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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™ · Bluebird Home Realty is a fictional business
Bluebird Home Realty · demo

See how a real estate team replies to every lead in seconds

This is a live demo of the Viper Consulting™ Real Estate Build, shown for a fictional team, Bluebird Home Realty. Submit a lead below and watch the system reply instantly, book the showing and nurture the lead until they're ready.

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

Start my 14-day FREE trialSee the full real estate business build

Try it: Ask about a home

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 new lead gets a text and email within seconds, day or night, tagged with its source.
  2. Lead pipelineA card appears in the pipeline: New Lead, Contacted, Showing Booked, Under Contract, Closed.
  3. Showing remindersShowings and listing appointments are confirmed and reminded, with a reschedule text after a miss.
  4. Long-term nurtureBuyers and sellers who aren't ready get tips, market updates and a FREE home value offer for months.
  5. After closingA congratulations text, a review request and a home-anniversary message every year.

Missed-call text back

☎ Missed call
Hi, this is Bluebird Home Realty. Sorry we missed your call! Are you buying, selling or both? Book a time here: bluebirdrealty.example/book Reply STOP to opt out.
Buying. Is 22 Aspen Ct still available?
It is! We can show it Saturday at 1:00 PM. Want to lock it in? 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

Kevin L.Website, just now

Contacted

Ana P.Home value request

Showing Booked

Rachel Y.Sat 1:00 PM

Under Contract

Mike & Sue D.Closing Nov 7

Closed

Ivy C.Closed in May

Every conversation, handled automatically

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

Sent when: The day before a showing

Bluebird Home Realty

Hi Rachel, Bluebird Home Realty here. See you tomorrow at 1:00 PM at 22 Aspen Ct. Reply R to reschedule. Reply STOP to opt out.
See you there!

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 Bluebird Home Realty assistant. I can answer questions and book showings, 24/7.

Voice AI answers the phone

A caller reaches Bluebird Home Realty 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 Bluebird Home Realty, this is the virtual assistant. Are you buying or selling?
  2. Caller: Selling, I think, next spring.
  3. AI agent: Great. I can send you a FREE home value estimate and set up a call with an agent. Would Thursday at 5:00 PM work?
  4. Caller: Sure.
  5. AI agent: You're booked for Thursday at 5:00 PM. I'll text you a confirmation.

The workflows behind this demo

Here is everything that runs in the background for a real estate business. 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, day or night, and adds the lead to your pipeline with its source.

  2. 2

    Showing & Appointment Reminders Every plan

    Starts when: A showing or listing appointment is booked

    Confirms it and sends reminders before it.

  3. 3

    Missed Appointment Recovery Tier 2+

    Starts when: An appointment is missed or canceled

    Sends reschedule texts and an email.

  4. 4

    Buyer & Seller Nurture Tier 2+

    Starts when: A lead is contacted

    Sends multi-week buyer and seller tips, a FREE home value or home search offer and your booking link.

  5. 5

    Market Update Campaign Tier 2+

    Starts when: You start a market update

    Emails a market update and follows up with a FREE home value estimate offer.

  6. 6

    Closing Thank-You & Referral Ask Tier 2+

    Starts when: A deal closes

    Sends congratulations, a referral ask 30 days later and a home-anniversary text every year.

  7. 7

    Referral Thank-You Tier 2+

    Starts when: A past client sends a referral

    Sends a thank-you text and gives you a task to send a note.

  8. 8

    Review Request Every plan

    Starts when: A deal closes

    Asks every client for a Google review.

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

Real estate leads take months to close. Tier 2 adds long-term nurture workflows, market-update campaigns, listing and open-house landing pages, and social posting. Brokerages and teams should choose Tier 3 for multi-office management and reports by agent, lead source and closed deals.

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™ Real Estate Build for a fictional real estate team. Every text, reminder, pipeline card and AI answer on this page shows what you and your clients would see. Our team tailors the wording, timing and offers to your business.

Is Bluebird Home Realty a real business?

No. Bluebird Home Realty is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Leads from Zillow, Realtor.com and our website go cold fast. Can it respond instantly?

Yes. Every new lead from your website and connected lead sources gets an instant text and email reply, day or night, and is added to your pipeline with its source.

Most of our leads won't buy for months. How does it nurture them?

Tier 2 runs long-term nurture workflows and market-update campaigns by email and text, so you stay top of mind until they're ready.

Can we promote listings and open houses?

Yes. Tier 2 includes landing pages for each listing and open house, social posting, and automatic follow-up with everyone who signs in.

Can it ask past clients for referrals and reviews?

Yes. After closing, clients get a thank-you, a review request and a referral ask, plus a home-anniversary message every year.

Which plan do most real estate pros choose?

Tier 2 (Growth & Automation) for individual agents. Teams and brokerages should choose Tier 3.

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 real estate business?

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.

Start my FREE trial Get my FREE audit

© 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.