Frequently asked questions

We'll help your business not just MAKE MORE MONEY, but also SAVE MONEY. How, you ask? We implement AI automation and integration to increase efficiency and accuracy in your business (cost savings), and we generate more leads and capture every lead using our systems (more money for your business).

Our Onboarding Roadmap, from signup to go-live:

Onboarding takes 2 days on Tiers 1 and 2, and 3 days on Tiers 3 and 4, from signup to go-live. Our team builds, tests and launches everything for you.

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, and annual plans save you two months (up to $3,194 a year). See all plans on our pricing page.

When your 14-day trial ends, your one-time setup fee (equal to one month of your plan) and your first month are charged together. After that your plan simply renews monthly. There's no contract, so you can cancel anytime, and if you cancel before the trial ends you pay nothing. Annual plans have no setup fee.

Each industry tab on this page recommends a plan, and our Which plan fits my business? guide compares them side by side. Your FREE audit also ends with a plan recommendation.

Every plan is done-for-you setup. On Tier 1 you run it day to day; on Tier 2 we keep your workflows and campaigns running; Tier 3 is mostly managed, including your AI agents and quarterly strategy call; Tier 4 is full white-glove, with our team running your local SEO every month. Details are on our pricing page.

No. Our team sets everything up for you and walks you through it on a kickoff call and a final walkthrough. The system sends the first reply, follow-ups, reminders and review requests on its own. When a customer needs a real decision from you, it lands in one simple inbox on your computer or phone. On Tiers 3 and 4, our AI agents also answer routine questions and book appointments by chat and phone 24/7.

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.

Yes. Customers keep calling the number they already know. We connect it to the system during setup, so calls and texts flow into the same inbox.

Yes. On every plan we connect your website forms, chat widget, booking calendar, email, and Facebook and Instagram messages, so every message lands in one place. Tier 2 and up adds the Social Media Planner and Google Business Profile call and lead capture. Tier 4 adds hands-free Google Business Profile management.

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.

Phone carriers require every business that sends texts to register its legal name and EIN. We use them only for that registration, so your texts get delivered instead of blocked.

Yes. The Viper Playbook is our FREE weekly email with one practical growth idea per issue. Sign up and you also get our 12-point CRM Audit Checklist and a FREE Missed-Call Text-Back workflow.

Yes. Every call, text and web form gets an instant reply, every lead lands in one pipeline, and homeowners can book their own inspection online, so no storm lead slips through while your crews are on roofs. On Tier 3, Voice AI agents answer every overflow call and book it for you.

On every plan, after-hours callers get an instant text back so they know you're on it, and your on-call person gets an alert with the customer's details. Voice AI agents, included in Tiers 3 and 4, answer and book those calls 24/7 (Tiers 1 and 2 can add an AI voice receptionist for $397 a month).

Yes, on every plan. Each open quote gets polite follow-ups by text and email over about 10 days until the homeowner decides, and you can see which bids are open and which need a call.

Every bid is tracked in a pipeline from first call to signed contract, with automatic follow-ups so you stay top of mind while the client decides. Tier 2 adds seasonal campaigns, like spring roof checks or fall furnace tune-ups, to past customers.

Yes. Every plan includes invoices and text-to-pay: send a secure payment link by text or email and the payment is logged on the customer's record, with automatic reminders for anything overdue.

Every finished job triggers a review request on every plan. Tier 2 tracks the calls and leads coming from your Google Business Profile and drafts replies to reviews with AI. Tier 4 adds hands-free profile updates, Citation Sync, customer job photos and monthly local SEO with a ranking report.

Tier 2 (Growth & Automation) for most single-location shops. Choose Tier 3 if you lose calls while crews are on jobs or after hours, because 24/7 AI booking and Voice AI are included.

Clients get automatic confirmations and reminders by text and email 24 hours and 2 hours before every appointment, and a cancellation can trigger a message to rebook, so empty chairs get filled.

Yes. Tier 2 sends rebooking reminders when a client is due for their next treatment, plus birthday offers, membership promotions and win-back messages to clients who haven't visited in a while.

Yes. On Tier 3, our 24/7 AI booking bot answers common questions about treatments, pricing ranges and availability by web chat and text, and books the consult straight onto your calendar. Voice AI answers phone calls the same way.

Yes. Tier 2 runs membership, VIP and referral programs with automatic messages. Tier 3 adds a client portal with members-only content, and annual plans include our BONUS rewards, promotions and membership programs built for your industry.

Yes. Tier 2 includes the Social Media Planner to plan and publish posts across Facebook, Instagram, LinkedIn and TikTok. Always get each client's written consent before posting their photos.

