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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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LIVE DEMO by Viper Consulting™ · Ironclad Auto Care is a fictional business
Ironclad Auto Care · demo

See how a repair shop wins more jobs and brings every car back

This is a live demo of the Viper Consulting™ Auto Repair & Detailing Build, shown for a fictional shop, Ironclad Auto Care. Request a quote below and watch the system reply, follow up on the estimate and send a secure payment link when the car is ready.

FREE audit, $0 today, NO sign-up fee, no contract, cancel anytime

Start my 14-day FREE trialSee the full shop build

Try it: Request a repair quote

This form is a simulation for the demo. Nothing you type is sent or saved, so any name works.

What happens next, automatically

  1. Instant replyEvery quote request gets a text within seconds asking for the year, make and model, and your service writer gets an alert.
  2. Repair pipelineA card appears in the pipeline: New Request, Estimate Sent, Approved, Vehicle Ready, Paid.
  3. Estimate follow-upOpen estimates get a text after 1 day, an email after 3 and a call task for your service writer after 5.
  4. Vehicle ready and payment linkWhen the repair is done, the customer gets a text with a secure payment link.
  5. Service remindersAn oil-change reminder about 3 months later, plus seasonal tire and A/C checks.
  6. ReviewsA few hours after pickup, every customer gets the same friendly review request.

Missed-call text back

☎ Missed call
Hi, this is Ironclad Auto Care. Sorry we missed your call, we're under a car! How can we help? Book here: ironcladauto.example/book Reply STOP to opt out.
My brakes are squeaking. Can you look today?
Yes! Bring it in by 2 PM and we'll check it this afternoon. Reply STOP to opt out.

Your pipeline, updated on its own

Every new lead lands on the board and moves forward as the system replies, books and follows up. Try the form above and watch the new card move.

New Request

2018 CamryWeb form, just now

Estimate Sent

2015 F-150Estimate day 2

Approved

2020 CR-VIn the bay

Vehicle Ready

2017 CivicReady for pickup

Paid

2019 AltimaPaid today

Every conversation, handled automatically

Tap a message type to see exactly what your customers receive. Every message is sent for you, on time, and stops as soon as they reply or book.

Sent when: One day after an estimate is sent

Ironclad Auto Care

Hi Rob, just following up on the estimate for your 2015 F-150 from Ironclad Auto Care. Want us to go ahead? ironcladauto.example/estimate/5520 Reply STOP to opt out.
Yes, go ahead.
Thanks, Rob! We'll text you as soon as it's ready. Reply STOP to opt out.

24/7 AI chat and Voice AI Tier 3+

On Tier 3 and up, AI agents trained on your business answer questions and book appointments day and night, by web chat, text and phone. Try the chat, then play a sample call.

AI web chat

Hi! I'm the Ironclad Auto Care assistant. I can answer questions and book your service, 24/7.

Voice AI answers the phone

A caller reaches Ironclad Auto Care after hours. The AI agent answers, books the visit and texts a confirmation. Your team sees the full call summary in the CRM.

  1. AI agent: Thanks for calling Ironclad Auto Care, this is the virtual assistant. How can I help?
  2. Caller: My check engine light came on.
  3. AI agent: We can take a look. What's the year, make and model?
  4. Caller: A 2018 Camry.
  5. AI agent: Thanks. I can book a drop-off for Monday at 8:00 AM. I'll text you a confirmation, and our service writer will call you with the estimate.

The workflows behind this demo

Here is everything that runs in the background for a shop. Our team builds, tests and launches every workflow for you, then tailors it 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 booking link.

  2. 2

    Instant Quote Request Reply Every plan

    Starts when: A quote request comes in by web form or text

    Replies instantly, asks for the year, make and model, and alerts your service writer.

  3. 3

    Appointment Reminders & No-Show Recovery Every plan

    Starts when: A service appointment is booked, missed or canceled

    Confirms the drop-off time, sends a reminder the day before and sends a rebook text after a no-show.

  4. 4

    Estimate Follow-Up Every plan

    Starts when: An estimate is sent

    Follows up by text after 1 day and email after 3, and gives your service writer a call task after 5.

