How it works

How ValueLoop turns partials into paying subscribers.

You connect your CRM. We do the rest: compliance checks, smart call timing, category-trained salespeople, payment on your own page, and every outcome posted back to your CRM.

  • One CRM integration
  • Checks before every dial
  • Outcomes back in your CRM
OnboardingExample
Day 1Kick-off & BAADoneGoals, products, volumes
Week 1CRM integrationDonePartials flowing into our hub
Week 1Script & price tiersDoneApproved by your team
Week 2Agent certificationDoneOn your brand
Week 2First callsLiveControlled batch · daily review
From kick-off to first callsin a few weeks
Every partial, every time

Six steps from partial to subscriber.

  1. 1

    Connect your CRM

    One simple integration. Your partials, with the step where each patient stopped, flow straight into our hub in real time.

  2. 2

    Our hub checks every partial

    State calling hours, consent and do-not-call status are checked before each call. Anything that fails is held or removed.

  3. 3

    AI decides who to call and when

    The newest, highest-intent partials go first, at the hours each patient is most likely to answer, from signed, branded numbers.

  4. 4

    A specialist calls, as your brand

    An agent from the right category team, dedicated to your brand, picks up where the patient stopped, with live AI assist.

  5. 5

    Intake and payment on your page

    Missing intake answers are completed and approved by the patient. Payment is taken on your domain, into your Stripe.

  6. 6

    Outcome posted to your CRM

    Sale, callback, not interested or no answer, posted the moment the call ends. Not interested means never called again.

Onboarding

What getting started looks like.

A short, structured onboarding so your team stays in control of every claim and price.

  • Kick-off call: products, volumes and goals
  • BAA and services agreement signed
  • CRM integration and test partials
  • Script, claims and two price tiers approved
  • Agents certified on your brand
  • First controlled batch, then scale
FAQ

Getting started questions.

How long does onboarding take?

Typically a few weeks: the CRM integration, BAA, script and price-tier approval, brand certification of the agents and a controlled first batch of calls.

What do you need from us?

Access to send partials from your CRM, your approved script, claims and price tiers, your payment page and a contact on your team for daily questions.

What do we see after each call?

One of four outcomes posted to your CRM: sale with its price tier, callback with the booked time, not interested, or no answer with the next retry.

Can we pause or change a campaign?

Yes. You control which partials you send us, and script or price changes go live after your approval.

Launch partners · Q1 2027

Ready to connect your CRM?

Book a call and we will plan your integration, your script approval and your first batch of calls.

Telegram: @TheValueLoop

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