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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 · Summit Home Pros is a fictional business
Summit Home Pros · demo

See how a home services company wins every lead

This is a live demo of the Viper Consulting Home Services Pros Build, shown for a fictional roofing, plumbing and HVAC company, Summit Home Pros. Request a quote and watch what happens.

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

Try it: Request a FREE quote

What happens next, automatically

  1. Instant replyThe homeowner gets a reply in seconds by email (and text once texting is registered), before they call a competitor.
  2. Sales pipelineA new lead card appears in the pipeline: New Lead, Contacted, Estimate Booked, Quote Sent, Won.
  3. Team alertThe owner or office manager gets an instant alert with the lead's details.
  4. Estimate booking and remindersThe homeowner books an estimate online and gets automatic reminders.
  5. Quote follow-upIf a quote isn't accepted, polite follow-ups go out automatically until the homeowner decides.
  6. ReviewsAfter the job, the customer gets a review request, which builds the company's Google rating.

Missed-call text back

☎ Missed call
Hi, this is Summit Home Pros. Sorry we missed your call! What can we help with? Book a FREE estimate here: summithomepros.com/estimate
Water heater is leaking, can someone come today?
Yes! A technician can be there this afternoon. What's your address?

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 Services Pros Build for a fictional company. The quote form is live and connected to a real CRM.

Is Summit Home Pros a real company?

No, it's fictional. Feel free to use test information.

Which trades is this for?

Roofers, plumbers, HVAC, electricians, general contractors, remodelers, landscapers and other home services pros.

What happens to missed calls?

Every missed call gets an automatic text back within seconds, so the job stays with you.

Does it follow up on quotes?

Yes. Open quotes get automatic, polite follow-ups by text and email until the customer decides.

Can it get us more Google reviews?

Yes. Customers get a review request after each job, and Tier 4 adds review monitoring and Google Business Profile management.

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.