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DELIVERY MODULE About 1 week

Aircall Addon・Team Training and Handover

Train managers and agents on Aircall in one live online session and hand over a recording and a quick-start guide the client can merge into their own manual.

Delivery module

AU$400
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About 1 week

What this module actually does

Included

  • Client's managers and agents can use Aircall day to day.
  • Client has a recording of the session for new starters and absent team members.
  • Client has an editable quick-start guide they can merge into their own branded manual.

Not included

  • More than one training session, or separate manager and agent sessions
  • Branding or designing the manual
  • Translating the guide or recording into another language
  • Training on HubSpot or other tools connected to Aircall
  • Setting up or changing anything in the Aircall account
  • Ongoing coaching

How it runs

01
Kickoff
We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.
02
Build
We build and configure the module in your portal, working from the scope we agreed.
03
Handover
You get it tested, documented, and walked through with your team.

What we need from you

  • Attendees and a preferred date for the session, needed before Training Preparation
  • Your Aircall setup finished, with call flows, teams and tags in place, needed before Training Preparation
  • King Henry access to your Aircall account, needed before Training Preparation
  • Any house style or terms the guide should follow, needed before Quick-Start Guide and Handover

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Need Help? We're Just a Message Away

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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