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 | 499 | Map, clean, and import contacts + custom fields from your previous CRM |
| Full platform migration | 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 |
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 |
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 | 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
Frequently asked questions
Are onboarding fees refundable?
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?
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?
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?
Do managed services include my subscription cost?
No. Managed services are billed separately and in addition to your HoopAI subscription and usage charges.