Which onboarding is right for you?

Every popcorn plan includes onboarding – from free online guides to hands-on sessions with our team, pick what fits how you like to get started.

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Choose your CRM Onboarding path

From free self-serve guides for our free account users, to hands-on sessions with our team – compare what’s included below, then book in a click.

Starter

FREE

Getting you off to the right start — online guides and videos to set up your dashboard, pipeline and contacts yourself. 

What’s included:

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A 30-minute training session with a member of our team – designed to get you up and running fast, not just answer questions.

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Best if you’re…

  • Just starting out solo
  • Happy to get set up in your own time, without booking a call
Start Starter

Kickstart

£199 - one-off

Hands on support to get the basics set up We import your data, build your pipeline and train your team for you.

Popular

What’s included:

We’ll import your existing contacts and data together with you before the session — bring an export or spreadsheet, and we’ll show you exactly how it’s brought in, so you know how to do it again yourself later. Your data should be in reasonably good shape beforehand (a clean spreadsheet works best) — if it needs significant cleaning up first, an additional fee may apply.

We’ll build your first sales pipeline together, based on how your business actually sells — not a generic template. You’ll leave knowing how to adjust it yourself as your process changes.

A ready-to-use email template to help you follow up with new leads, so you’ve got a professional starting point from day one — not a blank page.

We’ll build your first sales pipeline together, based on how your business actually sells — not a generic template. You’ll leave knowing how to adjust it yourself as your process changes.

A live, guided walkthrough with your team — not a recording. Everyone leaves knowing how to use popcorn day-to-day, not just the person who booked the session.

Best if you’re…

  • Coming from a spreadsheet or another CRM
  • Bringing a team on board
Book Kickstater

£199+VAT one-off – no ongoing commitment

Success

£499 - one-off

Get set up and trained fast, so you’re spending time selling – not learning software. And we’ll hold you accountable.

What’s included:

We’ll map out your customer journey together and set popcorn up to match it — this is guided design work done with you, not a finished journey handed to you with no explanation of how it works.

We’ll set up your core automations together — the essentials like follow-up reminders and basic workflows — built around how you actually work, including connecting them with your marketing tools. Building out your full library of marketing emails and more complex automation sequences isn’t included in this session, but you’ll leave knowing how to build these yourself, or add extra support later if you’d rather we did it for you.

A small set of ready-to-use email templates for common situations (follow-ups, introductions) that you can send as-is or customise — sent from your own personal email account, so they land like a genuine message from you, not a generic company address. Not a full custom email marketing campaign build.
A monthly check-in with you to see how everything is going — proactively supporting you to make sure you’re following best practice and helping you get past any roadblocks along the way.
A one-off session with you and your team, delivered live — not a recording. Everyone leaves knowing how to use popcorn day-to-day, not just the person who booked the session.

Best if you’re…

  • Want a fast, guided start – not a gradual self-taught one
  • Bringing a team on board and need everyone moving fast
Book Success

£499+VAT one-off – no ongoing commitment

Common questions

These apply whichever onboarding option you choose.

Yes – whichever package you choose, you’re working with our UK-based team, in plain English, with no offshore scripts.

Kickstart and Success are hands-on and guided – we do the setup together with you and train you to run it yourself, rather than handing you a fully managed service. You’ll leave every session confident using popcorn, not dependent on us for every change.

We’ll advise on any DNS or domain changes needed, but we don’t make these changes ourselves – that’s something you or your IT provider will need to action.

Yes – start with Free or Kickstart and add Success at any point from your account. Nothing is locked in.

Have a think about what you want to achieve from the session, and watch our basic training onboarding videos beforehand — that way you’ll already understand the fundamentals and get the most value out of the time together. Beyond that, just bring your existing contact list if you have one (a spreadsheet or export works fine) — we’ll guide you through the rest.

Pick a package above, choose a time that suits you, and we’ll confirm by email — no back-and-forth needed.

One-off. £199 for Kickstart and £499 for Success are single payments, not recurring charges — the 3× monthly reviews included in Success are already covered in that price, not billed separately.

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