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.
Loopio’s onboarding approach is supportive and collaborative, and we’re also continuously investing in making our platform as intuitive and easy to use as possible. We are consistently able to onboard even large global teams within this standard 15-30 day time frame.
To put this in 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.