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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.

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. When your 14-day trial ends, your one-time setup fee and your first month are charged together. 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 and no setup fee.

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 Home Care is a fictional business
Sunrise Home Care · demo

See how a home health agency answers every family, every time

This is a live demo of the Viper Consulting Home HealthCare Build, shown for a fictional agency, Sunrise Home Care. Fill in the form and watch what happens.

FREE audit, $0 today, no contract, cancel anytime

Try it: Request home care for a loved one

What happens next, automatically

  1. Instant replyThe family gets a friendly email within seconds (and a text once the agency's texting registration is approved), with a link to book an assessment.
  2. Patient intake pipelineA new card appears in the agency's Patient Intake pipeline: New Inquiry, Contacted, Assessment Scheduled, Payer Verified, Admitted.
  3. Team alertThe intake coordinator gets an instant email and text alert, so nobody waits until Monday.
  4. Online booking and remindersThe family books an assessment online and gets automatic reminders, so fewer visits are missed.
  5. Caregiver recruitingA separate caregiver application feeds a recruiting pipeline: New Applicant, Phone Screen, Interview, Credentials and Background Check, Hired.
  6. Referral partnersDischarge planners and other referral sources are tracked in their own pipeline, from first visit to top referrer.
  7. ReviewsAfter care starts, families get a polite review request, which builds the agency's Google rating.

Missed-call text back

☎ Missed call
Hi, this is Sunrise Home Care. Sorry we missed your call! How can we help your family today? You can also book a FREE assessment here: sunrisehomecare.com/book
My mom needs help at home 3 days a week.
We can help. A care coordinator will call you within 15 minutes.

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 Home HealthCare Build for a fictional agency. The form above is live and connected to a real CRM, so you see exactly what families experience.

Is this a real home care agency?

No. Sunrise Home Care is fictional. Please don't enter patient medical details; use test information if you prefer.

What does a family receive after submitting?

An instant confirmation email (and a text once texting is registered for the agency) with next steps and a booking link.

What happens to missed calls?

Every missed call gets an automatic text back within seconds, so the family keeps talking to you instead of calling the next agency.

Can it handle caregiver hiring too?

Yes. Caregiver applications go into a recruiting pipeline with automatic replies and reminders for phone screens and interviews.

Is it HIPAA friendly?

The build keeps medical details out of texts and emails by default. Agencies that store patient health information can enable a HIPAA-compliant setup with a signed Business Associate Agreement.

How long does setup take?

Onboarding takes 2 days on Tiers 1 and 2, and 3 days on Tiers 3 and 4, from signup to go-live.

What does it cost?

Plans start at $297 a month, with a FREE audit, $0 today, no contract, cancel anytime. Every plan starts with a 14-day FREE trial.

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

© 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.