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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
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Viper Consulting™ for Home Services Pros

Win every job, even when your crew is on the roof

Viper Consulting™ builds and runs the system that responds to every call, follows up on every estimate and gets you more Google reviews, so more of the leads you already pay for turn into booked jobs.

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

Meet Ana from Viper

How home service pros stop losing jobs to missed calls.

What we set up for your home services business

Built for roofers, plumbers, HVAC, electricians and contractors. Done for you, so there's no new software to learn.

Missed-call text back

Every missed call gets a friendly text in seconds, so the homeowner keeps talking to you instead of calling the next company.

Instant replies to every lead

Calls, texts, web forms and Facebook messages land in one inbox and get an instant reply with a link to book an estimate.

Estimate follow-up

Every open quote gets polite text and email follow-ups for about 10 days until the homeowner decides.

Online booking and reminders

Homeowners book their own estimate or service call and get automatic reminders, so fewer appointments are missed.

Text-to-pay invoices

Send deposits and invoices by text, get paid faster and see every payment on the customer's record.

Google reviews on autopilot

Every finished job triggers a review request, so your rating and your spot on Google Maps keep climbing.

Your automated workflows

Here is exactly what runs in the background for your home services business, 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

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the caller back within seconds with your company name and a link to book, so the homeowner keeps talking to you instead of calling the next company.

  2. 2

    Speed-to-Lead Reply Every plan

    Starts when: A new lead comes in from your website, Google, Facebook or a form

    Sends an instant text and email with your estimate booking link, adds the lead to your pipeline and alerts your office with their details.

  3. 3

    Estimate Confirmation & Reminders Every plan

    Starts when: A homeowner books an estimate or service call

    Confirms the visit right away and sends reminders before it, so fewer appointments are missed.

  4. 4

    Estimate Follow-Up Every plan

    Starts when: A quote is sent

    Follows up by text and email for about 10 days until the homeowner decides, and stops as soon as they reply or book.

  5. 5

    Review Request Every plan

    Starts when: A job is marked complete

    Thanks the customer and asks for a Google review while they're happiest with the work.

  6. 6

    Invoice & Payment Reminders Every plan

    Starts when: An invoice or deposit request is sent

    Sends a secure text-to-pay link and polite reminders for anything overdue, and logs the payment on the customer's record.

  7. 7

    Seasonal & Storm-Season Campaigns Tier 2+

    Starts when: You choose a season or a list of past customers

    Offers spring roof checks, fall furnace tune-ups or storm inspections to past customers by text and email.

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 customers

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 1 already texts back missed calls, follows up on every quote, sends invoices you can pay by text and asks for reviews. Tier 2 adds what wins more jobs: seasonal and storm-season campaigns, Google Business Profile call tracking, and landing pages for each service. Choose Tier 3 when you lose calls while crews are on the roof or after hours: Voice AI agents answer and book 24/7, and AI booking bots handle texts and web chat. Tier 4 adds local SEO management, Citation Sync and Photo Boost to push you up the Google map pack.

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

After a storm we get flooded with calls. Can the system keep up?

Yes. Every call, text and web form gets an instant reply, every lead lands in one pipeline, and homeowners can book their own inspection online, so no storm lead slips through while your crews are on roofs. On Tier 3, Voice AI agents answer every overflow call and book it for you.

We get emergency calls at night and on weekends. What happens to those?

On every plan, after-hours callers get an instant text back so they know you're on it, and your on-call person gets an alert with the customer's details. Voice AI agents, included in Tiers 3 and 4, answer and book those calls 24/7 (Tiers 1 and 2 can add an AI voice receptionist for $397 a month).

Does it follow up on estimates automatically?

Yes, on every plan. Each open quote gets polite follow-ups by text and email over about 10 days until the homeowner decides, and you can see which bids are open and which need a call.

Our jobs take weeks to win. How does it help with long sales cycles?

Every bid is tracked in a pipeline from first call to signed contract, with automatic follow-ups so you stay top of mind while the client decides. Tier 2 adds seasonal campaigns, like spring roof checks or fall furnace tune-ups, to past customers.

Can customers pay deposits and invoices from their phone?

Yes. Every plan includes invoices and text-to-pay: send a secure payment link by text or email and the payment is logged on the customer's record, with automatic reminders for anything overdue.

How do we get more Google reviews and show up higher on Google Maps?

Every finished job triggers a review request on every plan. Tier 2 tracks the calls and leads coming from your Google Business Profile and drafts replies to reviews with AI. Tier 4 adds hands-free profile updates, Citation Sync, customer job photos and monthly local SEO with a ranking report.

Which plan do most home services pros choose?

Tier 2 (Growth & Automation) for most single-location shops. Choose Tier 3 if you lose calls while crews are on jobs or after hours, because 24/7 AI booking and Voice AI are included.

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 home services business?

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