Skip to main content

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.

Viper Consulting shield logo Viper Consulting™ 1-800-455-5691

FREE Business Audit · 3 minutes · $0

Where is your business losing money right now?

Answer 25 quick Yes/No questions, ranked by revenue impact with the biggest leaks first. You'll see your score instantly, and our team will send your FREE Business Audit with the exact fixes for every gap. No contract, no obligation.

  1. Do you have a clear pipeline showing every lead and deal and its current stage?

  2. Do you pay for 3 or more separate apps for scheduling, texting, email, invoices or reviews?

  3. Is every incoming call answered live, even after hours, on weekends and when you're busy?

  4. When you miss a call, does the caller automatically get a text back within a minute?

  5. Do new leads (web form, Facebook, Instagram, Google) get a reply within 5 minutes?

  6. Can customers book appointments online, 24/7, without calling you?

  7. Can customers who speak a language other than English be served in their language?

  8. Do customers get automatic appointment reminders by text and email?

  9. Does your website capture leads with a form or chat that sends them straight to you?

  10. Is your no-show or late-cancel rate under 10%?

  11. Do you automatically follow up on quotes and estimates that haven't been accepted?

  12. After every job or visit, does every customer automatically get a review request?

  13. Do you get at least 4 new Google reviews a month?

  14. Do you reply to every online review, good or bad, within 48 hours?

  15. Do all your calls, texts, emails, social messages and web forms land in ONE inbox?

  16. Do you automatically reach back out to past customers who haven't returned in 6+ months?

  17. Can customers pay you from a link sent by text or email?

  18. Do you send automatic reminders for unpaid invoices?

  19. Is your Google Business Profile complete and updated at least monthly?

  20. Do you know which marketing source (Google, Facebook, referrals, etc.) brings in each new customer?

  21. Do you send regular promotions or newsletters to your customer list?

  22. Do you have a simple way to collect and reward referrals, where allowed in your industry?

  23. Are forms, intake paperwork and signatures collected digitally before the visit?

  24. Does your team get automatic task reminders so no follow-up is forgotten?

  25. Do you review a weekly or monthly report of leads, bookings, reviews and revenue?

Where should we send your FREE Business Audit?

Our team reviews your answers and sends your personalized audit within one business day.

By submitting, you agree to our Privacy Policy and Terms of Service. We never sell your information.