click: a lead doesn't announce which channel it's supposed to matter more on, and Loop doesn't treat any of them as second-class. Every source feeds into the same workflow.

The assistant answers the calls you choose to forward to it, such as after hours, mid-job, or during a surge when every line is already busy. Nothing sits waiting in a separate inbox for someone to notice it.

Read the guide: Answering missed calls →
02
Convert

The conversation that actually qualifies the job.

Loop responds in seconds, not with a canned greeting but with the specific questions that matter for the job: what's going on, where, and how urgent it is. The questions change depending on what's being asked, because a no-cool emergency and a routine estimate aren't the same conversation.

It sounds like a real conversation, because getting a real answer depends on it. A stiff, obviously-scripted exchange gets ignored or answered vaguely; a natural one gets the details your team actually needs before they ever pick up the phone.

03
Follow Up

The part almost everyone else skips.

Most tools send one message and stop. If the lead doesn't reply right away, the thread just goes cold. That's exactly where a slow business loses a job it could have won. Loop keeps the conversation alive automatically, by phone call and email, on a schedule built to re-engage without reading as spam.

The pace isn't the same for every trade. A burst pipe gets urgent, immediate follow-up. A kitchen remodel gets a patient, spaced-out cadence over weeks, because pushing hard on a five-figure decision backfires. Loop adjusts the rhythm to match the size of the decision.

04
Book

From qualified conversation to confirmed appointment.

Once a lead is qualified, Loop checks real availability and gets a time confirmed. No one on your team has to stop what they're doing to manually find a slot and enter it into a calendar.

Loop books the appointment into your calendar and emails you the job details, so the job shows up exactly where your team already looks for it. It works with the calendar you already use; it doesn't ask you to abandon it.

Read the guide: Automated booking & scheduling →
05
Remind

Keeping a booked job actually booked.

A confirmed appointment that gets forgotten is almost as costly as a lead that was never booked: a wasted slot on the schedule and a truck sent to an empty driveway. Loop sends automatic confirmations and reminders by email ahead of the appointment so that doesn't happen. Text messages are coming soon.

Read the guide: Automated appointment reminders →
06
Review

The last job becomes the next lead.

Once a job is marked complete, Loop emails the customer to ask for a review, automatically and without anyone on your team having to remember to send it. Text messages are coming soon.

It's the step that turns finished work into future work: the reputation built from every completed job is what a homeowner sees the next time they're the one comparing companies and deciding who to call first.

Read the guide: Automated review requests →

See it running on a real conversation.

Book a 30-minute demo and we'll walk through the whole workflow, end to end.

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