Guided Setup
Founder Guidance
Founder readiness, knowledge gaps, and setup progress
These insights are suggestions to support your thinking, not guarantees or instructions. You are responsible for your business decisions.
Customers & Prospects
Add or Import Customers & Prospects
Customers, prospects, leads, and important business contacts connected to Empire Academy. These are people and companies — separate from deals (specific sales opportunities) and actions (the work itself). Add a deal later from Quick Add when a lead shows real intent.
Best when relationships come in one at a time. Opens the relationships table where you can add a new record.
Open Customers & ProspectsBest when you already have a list of customers, prospects, or contacts. Upload a CSV — we preview and validate every row before importing.
Google Sheets sync coming soon. For now, export your sheet as CSV and upload it here.
CSV formatting
- • Upload a CSV file (one relationship per row).
- • The first row must contain column headers.
- • Required:
nameorcompany_name. - • Recommended:
email,phone,relationship_status,relationship_type,source,notes. - • Imported records attach to the currently selected business (Empire Academy).
Relationship Status
- • Prospect
- • Lead
- • Active Customer
- • Past Customer
- • Archived
Relationship Type (optional)
- • Customer
- • Prospect
- • Partner
- • Referral Source
- • Vendor
- • Sponsor
- • Other
Tip: open the template above to see the exact column order and a couple of example rows.
Starter Operating Systems
Want to skip the blank page? Apply a starter pack tailored to your business archetype — offers, OKRs, SOPs, decisions, and first-week actions in one click.
Founder Readiness
10%
Level 1 · Idea Holder
Strongest area
Business Profile
Profile is complete.
Biggest opportunity
Data / Dashboard Setup
Add starter records in 2 more areas, or import a spreadsheet.
Milestones
1 of 15 reached
Next milestone
First Offer Created
Your primary offer is documented.
- Business Profile Completed
Readiness by category
Rule-based scores from your service-layer data. Tuned to your template.
Business Profile
Profile is complete.
Keep your north-star metric reviewed quarterly.
Offer Clarity
No offers defined yet.
Add your primary offer in Product Design → Offer Lab.
Audience / Leads
No leads tracked yet.
Add your first 10 warm leads.
Marketing Foundation
No campaigns or content yet.
Launch your first campaign.
Sales Foundation
No deals yet.
Move a lead into the pipeline as a deal.
Revenue Model
No revenue streams logged.
Add your primary revenue stream.
Financial Tracking
No financial baseline yet.
Add monthly revenue to at least one stream.
Operations / SOPs
No SOPs yet.
Document your first repeatable process.
Legal / Risk
No contracts tracked.
Add your most critical client or vendor contract.
Fulfillment / Delivery
No client or ticket records.
Add your active clients.
Leadership Cadence
No OKRs, decisions, or actions logged.
Set this quarter's OKRs.
Data / Dashboard Setup
0 of 8 core data areas have records.
Add starter records in 2 more areas, or import a spreadsheet.
Knowledge gaps
What's missing — and the smallest next action to close it.
Offer Clarity Gap
Product Design
Without a clear primary offer, marketing, sales, and pricing have nothing to anchor to.
Next: Add your primary offer in Product Design → Offer Lab.
Area: Offer Lab
Audience Gap
Sales
Sales velocity requires a steady pool of warm leads to nurture.
Next: Add your first 10 leads.
Area: CRM
Visibility Gap
Marketing
If no campaigns or content are running, your offer is invisible.
Next: Launch one campaign or publish one piece of cornerstone content.
Area: Campaigns + Content
Sales Pipeline Gap
Sales
Without deals and follow-ups, revenue is unpredictable.
Next: Create your first deal and set a next action.
Area: Deals
Monetization Gap
Finance
Without a defined revenue stream, you can't measure profitability or growth.
Next: Add your primary revenue stream and its pricing model.
Area: Revenue Streams
Financial Awareness Gap
Finance
Decisions without financial baselines are guesses.
Next: Add monthly revenue figures to at least one stream.
Area: Cash Flow
Operations Gap
Operations
Without documented processes, the business depends entirely on you.
Next: Document one repeatable process in SOPs.
Area: SOPs
Legal / Risk Gap
Legal
Untracked contracts mean missed renewals and silent risk.
Next: Add your most critical contract and its renewal date.
Area: Contracts
Fulfillment Gap
Fulfillment
Without client and ticket tracking, delivery quality erodes silently.
Next: Add your active clients or open service tickets.
Area: Clients + Tickets
Leadership Cadence Gap
Leadership
Without OKRs or a decision log, weekly leadership becomes reactive.
Next: Set this quarter's OKRs and log your first decision.
Area: Leadership
Data Setup Gap
Setup
No records exist for the current data mode — the dashboard can't show real signals.
Next: Add manual records, import a spreadsheet, or switch to Demo Mode to explore.
Area: Data Sources
First-week setup · Course / Digital Product
0 of 15 complete · template-aware
0%
Future
Import your PlanCraft business plan
When PlanCraft integration ships, you'll be able to import your business plan to auto-generate your EmpireOS setup.