Onboarding
Your first thirty days
One outcome: your first registered lead. Tick these off as you go, they are saved to your account.
Kickoff
Thirty minutes with us
Who to introduce, the triggers, how to register, and a real call played end to end. Nothing to prepare.
Try it before you do it
Run the deal
Seven beats, two minutes. A client says something, you choose what to do, and you watch where it ends up. Nothing here is saved.
Who to introduce us to
Three questions tell you if a client is a fit.
What industry, what kind of company, and who in the building. If all three line up, make the introduction.
Which industry
Where we are live today
- Lending and consumer finance
- Healthcare and clinics
- Retail and e-commerce
Also a strong fit
- Insurance
- Buy now pay later
- Utilities and subscriptions
- Home services and dealerships
What kind of company
The shape that works
- Has a contact centre, 20 to 500 seats, in-house or outsourced
- Talks to its own customers: service, support, enquiries, an existing book
- Runs a cloud stack: Five9, Genesys, Amazon Connect, Twilio, Zendesk, Salesforce, HubSpot
- Has a queue, a backlog or an after-hours gap someone is measured on
Who in the building
The person who owns the number
- VP Customer Service, Head of Contact Centre, Director of Support
- VP Sales, Head of Inside Sales, Head of Growth or Admissions
- Head of Collections, VP Finance, Head of Billing
- VP IT, VP Engineering, CTO, when the stack is theirs to change
If nobody owns a queue metric, there is no buyer, however interested the room sounds.
Three questions. Ninety seconds. You will know.
01
"How many of your customers does your team never get to in a week?"Listen for a number they cannot give you, or one that embarrasses them.
02
"What happens to an enquiry that arrives at seven on a Friday evening?"Listen for "it waits until Monday."
03
"Who owns that queue number, and are they happy with it?"Listen for a named person with a problem. That person is the buyer.
Not a fit. Save your credibility.
- Cold outbound to a bought list
- Under about twenty seats
- Nobody owns a queue metric
- They want a website chatbot
- An IVR swap with no follow up
Objections
What they will ask
What to say, and what not to say. Three of these you hand straight to us.
Yours to answer
Hand it to us
The rule: answer short, then stop. "I do not know, ask them" protects you and costs you nothing.
The introduction
Build the email
Two choices, two names. Then copy it and send it in your own words. Register the client first, and ask them before you connect us.
Once they say yes, the connector
[first name], meet Ajith. Ajith, meet [first name], who runs [function] at [company]. [first name]: Ajith is the one I mentioned. Worth telling him [the one line you told me]. He will know within a call whether this is a fit. Ajith: over to you.
The money
How you earn
One rate. The clock doubles at your third paid customer. Drag it.
Referral Partner
You open the door and stay in the room. Register the prospect, make the introduction, join the first call. We run the sale.
Co-sell Partner
Same rate, twice the window. You run discovery and the demo, and quote inside agreed ranges. We still contract, bill and carry support.
What a deal pays
Illustrative. The signed agreement governs.
Register a lead
Register before you introduce.
This is the one piece of process that protects you. We confirm within two business days and the account is yours for six months, plus six while you work it.
Your deals
Where every deal stands.
Registered, confirmed, meeting, pilot, paid. Updated by us without you asking.
Coming to this page
Nudge
Ten names you already know
We read your network and hand back the ten most likely to need this. You decide who gets a call.
Nudge
The rooms worth walking into
A monthly list of events where your buyers will be, and who from 8loop will be there with you.