Our comprehensive approach covers everything from initial coordination to training, activation, and post-implementation support. Dedicated Project Coordinators and Customer Success Account Managers add a personalized touch to the process, ensuring customer satisfaction and a smooth transition.

No Customer Actions Required
Once assigned, your Project Coordinator (PC) will begin preparations for implementing your new ESI solution. As your primary point of contact for this phase, they will help guide you through the process, ensuring key milestones and deadlines are met, in addition to answering any questions you have.
The information below is required for the project to begin. Please review the information below and have it ready for your call with the ESI Project Coordinator.
Customer Actions Required | Schedule Call with Project Coordinator & Complete Worksheet provided by PC. Be prepared to cover the following topics:
The following items will also be discussed on the call.
RECOMMENDED | Discuss with your team before the call.
Customer Actions Required | Perform Assigned Network Test
Before any equipment touches your network, it is imperative to know that it can handle the impact of voice traffic. This test evaluates your Local Area Network (LAN) and Internet connection to give us a good understanding of its overall health and ability to support Voice Over Internet Protocol (VoIP). Many providers skip this step of the process, which can easily lead to poor quality of service, however ESI mandates a passing score for every customer network to help ensure a successful implementation and optimum voice quality.
To maximize your network's performance, please refer to the Network Configuration for Optimum VoIP before starting the tests.
Important Note: an ESI Network Engineer will email the primary account contact with important details you'll need to run the test.
Important Notes:
Step-by-Step Instructions:
Customer Actions Required | Perform Assigned Network Test
Before any equipment touches your network, it is imperative to know that it can handle the impact of voice traffic. This test evaluates your Local Area Network (LAN) and Internet connection to give us a good understanding of its overall health and ability to support Voice Over Internet Protocol (VoIP). Many providers skip this step of the process, which can easily lead to poor quality of service, however ESI mandates a passing score for every customer network to help ensure a successful implementation and optimum voice quality.
To maximize your network's performance, please refer to the Network Configuration for Optimum VoIP before starting the tests.
Important Note: an ESI Network Engineer will email the primary account contact with important details you'll need to run the test.
Important Notes:
Step-by-Step Instructions:
Customer Actions Required | Attend Scheduled Conference Call
On this call we will cover timelines, expectations, configurations of the solution, and other key details needed to launch the installation. If you have not yet scheduled this meeting with your PC, you should do so at your earliest convenience to ensure your project is not delayed.
No Customer Actions Required
Once the equipment has been properly provisioned, it will be shipped to the respective customer location(s). There is no action the customer needs to take at this time.
Important Billing Notice: Now that your order has shipped, you can expect to receive an invoice for your one-time non-recurring charges (NRC) next month.
No Customer Actions Required
While awaiting your equipment to arrive, here are some additional videos and documents relating to the use of your phones. You can find additional information in our website's Resource Library.
Click on the picture of your device below to see related resources. If you're still unsure of your product model, you can check the label under the phone for the phone's name.
Customer Actions Required | Plug in Phones & Attend Scheduled Activation Call
On this call we will ensure that all items thus far in the process are completed BEFORE activating your new ESI Cloud service. Please make sure that all of your ESI phones are plugged-in at their respective stations before this call occurs. Once your Project Coordinator confirms a "GO" status, your services will become active.
Customer Actions Required | Do not cancel existing services until ESI confirms all numbers have ported
During this phase, ESI is working to move all of your existing phone numbers are moved ("ported") to ESI. Please do not cancel your existing phone services until after ESI has confirmed that all numbers have been ported successfully.
No Customer Actions Required
Now that you're officially an ESI customer, your primary point of contact for any account changes or updates will be the Customer Success Team. This dedicated team is here to ensure that your experience with ESI is great. They can also assist with any add-on orders or basic account questions.
How to request Support as a Customer
Dial *611 from your ESI phone.
Call Cloud Support at 800-850-2151.
Monday-Friday 7AM-7PM Central.
Send an Email: tsc.cloud@esi-estech.com
Visit the Resource Library on our website for videos and product documents.
Customer Actions Required | Verify with Customer Success & Provide NPS Feedback
After your implementation has been completed, the ESI Customer Success team will wait a set period of time before reaching back out to you. At this time, a representative will ask questions regarding how your solution is working thus far and facilitate any changes that are needed. Approximately six (6) months after implementation, the Authorized Contact will receive an NPS (Net Promoter Score) survey, which will gauge your overall Customer Satisfaction with your ESI Cloud solution.
Estech Systems, Inc (ESI)
6275 W. Plano Parkway
Suite 500
Plano, TX 75093
Toll Free: 800-374-0422
Phone: 972-422-9700
Fax: 972-422-9705