Loop Desk is an always-on business workspace that takes incoming signal (email, forms, feeds, notes) and turns it into briefs, watch items, and next actions.

Does Loop Desk send emails on my behalf?

Loop Desk can draft responses, but nothing sends until you approve and explicitly trigger it. The approval boundary is fundamental.

What signal sources does Loop Desk support?

Email, RSS/Atom feeds, form submissions, manual notes, and webhooks. The desk treats all sources equally in its processing loop.

Will Loop Desk know my consulting / advisory business on day 1?

Yes — the Consulting / advisory onboarding template pre-loads 3 memory entries (brand voice, decision rules, red-flag lessons specific to consulting / advisory) and 1 sample signal so the first AI cycle has substance instead of staring at an empty queue.

What gets pre-loaded with the Consulting / advisory template?

The template seeds your workspace with industry-specific memory entries (preferences and lessons covering brand voice, decision rules, red-flag thresholds, and operator preferences specific to consulting / advisory) plus at least one sample signal so the first cycle produces real AI output. Every entry is editable or deletable from the dashboard memory panel.

Can I edit or delete the pre-loaded entries?

Yes — every memory entry and sample signal seeded from the template is fully editable from the dashboard memory and signal panels. Nothing is permanent. The template is just a starting point that saves your team the week-2 teaching cost of explaining your business to the desk from scratch.

What if I don't want to use a template?

Pick the "Other / custom" template at signup and skip the preset entirely. You can teach the desk manually from the dashboard via the "Teach the desk" form, or let it accumulate context organically across the first dozen cycles. The templates are an acceleration, not a requirement.

How does Loop Desk's pricing compare to per-cycle AI tools for consulting / advisory?

Loop Desk uses a flat-fee subscription model regardless of cycle count, distinct from competitors like Notion Custom Agents (which moved to $10/1,000 cycle credits in May 2026) or HubSpot Breeze (which uses outcome-based pricing at $0.50/resolved conversation). For consulting / advisory businesses where AI cycle volume is unpredictable, the flat-fee model with optional daily cost caps eliminates budget anxiety from variable AI billing.

When did the Consulting / advisory template ship?

The Consulting / advisory onboarding template shipped in rev 19 on 2026-04-29 as part of Loop Desk's public release cadence. We add new vertical templates regularly — see the Loop Desk changelog for the full release history, and the roadmap for verticals planned next.

All onboarding templates

Consulting / advisoryNew

Client work, proposals, retention, thought leadership.

Project margins · client comms · scope creep

3 memory entries1 sample signalIndustry Professional servicesAdded in rev 19

What gets pre-loaded

preferenceimportance 8/10
Engagement pricing — value-based, not hourly
Always price engagements as a fixed-fee outcome, not hourly. If a prospect insists on hourly, decline politely.
preferenceimportance 7/10
Communication — async-first, weekly sync
Default cadence with clients is async (Slack, Loom, written briefs) plus a single weekly 30-minute sync. Avoid ad-hoc calls.
lessonimportance 8/10
Renewal window — 30 days before end of engagement
Surface a renewal-conversation watch item 30 days before any engagement ends. Last-minute renewals lose 40% of the time.

Sample signal seeded on day 1

internalpriority normal

Sample internal signal — proposal due

A proposal for a new client is due Friday. The desk should draft a one-page scope summary based on prior similar engagements.

Ready to get going?

Pick this template at signup and your workspace lands with the brand voice, decision rules, and red-flag lessons above already taught — so the first cycle has substance. You can edit or delete every entry later. None of it is permanent.

Start free with the Consulting / advisory template See other verticals Read the docs

Browse other verticals

Loop Desk ships 75 industry templates today across 10 industry categories. Pick by industry on the index or jump directly to one of these:

Ecommerce / DTC SaaS / B2B software Agency / studio Creator / solo operator Healthcare / wellness practice Real estate / property

What gets pre-loaded

Engagement pricing — value-based, not hourly

Communication — async-first, weekly sync

Renewal window — 30 days before end of engagement

Sample internal signal — proposal due

Ready to get going?

More in Professional services

Browse other verticals