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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.

FREE audit, $0 today, no contract, cancel anytime · See plans
Viper Consulting shield logo Viper Consulting™ 1-800-455-5691

Viper Consulting™ for Car Dealerships

Answer every lead first and sell more cars

Viper Consulting™ builds and runs the system that replies to every lead in seconds, books test drives and follows up with shoppers until they're ready to buy.

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

What we set up for your dealership

Built for independent and used-car dealers and dealer groups. Done for you, so there's no new software to learn.

Instant lead response

Every web and marketplace lead gets an instant text and email, day or night.

Test-drive booking and reminders

Shoppers book test drives on your calendar and get reminders, so fewer miss.

Long-term buyer nurture

Shoppers who aren't ready get check-ins and new-arrival alerts for months.

Service-to-sales campaigns

Trade-in and upgrade offers for service and past customers.

Reports by salesperson

On Tier 3, see results by salesperson, lead source and sold units.

More Google reviews

A thank-you and review request after every sale, with AI-drafted replies.

Your automated workflows

Here is exactly what runs in the background for your dealership, 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

    Instant Lead Response Every plan

    Starts when: A new lead comes in from your website or a connected lead source

    Sends an instant text and email, adds the lead to your pipeline with its source and alerts the assigned salesperson.

  2. 2

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the caller back within seconds with your inventory and test-drive link.

  3. 3

    Test-Drive Confirmation & Reminders Every plan

    Starts when: A test drive is booked

    Confirms the appointment, sends reminders and sends a reschedule text after a no-show.

  4. 4

    Unsold Shopper Follow-Up Tier 2+

    Starts when: A shopper visits but doesn't buy

    Follows up by text the next day and email after 3 days, and gives the salesperson a call task.

  5. 5

    Long-Term Buyer Nurture Tier 2+

    Starts when: A shopper isn't ready to buy

    Sends helpful check-ins and new-arrival alerts by email, and by text to shoppers who opted in, for up to 6 months.

  6. 6

    Sold: Thank-You & Review Request Every plan

    Starts when: A vehicle is sold

    Sends a thank-you, a review request a few days later and a first-service reminder.

  7. 7

    Service-to-Sales Campaign Tier 2+

    Starts when: You start the campaign

    Sends trade-in and upgrade offers to service and past customers.

  8. 8

    Buyer Referral Thank-You Tier 2+

    Starts when: A past buyer sends a friend

    Sends a thank-you and the referral reward you choose, where your state allows it.

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 shoppers

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 3: Scale & AI Enterprise · $997/month

Dealers get many leads from many sources. Tier 3 includes everything from instant replies to every web and marketplace lead and test-drive reminders to long-term buyer nurture and service-to-sales campaigns, and adds reports by salesperson and lead source plus 24/7 AI chat and Voice AI. Dealer groups get a custom quote. Choose Tier 4 for local SEO in every market.

Also consider: Tier 4: Done-For-You Local SEO Dominance ($1,597/month). Every plan starts with a 14-day FREE trial, and annual plans save you two months.

See Tier 3 and start FREE Compare plans

Frequently asked questions

We get leads from our website and marketplaces. Can it reply to all of them instantly?

Yes. Every new lead from your website and connected lead sources gets an instant text and email, day or night, and lands in your pipeline with its source.

Can it book and confirm test drives?

Yes. Shoppers book a test drive on your calendar, get a confirmation and reminders, and get a reschedule text if they miss it.

Most shoppers aren't ready to buy today. How does it follow up?

Shoppers who aren't ready get helpful check-ins and new-arrival alerts by email, and by text if they opted in, for months, so they come back to you when they are.

Can it bring service customers back to buy?

Yes. Service and past customers can get trade-in and upgrade campaigns, plus a thank-you and review request after every sale.

Do you offer a referral program?

Yes, where your state allows it. Past buyers who send a friend can get a thank-you reward you choose. We never reward reviews, because Google doesn't allow it.

Can we see results by salesperson?

Yes. Tier 3 adds reports by salesperson, lead source and sold units, plus multi-location management for dealer groups.

Which plan do most dealers choose?

Tier 3 (Scale & AI Enterprise), because dealers handle many leads and need reporting by salesperson. Dealer groups get a custom quote. Choose Tier 4 for local SEO.

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 dealership?

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