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SOPACT ACADEMY · THE LOOP · THE GUARANTEE

The Loop Guarantee

Your first workflow live in two months — guaranteed. A paid pilot, all-inclusive, built to make your team independent. Of your IT backlog, of consultants, and of Sopact.

The Loop Guarantee is Sopact's paid two-month pilot: your first workflow — usually the intake or application step you already run — live, useful, and run by your own team within two months, guaranteed. While legacy platforms measure implementation in quarters and years — and some never finish — the Guarantee is a first-implementation-success commitment: your first workflow live and proving value in two months.

Key takeaways

  • The Loop Guarantee is a paid two-month pilot: your first workflow — usually the intake or application step you already run — live, useful, and earning its keep, guaranteed.
  • No free trial, on purpose: enterprise data deserves a scoped commitment, not a sandbox. The pilot is priced to be an easy yes and designed to prove value before any multi-year decision.
  • The goal is independence: after two months your team answers funders, boards, and partners in one prompt — no IT queue, no vendor queue, no nine-month dashboard exercise.
  • The Guarantee is an implementation-success commitment: while legacy platforms measure implementation in quarters and years — and some never finish — your first Sopact workflow is live and proving value in two months.

Why evaluations drag — and why that is not your fault

Sopact Sense is a new category. Most teams evaluating it have spent years inside CRM, case, grant, or survey systems, and the evaluation instincts those systems taught are the wrong ones: long requirements documents, IT sign-offs, multi-quarter implementation plans. We have sat with a large foundation that, six years into a Salesforce implementation, was moving back to email and surveys. The instinct to be careful is earned. The Loop just makes most of that caution unnecessary — because you do not design the perfect system up front. You start where you already get value, and you prove one workflow at a time.

What the Guarantee is

One contained workflow — application intake, a feedback cycle, a grantee report round — scoped with you on the first call, live within two months, run by your team by the end. The pilot is a fixed fee: all-inclusive, scoped on the first call. Everything is included — unlimited users, unlimited data collection, unlimited board- and funder-ready reports, unlimited AI credits, the Loop academy as your guide, and Sopact senior advisory through a shared Basecamp project, with answers typically within 24 hours.

"Guaranteed" means dated milestones in the pilot agreement, visible in the same Basecamp project you will use to ask us anything.

What "independent" actually means

The biggest thing pilot teams notice is not a feature. It is that by week six the program lead — not an analyst, not IT, not Sopact — answers the board's question during the meeting. Every stakeholder question is one prompt away, on data collected clean that same week. Dashboards stop being a season. Dependence stops being the price of software.

This is measured, not promised: at the Open Play Foundation, one workflow grew into 10+ live loops — surfacing in days what a rigid M&E template used to hide for months — and it began as one workflow, run the Loop way, before anything else was added.

The stages of the pilot

The pilot — two months, four stages

1

Scope — week 0

One workflow, your rubric and framework as they are — no redesign project first.

Output: dated milestones in the pilot agreement

2

Live collection — weeks 1–3

Clean at the source, one persistent ID across every instrument.

Output: real responses landing on one connected record

3

Read on arrival — weeks 3–6

Intelligent Cell and Intelligent Row on your real data; your team asks the Assistant directly.

Output: the program lead answering questions in one prompt

4

Prove & decide — weeks 7–8

First funder- or board-ready output; you decide with evidence, not a demo memory.

Output: a defensible report from your own workflow

First workflow live and proving value in two months — not quarters, not years.

After the pilot

Post-pilot pricing follows the same philosophy as the pilot: a model, not a meter. Choose a three-year agreement at a locked, discounted rate with no increases, or a one-year agreement at a higher rate while you decide. Either way it stays all-inclusive — unlimited users, unlimited data collection, unlimited board- and funder-ready reports, unlimited AI credits — and it is never per-seat, so adoption across your team is never penalized.

Who this is not for

Teams who want a one-time report — use any AI chatbot. Teams shopping for a data warehouse. Teams who cannot name one workflow they run today. Honest de-scoping is part of the Guarantee: if the pilot is not the right instrument for you, we will say so on the first call.

Frequently asked questions

What counts as one workflow?

One contained collect-and-decide cycle you already run — an application intake, a feedback wave, a grantee report round — scoped with you on the first call.

What does the pilot cost?

A fixed fee, all-inclusive, scoped on the first call. No per-seat pricing and no metered add-ons.

How can Sopact promise two months when other platforms take a year?

Because the pilot implements one contained workflow you already run — not a big-bang configuration of every program. Clean collection, reading on arrival, and your first funder-ready output need weeks, not quarters. Sopact's advisory team works beside you in a shared Basecamp project the entire time.

What happens to our data if we stop?

You export everything. Exit is a feature, not a fight.

Do we need IT?

No — that is the point. The pilot is designed so the program lead runs the workflow by the end, without an IT queue.

How fast do you answer questions?

Through a shared Basecamp project, typically within 24 hours.

Next: Scope your pilot →  ·  Back to The Loop →

Ready to try it for yourself?

Open Sopact Sense, paste your program description, and put it to work.

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