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Insights & Resources

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BREAKING THE BUSYWORK CYCLE

We exist to make your team's work feel effortless.

WorkLoopie was born out of real, hands-on time spent in the trenches of advertising, marketing, sales, and operations. We saw a pattern and we built the solutions.

2

+

Locations - Chicago & Raleigh

15

+

Businesses transformed

100

%

Human-centered approach

OUR STORY

Built from the trenches, not the whiteboard.

Our Mission

We didn't start WorkLoopie in a boardroom. We built it from the trenches; years spent inside advertising agencies, sales orgs, SaaS companies, and growth-stage startups watching the same thing happen over and over again.

Great teams. Broken systems. Endless workarounds.

People were spending half their day on tasks a machine should be doing. Tools that didn't talk to each other. Data scattered across five platforms. Handoffs that dropped leads, delayed revenue, and quietly burned out the people responsible for holding it all together.

Overhead view of team working on laptops

What makes WorkLoopie different isn't just the tools we know… it’s the experience we bring to the table before we ever open a single platform.

Our team comes from across the tech industry. Product. Engineering. Sales operations. Marketing. Customer success. Back office.  RevOps. We've sat in every seat, from entry-level roles learning the grind to leadership positions responsible for the numbers. That breadth isn't accidental. It's the whole point.

Because building great workflows isn't just about knowing how a tool works. It's about understanding systems. Logic. Data structures. How information flows through an organization, where it breaks down, and why the fix that worked for one team will create three new problems for another if you're not careful.

We've been the entry-level employee buried in a process that made no sense. We've been the manager trying to get clean reporting out of disconnected data.

We've been in the C-suite conversation about why growth is stalling when the pipeline looks full. We understand what every layer of your organization actually needs; not just what they ask for.

That's why we don't show up with a one-size-fits-all solution. We listen first. We ask the questions most people skip. We map the logic before we touch the build. And we design workflows that work for the people actually using them, not just the people who signed off on them.

No duct tape. No workarounds. No more "we'll fix that eventually."

Just operations that run the way your business was supposed to… connected, clean, and built to scale.

That's the mission. That's why we're here.

Proven Experience

Our team has worked with businesses of all sizes, from lean startups to established enterprises.

Community Focused

We're dedicated to helping local businesses and the communities around them grow and thrive.

Reliable & Accessible

Our solutions deliver consistent results while remaining approachable for teams of any size.

Giving Back

We believe in supporting the communities we serve and always make giving back part of what we do.

WHAT MAKES US DIFFERENT

The values we live by.

Automation with Integrity

Every workflow, integration, and AI action is designed with clarity, transparency, and ethical use at the core. No black boxes.

Human-Centered Efficiency

Automation should amplify people, not replace them. Our solutions free teams from repetitive tasks so they can focus on what they're great at.

Results Over Noise

We don't automate for the sake of automation. We build toward measurable outcomes — faster processes, fewer errors, better customer experiences.

Continuous Learning

AI and ops evolve quickly, and so do we. Our clients always have modern, capable, and future-proof systems powering their business.

Partnership Over Transactions

We work alongside clients to understand their goals, improve their operations, and build systems that scale as they grow.

Simplicity in Every Workflow

No one should need a PhD to understand their own processes. We design automation that feels intuitive for any size business.

OUR TEAM

The humans behind the workflows.

We're a team of builders, strategists, and operators who've worked inside the kinds of businesses we now help. We know what broken looks like — and we know how to fix it.

Zeshun Cai, Business Intelligence Engineer

Zeschan Cai

Business Intellignece Engineer

Zeshun Cai, Business Intelligence Engineer

Zeschan Cai

Business Intellignece Engineer

Doug Hammond

Co -Founder, RevOps Sales

Doug Hammond

Co -Founder, RevOps Sales

Wendy Bockstahler

Business Process Analyst

Wendy Bockstahler

Business Process Analyst

Guy Taylor

Co-Founder, CTO

Guy Taylor

Co-Founder, CTO

Carrie Fifield

Founder

Carrie Fifield

Founder

UPCOMING EVENTS

Where you'll find us next.

From speaking engagements to trade shows and networking nights — we're out in the community, sharing what we know and learning from the people we serve.

Speaker

Automate Everything: AI Agents in the Wild

1871 Chicago

2:00 PM — 3:30 PM

A deep-dive session on how small business teams are deploying AI agents in real workflows — not theory, but working examples from actual implementations.

Carrie Fifield

TRADE SHOW

Triangle Business Expo 2026

Raleigh Convention Center, NC

9:00 AM — 5:00 PM

WorkLoopie will be exhibiting at the Triangle's largest SMB expo. Stop by to learn how RevOps can transform your team — no enterprise budget required.

WorkLoopie Team

SPONSOR

Women in Tech Chicago — Summer Dinner"

TBD

6:30 PM - 9:30 PM

WorkLoopie is a proud sponsor of this annual dinner celebrating women building technology companies and shaping the future of work in Chicago.

WorkLoopie Team

OUR EXPERTISE

The platforms we build everything on.

We're implementation experts across the tools your teams rely on most. These aren't tools we dabble in they're platforms we know inside and out, and have configured for dozens of businesses just like yours.

OUR EXPERTISE

The platforms we build everything on.

We're implementation experts across the tools your teams rely on most. These aren't tools we dabble in they're platforms we know inside and out, and have configured for dozens of businesses just like yours.

OUR EXPERTISE

The platforms we build everything on.

We're implementation experts across the tools your teams rely on most. These aren't tools we dabble in they're platforms we know inside and out, and have configured for dozens of businesses just like yours.

CAUSES WE SUPPORT

Impact through more than automation.

Giving back isn't a line item in our budget. It's how we think about what it means to build a business worth building. Every client we take on, every system we build, and every team we help is part of something larger than any single workflow.

Newaygo County Pride

Proud Sponsor

Proud to actively sponsor Newaygo County Pride, supporting inclusion, community, and celebration for all.

Newaygo County Pride

Proud Sponsor

Proud to actively sponsor Newaygo County Pride, supporting inclusion, community, and celebration for all.

PROFESSIONAL ORGANIZATIONS

Connected to the communities that matter.

Being part of the right professional organizations keeps us sharp, connected, and committed to the standards that matter most. These memberships reflect who we are and the communities we're invested in.

Oak Forest - Crestwood Chamber of Commerce

Member

Representing WorkLoopie in the greater Chicago business community — advocating for SMB growth, local entrepreneurship, and economic development.

Oak Forest - Crestwood Chamber of Commerce

Member

Representing WorkLoopie in the greater Chicago business community — advocating for SMB growth, local entrepreneurship, and economic development.

Ready to let your teams do their best work?

Schedule a free consultation and let's start untangling the processes that are slowing you down.

Ready to let your teams do their best work?

Schedule a free consultation and let's start untangling the processes that are slowing you down — together.

Ready to let your teams do their best work?

Schedule a free consultation and let's start untangling the processes that are slowing you down — together.