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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.
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Viper Consulting™ for Veterinary & Pet Care

Keep every pet on schedule and every slot filled

Viper Consulting™ builds and runs the system that reminds pet parents about vaccines and exams, cuts missed appointments and keeps your schedule full.

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

Start my 14-day FREE trialGet my FREE audit

What we set up for your clinic

Built for veterinary clinics, animal hospitals, groomers and boarding. Done for you, so there's no new software to learn.

Vaccine and wellness reminders

Pet parents get a text and email when a vaccine or yearly exam is coming due, and reminders stop when they book.

Fewer missed appointments

Confirmations and reminders before every visit, and a rebook text after a no-show.

Missed-call text back

Every missed call gets a text with your booking link, even when the front desk is slammed.

Post-visit check-ins

A next-day check-in after surgery or a sick visit, with no diagnosis details in the message.

Grooming and boarding rebooking

Grooming clients get reminders on their usual cycle, and boarding clients get holiday reminders.

Pet-parent referral program

Thank pet parents who refer a friend with a credit you choose.

Your automated workflows

Here is exactly what runs in the background for your clinic, 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 booking link.

  2. 2

    New Client Welcome & Intake Every plan

    Starts when: A new client books a first visit

    Sends a confirmation, your new-client form and what to bring (vaccine records, a leash or carrier).

  3. 3

    Appointment Reminders & No-Show Recovery Every plan

    Starts when: An appointment is booked, missed or canceled

    Sends reminders before the visit, and after a no-show sends a rebook text and an email the next day.

  4. 4

    Vaccine & Wellness Reminders Tier 2+

    Starts when: A vaccine or yearly exam comes due

    Reminds the pet parent by text, then by email, and stops as soon as they book.

  5. 5

    Post-Visit Check-In Tier 2+

    Starts when: A surgery or sick visit is completed

    Sends a caring check-in the next day and asks the owner to call with any concerns. Messages never include diagnosis details.

  6. 6

    Grooming & Boarding Rebooking Tier 2+

    Starts when: A grooming or boarding visit is completed

    Sends a rebooking reminder on the pet's usual cycle and holiday boarding reminders.

  7. 7

    Pet-Parent Referral Thank-You Tier 2+

    Starts when: A client refers a friend

    Sends a thank-you and the referral credit you choose, and tags the referral so your team can track it.

  8. 8

    Review Request Every plan

    Starts when: A visit is completed

    Sends a friendly review request a few hours later and alerts your team to any unhappy reply.

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 pet parents

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

Clinics live on reminders. Tier 2 adds the advanced workflows behind vaccine and wellness-exam reminders, dental-cleaning and senior-pet campaigns, grooming rebooking and a pet-parent referral program, plus AI replies to reviews. Choose Tier 3 for 24/7 AI booking and Voice AI, several doctors, or more than one location.

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 remind pet parents about vaccines and wellness exams?

Yes. Pet parents get a friendly text and email when a vaccine or yearly exam is coming due, with your booking link, and the reminders stop as soon as they book.

How does it reduce missed appointments?

Every appointment gets a confirmation and reminders before the visit. If someone misses, they get a text to pick a new time and an email the next day.

Can it help with new clients who call while we're busy?

Yes. Missed calls get a text back within seconds with your booking link, and new clients get your intake form and what to bring before the first visit.

Can it follow up after surgery or a sick visit?

Yes. A next-day check-in text asks how the pet is doing and tells the owner to call if they have concerns. Messages never include diagnosis details.

Do you offer a referral program?

Yes, if you'd like one. Pet parents who refer a friend can get a thank-you credit you choose, such as money off their next grooming or exam. We never reward reviews, because Google doesn't allow it.

Can it rebook grooming and boarding?

Yes. Grooming clients get a rebooking reminder on their usual cycle, and boarding clients get holiday reminders to reserve early.

Which plan do most clinics choose?

Tier 2 (Growth & Automation). Choose Tier 3 for 24/7 AI booking and Voice AI, several doctors, or more than one location.

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 clinic?

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