SETUP & IMPLEMENTATION
Built around your business.
Ready for your people.
Your setup fee covers the work of configuring EmpireOS around your team, your customer journey, and the way your company earns revenue.
A ONE-TIME INVESTMENT IN GETTING IT RIGHT
Clear setup fees.
Setup is based on the number of seats in your company’s installation and applies to Standard and Empirical editions. It is separate from the ongoing subscription.
| Seats | One-time fee |
|---|---|
| 4–10 | $850 |
| 11–15 | $1,150 |
| 16–30 | $1,450 |
| 31+ | $2,000 |
Configuration covers the tools in your selected edition and the integrations agreed in your launch checklist. Advertising spend, purchased leads, third-party approvals, and separately priced services are reviewed in your itemized quote.
A FAST START
Up and running within 24 hours.
Your company can be up and running within 24 hours of registration when your required business information, user list, credentials, content, and account approvals are ready.
We prioritize the core workspace and agreed calling workflow. Number porting, carrier verification, branded caller ID approval, payment-provider review, complex migrations, and custom marketing integrations may follow their own timelines. Your launch checklist shows what is ready and what is still pending.
01 · IMPLEMENTATION
Your company, your workspace
We begin with your business, how your team works, and the outcome you want from EmpireOS. We review your industry, products, customer journey, staff roles, calling needs, and the tools you already use. That becomes your implementation checklist and launch plan.
- Apply company branding, approved logos, colors, and business identity.
- Set up your client sub-domain and company environment.
- Handle agent signup and create user accounts, roles, permissions, extensions, and team assignments.
- Review access to private company records and the tools each person needs.
02 · IMPLEMENTATION
Calling that follows your business
We configure EmpireConnections around the way your agents handle conversations, from the first inbound greeting to the final call outcome. Your selected carrier, numbers, and approved call flow determine the setup.
- Configure inbound and outbound calling, number assignment, routing, transfers, queues, and voicemail mailboxes.
- Set up Predictive, Power, Progressive, and Preview dialing with your campaign rules and calling windows.
- Map call flows and prepare approved AI voiceovers for greetings, routing prompts, call-mapping features, and recorded messages.
- Set recording rules, recording instances, storage access, and retention preferences.
- Review scripts, dispositions, callbacks, filtering, and smart lists so the right opportunities reach the right agents.
03 · IMPLEMENTATION
CRM, email, and automation that work together
We connect your customer records and communication workflows so agents can see what happened, what needs attention, and what comes next. Your team approves triggers and templates before customer-facing automations are activated.
- Configure the CRM, fields, stages, lead ownership, and the agreed synchronization with other systems.
- Set up incoming and outgoing company email, supported account authorization or SMTP and IMAP/POP3 credentials, sender identities, and mailboxes.
- Prepare email templates, signatures, reply-to addresses, recipients, and follow-up sequences.
- Customize business automation, notifications, assignment rules, and handoffs between calls, records, documents, and follow-up tasks.
- Review connection permissions and test synchronization, duplicate handling, and failure notifications.
04 · IMPLEMENTATION
Documents, signatures, payments, and invoices
We map the steps between a conversation and a completed customer transaction. The aim is a consistent process that your team can follow and managers can review.
- Configure document preparation, submission, acceptance, required fields, and routing to the right team member.
- Set up e-signature workflows using the agreed provider and approved document templates.
- Connect the company’s approved payment gateway and review payment status handling.
- Set up invoice management, payment references, customer communication, and transaction handoffs.
- Test document delivery, acceptance, signature, and payment workflows with approved test records.
05 · IMPLEMENTATION
Leads, advertising, and a clearer view of return
We configure the marketing and lead-management tools selected for your business, connecting acquisition activity to the records your team works. Reporting depends on the data and access available from each connected service.
- Create the agreed branded landing page and lead-capture flow.
- Connect authorized Google services, analytics, and campaign tracking.
- Configure available Meta services, Google Ads, and campaign-management connections using your business accounts.
- Set up lead purchase management, source attribution, import or delivery routes, and duplicate controls.
- Map digital advertising and other agreed ad types to campaign and lead-source reporting.
- Configure lead-cost and ROI reporting, with EmpireGrowth and EmpireROI available in Empirical.
06 · IMPLEMENTATION
Reporting, storage, and the final handoff
The system is useful when people understand it and the information is dependable. We review the configured workflows with your team, correct issues found in testing, and provide a clear handoff.
- Configure reporting modules, dashboards, filters, smart lists, and the views each role needs.
- Review storage, recordings, document access, and your company’s data boundaries.
- Review EmpireSync preferences and the company-approved approach to product improvements.
- Walk administrators and agents through their daily tasks and available EmpireUniversity resources.
- Complete an authorized end-to-end test, review the launch checklist, and agree on the next support steps.
BEYOND THE INITIAL SETUP
Keep getting value from your platform.
Standard support is $89/month or $49 per support instance. Empirical includes support. Your team retains control of its calling operation and approves changes that affect it.
The goal is a platform your people can use with confidence: organized customer information, fewer missed handoffs, clearer reporting, and tools configured to support your company’s work.