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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.
FREE audit, $0 today, no contract, cancel anytime · See plans
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AI-Driven Results for Your Business

The done-for-you AI success formula for all small businesses. Every plan starts with a 14-day FREE trial.

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

See it live: Home HealthCare demo · Home Services Pros demo

See exactly what every feature does →Detailed, plain-English descriptions of every feature in all four plans
Tier 1

Starter

$297/month
FREE trial, then a $297 one-time setup fee with your first month · or $2,970/year (2 months FREE, no setup fee)
Save $594 a year with annual billing

The core AI-powered CRM to capture, organize, follow up with and get paid by every customer.

  • Core CRM & Contact Management: A centralized database that captures, tracks, and stores all customer details, communication history, and tags.
  • Unified Two-Way Inbox: Consolidates SMS, email, Facebook Messenger, Instagram DMs, and website chat into a single stream so you can respond from one place.
  • Visual Sales Pipelines: Custom drag-and-drop deal boards to track prospects across each stage of your sales process.
  • Calendar Booking System: Automated scheduling tools that sync with Google/Outlook calendars to let leads book appointments without back-and-forth emails.
  • Missed-Call Text Back: Instantly sends an automated SMS to any missed caller to keep potential leads engaged before they call a competitor.
  • Automated Review Request Campaigns: Automated SMS and email triggers sent after a job or purchase to prompt clients to leave a Google review.
  • Core Follow-Up Automations: Appointment confirmations and reminders, instant speed-to-lead replies and automatic quote follow-up, set up and running from day one.
  • Lead Forms & Website Chat Widget: Branded lead-capture forms and a chat widget for your website that drop every inquiry straight into your CRM and inbox.
  • Invoices & Text-to-Pay: Send invoices and payment links by text or email and get paid faster, with payments logged on the customer record.
What each feature does → Start FREE Trial now14 days FREE · $0 today · no contract · cancel anytime
Most popular Tier 2

Growth & Automation

$597/month
FREE trial, then a $597 one-time setup fee with your first month · or $5,970/year (2 months FREE, no setup fee)
Save $1,194 a year with annual billing

Includes everything in Starter, plus:

  • Funnel & Website Builders: Drag-and-drop page creation tools to host custom landing pages, sales funnels, and full websites.
  • Social Media Planner: A multi-account content scheduler to draft, plan, and auto-post content across Facebook, Instagram, LinkedIn, and TikTok.
  • Advanced Multi-Channel Workflows: Complex automated triggers combining conditional logic (if/then branches), webhooks, emails, and SMS follow-ups.
  • Google Business Profile Call & Lead Capture: Calls and website or booking clicks from your Google Business Profile listing are tracked and routed straight into your CRM and unified inbox.
  • AI-Assisted Review Auto-Responders: Generative AI that writes context-aware, professional replies to incoming customer reviews.
  • Email & SMS Campaigns and Newsletters: Design and schedule promotional emails, newsletters and text blasts to any segment of your customer list.
  • Rebooking, Referral & Win-Back Programs: Automated programs that bring customers back, reward referrals and reactivate people who haven't bought in a while.
What each feature does → Start FREE Trial now14 days FREE · $0 today · no contract · cancel anytime
Tier 3

Scale & AI Enterprise

$997/month
FREE trial, then a $997 one-time setup fee with your first month · or $9,970/year (2 months FREE, no setup fee)
Save $1,994 a year with annual billing

Includes everything in Growth & Automation, plus:

  • 24/7 Conversational AI Lead Booking Bots: Smart AI chat agents that actively converse with incoming leads over SMS or webchat to answer questions and book appointments directly on your calendar.
  • Voice AI Agents: Interactive voice AI capable of making or receiving phone calls to qualify leads and handle routine customer inquiries.
  • Multi-Location Management: A single master interface to manage, switch between, and deploy settings across multiple physical business locations.
  • Custom Reporting & Call Attribution: Tailored dashboards showing which ads, calls and campaigns produce leads, bookings and revenue.
  • Lead Scoring: Automatically scores every lead by engagement and fit so your team calls the hottest prospects first.
  • Client Portal, Memberships & Courses: Host members-only content, online courses and a branded client portal for your customers.
  • Higher Usage Credit Allowance: Each month includes 2,000 text segments, 10,000 emails and 500 calling minutes before usage rates apply.
  • Priority Support & Quarterly Strategy Call: Your requests jump the queue, and every quarter we review results with you and plan the next 90 days.
What each feature does → Start FREE Trial now14 days FREE · $0 today · no contract · cancel anytime
Tier 4

