Onboarding and professional services

HoopAI offers optional onboarding and professional services to help you launch faster, configure complex setups, and get the most out of the platform.

Onboarding packages

Package	Price	Includes
Self-serve	Free	Help center, video academy, community forum
Guided Onboarding	$299 one-time	2 onboarding calls, account setup review, 30-day email support
Accelerated Launch	$599 one-time	4 setup calls, full account configuration, workflow build (up to 3), CRM import, 60-day priority support

Onboarding packages are one-time fees — they do not recur or affect your monthly subscription. You can purchase one at any point, not only at signup.

Migration services

Moving from another platform? HoopAI’s migration team can handle the data transfer and rebuild.

Service	Price	What’s included
Contact import	Free (self-serve)	Import CSV up to your plan’s batch limit
Assisted migration	$199–$ 499	Map, clean, and import contacts + custom fields from your previous CRM
Full platform migration	$799–$ 1,999	Contacts, pipelines, automations, funnels, email templates, and DNS setup. Price depends on scope.
Custom migration	Contact us	Large-scale or complex migrations with custom data mapping

For migrations from common platforms (HubSpot, Salesforce, Keap, ActiveCampaign), the team has pre-built mapping templates that speed up the process significantly.

Training and coaching

Service	Price	Format
Platform fundamentals	Free (Academy)	Self-paced video library
Team training session	$149/session	90-minute live session for up to 10 people
1-on-1 coaching	$99/hour	Strategy, workflow design, or advanced feature coaching
Custom training program	Contact us	Multi-session program tailored to your team’s role

Training sessions are delivered via video call and can be recorded for your team.

Managed services

Let HoopAI’s partner team run ongoing operations for you.

Service	Price	Description
Workflow management	$299/mo	Build, monitor, and optimize up to 10 active automations
Email campaign management	$499/mo	Strategy, copywriting, scheduling, and reporting for up to 4 campaigns/month
Reputation management	$199/mo	Monitor and respond to reviews across platforms
Full CRM management	$799/mo	Contact management, pipeline hygiene, reporting, and automation oversight

Managed services are delivered by certified HoopAI partners. Availability may vary. Contact support to be matched with a partner.

Technical setup services

Service	Price	Description
Custom domain setup	$49	DNS configuration, SSL, and subdomain routing
Email deliverability audit	$99	Review SPF, DKIM, DMARC, list hygiene, and sending history
Workflow audit	$149	Review and optimize up to 15 existing workflows
API integration build	$299–$ 999	Custom API connection between HoopAI and a third-party system
Custom code development	$150/hour	Custom funnels, pages, embeds, or JS/CSS customizations

How to purchase services

Go to Settings → Billing → Professional Services
Browse available packages
Select what you need and complete checkout
You’ll be contacted within 1 business day to schedule your first session

For custom migrations or managed services, contact support directly.

Frequently asked questions

Are onboarding fees refundable?

Onboarding fees are non-refundable once services have been scheduled or delivered. If you cancel before any sessions occur, contact support within 24 hours of purchase to request a refund review.

Can I add onboarding after I've already set up my account?

Yes. Onboarding packages can be purchased at any time — there’s no requirement to buy at signup. Many customers find the Workflow Audit or 1-on-1 coaching valuable even after months of use.

What's the difference between onboarding and managed services?

Onboarding is a one-time engagement to get you set up. Managed services are ongoing — the team continues to run operations on your behalf each month.

Do managed services include my subscription cost?

No. Managed services are billed separately and in addition to your HoopAI subscription and usage charges.

Your Account

Usage Pricing

Add-Ons & Services

Cancellation & Changes

Policies & Legal

Support

Onboarding and professional services

Onboarding packages

Migration services

Training and coaching

Managed services

Technical setup services

How to purchase services

Frequently asked questions

​Onboarding packages

​Migration services

​Training and coaching

​Managed services

​Technical setup services

​How to purchase services

​Frequently asked questions

Onboarding packages

Migration services

Training and coaching

Managed services

Technical setup services

How to purchase services

Frequently asked questions