Every LoopLogic pilot-client runs the same playbook: we collect the office’s intake answers, connect the CRM you already use, capture the FAQ your team gives today, sync the calendar you already open, then cut the existing number over to the AI. Here is exactly what happens at each stage — and what you have when the receptionist goes live.
Each step is a fixed artifact — an intake form, a CRM connection, a FAQ packet, a calendar sync, and a cutover plan. You see what gets built before any tool gets touched.
We send one short intake form (Google Forms) the office owner fills out on their phone. Twelve fields, ten minutes — every answer becomes a parameter in the receptionist’s prompt and the CRM record.
LoopLogic writes every qualified lead back to the CRM you already use. Read-only API access; we never touch existing records — just append new contact rows and create deals on booking.
We collect the 20–30 questions callers actually ask, plus the answer your office gives today. The receptionist mirrors the same wording — so callers hear your voice, not ours.
Bookings drop straight into the calendar you already open. No new tool, no new login — the office sees the appointment, the property details, and the caller’s number alongside the rest of their day.
Three live test calls walk through the actual scenarios from step 1. Once the receptionist handles each correctly, we port the number, flip the after-hours routing, and the office gets a daily email summary on every booked lead.
Once your free walkthrough is booked, you'll receive a confirmation email with a personal link to /intake. Ten minutes, eight fields — every answer becomes a parameter in the receptionist’s prompt and the CRM record.
Free walkthrough — no deck, no commitment. We map how your office handles calls today against the five steps below and tell you which plan fits before any tool gets touched.
The five steps we’ll walk through together.
Bring the business’s primary number and a calendar open. We do the rest.