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01 — Intake

Drop in anything. Watch it become a record.

A call recording, a text thread, a product brief — paste or upload it and Loopwire reads it the way a person would, then structures what it finds. Pick a sample to see it run.

Call — Meridian Wellness Clinic — Sep 10, 11:42 AM (4m12s)
Reading & extracting…
Rep: Hey, thanks for hopping on — saw you had a question about reorder pricing?

Meridian: Yeah, so we've been going through the Recovery Blend faster than we planned for. I think we need to move up to the next case tier — can you get me pricing on the 50-unit case?

Rep: Absolutely, let me put that together for you.

Meridian: Can you have that to me by Friday? I've got a partner meeting and want the numbers in hand.
Extracted automatically
Account
Meridian Wellness Clinic — Wholesale
Requested
Bulk pricing, Recovery Peptide Blend, 50-unit case tier
Promised
Quote delivered by Friday, Sep 12
Next step
Follow-up drafted automatically — queued in Automated Follow-Up
Flag
None — standard pricing request
02 — Customer Profiles

Every customer, one organized record.

Wholesale account or DTC customer — every relationship gets one continuously updated profile. No spreadsheets, no separate note in someone's inbox.

AccountTypeStageLast activityNotes
Meridian Wellness ClinicWholesaleQuote pending2 days agoBulk pricing quote due Friday
Vitality Labs DistributionWholesaleReorder due28 days since orderReorders roughly every 30 days
Coastal Performance CenterWholesaleNew inquiry1 day agoAwaiting compliance-reviewed quote
Sarah K.DTCNew customer5 days agoFirst order — Immune Support Kit
Marcus T.DTCRepeat (3rd order)12 days agoPrice-sensitive, compared to a competitor
Elena R.DTCGone quiet21 days agoFlagged for win-back sequence
Ridgeline Recovery Co.WholesaleActive6 days agoStanding monthly order, auto-renews
Jordan P.DTCRepeat (2nd order)9 days agoAsked about stacking two products
Apex Performance WholesaleWholesaleActive3 days agoIncreased order size last cycle
Showing 9 of 142 accounts.
Meridian Wellness Clinic — full record
Account typeWholesale
Customer sinceMar 2023
Order cadenceEvery ~35 days
Lifetime orders14
Current stageQuote pending
PromisedPricing by Fri, Sep 12
Preferred channelPhone, then email
Last touchCall, Sep 10
03 — Automated Follow-Up

Every follow-up, handled.

Drafted the moment a call ends, referencing what was actually said — not a template. Nothing here required anyone to remember to send it.

Sent
Bulk pricing quote → Meridian Wellness Clinic

Referenced the 50-unit case tier and Friday deadline from Tuesday's call. Attached current wholesale pricing sheet.

Queued for review
Reorder reminder → Vitality Labs Distribution

28 days since last order; typical cycle is ~30 days. Drafted a check-in referencing their usual order size.

Sent
Welcome + subscribe prompt → Sarah K.

First order confirmation for the Immune Support Kit, with a subscribe-and-save offer.

Needs your input
Win-back email → Elena R.

21 days quiet. Drafted with a discount offer — held for approval because it includes a percentage-off claim (see Compliance Review).

Sent
Compliance-reviewed quote → Coastal Performance Center

New wholesale inquiry, quote sent same day after clearing review.

Sent
Subscribe & save confirmation → Sarah K.

Enrolled per her Instagram DM request, applied to the current order instead of waiting a cycle.

Queued for review
New account onboarding → Coastal Performance Center

Compliance docs and pricing packet drafted for a first-time wholesale inquiry.

7 automated actions in the last 24 hours.
04 — Campaign Engine

The same intake, pointed at marketing.

A bolt-on to what you already run — content calendars and launch campaigns drafted from the same understanding layer, across every channel.

DateChannelContentStatus
Sep 15Email"New Batch Testing Results" newsletterScheduled
Sep 17InstagramProduct spotlight carouselPending compliance review
Sep 20Wholesale EmailQ4 bulk pricing announcementScheduled
Sep 22EmailWin-back sequence, step 2Scheduled
Sep 25Instagram / Facebook AdsFall promotionPending compliance review
Sep 29Wholesale EmailQuarterly newsletterDrafted
Oct 3EmailSubscribe & save promoDrafted
Oct 6Wholesale EmailNew account welcome seriesScheduled
Showing 8 of 24 pieces scheduled this quarter.
05 — Compliance-Safe Review

Nothing ships unreviewed.

Every draft — sales follow-up or marketing copy — passes a review pass before it goes out, flagged against the specific language that needs a second look.

ItemFlagged forStatus
Product spotlight carousel (IG)Verify no unapproved health claimsPending
Fall promotion ad copyComparative claim needs substantiationNeeds edit
Win-back email, step 2Generic offer language — clearedApproved
Q4 wholesale pricing announcementPricing only, no claims — clearedApproved
Win-back email — Elena R. (% off)Discount claim needs standard disclaimerNeeds edit
Subscribe & save promo emailVerify auto-renewal disclosure languagePending
New account welcome seriesNo product claims — clearedApproved
7 items reviewed this week.
06 — Operations & Fulfillment

Set up in minutes, not a migration project.

Connect what you already use, or drop in a spreadsheet — there's nothing to re-key by hand and no new system to learn.

Connected sources
Shopify — Connected
QuickBooks — Connected
Spreadsheet upload — synced 2 hours ago
Inventory
ProductStockDays of supplyFlag
Recovery Peptide Blend 10mg42 units6 daysLow
Performance Blend 5mg12 units2 daysCritical
Immune Support Kit180 units34 daysOK
Hydration Support Pack95 units28 daysOK
Shipment status — today
14 orders shipped · 2 delayed (carrier weather delay) — affected customers were notified automatically, no one had to be told to send that email.
07 — Attribution Analytics

Every dollar, every channel, tracked.

Sales and marketing, tracked against the same outcomes — so "what's working" stops being a guess.

Marketing spend, this month
$8,240
Avg. cost per lead
$34
Avg. cost per conversion
$612↓ 18%
Active accounts tracked
142
Cost per lead by channel
Wholesale outreach
$12
Email
$31
Social ads
$42
Search ads
$58
Affiliate / influencer
$89
Revenue attribution — sales vs. marketing
Wholesale & sales follow-up — 61%
Marketing campaigns — 39%

Same system, both numbers — no separate CRM export to reconcile against ad platform dashboards.