Yes. For practices that handle protected health information (PHI), we offer a HIPAA-compliant setup, activated during your onboarding: your data is stored on HIPAA-compliant cloud infrastructure with encryption in storage and in transit, mandatory two-factor login, automatic session timeouts and audit logs, and secure messaging for anything sensitive. We sign a Business Associate Agreement (BAA) with your practice before any patient data goes in. Routine reminders stay generic (date, time, location), so no diagnosis or treatment details ever go out by regular text or email.

Tier 2 (Growth & Automation) for the rebooking and membership engine. Choose Tier 3 when after-hours inquiries and phone volume are high, because 24/7 AI booking and Voice AI are included.

Yes. New patients can book online 24/7 and receive your intake forms automatically before their first visit, which saves your front desk time.

Yes. Tier 2 sends care-plan follow-ups and reminders between visits, and missed-appointment messages that make it easy to rebook.

Tier 2 includes reactivation and win-back campaigns that reach out automatically after 60 to 180 days without a visit, with a simple link to book again.

Yes. Every plan includes invoices and text-to-pay. Tier 3 adds memberships and online courses, such as a home-exercise or nutrition program, in a branded client portal.

Yes. Tier 3 adds custom reporting, so you can compare bookings and revenue by provider, service or location.

Yes. For practices that handle protected health information (PHI), we offer a HIPAA-compliant setup, activated during your onboarding: your data is stored on HIPAA-compliant cloud infrastructure with encryption in storage and in transit, mandatory two-factor login, automatic session timeouts and audit logs, and secure messaging for anything sensitive. We sign a Business Associate Agreement (BAA) with your practice before any patient data goes in. Routine reminders stay generic (date, time, location), so no diagnosis or treatment details ever go out by regular text or email.

Tier 2 (Growth & Automation). Move to Tier 3 for 24/7 AI booking and Voice AI, memberships or online programs, or more than one location.

Yes. On Tier 3, Voice AI agents answer every call 24/7, gather the family's needs and book an assessment, and your on-call coordinator gets an instant alert. On every plan, missed calls get a text back within seconds.

Yes. Families can book an assessment online or through the AI booking bot, and they get confirmations and reminders before the visit.

Yes. Every lead is tagged by source, such as hospital discharge planners, physicians, Google or family referrals, and Tier 3 reports show which referral partners send you the most clients.

Yes. Job applications go into their own recruiting pipeline with automatic replies and reminders for phone screens and interviews, so good candidates don't go cold.

Yes. Tier 3 includes multi-location management: one login for every branch, shared workflows, and results compared side by side.

Yes. For practices that handle protected health information (PHI), we offer a HIPAA-compliant setup, activated during your onboarding: your data is stored on HIPAA-compliant cloud infrastructure with encryption in storage and in transit, mandatory two-factor login, automatic session timeouts and audit logs, and secure messaging for anything sensitive. We sign a Business Associate Agreement (BAA) with your practice before any patient data goes in. Routine reminders stay generic (date, time, location), so no diagnosis or treatment details ever go out by regular text or email.

Tier 3 (Scale & AI Enterprise), because 24/7 Voice AI, AI booking and higher texting and calling allowances fit this industry. Tier 4 adds local SEO so families find you first.

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.

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.

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

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

Yes. Tier 3 adds multi-office management and reports by agent, lead source and closed deals, plus lead scoring so agents call the hottest leads first.

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

Yes. Every open proposal gets automatic, professional follow-ups on every plan, and Tier 2 adds discovery-call reminders and multi-step sequences.

Yes. Tier 2 sends welcome sequences when a client signs, a 30-day check-in, and renewal reminders before contracts or retainers come up.

Yes. Tier 3 adds sales attribution and ROI reporting that ties ads, calls and campaigns to closed deals.

Yes. Tier 2 includes referral-partner workflows to thank partners, track who sent which client and keep them updated.

Yes. We keep sensitive details out of routine texts and emails, and use secure messaging and two-factor login on every user account.

Tier 2 (Growth & Automation). Choose Tier 3 when you want lead scoring and reporting that shows which campaigns turn into revenue.

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

Yes. Tier 2 runs win-back campaigns by email and text, plus VIP and loyalty sequences for your best customers.

Yes. Tier 2 includes email and text campaigns, landing pages and social posting for holiday sales, new arrivals and in-store events.

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

Yes. Tier 3 adds multi-location management and revenue reporting by store and campaign.

Tier 2 (Growth & Automation). Choose Tier 3 for more than one store or campaign revenue reporting.

Yes. Tier 2 sends slow-night promotions, VIP offers and birthday rewards to your guest list by text and email.

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.

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

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

Tier 4 adds hands-free Google Business Profile updates, Citation Sync, local photo workflows and monthly local SEO, so you show up when people search nearby.

Tier 2 (Growth & Automation). Choose Tier 3 for 24/7 AI answering of reservations and catering questions.