A working foundation
Configure marketing data, campaigns, 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
Marketing onboardingTurn your marketing plan into a working system.
Set up the data, campaign structure, automation, and reporting your marketing team needs to launch and learn.
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
Good onboarding makes the campaign path visible before it makes the automation fast.
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
Marketing data and lifecycle setup
Defined against the agreed operating job and acceptance check.
- 02
Campaign and conversion path configuration
Defined against the agreed operating job and acceptance check.
- 03
Core automation guidance
Defined against the agreed operating job and acceptance check.
- 04
Reporting and operator handover
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 Royal Bee Honey
Market QR codes driving online subscription orders
“"Hoop turned occasional buyers into loyal subscribers. We sell, support, and learn from one place."”
- 35%
- Repeat Order Rate
- 3+
- Channels Connected
- 90d
- Measurement Window
By unifying storefront, messaging, and CRM, Royal Bee Honey captured buyers at markets, segmented them in Hoop, and launched replenishment campaigns that increased repeat orders.
Open customer storyProject pricing
Marketing onboarding
Choose the level that matches your product tier and operating complexity.
Professional
$3,000
A guided foundation for the core marketing workflow.
- 90-day delivery window
- Data structure, segmentation, conversion paths, and email
- Campaigns, lead nurture and assignment, analytics, and standard reporting
Enterprise
$7,000
Advanced setup for larger teams and governance needs.
- Everything in Professional
- Calculated properties, custom reporting, and advanced permissions
- Team configuration and multiple-brand guidance 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 onboarding
- Best for
- Marketing teams adopting HoopAI
- Window
- 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.
01Which capabilities are reserved for Enterprise onboarding?+
Calculated properties, custom reporting, advanced permissions and team configuration, and multiple-brand guidance are part of the Enterprise path rather than the Professional baseline.
02Will HoopAI build every campaign during onboarding?+
The engagement establishes and validates the agreed campaign system. Ongoing campaign production, media management, and unlimited execution are separate scopes.
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.