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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
Viper Consulting shield logo Viper Consulting™ 1-800-455-5691

Viper Consulting™ for Retail & E-commerce

Bring customers back again and again

Viper Consulting™ builds and runs the system that thanks every buyer, wins back customers who drifted away and promotes your sales and new arrivals.

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

What we set up for your store

Built for boutiques, shops and online stores. Done for you, so there's no new software to learn.

Post-purchase thank-you and reviews

Every purchase can trigger a thank-you, a review request and a follow-up offer.

Win-back campaigns

Customers who haven't bought in a while get an automatic invitation to come back.

VIP and loyalty sequences

Reward your best customers with VIP offers and early access.

Seasonal sales and new arrivals

Email and text campaigns, landing pages and social posts for holidays and events.

Text-to-pay

Take deposits and payments for special orders and custom pieces by text.

Multi-store reporting

On Tier 3, compare revenue by store and campaign.

Your automated workflows

Here is exactly what runs in the background for your store, 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 caller back within seconds with your shop link.

  2. 2

    Post-Purchase Thank-You & Review Tier 2+

    Starts when: A customer makes a purchase

    Sends a thank-you email, a review request a week later and a restock or cross-sell email about 4 weeks later.

  3. 3

    Cart & Quote Follow-Up Tier 2+

    Starts when: A cart or quote is sent

    Sends a reminder email after 2 hours, a text after 1 day and a last email after 3 days, and stops on purchase.

  4. 4

    Win-Back Campaign Tier 2+

    Starts when: A customer hasn't ordered in 60 days

    Sends a we-miss-you email with a special offer, a text and a last-call email, and stops on the next purchase.

  5. 5

    VIP Club Welcome Tier 2+

    Starts when: A customer joins your VIP club

    Sends a VIP welcome email and text and an early-access email 30 days later.

  6. 6

    Referral Reward Tier 2+

    Starts when: A customer refers a friend

    Thanks them with their reward and gives your team a task to issue the code.

  7. 7

    Seasonal Sale Tier 2+

    Starts when: You start a sale

    Announces the sale, sends a reminder text and a last-day email, and stops for anyone who buys.

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 customers

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

Tier 2 adds post-purchase thank-you and review flows, win-back campaigns, VIP and loyalty sequences, seasonal sales and social posting. Choose Tier 3 when you run more than one store or need revenue reporting by campaign.

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

Can it send thank-you and review requests after every purchase?

Yes. Every purchase can trigger a thank-you, a review request and a follow-up offer, on every plan.

Can we win back customers who haven't bought in a while?

Yes. Tier 2 runs win-back campaigns by email and text, plus VIP and loyalty sequences for your best customers.

Can we promote seasonal sales and new arrivals?

Yes. Tier 2 includes email and text campaigns, landing pages and social posting for holiday sales, new arrivals and in-store events.

Can customers pay by text?

Yes. Every plan includes invoices and text-to-pay, which is handy for special orders, deposits and custom pieces.

We have more than one store. Can we compare them?

Yes. Tier 3 adds multi-location management and revenue reporting by store and campaign.

Which plan do most retailers choose?

Tier 2 (Growth & Automation). Choose Tier 3 for multiple stores or revenue reporting by campaign.

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 store?

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