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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.
Viper Consulting shield logo Viper Home Services™ 1-800-455-5691

A division of Viper Consulting

Viper Home Services

Viper Consulting also has a division that helps property owners with total home services including installation of whole house water filtration systems.

What we do: We provide home services and renovation with superior quality, scoped, managed and checked by the same principal from first visit to final walkthrough.

Areas we serve: Northern Virginia, Washington DC and Montgomery County, Maryland.

Request a quote Call 1-800-455-5691

Meet Ana from Viper

How home service pros stop losing jobs to missed calls.

  • Total home servicesrenovation, roofing, plumbing, electrical, HVAC, carpentry, whole-house water filtration and property maintenance
  • 10+ yrsof real estate development and home services

Home services for property owners

Homeowners, investors and property managers get one accountable team for every trade.

Home services

Roofing, plumbing, electrical, HVAC, carpentry and remodeling through licensed trade partners.

Whole-house water filtration installation

Selection, installation and servicing of whole-home water filtration and softening systems.

NAICS 238220

Real estate development and maintenance

Renovation, new construction and ongoing property upkeep, with interior architecture in-house.

Our team and trade partners

1

Interior architect

Space planning and design for renovation and development.

2

Architects

Building design, permit drawings and code review for renovations, additions and new development.

5

Licensed trades

Trade partners: Licensed service providers for roofing, plumbing, electrical, HVAC and carpentry subcontractors, managed by Viper on every job.

Tell us what you need

Most requests get a reply within one business day.

New projects and quotes
[email protected]

Existing clients and support
[email protected]

General and government inquiries
[email protected]

Toll-free
1-800-455-5691

Your request goes straight to our sales team at [email protected].