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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™ · Lumen Pilates & Yoga is a fictional business
Lumen Pilates & Yoga · demo

See how a fitness studio turns more trials into members who stay

This is a live demo of the Viper Consulting™ Fitness Studios & Gyms Build, shown for a fictional studio, Lumen Pilates & Yoga. Claim a FREE first class below and watch the system welcome the new member, cut no-shows and win back members who drift away.

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

Start my 14-day FREE trialSee the full studio build

Try it: Claim your FREE first class

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 welcomeNew leads get a welcome text and email within seconds with the class schedule.
  2. Member pipelineA card appears in the pipeline: Trial Lead, First Class Booked, Trial Active, Member, Win-Back.
  3. Class remindersEvery class is confirmed and reminded, and a missed class gets a friendly rebook text.
  4. Trial-to-memberCheck-ins during the trial, a membership offer before it ends and a call task for your team.
  5. Win-backMembers who haven't checked in for 21 days get a we-miss-you message.
  6. ReviewsAfter a member's third class, they get the same friendly review request as everyone else.

Missed-call text back

☎ Missed call
Hi, this is Lumen Pilates & Yoga. Sorry we missed your call, we're teaching! See the schedule here: lumenstudio.example/schedule Reply STOP to opt out.
Is there a beginner class this weekend?
Yes! Saturday at 9:00 AM is our beginner reformer class. Want a spot? 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.

Trial Lead

Brooke H.Web form, just now

First Class Booked

Nate G.Sat 9:00 AM

Trial Active

Olivia M.Trial day 9 of 14

Member

Zoe P.Member since July

Win-Back

Ryan K.No check-in in 21 days

Every conversation, handled automatically

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

Sent when: Two hours before class

Lumen Pilates & Yoga

Hi Nate, see you at 9:00 AM for Beginner Reformer at Lumen Pilates & Yoga, 18 Elm Plaza. Reply R if you need to reschedule. Reply STOP to opt out.
On my way!

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 Lumen Pilates & Yoga assistant. Ask about classes and memberships, or book a class, 24/7.

Voice AI answers the phone

A caller reaches Lumen Pilates & Yoga 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 Lumen Pilates and Yoga, this is the virtual assistant. How can I help?
  2. Caller: I'd like to try a class.
  3. AI agent: Wonderful! Your first class is FREE. I have Saturday at 9:00 AM or Monday at 6:00 PM.
  4. Caller: Monday evening.
  5. AI agent: You're in for Monday at 6:00 PM. I'll text you what to bring and a reminder before class.

The workflows behind this demo

Here is everything that runs in the background for a studio. 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 class schedule and booking link.

  2. 2

    New Lead & Trial Welcome Every plan

    Starts when: Someone signs up for a trial or first class

    Sends a welcome text and email with what to bring and how to find the studio.

  3. 3

    Class Reminders & No-Show Recovery Every plan

    Starts when: A class is booked, missed or canceled

    Sends a reminder before class and a friendly rebook text after a no-show.

  4. 4

    Trial-to-Member Conversion Tier 2+

    Starts when: A trial is about to end

    Sends check-ins during the trial, a membership offer before it ends and a call task for your team.

  5. 5

    Member Win-Back Tier 2+

    Starts when: A member hasn't checked in for 21 days

    Sends a we-miss-you text, then an email with an easy way to book.

  6. 6

    Bring-a-Friend Rewards Tier 3+

    Starts when: A member refers a friend

    Sends a thank-you and the reward you choose when the friend joins.

  7. 7

    Challenge & Event Campaign Tier 2+

    Starts when: You start the campaign

    Promotes challenges, workshops and new class times by text, email and social.

  8. 8

    Review Request Every plan

    Starts when: A member completes their third class

    Sends a friendly review request 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 2: Growth & Automation · $597/month

Tier 2 adds trial-to-member conversion, win-back for members who stop coming, challenge campaigns and social posting. Choose Tier 3 for bring-a-friend rewards, a members-only portal and online programs, 24/7 AI booking, or more than one location.

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™ Fitness Studios & Gyms Build for a fictional boutique fitness studio. Every text, reminder, pipeline card and AI answer on this page shows what you and your members would see. Our team tailors the wording, timing and offers to your business.

Is Lumen Pilates & Yoga a real business?

No. Lumen Pilates & Yoga is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Can it turn trial members into paying members?

Yes. Trial members get a welcome message, class reminders and check-ins during their trial, then a membership offer before it ends. Your team gets a task to call anyone who hasn't come back.

Can it reduce class no-shows?

Yes. Every booking gets a confirmation and a reminder before class, and anyone who misses gets a friendly text to rebook.

Can it win back members who stopped coming?

Yes. Members who haven't checked in for a few weeks get a we-miss-you message and an easy way to book their next class.

Do you offer a bring-a-friend program?

Yes. Members who refer a friend can get a reward you choose, such as a FREE class or a month at a discount. We never reward reviews, because Google doesn't allow it.

Which plan do most studios choose?

Tier 2 (Growth & Automation). Choose Tier 3 for bring-a-friend rewards, a members-only portal and online programs, 24/7 AI booking, or more than one location.

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 studio?

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.