A working foundation
Configure pipeline, sales activity, and reporting around the process your team needs to run.
Customer Success Programs
Explore our business growth programs, made to help you grow faster.
HoopAI Onboarding
Sales onboardingGive sellers a process they will use.
Translate your sales motion into clear stages, records, automations, views, and habits inside HoopAI.
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
A CRM earns adoption when the next action is clearer than the workaround.
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
Pipeline and stage design
Defined against the agreed operating job and acceptance check.
- 02
Record and activity setup
Defined against the agreed operating job and acceptance check.
- 03
Core sales automation
Defined against the agreed operating job and acceptance check.
- 04
Manager and seller 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 Maryon Real Estate
Converting ad clicks to property viewings instantly
“"We closed faster and stopped losing prospects to slow follow-up."”
- 2.7x
- Bookings Growth
- 2min
- Median Response Time
- 90d
- Measurement Window
By connecting Google and LinkedIn ads to Hoop, Maryon Real Estate captured every lead in CRM, qualified prospects in chat, and let buyers book viewings instantly. Automated reminders cut no‑shows and deal tracking kept handoffs tight, so the team focused on closing.
Open customer storyProject pricing
Sales onboarding
Select the path that matches your HoopAI tier and sales-process complexity.
Professional
$1,500
Core pipeline, CRM, and productivity setup.
- 60-day delivery window
- Sales-process review and CRM configuration
- Users, permissions, productivity tools, standard automation, and integrations
Enterprise
$3,500
Advanced setup for multiple teams and reporting needs.
- 90-day delivery window
- Everything in Professional plus migration and import guidance
- Multi-team routing and custom-reporting review
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 onboarding
- Best for
- Sales teams moving into HoopAI
- Window
- 60 or 90 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.
01When should a sales team choose Enterprise onboarding?+
Choose Enterprise when the rollout needs migration or import guidance, multi-team routing, or a custom-reporting review. Professional is the focused 60-day path for one core sales process.
02Is seller training included?+
The onboarding includes manager and operator enablement for the configured process. A separate End-User Onboarding package adds a dedicated adoption plan and group sessions for up to 20 seats.
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.