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ONBOARDING PACKAGE

Aircall Onboarding・Partner Package (4-10 Seats)

Partner-led Aircall onboarding for teams of 4 to 10 seats whose CRM is not HubSpot, from kickoff and number porting to call routing for up to 4 numbers, a CRM connection, training and go-live.

Aircall Onboarding・Partner Package (4-10 Seats)

AU$2,480

3 to 4 weeks, plus Aircall's porting time

Remote

Book Onboarding Book Onboarding

What this package includes

Included

Client is live on Aircall with numbers ported and users set up in the right teams.
Client's calls reach the right people through the call flows and IVR built for up to 4 numbers.
Client's calls are logged in their CRM, or their developer has what they need to connect a custom CRM.
Client's admin and team have been trained and have access to the Aircall Learning Lab.
Client has a written record of how the account is configured.

Not included

HubSpot integration and HubSpot setup (see Aircall Implementation・Core, Growth or Scale)
Building a custom CRM connection through the Aircall API or webhooks (quoted separately)
More than 2 native integrations
More than 4 numbers of routing and IVR, or more than 10 seats
Writing the AI Voice Agent script or knowledge
Submitting the porting request on the client's behalf
Porting timeframes, which are set by Aircall and the carriers
Fixing the client's network
Aircall licences, plan changes and billing
AI Assist Pro features such as live transcription, playbooks and scorecards
Changes inside the CRM itself, such as new fields or automation
Ongoing support after the go-live check

What we need from you

An Aircall account on your chosen plan, with King Henry added as an Admin, needed before the Kickoff and Discovery Call
An IT contact available for the network checks, needed before Network Diagnostics
List of numbers to move, your current provider, and confirmation of whether each service is CAT A or CAT C, needed before Number Porting
Porting documents: your provider's latest invoice dated within 30 days and business registration showing your street address, plus an authorised person to sign the Letter of Authorisation in the Aircall Dashboard, needed before Number Porting
List of users with name, email, role and team, needed before Account and User Setup
Business hours, holiday dates, menu options and greeting wording, needed before Call Routing and IVR Setup
The name of your CRM, an admin for it, and any other tool to connect, needed before CRM and Tool Integration Setup
For a custom CRM, the name and contact of your developer, needed before CRM and Tool Integration Setup
Training attendees and dates, needed before the training sessions

From kickoff to handover. The four phases are the same across every package. The depth inside them changes with the scope.

Strategy

We start by understanding how you sell, market, and support customers. Then we agree the plan, workshops, people involved, and what “done” looks like before anyone touches the portal.

Solution Design

We run workshops with the people who’ll use HubSpot daily, mapping your customer journey and designing the right pipelines, properties, lifecycle stages, automation, and reporting to support it.

Staging & Build

We build in stages, cleaning your data, configuring the portal, and testing integrations. Workflows are validated with your team to ensure the setup works in practice, not just on paper.

Success

We train your champion and team, provide documentation and playbooks, and support rollout through handover, ensuring everyone knows what they’re doing and new processes stick.