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Onboarding Roadmap: From Signup 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.

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. When your 14-day trial ends, your one-time setup fee and your first month are charged together. If you cancel before then, you pay nothing at all. And if you chose an annual plan, your full year was charged at signup, with two months FREE and no setup fee.

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

Viper Consulting™ for B2B & Professional Services

Turn more proposals into signed clients

Viper Consulting™ builds and runs the system that follows up on every proposal, onboards new clients smoothly and shows which marketing actually brings in revenue.

FREE audit, $0 today, no contract, cancel anytime

Start my 14-day FREE trialGet my FREE audit

What we set up for your firm

Built for accountants, IT providers, insurance agencies and consultants. Done for you, so there's no new software to learn.

Proposal follow-up

Every open proposal gets automatic, professional follow-ups until the client decides.

Discovery-call booking and reminders

Prospects book calls on your calendar and get reminders, so fewer meetings are missed.

Client onboarding

A welcome sequence when a client signs, plus a 30-day check-in.

Renewal reminders

Reminders before contracts and retainers come up for renewal.

Referral partner workflows

Thank partners automatically and track who sent which client.

Revenue reporting

On Tier 3, see which ads, calls and campaigns turn into signed contracts.

Your automated workflows

Here is exactly what runs in the background for your firm, every day, without anyone lifting a finger. Our team builds, tests and launches every workflow for you, then tailors the wording, timing and offers to your business.

  1. 1

    Speed-to-Lead Reply Every plan

    Starts when: A new inquiry comes in

    Sends an instant reply with your discovery-call booking link and alerts your team.

  2. 2

    Discovery Call Reminders Every plan

    Starts when: A discovery call is booked

    Confirms the call and sends reminders before it.

  3. 3

    Missed Discovery Call Recovery Tier 2+

    Starts when: A call is missed or canceled

    Sends a reschedule text and email and gives your team a call task.

  4. 4

    Proposal Follow-Up Tier 2+

    Starts when: A proposal is sent

    Follows up by email after 2 days, by text after 5, creates a call task after 9 and sends a polite final check-in.

  5. 5

    New Client Welcome & Retainer Renewal Tier 2+

    Starts when: A deal is won

    Sends a welcome email, a kickoff-call task and a 30-day check-in, then a renewal review about 11 months later.

  6. 6

    Referral Partner Thank-You Tier 2+

    Starts when: A partner refers a client

    Thanks the partner automatically and gives your team a task to follow up.

  7. 7

    Quarterly Check-In & Strategy Session Tier 2+

    Starts when: You start a quarterly campaign

    Sends a useful tip with a FREE strategy session offer to clients and prospects.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Texting starts once the phone carriers approve your business texting registration.

How it works

Get your FREE audit

We review how your business handles calls, leads, follow-up and reviews today, and recommend the right plan.

We build and launch it for you

Our team sets up your CRM, phone and texting, booking, workflows and reviews. Tiers 1 and 2 go live in 2 days, Tiers 3 and 4 in 3 days.

You get more clients

The system replies, reminds, follows up and asks for reviews on its own, and every conversation lands in one simple inbox.

The plan we recommend

Tier 2: Growth & Automation · $597/month

Tier 2 adds automatic proposal follow-up, discovery-call reminders, welcome and renewal sequences, referral-partner workflows and landing pages for each service. Tier 3 adds sales-attribution and ROI reporting so you know which campaigns produce signed contracts.

Also consider: Tier 3: Scale & AI Enterprise ($997/month). Every plan starts with a 14-day FREE trial, and annual plans save you two months.

See Tier 2 and start FREE Compare plans

Frequently asked questions

Proposals go out and then nothing happens. Can it follow up?

Yes. Every open proposal gets automatic, professional follow-ups on every plan, and Tier 2 adds discovery-call reminders and multi-step sequences.

Can it onboard new clients and handle renewals?

Yes. Tier 2 sends welcome sequences when a client signs, a 30-day check-in, and renewal reminders before contracts or retainers come up.

Can we track which marketing actually produces signed contracts?

Yes. Tier 3 adds sales attribution and ROI reporting that ties ads, calls and campaigns to closed deals.

Can it manage our referral partners?

Yes. Tier 2 includes referral-partner workflows to thank partners, track who sent which client and keep them updated.

Do you work with firms that handle sensitive client information?

Yes. We keep sensitive details out of routine texts and emails, and use secure messaging and two-factor login on every user account.

Which plan do most B2B firms choose?

Tier 2 (Growth & Automation). Choose Tier 3 when you want lead scoring and reporting that shows which campaigns turn into revenue.

How long does setup take?

Onboarding takes 2 days on Tiers 1 and 2, and 3 days on Tiers 3 and 4, from signup to go-live. Our team builds, tests and launches everything for you.

What does it cost?

Plans start at $297 a month, with a FREE audit, $0 today, no contract, cancel anytime. Every plan starts with a 14-day FREE trial, and annual plans save you two months (up to $3,194 a year). See all plans on our pricing page.

What happens when the FREE trial ends?

When your 14-day trial ends, your one-time setup fee (equal to one month of your plan) and your first month are charged together. After that your plan simply renews monthly. There's no contract, so you can cancel anytime, and if you cancel before the trial ends you pay nothing. Annual plans have no setup fee.

Ready to see it for your firm?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, no contract, cancel anytime. Questions? Call 1-800-455-5691.

Start my FREE trial Get my FREE audit