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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™ · Liberty Lane Motors is a fictional business
Liberty Lane Motors · demo

See how a dealership answers every lead first and sells more cars

This is a live demo of the Viper Consulting™ Car Dealership Build, shown for a fictional independent dealer, Liberty Lane Motors. Ask about a vehicle below and watch the system reply in seconds, book the test drive and follow up until the shopper is ready.

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

Start my 14-day FREE trialSee the full dealership build

Try it: Check availability

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 lead responseEvery web and marketplace lead gets a text and email within seconds, and the assigned salesperson gets an alert.
  2. Sales pipelineA card appears in the pipeline: New Lead, Contacted, Test Drive Booked, Negotiating, Sold.
  3. Test-drive remindersTest drives are confirmed and reminded, with a reschedule text after a no-show.
  4. Unsold follow-upShoppers who visit but don't buy get a text the next day, an email after 3 days and a call task.
  5. Long-term nurtureShoppers who aren't ready get check-ins and new-arrival alerts for up to 6 months.
  6. SoldA thank-you, a review request a few days later and a first-service reminder.

Missed-call text back

☎ Missed call
Hi, this is Liberty Lane Motors. Sorry we missed your call! Which vehicle are you interested in? See our inventory: libertylane.example/inventory Reply STOP to opt out.
Is the gray 2021 RAV4 still available?
It is! Want to test drive it Saturday at 11:00 AM? 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 Lead

Tyler W.Marketplace, just now

Contacted

Mei L.Trade-in question

Test Drive Booked

Jordan F.Sat 11:00 AM

Negotiating

Carmen D.Working numbers

Sold

Pat O.Sold Oct 18

Every conversation, handled automatically

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

Sent when: The day before a test drive

Liberty Lane Motors

Hi Jordan, see you tomorrow at 11:00 AM for your test drive of the 2021 RAV4 at Liberty Lane Motors, 600 Liberty Ln. Reply R to reschedule. Reply STOP to opt out.
See you then!

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 Liberty Lane Motors assistant. Ask about our inventory, trade-ins or financing, or book a test drive, 24/7.

Voice AI answers the phone

A caller reaches Liberty Lane Motors 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 Liberty Lane Motors, this is the virtual assistant. How can I help?
  2. Caller: I saw a RAV4 on your website.
  3. AI agent: Great choice. The gray 2021 RAV4 is still available. Would you like to test drive it Saturday at 11:00 AM?
  4. Caller: Yes, please.
  5. AI agent: You're booked. I'll text you a confirmation, and your salesperson will have it ready for you.

The workflows behind this demo

Here is everything that runs in the background for a dealership. Our team builds, tests and launches every workflow for you, then tailors it 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 3+

    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. 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

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, 24/7 AI chat and Voice AI for after-hours shoppers, and buyer referral thank-you rewards where your state allows them. 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, 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™ Car Dealerships Build for a fictional used-car dealership. Every text, reminder, pipeline card and AI answer on this page shows what you and your shoppers would see. Our team tailors the wording, timing and offers to your business.

Is Liberty Lane Motors a real business?

No. Liberty Lane Motors is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

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 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.

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 dealership?

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.