Personal setup by the LoopSuite team
Your LoopSuite.
Set up for you.
You know your business.
We’ll help LoopSuite know it too.
Tell a real person what you’d love off your plate. We’ll get to know your business, choose your staff and set things up around the way you work.
Active paid subscription required
A conversation first. You decide whether to go ahead.
“I’d love to finish work
and actually be finished.”
Made around your businessYOUR PERSONAL SETUP
A little less admin.
A lot more you.
Your virtual staff.Your way of working.
An example of what we’ll work towards together
Personal setup for your small business
One less thing
to figure out.
Maybe you’ve downloaded LoopSuite and haven’t quite got going. Maybe you know what you want help with, but would rather talk it through with someone.
That’s what Personal Setup is for. We’ll listen, make a plan with you, then do the setup work so you can get on with your day.
No need to arrive with all the answers.
Your free personal setup
A proper
head start.
One business. One priority to start with.
A setup that feels like yours.
- 01
Your business, in the picture.
We build a clear business brief: what you do, who you help, your services, your tone and what you want to achieve.
You get: a business brief saved in LoopSuite - 02
The right staff for the job.
We help you choose and configure up to three virtual staff around your first priority, including their instructions and when they should ask you.
You get: a focused team, set up for you - 03
A useful first task, checked.
We work through one agreed task with you. A follow-up, a post or a quote, for example. We check the details and show you where to find it.
You get: your first piece of work ready to review - 04
A handover, with a helping hand.
We show you how to use your setup and leave you a simple next-steps guide. You have seven days of email support and one round of setup adjustments.
You get: the confidence to carry on
Start with your everyday
What would you
love off your plate?
Trades, beauty, cleaning, shops, creative businesses. We start with the work that keeps landing back on you.
For example
“I send the quote.
Then I forget to follow up.”
We’ll agree when a gentle nudge makes sense, how you like it worded and when to leave someone alone.
Illustrative setup. We’ll agree what’s possible with your apps and plan.Quote Chaser
Your first follow-up drafted and checked together.
From “where do I start?” to ready to go
A chat. A plan.
We’ll take it from there.
- 1
Let’s talk for 20 minutes.
Tell us about your business and the jobs you want help with. We’ll check the fit, agree what we’ll set up and confirm the next steps and timing.
Free discovery call · No obligation - 2
You connect. We configure.
Create your account, activate your paid subscription and connect the apps we’ve agreed you need. Then we do the agreed setup with your permission.
Your sign-ins stay with you - 3
We check it with you.
We review your first task together, show you how to make changes and leave you with your next steps. Ask us about your setup over the following seven days.
A useful start, with support
Your business stays yours.
You sign in to your own apps and approve the access. We’ll explain any access we need before setup. Nothing goes to a customer without your OK.
A little help getting going
You don’t have to
do the setup
on your own.
Our team brings the product knowledge.
You bring the knowledge of your business.
We’ll put the two together.
Free
Your personal LoopSuite setup.
Starting with a conversation.
- A 20-minute discovery call
- Your business brief and up to three staff
- One agreed task, checked together
- Handover and seven days of email support
You’ll need an active paid LoopSuite subscription before we start your setup. See subscription plans.
No setup fee. We agree the details with you before we get started.
A few things you might be wondering
Let’s make
it clear.
Something else on your mind?
Email the LoopSuite team.
Is the whole personal setup free?
Yes. For a limited time, the discovery call and the personal setup described on this page are free: your business brief, up to three virtual staff, one agreed first task, handover and seven days of email support, including one round of setup adjustments. You’ll still need an active paid LoopSuite subscription.
Do I need to subscribe before we talk?
No. We can have the discovery call first. If you decide to go ahead, you’ll need an active paid LoopSuite subscription before we begin setup. The free setup offer does not include your subscription or charges from any other apps you use.
What do I need to do myself?
Create your LoopSuite account, choose a paid plan and connect the apps we agree you need. You’ll also share the business information and materials you want us to use. You handle sign-ins and connection approvals yourself; you don’t need to send us your passwords.
Can you help if I’m not technical?
Yes. Tell us in your own words what takes too much time, what gets forgotten and what you would like help with. We’ll talk through suitable options and explain what you need to do in plain English.
What if I already have a LoopSuite account?
Yes. The free personal setup offer is available to new and existing customers. We’ll review what you have and agree the changes before we start. An active paid subscription is required for setup.
Is this an AI setup service for small businesses?
Yes, specifically for LoopSuite’s AI staff. We help you choose a practical use for your business and configure your staff around it. We focus on one business priority, up to three virtual staff and one first task. We’ll check what your apps and plan support before agreeing the work. Custom integrations, large data migrations and ongoing business management are outside this service.
How long will the setup take?
We’ll agree a start date and expected handover date on your call. Timing depends on the work we agree and when your account, connections and business information are ready. The 20 minutes is the discovery call, not the total setup time.
Can I set up LoopSuite myself instead?
Of course. Personal Setup is optional. You can get started in the app and choose your own staff. This service is for people who would prefer a person to help plan and configure their setup. Get LoopSuite.
Your next step
Let’s start
with your business.
What do you do? What takes up your time?
What would make your week a little easier?
Send us a quick email and we’ll arrange a free 20-minute discovery call.
A quick hello is all it takes.
You don’t need a business plan or a list of technical requirements. Just tell us what you’re hoping for.
Email to arrange my callOpens a draft in your email app.
We’ll confirm a time with you by email.