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Onboarding Roadmap: From Sign-Up to Success!

Listen (about 2 minutes) or read below.

Here's exactly what happens once you sign up. You'll get a welcome email with a short onboarding form and a link to book your kickoff call.

The form covers your business basics: your business name, website, service areas, hours, services, goals, and who on your team should get alerts. Phone carriers also require your legal business name and EIN to approve business texting, and you'll enter those in the same secure, encrypted form. Please never send your EIN, bank details or passwords by email or text.

To receive payments from your customers, you'll enter your bank details yourself on Stripe's secure page. Our team never sees your full account numbers. You'll also invite us as a manager on your Google Business Profile, website and social accounts. That's safer than sharing passwords, and you can remove our access anytime.

Tiers 1 and 2 take two days. Day 1: your kickoff call, plus account, phone and CRM setup. Day 2: automations, booking and review requests, then your walkthrough and go-live.

Tiers 3 and 4 take three days. Day 1: kickoff and account setup. Day 2: automations, AI and integrations. Day 3: full testing, your walkthrough, and go-live.

You get access to your CRM at go-live, once onboarding is complete and everything has been tested.

From you, we just need replies within one business day, and you on the kickoff and go-live calls.

If you started with the FREE trial, nothing is charged today. There is NO sign-up fee. Your first month is charged on day 15, after your 14-day trial ends. If you cancel before then, you pay nothing at all. And if you chose an annual plan, your full year was charged at sign-up, with two months FREE.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.

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Fractional AI Officer Lite

An AI leader for your company, without hiring one

Your team is probably already using AI tools. But who decides which tools are worth paying for, what company data is safe to use and what to automate first? Fractional AI Officer Lite gives your business a part-time AI lead from Viper Consulting™ who owns your AI plan, sets the rules, checks vendors before you buy and has our team build one small automation for you every month.

$1,997/month. Built for growing businesses with about $1M to $10M in revenue. Month to month after the first 90 days, with 30 days' notice.

About 4 hours of AI leadership a month 1 small build every month AI use policy in month 1 Quarterly AI report

How it works

  1. FREE 30-minute callWe learn how your team works today and where AI could help.
  2. KickoffA 90-minute session to pick your top 3 priorities.
  3. Your plan and rulesYour 90-day AI roadmap within about a week, and your AI use policy by the end of month 1.
  4. Every monthRoadmap review, vendor reviews, staff office hours and one small build.
  5. Every quarterA written AI report and an updated roadmap.

What's included

About 4 hours of AI leadershipA named AI lead who knows your business, for meetings, reviews and advice by email.
Monthly roadmap reviewA 60-minute meeting to check progress and pick next month's priorities, plus a one-page summary.
Up to 2 vendor reviewsDoes the tool fit, what does it really cost, is your data safe and what are the alternatives?
Staff AI office hoursA 60-minute online session where your whole team can ask AI questions.
1 small automation or prompt packOne time-saver built in the tools you already use (up to 4 build hours), or a set of tested AI prompts for one role.
Company AI use policyWritten rules for safe AI use, delivered in month 1 and reviewed every quarter.
Quarterly AI reportWhat we did, tools and costs, time saved as you confirm it, risks and the plan for next quarter.
Email supportReplies within 2 business days.

Lite or AI Department Launch?

Fractional AI Officer LiteAI Department Launch
Price$1,997/month$5,997/month
Best forA clear plan, safe rules and one small win a monthA dedicated team building AI systems continuously
Builds1 small automation or prompt pack per month1 AI system in build at a time, plus automations and AI agents
TrainingMonthly staff office hours1 company-wide AI training per month
ExtrasQuarterly AI reportAI receptionist in 15 languages, live ROI dashboard, 12-month ROI guarantee

Start with Lite and move up whenever you're ready. Your roadmap and policy come with you.

Pricing

One plan. AI software you choose to use is paid directly by you or passed through at cost, with no markup.

Monthly

Fractional AI Officer Lite

$1,997 /month

First 90 days, then month to month with 30 days' notice

A clear AI plan, safe rules and one small win every month.

  • About 4 hours of AI leadership a month
  • Monthly roadmap review and staff office hours
  • Up to 2 vendor reviews a month
  • 1 small automation or prompt pack a month (up to 4 build hours)
  • AI use policy in month 1
  • Quarterly AI report
  • Email replies within 2 business days
Book my FREE 30-minute call
Annual prepay

Fractional AI Officer Lite

$21,967 /year

12 months for the price of 11

The same plan, with one month FREE when you prepay the year.

  • Everything in the monthly plan
  • Save $1,997 a year
Choose annual prepay

Add-ons

Add-onPrice
Extra AI lead hoursIn 2-hour blocks, only with your written approval.$250/hour
Extra small buildOne more automation or prompt pack in the same month.$750 each
Annual prepayPrepay the year and save $1,997.12 months for the price of 11

Questions

What is a fractional AI officer?

A part-time AI leader who does the planning, decision-making and oversight a full-time AI executive would do, for a fraction of the time and cost.

What counts as a small automation?

One time-saving workflow in tools you already use, such as turning form submissions into tasks, summarizing meeting notes or drafting documents from a template, with up to 4 build hours. Bigger projects are quoted separately or handled in AI Department Launch.

What is a prompt pack?

A set of tested AI instructions for one role or task, such as sales follow-ups or job estimates, with examples and check-before-you-send rules.

Do unused hours roll over?

No. We tell you when you have used 3 of your 4 hours so you can plan.

Is the AI use policy legal advice?

No. It is a practical business policy. We recommend your attorney review it.

Will our data be used to train public AI?

No. Client data is never used to train public AI models, and we work with the least access needed.

We're a healthcare practice. Is that a problem?

No. Our team is HIPAA-trained. Tell us on the first call what kinds of patient information your team handles so we can plan around it.

Can we cancel?

Yes. After the first 90 days it is month to month with 30 days' notice. You keep everything we created for you.

Book your FREE 30-minute call

We reply within one business day. By submitting, you agree to our Privacy Policy.

Prefer email? Write to sales@viperconsulting.ai or call 1-800-455-5691.

Start small, grow into a full AI Department

Eight ways to work with Viper Consulting™, in order from the smallest to the largest. Start with the one that fits today and move up whenever you are ready.

Start here: from $197/monthFull AI Department: up to $27,497/month
  1. AI Receptionist
    $197/month

    Answers every call 24/7 in 15 languages and books appointments.

    See details →
  2. AI Database Reactivation Sprint
    $1,497 per 30-day sprint

    Wins back past customers and old leads already on your list.

    See details →
  3. You are hereFractional AI Officer Lite
    $1,997/month

    A part-time AI lead, clear AI rules and one small automation every month.

  4. AI Opportunity Assessment
    $1,997 one time

    FREE for our first 10 clients. Fee credited to your first month.

    10-Hour Promise: at least 10 hours a week of company-wide savings identified, or a full refund on paid assessments.

    See details →
  5. RAG Knowledge Base
    $4,997 setup + $297/month

    A private AI that answers your team from your own documents, with sources.

    See details →
  6. AI DepartmentLaunch
    $5,997/month

    Your first AI department: one build at a time, fast wins.

    See details →
  7. AI DepartmentScale
    $14,997/month

    Two builds in parallel and coaching for your key people.

    See details →
  8. AI DepartmentEmbedded
    $27,497/month

    A fractional Chief AI Officer and a full build team inside your company.

    See details →