Done-For-You Local SEO Dominance

$1,597/month
FREE trial, then a $1,597 one-time setup fee with your first month · or $15,970/year (2 months FREE, no setup fee)
Save $3,194 a year with annual billing

Includes everything in Scale & AI Enterprise, plus:

  • Hands-Free Google Business Profile Optimization: Fully automated AI tool that writes, geotags, drips, and publishes optimized updates and photos directly to Google Business Profiles.
  • Negative Review Monitoring & Appeals Management: Automated monitoring that detects negative or policy-violating reviews (3 stars or below) and manages the flag-and-appeal process with Google on your behalf.
  • Local Photo Boost Workflows: Automated customer workflows that gather location-tagged photo uploads from clients to keep fresh, authentic local photos flowing to your Google Business Profile.
  • Citation Sync (60+ Directories): One-click distribution tool that publishes and locks consistent Business Name, Address, and Phone (NAP) data across major directory platforms.
  • Dedicated Monthly Local SEO Management: Ongoing hands-off oversight monitoring local map pack rankings, audit scores, and profile health on behalf of the client.
  • Monthly Local Ranking Report: A plain-English monthly report on where you rank on Google Maps and Search for your key services and service areas.
What each feature does → Start FREE Trial now14 days FREE · $0 today · no contract · cancel anytime

How hands-on is each plan?

Every plan is done-for-you: our team builds, tests and launches your whole system. The difference is how much we run for you after go-live.

PlanSetupAfter go-liveService level
Tier 1
Starter		We build it for you in 2 daysYou run it day to day. We train your team on the walkthrough call and fix anything that comes up.Done-for-you setup, you run it
Tier 2
Growth & Automation		We build it for you in 2 daysYou run it. We keep your workflows and campaigns running and make changes when you ask.Done-for-you setup, guided
Tier 3
Scale & AI Enterprise		We build it for you in 3 daysMostly managed: we tune your AI booking bots and voice agents, run your reporting and quarterly strategy call, and roll out new locations. Your team handles the conversations the AI hands over.Mostly managed
Tier 4
Done-For-You Local SEO Dominance		We build it for you in 3 daysWe run it: monthly local SEO, citations, review monitoring and appeals, Google profile updates and your monthly ranking report, all handled by our team.Full white-glove

Terms

  • 14-day FREE trial on every plan. $0 today. Cancel anytime during the trial and you pay nothing.
  • FREE audit of your website, Google Business Profile and online presence before you start.
  • Setup fee equals one month of your plan. On the FREE trial it is charged once, together with your first month, when the trial ends. There is no setup fee on annual plans.
  • Month-to-month, cancel anytime. Cancellation takes effect at the end of the current billing period.
  • Annual billing: pay for 10 months, get 12. That saves $594 a year on Tier 1, $1,194 on Tier 2, $1,994 on Tier 3 and $3,194 on Tier 4.
  • Texting starts once your business text-messaging registration (A2P 10DLC or toll-free verification) is approved by the carriers, usually within 1–3 weeks. Calls, email and everything else work from day one.
  • Annual bonus: annual plans include BONUS featured services: Rewards, Promotions & Membership Programs built for your industry, a Referral Program and more. Details are shared after you sign up.
  • Usage-based charges: text messages, phone minutes, email sends and AI usage are billed at posted rates on top of the plan.
  • Advertising spend is not included in any plan and is paid directly to the ad platform.
  • No guaranteed rankings, leads or revenue; results depend on your market, reviews and responsiveness.
  • See our Terms of Service and Privacy Policy.

Add-ons

Add-onPriceWhat it covers
Google Ads & Local Services Ads management$497/month + ad spendCampaign setup, keywords, call tracking and monthly optimization
Extra location$197/month per locationAn additional business location added to your account, including its Google Business Profile
AI voice receptionist (Tiers 1–2)$397/month24/7 AI call answering and booking without upgrading to Tier 3

Questions about a plan? Call 1-800-455-5691 or email sales@viperconsulting.ai.