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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.

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. When your 14-day trial ends, your one-time setup fee and your first month are charged together. 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 and no setup fee.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.
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Viper Consulting™ for Home HealthCare Agencies

Answer every family, every time

Viper Consulting™ builds and runs the system that answers family inquiries around the clock, schedules in-home assessments, tracks your referral partners and keeps caregiver recruiting moving.

FREE audit, $0 today, no contract, cancel anytime

Start my 14-day FREE trialGet my FREE auditSee the live demo

What we set up for your agency

Built for home care and home health agencies. Done for you, so there's no new software to learn.

24/7 answering

On Tier 3, Voice AI answers every call, gathers the family's needs and books an assessment. Missed calls get a text back in seconds on every plan.

Assessment booking

Families book an in-home assessment online and get confirmations and reminders.

Patient intake pipeline

Every inquiry is tracked from first call to admission, so nothing waits until Monday.

Referral partner tracking

See which discharge planners, physicians and partners send you the most clients.

Caregiver recruiting

Applications go into their own pipeline with automatic replies and interview reminders.

Multi-branch management

One login for every branch, shared workflows and results compared side by side on Tier 3.

Patient privacy first. Our team is HIPAA-trained. Reminders and follow-ups stay generic, with no diagnosis or treatment details by text or email. How we protect patient privacy

Your automated workflows

Here is exactly what runs in the background for your agency, every day, without anyone lifting a finger. Our team builds, tests and launches every workflow for you, then tailors the wording, timing and offers to your business.

  1. 1

    Missed-Call Text Back Every plan

    Starts when: A call goes unanswered

    Texts the family back within seconds so they keep talking to your agency.

  2. 2

    Instant Family Reply Every plan

    Starts when: A family submits an inquiry

    Sends an instant email (and a text once your texting is registered) with next steps and a link to book an assessment.

  3. 3

    Intake Coordinator Alert Every plan

    Starts when: A new inquiry comes in

    Alerts your intake coordinator by email and text with the family's details, so nobody waits until Monday.

  4. 4

    Assessment Confirmation & Reminders Every plan

    Starts when: A family books an in-home assessment

    Confirms the visit and sends reminders before it.

  5. 5

    Patient Intake Pipeline Every plan

    Starts when: A new inquiry comes in

    Tracks every family from New Inquiry to Contacted, Assessment Scheduled, Payer Verified and Admitted.

  6. 6

    Caregiver Recruiting Follow-Up Tier 2+

    Starts when: A caregiver applies

    Sends an automatic reply and reminders for phone screens and interviews, tracked in its own recruiting pipeline.

  7. 7

    Referral Partner Tracking Tier 2+

    Starts when: A referral source sends a client

    Tracks discharge planners, physicians and other partners in their own pipeline, from first visit to top referrer.

  8. 8

    Review Request Every plan

    Starts when: Care starts

    Sends families a polite review request that builds your Google rating.

Workflows marked “Every plan” are included from Tier 1. Workflows marked “Tier 2+” are included from Tier 2 (Growth & Automation) and up. Texting starts once the phone carriers approve your business texting registration.

How it works

Get your FREE audit

We review how your business handles calls, leads, follow-up and reviews today, and recommend the right plan.

We build and launch it for you

Our team sets up your CRM, phone and texting, booking, workflows and reviews. Tiers 1 and 2 go live in 2 days, Tiers 3 and 4 in 3 days.

You get more clients

The system replies, reminds, follows up and asks for reviews on its own, and every conversation lands in one simple inbox.

The plan we recommend

Tier 3: Scale & AI Enterprise · $997/month

Agencies juggle family inquiries, caregiver schedules and referral partners. Tier 3 adds custom reporting on where your clients come from and a higher usage allowance for the heavy texting and calling this industry needs, plus multi-location management for branch offices, Voice AI so worried families reach someone at 2 AM, and booking bots that schedule assessments. Tier 4 adds local SEO so families find you first.

Also consider: Tier 4: Done-For-You Local SEO Dominance ($1,597/month). Every plan starts with a 14-day FREE trial, and annual plans save you two months.

See Tier 3 and start FREE Compare plans

Frequently asked questions

Families call at all hours. Can someone always answer?

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.

Can it schedule in-home assessments automatically?

Yes. Families can book an assessment online or, on Tier 3, through the AI booking bot, and they get confirmations and reminders before the visit.

Can we track where our referrals come from?

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.

Can it help us recruit caregivers?

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.

We have more than one branch. Does that work?

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

Which plan do most home health agencies choose?

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.

How do you protect patient privacy?

Our team is HIPAA-trained. We set up your system so patient privacy comes first: appointment reminders and follow-ups stay generic (date, time and location only), no diagnosis or treatment details go out by text or email, and every user signs in with two-factor login. Clinical records stay in your existing patient-records system.

How long does setup take?

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.

What does it cost?

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.

What happens when the FREE trial ends?

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.

Ready to see it for your agency?

Get a FREE audit of your calls, leads and reviews, or start your 14-day FREE trial today. $0 today, no contract, cancel anytime. Questions? Call 1-800-455-5691.

Start my FREE trial Get my FREE audit