Work the right accounts and keep every conversation moving
Research takes too long, lead quality varies and follow-up depends on who remembers. OpsUPLOOP researches and scores what comes in, drafts the next step with its reasons, and helps you write to the accounts you actually want.
“Three dates for the portal workshop”
Why now: the workshop was agreed on the call, but nothing is in the diary.
Where your week goes now
- Researching a new lead takes an hour, so it often doesn’t happen
- Two people would score the same lead differently
- Follow-up depends on someone remembering
- Cold email is getting nowhere with the accounts you want most
What OpsUPLOOP does for you
Research and scores with reasons
Each lead gets a briefing and a triage score out of 100 against a rubric your team sets, with the reasons shown. Not a black-box prediction. OpsUPLOOP Sales →
Follow-ups drafted, not sent
Suggested emails in your tone, each with why it was drafted. Your people edit and send. OpsUPLOOP Sales →
Letters to the accounts you want
Research, a campaign brief and drafted letters, reviewed and approved before anything is printed and posted. OpsUPLOOP Outreach →
Pipeline that joins to billing
Pipeline views and dated snapshots, joined to what gets billed once the work is won. OpsUPLOOP Billing →
Green, amber and red, each with its next step
Every enquiry researched and scored against your rubric. Green: drop everything and call. Amber: call after the greens. Red: a qualification email is drafted for a person to send.
Every call sharpens the picture
Upload a recording or paste a transcript. The report scores it against what good looks like for your team, updates the lead and drafts what to send next.
- Qualified the budget
- Qualified the need
- Agreed a timescale
- Agreed clear next steps
- Interrupted the customer (3 times)
- Didn’t confirm who else decides
The modules that matter most to you
Start with one. The others use the same records when you add them, all on the OpsUPLOOP platform.
What we’d show you
Thirty minutes with the people who build it, on invented data shaped like your business. No slides.
- An inbound lead
Research, a score with its reasons, and a drafted follow-up.
- A sales call
A recording transcribed and analysed against the report you choose.
- A campaign
A brief, researched accounts and letter variants waiting in the review queue.
- What’s next
The follow-ups due, and who is on each one.
What if the team needs sales training?
OpsUPLOOP makes a good sales process faster and easier to see; it does not teach one. For training, or help deciding what good looks like before the scoring is set up, we recommend our sales training partner, who are independent of Scorchsoft. Our sales training partner →
Won’t AI-written copy sound generic?
Drafts work from a brief and from research on the specific account, and every letter is reviewed before it is posted. You can edit, reject or rewrite any of it.
Is the lead score predictive?
No. It is a triage score against a rubric your team defines: the factors, how much each counts and what good looks like. It shows its reasons, which makes it easy to argue with, and that is the point.
Where does contact data come from?
Each contact detail records where it came from, and a suppression list is respected. Data can still be wrong, which is one reason letters are reviewed before they go.
Does it replace our CRM?
Only if you want it to. OpsUPLOOP can hold your leads and deals itself, or work alongside the CRM you have. We agree which before you commit.
Same records, different starting points
- Founders and managing directorsSee what needs attention across sales, delivery and billing, without being the person who connects every system.
- Operations leads and COOsKeep customer commitments, billing and ownership visible in one place, with an owner and a next step on every gap.
- Finance managers and credit controlInvoice what was agreed, on time, and chase with the right context. Never chase a paid invoice.
- Whoever is bringing AI into the businessGive colleagues AI that works on real business records, with the same access they have, and nothing pasted in.
Or see who OpsUPLOOP is for, by role and by kind of business.
Bring the kind of lead you’re unsure about
We’ll show you the research, score and next step OpsUPLOOP would give it, and where your team’s judgement still decides.
30 minutes, with the people who build it. No slides.