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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™ · Ember & Olive Kitchen is a fictional business
Ember & Olive Kitchen · demo

See how a restaurant fills slow nights and books more catering

This is a live demo of the Viper Consulting™ Restaurant Build, shown for a fictional restaurant and caterer, Ember & Olive Kitchen. Send a catering or reservation request below and watch what happens.

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

Start my 14-day FREE trialSee the full restaurant build

Try it: Request catering or a reservation

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 replyEvery reservation or catering request gets a text and email within seconds.
  2. Catering pipelineA card appears in the pipeline: Catering Inquiry, Quote Sent, Deposit Paid, Event Complete, Rebook.
  3. Quote follow-upOpen quotes get an email after 1 day, a text after 3 and a call task for your team after 6.
  4. Deposit linkOnce the quote is approved, a secure payment link for the deposit goes out by text.
  5. ReservationsReservations are confirmed and reminded, and a no-show gets a we-missed-you text.
  6. ReviewsAfter every visit or event, each guest gets the same friendly review request.

Missed-call text back

☎ Missed call
Hi, this is Ember & Olive Kitchen. Sorry we missed your call! Book a table or see our menus here: emberandolive.example Reply STOP to opt out.
Do you have a table for 4 tonight at 7?
We do! You're booked for 4 at 7:00 PM tonight. See you soon! 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.

Catering Inquiry

Office lunch, 40Web form, just now

Quote Sent

Birthday dinner, 18Quote day 3

Deposit Paid

Rehearsal dinner, 60Nov 8

Event Complete

Team party, 25Thank-you sent

Rebook

Holiday party, 50Rebook in December

Every conversation, handled automatically

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

Sent when: A catering quote is approved

Ember & Olive Kitchen

Hi Paula, thanks for approving your catering quote with Ember & Olive Kitchen! Pay your deposit securely here: emberandolive.example/pay/7731 Reply STOP to opt out.
Paid!
Thank you, Paula! Your event on Nov 8 is locked in. Reply STOP to opt out.

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 Ember & Olive Kitchen assistant. Ask about reservations, hours, menus and catering, 24/7.

Voice AI answers the phone

A caller reaches Ember & Olive Kitchen 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 Ember and Olive Kitchen, this is the virtual assistant. How can I help?
  2. Caller: I need catering for an office lunch next Thursday, about 40 people.
  3. AI agent: We'd love to help. I'll text you our catering menu now, and our events team will send a quote by tomorrow. What's your first name?
  4. Caller: Paula.
  5. AI agent: Thanks, Paula. Your request is in, and you'll get the menu by text in a moment.

The workflows behind this demo

Here is everything that runs in the background for a restaurant. 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 reservation or ordering link.

  2. 2

    Reservation Confirmation & Reminders Every plan

    Starts when: A guest books a table

    Confirms the reservation and sends a reminder before it.

  3. 3

    Reservation No-Show Recovery Tier 2+

    Starts when: A guest misses a reservation

    Sends a we-missed-you text 2 hours later and a your-table-is-waiting email 3 days later.

  4. 4

    Catering Quote Follow-Up Tier 2+

    Starts when: A catering quote is sent

    Follows up by email after 1 day and text after 3, and gives your team a call task after 6.

  5. 5

    VIP & Birthday Club Tier 3+

    Starts when: A guest joins your VIP club

    Sends a VIP welcome email and text, then a members-only offer 3 weeks later.

  6. 6

    Slow-Night & Seasonal Promotion Tier 3+

    Starts when: You start a promotion

    Sends your offer by text and email, then a last-chance text 3 days later.

  7. 7

    Event Thank-You & Rebook Tier 2+

    Starts when: A catered event or private event is completed

    Sends a thank-you with a review link, a review text 3 days later and a plan-your-next-event email 90 days later.

  8. 8

    Referral Reward Tier 3+

    Starts when: A guest refers a friend

    Thanks them with their reward and gives your staff a task to log it.

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 catering follow-up, event thank-yous and social posting. Tier 3 adds the VIP and birthday club, slow-night promotions and referral rewards, plus AI chat and voice agents that answer reservation, hours and catering questions around the clock. Tier 4 adds local SEO so you show up first when people search nearby.

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™ Restaurants Build for a fictional restaurant and caterer. Every text, reminder, pipeline card and AI answer on this page shows what you and your guests would see. Our team tailors the wording, timing and offers to your business.

Is Ember & Olive Kitchen a real business?

No. Ember & Olive Kitchen is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Can it fill slow nights?

Yes. Slow-night promotions, VIP offers and birthday rewards go to your guest list by text and email on Tier 3, or on Tier 2 with the Rewards Lite add-on ($97/month).

Can it answer reservation, hours and catering questions?

Yes. On every plan, missed calls get a text back with a booking link. On Tier 3, the AI chat and voice agents answer reservation, hours, menu and catering questions around the clock.

How does it help with catering and private events?

Catering inquiries go into their own pipeline with automatic quote follow-up, deposit links by text, and thank-you messages after the event.

Can it get us more Google reviews?

Yes. Guests get a friendly review request after their visit or order, and Tier 2 drafts professional replies to every review with AI.

Which plan do most restaurants choose?

Tier 2 (Growth & Automation). Choose Tier 3 for 24/7 AI answers to reservation and catering questions.

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 restaurant?

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.