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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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Viper Consulting™ for Real Estate

Reply to every lead before it goes cold

Viper Consulting™ builds and runs the system that answers every new lead in seconds, nurtures buyers and sellers for months and turns past clients into referrals.

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

Start my 14-day FREE trialGet my FREE audit

What we set up for your real estate business

Built for agents, teams and brokerages. Done for you, so there's no new software to learn.

Instant lead response

New leads from your website and connected lead sources get an instant text and email, day or night.

Long-term nurture

Market updates and check-ins keep you top of mind until buyers and sellers are ready.

Listing and open-house pages

Landing pages for each listing and open house, with automatic follow-up for everyone who signs in.

Showing and appointment reminders

Automatic confirmations and reminders cut no-shows.

Past-client referrals

Thank-you, review and referral requests after closing, plus a home-anniversary message every year.

Team and brokerage reporting

On Tier 3, see results by agent, lead source and closed deals.

Your automated workflows

Here is exactly what runs in the background for your real estate business, 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

    Instant Lead Response Every plan

    Starts when: A new lead comes in from your website or a connected lead source

    Sends an instant text and email, day or night, and adds the lead to your pipeline with its source.

  2. 2

    Showing & Appointment Reminders Every plan

    Starts when: A showing or listing appointment is booked

    Confirms it and sends reminders before it.

  3. 3

    Missed Appointment Recovery Tier 2+

    Starts when: An appointment is missed or canceled

    Sends reschedule texts and an email.

  4. 4

    Buyer & Seller Nurture Tier 2+

    Starts when: A lead is contacted

    Sends multi-week buyer and seller tips, a FREE home value or home search offer and your booking link.

  5. 5

    Market Update Campaign Tier 2+

    Starts when: You start a market update

    Emails a market update and follows up with a FREE home value estimate offer.

  6. 6

    Closing Thank-You & Referral Ask Tier 2+

    Starts when: A deal closes

    Sends congratulations, a referral ask 30 days later and a home-anniversary text every year.

  7. 7

    Referral Thank-You Tier 2+

    Starts when: A past client sends a referral

    Sends a thank-you text and gives you a task to send a note.

  8. 8

    Review Request Every plan

    Starts when: A deal closes

    Asks happy clients for a Google review.

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 2: Growth & Automation · $597/month

Real estate leads take months to close. Tier 2 adds long-term nurture workflows, market-update campaigns, listing and open-house landing pages, and social posting. Brokerages and teams should choose Tier 3 for multi-office management and reports by agent, lead source and closed deals.

Also consider: Tier 3: Scale & AI Enterprise ($997/month). Every plan starts with a 14-day FREE trial, and annual plans save you two months.

See Tier 2 and start FREE Compare plans

Frequently asked questions

Leads from Zillow, Realtor.com and our website go cold fast. Can it respond instantly?

Yes. Every new lead from your website and connected lead sources gets an instant text and email reply, day or night, and is added to your pipeline with its source.

Most of our leads won't buy for months. How does it nurture them?

Tier 2 runs long-term nurture workflows and market-update campaigns by email and text, so you stay top of mind until they're ready.

Can we promote listings and open houses?

Yes. Tier 2 includes landing pages for each listing and open house, social posting, and automatic follow-up with everyone who signs in.

Can it ask past clients for referrals and reviews?

Yes. After closing, clients get a thank-you, a review request and a referral ask, plus a home-anniversary message every year.

We're a team or brokerage. Can we see results by agent?

Yes. Tier 3 adds multi-office management and reports by agent, lead source and closed deals, plus lead scoring so agents call the hottest leads first.

Which plan do most real estate pros choose?

Tier 2 (Growth & Automation) for individual agents. Teams and brokerages should choose Tier 3.

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 real estate business?

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