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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™ · Maple & Thread Boutique is a fictional business
Maple & Thread Boutique · demo

See how a boutique brings customers back again and again

This is a live demo of the Viper Consulting™ Retail & E-commerce Build, shown for a fictional boutique, Maple & Thread Boutique. Join the list below and watch the system thank, follow up with and win back every customer.

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

Start my 14-day FREE trialSee the full store build

Try it: Join the VIP list

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 subscribers get a welcome text and email within seconds.
  2. Customer pipelineEvery shopper is tracked: Subscriber, First Purchase, Repeat Buyer, VIP, Win-Back.
  3. Thank-you and reviewsEvery purchase triggers a thank-you, and a week later every customer gets the same review request.
  4. Cart follow-upOpen carts get a reminder email after 2 hours, a text after 1 day and a last email after 3 days.
  5. Win-backCustomers who haven't ordered in 60 days get a we-miss-you message with a special offer.
  6. Text-to-paySpecial orders and custom pieces get a secure payment link by text.

Missed-call text back

☎ Missed call
Hi, this is Maple & Thread Boutique. Sorry we missed your call! How can we help? Shop online any time: mapleandthread.example Reply STOP to opt out.
Do you have the green wrap sweater in a medium?
We do! Want us to hold one at the counter for you until tomorrow? 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.

Subscriber

Holly B.Joined just now

First Purchase

Monica F.Bought Oct 12

Repeat Buyer

Tess A.3 orders

VIP

June W.VIP since March

Win-Back

Carla N.No order in 60 days

Every conversation, handled automatically

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

Sent when: One day after a cart is left open

Maple & Thread Boutique

Hi Holly, you left something lovely in your cart at Maple & Thread Boutique. It's still waiting for you: mapleandthread.example/cart Reply STOP to opt out.
Oops, thanks! Just ordered.

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 Maple & Thread assistant. Ask me about sizes, orders and store hours, 24/7.

Voice AI answers the phone

A caller reaches Maple & Thread Boutique 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 Maple and Thread Boutique, this is the virtual assistant. How can I help?
  2. Caller: Are you open on Sunday?
  3. AI agent: Yes, we're open Sunday from 12 to 5 PM. Is there anything you'd like us to set aside?
  4. Caller: No, I'll just stop by.
  5. AI agent: Wonderful! I'll text you our address. See you Sunday.

The workflows behind this demo

Here is everything that runs in the background for a store. 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 shop link.

  2. 2

    Post-Purchase Thank-You & Review Tier 2+

    Starts when: A customer makes a purchase

    Sends a thank-you email, a review request a week later and a restock or cross-sell email about 4 weeks later.

  3. 3

    Cart & Quote Follow-Up Tier 2+

    Starts when: A cart or quote is sent

    Sends a reminder email after 2 hours, a text after 1 day and a last email after 3 days, and stops on purchase.

  4. 4

    Win-Back Campaign Tier 2+

    Starts when: A customer hasn't ordered in 60 days

    Sends a we-miss-you email with a special offer, a text and a last-call email, and stops on the next purchase.

  5. 5

    VIP Club Welcome Tier 3+

    Starts when: A customer joins your VIP club

    Sends a VIP welcome email and text and an early-access email 30 days later.

  6. 6

    Referral Reward Tier 3+

    Starts when: A customer refers a friend

    Thanks them with their reward and gives your team a task to issue the code.

  7. 7

    Seasonal Sale Tier 2+

    Starts when: You start a sale

    Announces the sale, sends a reminder text and a last-day email, and stops for anyone who buys.

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 post-purchase thank-you and review flows, win-back campaigns, seasonal sales and social posting. Choose Tier 3 for VIP club and referral rewards, when you run more than one store or need revenue reporting by campaign.

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™ Retail & E-commerce Build for a fictional boutique. Every text, reminder, pipeline card and AI answer on this page shows what you and your customers would see. Our team tailors the wording, timing and offers to your business.

Is Maple & Thread Boutique a real business?

No. Maple & Thread Boutique is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Can it send thank-you and review requests after every purchase?

Yes. Every purchase can trigger a thank-you, a review request and a follow-up offer, on every plan.

Can we win back customers who haven't bought in a while?

Yes. Tier 2 runs win-back campaigns by email and text. VIP club and loyalty rewards for your best customers are included on Tier 3, or on Tier 2 with the Rewards Lite add-on ($97/month).

Can customers pay by text?

Yes. Every plan includes invoices and text-to-pay, which is handy for special orders, deposits and custom pieces.

Which plan do most retailers choose?

Tier 2 (Growth & Automation). Choose Tier 3 for multiple stores or revenue reporting by campaign.

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 store?

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.