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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.

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 signup, 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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Viper Consulting™ Blog · October 20, 2026

Introducing Viper Consulting™: Save Money. Make More Money.

Viper Consulting™ is a brand-new SaaS CRM firm on a mission to help small businesses save money and make more money with one AI-integrated system, built in one of 14 languages.

Introducing Viper Consulting™. We build Custom Ai-Integrated SaaS CRM in one of 14 languages tailored to your business. Save Money. Make More Money.

We build Custom Ai-Integrated SaaS CRM in one of 14 languages tailored to your business.

Hello, world! We're Viper Consulting™, a brand-new SaaS CRM firm on a mission to help small businesses do two things: SAVE MONEY and MAKE MORE MONEY.

Most small businesses pay for five or more apps that don't talk to each other: one for scheduling, one for texting, one for invoices, one for email and one for reviews. Meanwhile, calls go unanswered and leads go cold.

We replace that mess with ONE AI-integrated system, built for your business, in your customers' language:

  • 📞 An AI receptionist that answers every call, day or night
  • 💬 Instant text-back when you miss a call
  • 📅 Online booking and automatic reminders
  • ⭐ Review requests after every job
  • 💳 Text-to-pay invoices
  • 📊 Every lead, message and sale in one simple dashboard
  • 🌍 Built in one of 14 languages, including English, Spanish, Arabic, French and Chinese

No more paying for tools you don't need. No more leads slipping through the cracks.

What's next

Every week, our team will share practical ideas for saving money and making more money with AI, from answering every call to bringing past customers back. Want to see where your business is leaking money right now? Start with a FREE audit.

Save Money. Make More Money.

Get my FREE audit Start my FREE trial

We build Custom Ai-Integrated SaaS CRM in one of 14 languages tailored to your business. See plans