A working foundation
Configure the customer platform around the process your team needs to run.
Customer Success Programs
Explore our business growth programs, made to help you grow faster.
HoopAI Onboarding
Customer Platform onboardingConnect the whole customer journey.
Coordinate marketing, sales, service, data, content, and operations around one customer lifecycle instead of a set of disconnected tools.
Confident operators
Give owners practical sessions, working notes, and a clear escalation path.
A verified handover
Test the priority workflow and record what is ready, limited, or still open.
The job behind the service
The platform becomes useful when every team can see where its work begins, ends, and hands off.
What the engagement covers
A scope people can read before they sign.
Every engagement names the work, owners, limits, timing, and handover so expectations stay visible.
- 01
Platform architecture and rollout map
Defined against the agreed operating job and acceptance check.
- 02
Shared data and lifecycle model
Defined against the agreed operating job and acceptance check.
- 03
Cross-team workflow setup
Defined against the agreed operating job and acceptance check.
- 04
Admin and operator enablement
Delivered with the open limits, decisions, and next owner recorded.
How the work moves
Structured enough to trust. Human enough to adapt.
The delivery path stays consistent while the details follow the system, team, and outcome in scope.
- 01
Align the outcome
We name the operating job, owner, boundaries, dependencies, and acceptance checks before delivery starts.
- 02
Map the system
We inspect the data, permissions, workflows, integrations, and team habits that the new setup must support.
- 03
Build and verify
We configure the agreed scope, test the real workflow, and resolve launch blockers against the acceptance plan.
- 04
Handover the work
We train the owners, document the operating path, and make open limits visible before the engagement closes.
A human handover
The people doing the work should leave stronger.
Each principle is built into scoping, working sessions, verification, and the final handover.
HoopAI delivery principle
Clarity
The owner can explain the workflow and its boundaries.
HoopAI delivery principle
Practice
The team works through the real path before handover.
HoopAI delivery principle
Continuity
Open risks, limits, and next actions keep their owners.
“The work is finished when the operator can run it, the system can be checked, and the remaining limits have owners.”
Related HoopAI customer story
Evidence from work already in the field.
This published customer story is related to the service area. It is shown as real HoopAI evidence, not as a promise of identical results.
Read the full story AYTOZEE Solutions
Running SaaS product and consulting from one workspace
“"Customers see value faster through a single branded portal and clear success plans."”
- 228%
- MRR growth
- 41%
- Faster onboarding
- 38%
- Higher NPS
AYTOZEE combined a SaaS product with a tech-enabled agency. Trials, demos, SOWs, sprints, and tickets share the same context, so teams move faster and clients see value sooner.
Open customer storyProject pricing
Customer Platform onboarding
Select the service tier that matches the breadth and complexity of the platform rollout.
Professional
$10,000
A coordinated cross-hub foundation for the core customer journey.
- 120-day delivery window
- Data, CRM process, and automation guidance
- Marketing, sales, service, content, and reporting setup
Enterprise
$17,000
A deeper cross-hub rollout for multiple teams and governance needs.
- 120-day delivery window
- Integration and advanced reporting guidance
- Expanded permissions, governance, and cross-team enablement
Premier
$24,000
The highest-touch path for a complex operating model.
- 150-day delivery window
- Complex implementation and custom-reporting guidance
- Guidance for up to two business units where applicable
Prices exclude applicable taxes and third-party costs. The signed scope controls the final deliverables, timing, eligibility, and acceptance criteria.
Before kickoff
Inputs and limits stay visible.
Useful service design shows what each side brings and where a separate scope begins.
Engagement facts
- Format
- Remote, multi-team onboarding
- Best for
- Cross-functional platform launches
- Window
- 120 to 150 days
What we need from you
- A named executive sponsor and day-to-day owner
- Timely access to the systems, data, and people in scope
- Decisions and feedback inside the agreed review windows
Outside the standard scope
- Third-party license, media, travel, and vendor costs
- Work outside the signed scope or acceptance criteria
- Unlimited revisions, requests, or ongoing implementation
Questions before the scope
Clear answers before work begins.
Bring the unusual edge cases into the scoping conversation. The written agreement should carry the answer.
01How do the three Customer Platform tiers differ?+
Professional and Enterprise run for 120 days. Premier runs for 150 days and adds the highest-touch guidance for complex implementation, custom reporting, and up to two business units where applicable.
02Does Customer Platform onboarding include hands-on work in every connected system?+
The package covers the agreed HoopAI setup and advisory scope. Bespoke third-party development, data remediation, and work outside the signed implementation plan require a separate scope.
03How is the final scope confirmed?+
We confirm the outcome, systems, volume, owners, dependencies, exclusions, timeline, and acceptance checks in writing before delivery begins.
04Can the scope change after kickoff?+
Yes. We document the change, its effect on price and timing, and the revised acceptance check before adding it to the engagement.
05Does the price include third-party costs?+
No. Software subscriptions, paid media, travel, data vendors, and other third-party charges are separate unless the signed scope says otherwise.
Start with the job
Plan the next move with the scope visible.
Bring the job, systems, constraints, and deadline. We will turn them into a bounded scope with a clear path to handover.
Talk to sales
Need help choosing? We will route the job to the right service path.