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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™ · Willow Creek Animal Clinic is a fictional business
Willow Creek Animal Clinic · demo

See how a veterinary clinic keeps every pet on schedule

This is a live demo of the Viper Consulting™ Veterinary & Pet Care Build, shown for a fictional clinic, Willow Creek Animal Clinic. Request a visit below and watch the system welcome the pet parent, send reminders and keep the schedule full.

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

Start my 14-day FREE trialSee the full clinic build

Try it: Request a visit

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 replyThe pet parent gets a text and email within seconds with your booking link.
  2. New client welcomeWhen they book, they get your new-client form and what to bring (vaccine records, a leash or carrier).
  3. Client pipelineA card appears in the pipeline: New Client, Intake Sent, Visit Booked, Seen, Wellness Due.
  4. RemindersEvery visit is confirmed and reminded, and a no-show gets a rebook text.
  5. Vaccine and wellness remindersPet parents are reminded when a vaccine or yearly exam comes due, and reminders stop once they book.
  6. ReviewsA few hours after every visit, each pet parent gets the same friendly review request.

Missed-call text back

☎ Missed call
Hi, this is Willow Creek Animal Clinic. Sorry we missed your call! How can we help? You can also book online: willowcreekvet.example/book Reply STOP to opt out.
Are you taking new patients? We just adopted a puppy!
Congratulations! Yes, we have Friday at 4:30 PM for a new client visit. Want it? 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 Client

Biscuit (dog)Web form, just now

Intake Sent

Luna (cat)Intake form sent

Visit Booked

Max (dog)Fri 4:30 PM

Seen

Pepper (cat)Check-in sent

Wellness Due

Rocky (dog)Exam due in Nov

Every conversation, handled automatically

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

Sent when: The day before a visit

Willow Creek Animal Clinic

Hi Erin, a reminder from Willow Creek Animal Clinic: Max's visit is tomorrow, Fri at 4:30 PM, 7 Brook Rd. Reply C to confirm or R to reschedule. Reply STOP to opt out.
C

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 Willow Creek Animal Clinic assistant. I can answer questions and book visits, 24/7. For a pet emergency, please call an emergency animal hospital right away.

Voice AI answers the phone

A caller reaches Willow Creek Animal Clinic 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 Willow Creek Animal Clinic, this is the virtual assistant. How can I help?
  2. Caller: I need to book a checkup for my cat.
  3. AI agent: Happy to help. I have Monday at 9:00 AM or Tuesday at 3:00 PM.
  4. Caller: Monday.
  5. AI agent: You're booked for Monday at 9:00 AM. I'll text you a confirmation and a reminder the day before.

The workflows behind this demo

Here is everything that runs in the background for a clinic. 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 booking link.

  2. 2

    New Client Welcome & Intake Every plan

    Starts when: A new client books a first visit

    Sends a confirmation, your new-client form and what to bring (vaccine records, a leash or carrier).

  3. 3

    Appointment Reminders & No-Show Recovery Every plan

    Starts when: An appointment is booked, missed or canceled

    Sends reminders before the visit, and after a no-show sends a rebook text and an email the next day.

  4. 4

    Vaccine & Wellness Reminders Tier 2+

    Starts when: A vaccine or yearly exam comes due

    Reminds the pet parent by text, then by email, and stops as soon as they book.

  5. 5

    Post-Visit Check-In Tier 2+

    Starts when: A surgery or sick visit is completed

    Sends a caring check-in the next day and asks the owner to call with any concerns. Messages never include diagnosis details.

  6. 6

    Grooming & Boarding Rebooking Tier 2+

    Starts when: A grooming or boarding visit is completed

    Sends a rebooking reminder on the pet's usual cycle and holiday boarding reminders.

  7. 7

    Pet-Parent Referral Thank-You Tier 3+

    Starts when: A client refers a friend

    Sends a thank-you and the referral credit you choose, and tags the referral so your team can track it.

  8. 8

    Review Request Every plan

    Starts when: A visit is completed

    Sends a friendly review request a few hours later and alerts your team to any unhappy reply.

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 3: Scale & AI Enterprise · $997/month

Clinics live on reminders and loyal pet parents. Tier 3 is our pick: it includes the vaccine and wellness-exam reminders, dental-cleaning and senior-pet campaigns and grooming rebooking from Tier 2, and adds the pet-parent referral thank-you credits from our Rewards, Promotions & Membership Programs, 24/7 AI booking and Voice AI for after-hours calls, and reports by doctor and location. A single-doctor clinic that mostly needs reminders can start on Tier 2.

Also consider: Tier 2: Growth & Automation ($597/month). Every plan starts with a 14-day FREE trial, with NO sign-up fee.

See Tier 3 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™ Veterinary & Pet Care Build for a fictional veterinary clinic. Every text, reminder, pipeline card and AI answer on this page shows what you and your pet parents would see. Our team tailors the wording, timing and offers to your business.

Is Willow Creek Animal Clinic a real business?

No. Willow Creek Animal Clinic is fictional, and the demo form on this page is a simulation: nothing you type is sent or saved.

Can it remind pet parents about vaccines and wellness exams?

Yes. Pet parents get a friendly text and email when a vaccine or yearly exam is coming due, with your booking link, and the reminders stop as soon as they book.

How does it reduce missed appointments?

Every appointment gets a confirmation and reminders before the visit. If someone misses, they get a text to pick a new time and an email the next day.

Can it follow up after surgery or a sick visit?

Yes. A next-day check-in text asks how the pet is doing and tells the owner to call if they have concerns. Messages never include diagnosis details.

Can it rebook grooming and boarding?

Yes. Grooming clients get a rebooking reminder on their usual cycle, and boarding clients get holiday reminders to reserve early.

Which plan do most clinics choose?

Tier 3 (Scale & AI Enterprise), for 24/7 AI booking and Voice AI, pet-parent referral rewards, and reports by doctor and location. A single-doctor clinic that mostly needs reminders can start on Tier 2.

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 clinic?

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.