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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™ · Sunrise Dental Studio is a fictional business
Sunrise Dental Studio · demo

See how a dental practice keeps the schedule full

This is a live demo of the Viper Consulting™ Dental & Orthodontic Build, shown for a fictional family dental practice, Sunrise Dental Studio. Request an appointment below and watch the system welcome the patient, send their forms and keep them on schedule.

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

Start my 14-day FREE trialSee the full dental practice build

Try it: Request an appointment

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 replyThe patient gets a text and email within seconds with a link to book, so they don't call the next office.
  2. New patient welcomeWhen they book, they get your forms link and what to bring (ID, insurance card, medication list), plus a reminder if forms are still open.
  3. Patient pipelineA card appears in the pipeline: New Patient, Forms Sent, Appointment Booked, Seen, Recall Due.
  4. RemindersEvery appointment is confirmed and reminded, and a missed visit gets a friendly reschedule text.
  5. 6-month recallAbout 5 months after a visit, the patient is reminded it's time to book, and reminders stop once they do.
  6. ReviewsThe day after a visit, every patient gets the same invitation to share their experience.

Missed-call text back

☎ Missed call
Hi, this is Sunrise Dental Studio. Sorry we missed your call! How can we help? You can also book online: sunrisedental.example/book Reply STOP to opt out.
Do you have anything for a new patient next week?
Yes! Tuesday at 9:00 AM is open. Shall we hold it for you? 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 Patient

Leah M.Web form, just now

Forms Sent

Jamal D.Forms due tomorrow

Appointment Booked

Rosa V.Tue 9:00 AM

Seen

Ben C.Seen Oct 14

Recall Due

Grace H.Due in November

Every conversation, handled automatically

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

Sent when: The day before an appointment

Sunrise Dental Studio

Hi Rosa, this is Sunrise Dental Studio confirming your appointment tomorrow, Tue at 9:00 AM, 410 Harbor Ave, Suite 2. Reply C to confirm or R to reschedule. Reply STOP to opt out.
C
Thank you, Rosa! See you tomorrow. Reply STOP to opt out.

Patient privacy first. Our team is HIPAA-trained. Texts and emails stay generic (date, time and location only), with no diagnosis or treatment details.

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 Sunrise Dental Studio assistant. I can answer questions and help you book, 24/7.

Voice AI answers the phone

A caller reaches Sunrise Dental Studio 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 Sunrise Dental Studio, this is the virtual assistant. How can I help?
  2. Caller: I'm new to the area and need a dentist.
  3. AI agent: Welcome! I'd be glad to book your first visit. I have Tuesday at 9:00 AM or Thursday at 3:30 PM.
  4. Caller: Thursday works.
  5. AI agent: You're booked for Thursday at 3:30 PM. I'll email your new-patient forms and text you a confirmation. For anything urgent, our team will call you back today.

The workflows behind this demo

Here is everything that runs in the background for a dental practice. 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 a link to book, so new patients don't call the next office.

  2. 2

    New Patient Welcome & Forms Every plan

    Starts when: A new patient books

    Opens the patient in your pipeline, emails your new-patient forms link and what to bring (ID, insurance card, medication list), sends a welcome text and a forms reminder the next day.

  3. 3

    Appointment Confirmation & Reminders Every plan

    Starts when: Any appointment is booked

    Confirms the visit and sends reminders before it.

  4. 4

    No-Show & Cancellation Recovery Tier 2+

    Starts when: A patient misses or cancels

    Sends a friendly reschedule text 30 minutes later and an email 2 days later, and stops as soon as they book.

  5. 5

    Treatment-Plan Follow-Up Tier 2+

    Starts when: A treatment plan is presented

    Two days later, sends a friendly check-in text and email offering help with questions, insurance and payment options.

  6. 6

    6-Month Recall Reminder Tier 2+

    Starts when: Treatment is completed

    About 5 months later, reminds the patient it's time for their next cleaning by text, then by email, and stops as soon as they book.

  7. 7

    Orthodontic Consult Nurture Tier 2+

    Starts when: An orthodontic lead comes in

    Explains your orthodontic consultation and payment plans by text and email, with a link to book.

  8. 8

    Year-End Benefits & Seasonal Campaign Tier 2+

    Starts when: You start the campaign (for example in October)

    Reminds patients to use their insurance benefits before they reset, with a follow-up text a few days later.

  9. 9

    Referral Thank-You Tier 2+

    Starts when: A patient refers a friend

    Sends a personal thank-you text and creates a task for your team to mail a handwritten card (no gifts or rewards for referrals).

  10. 10

    Review Request Every plan

    Starts when: Treatment is completed

    The next day, invites the patient to share their experience. Messages never mention treatment details.

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

Dental practices live on the recall schedule. Tier 2 adds the advanced workflows behind 6-month recall reminders, treatment-plan follow-up, orthodontic consult nurture and year-end insurance-benefits campaigns, plus AI replies to reviews. Choose Tier 3 for 24/7 AI booking and Voice AI, several providers whose results you want to compare, or more than one office.

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™ Dental & Orthodontic Practices Build for a fictional dental practice. Every text, reminder, pipeline card and AI answer on this page shows what you and your patients would see. Our team tailors the wording, timing and offers to your business.

Is Sunrise Dental Studio a real business?

No. Sunrise Dental Studio is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Can it keep our hygiene schedule full with 6-month recalls?

Yes. After each cleaning, the system reminds each patient by text and email when their next cleaning is due, with a link to book, and stops as soon as they book.

How does it cut no-shows and last-minute cancellations?

Patients get automatic confirmations and reminders before every appointment on every plan. If someone misses or cancels, they get a friendly text to reschedule, then an email, so the chair gets filled again.

Can it follow up on treatment plans patients haven't scheduled?

Yes. When a treatment plan is presented, the patient gets a friendly check-in text and email a couple of days later, with an easy way to ask about insurance, payment options or scheduling.

Do you offer referral rewards?

No. Healthcare referral rules are strict, so our dental build never rewards referrals. Instead, the referring patient gets a personal thank-you text from your office.

Which plan do most dental practices choose?

Tier 2 (Growth & Automation) for recall, reactivation and year-end campaigns. Choose Tier 3 for 24/7 AI booking and Voice AI, several providers, or more than one location.

How do you protect patient privacy?

Our team is HIPAA-trained. We set up your system so patient privacy comes first: appointment reminders and follow-ups stay generic (date, time and location only), no diagnosis or treatment details go out by text or email, and every user signs in with two-factor login. Clinical records stay in your existing patient-records system.

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 dental practice?

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.