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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™ · Ledgerline Accounting & Advisory is a fictional business
Ledgerline Accounting & Advisory · demo

See how a professional services firm turns more proposals into clients

This is a live demo of the Viper Consulting™ B2B & Professional Services Build, shown for a fictional accounting firm, Ledgerline Accounting & Advisory. Request a discovery call below and watch the system book it, follow up on the proposal and onboard the new client.

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

Start my 14-day FREE trialSee the full firm build

Try it: Book a FREE discovery call

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

What happens next, automatically

  1. Speed-to-lead replyEvery inquiry gets an instant reply with your discovery-call booking link, and your team gets an alert.
  2. Sales pipelineA card appears in the pipeline: New Inquiry, Discovery Booked, Proposal Sent, Won, Renewal.
  3. Call remindersDiscovery calls are confirmed and reminded, with a reschedule message after a miss.
  4. Proposal follow-upEmail after 2 days, text after 5, a call task after 9 and a polite final check-in.
  5. Onboarding and renewalsA welcome sequence when a client signs, a 30-day check-in and a renewal review about 11 months later.

Missed-call text back

☎ Missed call
Hi, this is Ledgerline Accounting & Advisory. Sorry we missed your call! How can we help? Book a FREE discovery call: ledgerline.example/discovery Reply STOP to opt out.
We need help with monthly bookkeeping.
We'd be glad to help. Thursday at 10:00 AM is open for a quick call. Want it? 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 Inquiry

Brightway CafeWeb form, just now

Discovery Booked

Oakline BuildersThu 10:00 AM

Proposal Sent

Nova Dental LabProposal day 5

Won

Pine & Co. DesignKickoff Monday

Renewal

Metro MoversRenews in 30 days

Every conversation, handled automatically

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

Sent when: Five days after a proposal is sent

Ledgerline Accounting & Advisory

Hi Jordan, just checking in on the Ledgerline proposal we sent Monday. Happy to answer any questions: ledgerline.example/book Reply STOP to opt out.
Looks good. Can we start next month?
Absolutely. We'll send the engagement details by email today. 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 Ledgerline assistant. I can answer questions and book a FREE discovery call, 24/7.

Voice AI answers the phone

A caller reaches Ledgerline Accounting & Advisory 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: Thank you for calling Ledgerline Accounting and Advisory, this is the virtual assistant. How can I help?
  2. Caller: We're looking for a new accountant for our company.
  3. AI agent: We'd love to help. Can I book you a FREE discovery call? I have Thursday at 10:00 AM.
  4. Caller: That works.
  5. AI agent: You're booked. I'll email you the video link and text you a reminder before the call.

The workflows behind this demo

Here is everything that runs in the background for a firm. Our team builds, tests and launches every workflow for you, then tailors it 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. 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 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, with NO sign-up fee.

See Tier 2 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™ B2B & Professional Services Build for a fictional accounting and advisory firm. Every text, reminder, pipeline card and AI answer on this page shows what you and your clients would see. Our team tailors the wording, timing and offers to your business.

Is Ledgerline Accounting & Advisory a real business?

No. Ledgerline Accounting & Advisory is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

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.

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.

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 firm?

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.