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Onboarding Roadmap: From Sign-Up 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 sign-up, with two months FREE.

Questions? Call 1-800-455-5691 or email support@viperconsulting.ai. We're glad you're here.

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RAG Knowledge Base

Your answers are already written down. Now your team can find them in seconds.

Your policies, procedures, manuals, price lists and contracts hold the answers your team needs every day, but they are buried in folders. Our team builds you a private AI assistant that reads your own documents and answers your staff's questions in plain English, with a link to the exact source every time.

$4,997 setup + $297/month. 3-month minimum on the monthly fee, then month to month.

Up to 5,000 documents or 10 GB Up to 25 users Answers cite sources Tested before launch

How it works

  1. FREE discovery call and demoWe learn where your documents live and what your team asks most, and show you the assistant answering from a sample library.
  2. Week 1: kickoffYou give us read-only access to your chosen folders and tell us who should see what.
  3. Weeks 2–3: build and testWe connect your documents, build the assistant and run a 50-question accuracy test with you.
  4. Week 4: launch and trainingYour team gets access, a live training session and a quick-start guide.
  5. Every month afterDaily sync with your latest files, monitoring, small updates and a usage report.

What's included

Private, on your documents onlyIt answers from your files, not from the internet. Your documents are never used to train public AI models.
Sources on every answerEach answer shows which document and passage it came from, so your team can check it in one click.
Says when it doesn't knowIf the answer is not in your files, it says “I could not find this” and points to the right person, instead of guessing.
Works where your team worksA private web chat page plus Slack or Microsoft Teams.
Right answers for the right peopleRole-based permission groups: staff only get answers from documents they are allowed to see.
Tested before launchA 50-question accuracy test built with you, before your team ever uses it.
Up to 3 document sourcesGoogle Drive, SharePoint or OneDrive, Dropbox, a folder of PDF and Word files, or your public website.
Run for you every monthHosting, up to 2,000 questions a month, daily sync, monitoring, 1 hour of updates and a monthly report.

Pricing

Setup covers the build, testing, launch and training. The monthly fee starts at launch, with a 3-month minimum, then month to month.

For your team

Internal Knowledge Base

$4,997 setup

+ $297/month from launch (3-month minimum, then month to month)

A private AI assistant for your staff, answering from your own documents.

  • Up to 5,000 documents or 10 GB
  • Up to 3 document sources
  • Up to 25 users
  • Web chat + Slack or Microsoft Teams
  • Answers cite sources
  • Role-based permission groups
  • 50-question accuracy test before launch
  • Up to 2,000 questions a month, daily sync, monitoring, 1 hour of updates and a monthly report
Book my FREE discovery call
For your team and your customers

Internal + Customer-Facing

$7,494 setup

+ $494/month from launch (3-month minimum, then month to month)

Everything in the Internal Knowledge Base, plus an assistant for your website.

  • Everything in the Internal Knowledge Base
  • A website assistant that answers customers from the public documents you approve
  • Hands customers off to your team when needed
Book my FREE discovery call

Extra questions beyond 2,000 a month are $0.10 each.

Add-ons

Add-onPrice
Customer-facing versionAn assistant on your website that answers customers from the public documents you approve, with handoff to your team.$2,497 + $197/month
MultilingualAsk and answer in any of our 15 languages.$997 + $49/month
Extra document sourceConnect one more place where your documents live.$497 one time
Extra questionsBeyond 2,000 questions a month.$0.10 per question

Questions

What is RAG?

RAG (retrieval-augmented generation) connects AI to your own documents. Instead of guessing, the AI looks up the answer in your files and shows the source, so your team gets accurate answers about your policies, pricing, procedures and past work. It is included in Scale and Embedded, and can be added to Launch.

How accurate is it?

We test it on 50 of your real questions before launch, including questions it should refuse, and spot-check it every month. No AI is perfect, which is why every answer shows its source. For important legal, medical, financial or safety decisions, your team should always check the linked source.

What if the answer isn't in our documents?

The assistant says “I could not find this” and points your team to the person you choose. Each month we tell you which questions had no answer, so you know which documents to write or update.

Will it change or delete our files?

No. We use read-only access. Your original files never leave your systems.

Can staff see confidential documents?

Only if their permission group can. We test this before launch by signing in as a restricted user.

We're a healthcare practice. Can we use it?

Yes, for policies, procedures, scripts and manuals. Our team is HIPAA-trained. The standard package is not designed for patient records; tell us during discovery if patient information is involved.

What happens after the first 3 months?

The monthly fee continues month to month. Cancel with 30 days' notice, and we remove our access and delete your assistant's data within 30 days.

What happens when we move up to the AI Department?

Scale and Embedded include a RAG knowledge assistant, so your $297 monthly fee stops when you upgrade.

Book your FREE discovery call

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Prefer email? Write to sales@viperconsulting.ai or call 1-800-455-5691.

Start small, grow into a full AI Department

Eight ways to work with Viper Consulting™, in order from the smallest to the largest. Start with the one that fits today and move up whenever you are ready.

Start here: from $197/monthFull AI Department: up to $27,497/month
  1. AI Receptionist
    $197/month

    Answers every call 24/7 in 15 languages and books appointments.

    See details →
  2. AI Database Reactivation Sprint
    $1,497 per 30-day sprint

    Wins back past customers and old leads already on your list.

    See details →
  3. Fractional AI Officer Lite
    $1,997/month

    A part-time AI lead, clear AI rules and one small automation every month.

    See details →
  4. AI Opportunity Assessment
    $1,997 one time

    FREE for our first 10 clients. Fee credited to your first month.

    10-Hour Promise: at least 10 hours a week of company-wide savings identified, or a full refund on paid assessments.

    See details →
  5. You are hereRAG Knowledge Base
    $4,997 setup + $297/month

    A private AI that answers your team from your own documents, with sources.

  6. AI DepartmentLaunch
    $5,997/month

    Your first AI department: one build at a time, fast wins.

    See details →
  7. AI DepartmentScale
    $14,997/month

    Two builds in parallel and coaching for your key people.

    See details →
  8. AI DepartmentEmbedded
    $27,497/month

    A fractional Chief AI Officer and a full build team inside your company.

    See details →