  5. 5

    Vehicle Ready & Text-to-Pay Every plan

    Starts when: A repair is marked complete

    Texts the customer that the car is ready, with a secure payment link.

  6. 6

    Service-Interval Reminders Tier 2+

    Starts when: A service visit is completed

    Sends an oil-change or maintenance reminder about 3 months later, then a seasonal tire and A/C check.

  7. 7

    Loyalty & Referral Rewards Tier 3+

    Starts when: A customer reaches a visit milestone or refers a friend

    Sends the loyalty reward or referral thank-you you choose.

  8. 8

    Review Request Every plan

    Starts when: A repair is completed

    Sends a friendly review request a few hours after pickup and alerts your team to any unhappy reply.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Workflows marked “Tier 3+” are part of our Rewards, Promotions & Membership Programs, included from Tier 3 (Scale & AI Enterprise) and up, or on Tier 2 with the Rewards Lite add-on. Texting starts once the phone carriers approve your business texting registration.

The plan we recommend

Tier 3: Scale & AI Enterprise · $997/month

Shops miss calls while techs are under a car. Tier 3 is our pick: Voice AI and 24/7 AI booking answer every call, and our Rewards, Promotions & Membership Programs add loyalty rewards like a FREE oil change after a set number of visits, plus referral thank-you credits. It also includes everything in Tier 2: oil-change and service-interval reminders, seasonal tire and A/C campaigns and AI replies to reviews. A small shop that mostly needs reminders and estimate follow-up can start on Tier 2.

Also consider: Tier 2: Growth & Automation ($597/month). Every plan starts with a 14-day FREE trial, with NO sign-up fee.

See Tier 3 and start FREE Compare plans

Frequently asked questions

What happens after I sign up? (listen)

Our Onboarding Roadmap, from signup to go-live:

What is this demo?

A working example of the Viper Consulting™ Auto Repair & Detailing Build for a fictional auto repair shop. Every text, reminder, pipeline card and AI answer on this page shows what you and your customers would see. Our team tailors the wording, timing and offers to your business.

Is Ironclad Auto Care a real business?

No. Ironclad Auto Care is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Customers call three shops for a quote. Can we answer first?

Yes. Missed calls get a text back within seconds, and every web or text inquiry gets an instant reply with your booking link.

Can it follow up on estimates customers haven't approved?

Yes. Open estimates get a friendly text and email follow-up, and your service writer gets a call task if the customer still hasn't decided.

Can it remind customers about oil changes and service?

Yes. Customers get a reminder when their next oil change or service interval is coming up, based on the date of their last visit, plus seasonal tire and A/C campaigns.

Can customers pay by text?

Yes. Send an invoice or deposit request by text, and the customer pays from their phone.

Which plan do most shops choose?

Tier 3 (Scale & AI Enterprise), so Voice AI answers calls while your techs work and loyalty rewards bring every car back. A small shop that mostly needs reminders and estimate follow-up can start on Tier 2.

What happens to missed calls?

Every missed call gets an automatic text back within seconds on every plan, so the customer keeps talking to you instead of calling the next business.

When can we start texting customers?

Texting starts as soon as the phone carriers approve your business texting registration, usually within 1 to 3 weeks. Calls, email, booking and everything else work from day one.

How long does setup take?

From sign-up to go-live, onboarding takes 2 days on Tiers 1 and 2 and 3 days on Tiers 3 and 4. You get access to your CRM at go-live.

What does it cost?

Tier 1 is $297, Tier 2 is $597, Tier 3 is $997 and Tier 4 is $1,597 a month. Every plan starts with a 14-day FREE trial and NO sign-up fee: $0 today, and your first month is charged on day 15. No contract, cancel anytime. Our plans are for US businesses.

See plans and start FREE   See every live demo   Questions? Call 1-800-455-5691.

Want this running for your shop?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, NO sign-up fee, no contract, cancel anytime.

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© 2026 Viper Consulting™ (Epstein Investment Group LLC). This demo, including its design, workflows, text, audio, images and FAQs, is the property of Viper Consulting™. Please don't copy or reuse it without our written permission. See our Terms of Service.