Hello Hunter White-Label Tenant Provisioning (Onboarding)

Hello Hunter White-Label Tenant Provisioning (Onboarding)

1. 01

   Apply the agency logo and color set in the white-label branding panel before any client data is loaded

   Branding is applied at the system level, so a tenant provisioned before rebranding shows Hello Hunter's marks to the client. Complete this first, then confirm the login page and agent dashboard both render the agency identity.

2. 02

   Create the client tenant inside the multi-tenant environment and assign its agent seats

   One Hello Hunter system hosts multiple client accounts. Seat count drives the billing tier: $149 per agent monthly on the Unlimited Plan, dropping to $139 per agent at 3 or more agents. Record the seat count in the client file because it sets the retainer floor.

3. 03

   Connect the SIP phone, SIP address, or PBX extension so routed calls reach agent endpoints

   Predictive dialing only delivers value once the voice path terminates correctly. Test an inbound route to each agent seat before loading a campaign, and note that the white-label program carries a $500 down payment plus a $100 call termination commitment.

4. 04

   Import the client contact phone list and build the first predictive dialing campaign

   Configure busy-signal filtering and answering machine detection at the campaign level so agents only receive live answers. Set the dial ratio conservatively for the first week and watch the abandonment rate reported in campaign performance.

5. 05

   Turn on call recording, voicemail drop, and disposition tracking for the assigned agents

   These three settings are what make the monthly optimization report possible. Disposition codes should match the client's own pipeline stages so the CRM sync stays clean.

6. 06

   Wire the dialer to the client CRM or lead spreadsheet for result logging

   Contact history and callbacks live in Hello Hunter's built-in CRM, but most clients want outcomes in their own system. Confirm that dispositions, recordings, and callback timestamps land where the client's sales team actually works.

7. 07

   Run a supervised live calling block with barge-in and whisper coaching enabled

   Use the agent monitoring tools during the first live session to catch script problems and mis-set dispositions before they harden into habits. This is also the moment to verify that connected calls route to available agents in real time.

8. 08

   Hand the client a one-page operating summary and schedule the first monthly performance review

   Cover seat count, campaign names, disposition definitions, and who to contact for list changes. The Starter Dialer offer runs at $750/mo with roughly 12 hours of setup and 4 hours per month of ongoing work, so scope the review to fit that maintenance budget.