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DELIVERY MODULE 3 to 4 weeks

Aircall Implementation・Growth

Sets up Aircall for up to 15 users and 3 numbers with team routing, SMS through HubSpot Help Desk, up to 3 standard workflows, a live training session and a validation call.

Delivery module

AU$2,560

3 to 4 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Calls route across up to 15 users and their teams, with business hours and overflow working.
Calls and SMS log to the right HubSpot records with the right call outcome.
Customers can text the business and the team replies from HubSpot Help Desk.
Missed calls and follow-ups create tasks or SMS automatically, and the team has had live training.

Not included

Advanced multi-team logic
Skill-based routing
Multi-level phone menus
AI Assist
Custom reporting frameworks
Custom API integrations
More than 3 workflows
More than 3 numbers
More than 15 users
Data migration projects
Ongoing support beyond one validation call

How it runs

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.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

An Aircall account on your chosen plan, with King Henry added as an Admin, needed before Kickoff
List of up to 15 team members who need Aircall access (names, email addresses, roles) and which team each belongs to, needed before User Setup
Business registration proof for new numbers, or a recent bill from your current provider for each number you are porting, needed before Number Setup
Business hours for each number, and what should happen after hours and when nobody answers, needed before Routing and Queue Setup
Wording for your phone menu, after-hours message and voicemail greetings, needed before Routing and Queue Setup
Partner Admin access to HubSpot and which records should log calls (contacts, companies, deals), needed before HubSpot Integration
A HubSpot subscription that includes Help Desk, and which number customers should text, needed before Help Desk SMS Connection
A HubSpot Professional subscription, the trigger for each of the 3 workflows and the wording for the automated SMS, needed before Workflow Automations
Preferred date and attendees for the live training session, needed before Training

What do I actually get at the end?

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

How long does it take?

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.

Can this be combined with other modules?

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

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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