Keep your promises, to customers and to each other
Every customer’s history, open commitments and feedback in one place, and every area of the business with a named owner, a 90-day plan and a regular check-in. The unowned promise and the drifting plan show up first.
It covers the ground of customer health scores, OKRs and 90-day plans, without a separate tool for each. Read the guide.
What Delivery takes off your plate
Every promise has a name
Commitments are recorded with an owner and a date. The one with nobody against it shows up first.
Hear it before renewal
Feedback requests on the cadence you choose, a heat map across accounts, and a digest for each account owner.
Everyone knows what they own
An ownership map with teams and reporting lines, and objectives with reviews and history.
Drift shows early
90-day plans with regular check-ins that record status over time, so a slipping plan is visible in week three, not week twelve.
Promises made in meetings stop falling between chairs
Every commitment and priority gets a name, a date and a regular look.
- In the meeting The promise is recorded
Each commitment to a customer gets an owner and a date, on the customer’s record beside their history.
- On your cadence Customers are asked how it is going
Feedback requests go out on the schedule you choose, following your rules for who is never asked.
- At each check-in Owners check in
Check-ins record status against each 90-day plan, so drift shows while there is time to fix it.
- Quarter end The quarter is reviewed
Objectives and plans have reviews and history, so the next quarter starts from what really happened.
Promises and priorities live in people’s heads
The account manager knows the client is unhappy; the founder finds out at renewal. Priorities agreed at the away day are forgotten by week three. When something slips, the question is always the same: who was meant to be doing that?
Without Delivery
- The account manager knows the client is unhappy; the founder finds out at renewal
- Promises made on calls and never written down
- Priorities from the away day forgotten by week three
- “Who was meant to be doing that?”
With OpsUPLOOP Delivery
- Feedback scores tracked over time, with a digest for account owners
- Every commitment recorded with an owner and a date
- A 90-day plan per area, with regular check-ins
- An ownership map that answers the question before it is asked
OpsUPLOOP Delivery, part by part
Customer records
Everything about a customer, in one place.
- Contacts, projects, notes, CRM links and billing history together
- Shared account notes, so context survives holidays and handovers
- Commitments recorded with an owner and a date
Customer feedback
Ask how it is going, on a cadence, and see it move.
- Recommendation scores on the cadence you choose
- A heat map across accounts, and a digest for account owners
- Rules for who is never asked
Ownership and objectives
Who owns what, across teams and reporting lines.
- An ownership map with status, teams and reporting lines
- Structured objectives with reviews and history
- Views scoped to the people who should see them
90-day plans and check-ins
The quarter written down, and checked on.
- Plans with versions and exports
- Check-ins that record status over time, so drift shows early
- Drafts private until shared
Waits for a person
- Plans and objectives are written and agreed by people; nothing is set for them
- Feedback requests follow rules you set, including who is never asked
Runs on its own, within your rules
- Feedback requests go out on the cadence you choose
- Digests summarise movement for account owners
- Trend views update as check-ins are recorded
What it needs
Your customer list and contacts, linked to your CRM and accounting records, and your team structure and reporting lines, set up with you.
Start with Delivery. Add the rest when it helps.
OpsUPLOOP Delivery works on its own, on your own instance. The other modules share its records, so each one you add builds on what is already there.
- A campaign agent that builds the target list
- Letters drafted, reviewed, then posted
- LinkedIn follow-up and outcomes
- Lead briefings and scores with reasons
- Call analysis that feeds the score
- Drafted follow-ups and a clear pipeline
- Planned billables with owners and health checks
- Invoices raised through your accounting system
- Chasing with paid-status checks
- Customer records, commitments and feedback
- Ownership map, objectives and 90-day plans
- Check-ins that show drift early
Start with any one module. The others use the same records when you add them.
Whoever owns a customer here can see, raise and chase their billing, so ownership reaches all the way to getting paid.
Your customers, profiled by sector and size, show Outreach which companies to write to next: fishing in the same pond as your best work.
Ask Claude or ChatGPT which promises are open this week, and who has them.
Delivery as it comes, or extended to fit
Everything above is in the product today, and you’ll see it working in the demo. If your firm works differently, Delivery can be configured to your rules, or extended by Scorchsoft with the steps, screens or connections it doesn’t have, on the same records and permissions as the rest of OpsUPLOOP.
- As it comes
The modules you need, on your own instance
- Connected and configured
Joined to your systems, set to your rules
- Made to measure
Extended for you, hosted by us or by you
Asked about OpsUPLOOP Delivery
Is this a customer portal?
No. It is a workspace for your team. Customers receive feedback requests and statements, but they do not log in.
Is it a full customer success platform?
No. It covers context, commitments and feedback for a service firm, not the automated playbooks of a large SaaS customer-success tool.
Is this HR software?
No. It covers ownership, objectives and plans. Contracts, absence, payroll and performance ratings belong in your HR system.
Who can see someone’s plan?
The person, their manager and the chain above them. Drafts stay private until shared, and being an administrator does not grant access to everyone’s plans.
Show us where things fall between chairs
Bring the hand-off that slips most often. We’ll show you how OpsUPLOOP Delivery puts an owner and a date on it.
30 minutes, with the people who build it. No slides.