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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 Wellness Practices

Keep patients on track with their care plans

Viper Consulting™ builds and runs the system that books new patients online, keeps care plans on schedule and brings back patients who stopped coming in.

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

Start my 14-day FREE trialGet my FREE audit

What we set up for your practice

Built for chiropractic, acupuncture, IV therapy, physical therapy and massage practices. Done for you, so there's no new software to learn.

Online booking and intake forms

New patients book 24/7 and get your intake forms automatically before their first visit.

Care-plan reminders

Patients get reminders between visits so they stay on their care plan and keep their appointments.

Missed-appointment recovery

A missed visit triggers a friendly message with a link to rebook.

Reactivation campaigns

Patients who haven't visited in 60 to 180 days get an automatic invitation to come back.

Packages and memberships

Sell packages with text-to-pay, and on Tier 3 run memberships and online programs in a branded portal.

Reviews and referrals

Ask happy patients for a review at the right moment and thank the ones who refer friends.

Patient privacy first. Our team is HIPAA-trained. Reminders and follow-ups stay generic, with no diagnosis or treatment details by text or email. How we protect patient privacy

Your automated workflows

Here is exactly what runs in the background for your practice, 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 a link to book.

  2. 2

    New Patient Booking & Intake Forms Every plan

    Starts when: A new patient books

    Confirms the visit, sends your intake forms before the first appointment and sends reminders.

  3. 3

    No-Show & Cancellation Recovery Tier 2+

    Starts when: A patient misses or cancels

    Sends gentle reschedule texts and an email, and stops as soon as they book.

  4. 4

    Care-Plan Rebooking Reminder Tier 2+

    Starts when: A visit is completed

    About 2 weeks later, reminds the patient to book their next visit by text, then by email.

  5. 5

    Membership Welcome & Retention Tier 2+

    Starts when: A patient joins your wellness plan

    Sends a welcome email and text, and a booking reminder if they haven't booked within 3 weeks.

  6. 6

    Referral Invite & Thank-You Tier 2+

    Starts when: A visit is completed, or a referral is earned

    Invites patients to refer a friend and thanks them automatically, with a task for your staff.

  7. 7

    Seasonal Promotion Tier 2+

    Starts when: You start a seasonal offer

    Sends your offer by email and text, and stops for anyone who books.

  8. 8

    Review Request Every plan

    Starts when: A visit is completed

    Asks happy patients 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 patients

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 runs care-plan follow-ups, missed-appointment recovery, reactivation and referral campaigns. Move to Tier 3 for 24/7 AI booking and Voice AI, memberships or online programs, more than one location, or separate reporting by provider.

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 new patients book and fill out intake forms online?

Yes. New patients can book online 24/7 and receive your intake forms automatically before their first visit, which saves your front desk time.

Can it keep patients on track with their care plans?

Yes. Tier 2 sends care-plan follow-ups and reminders between visits, and missed-appointment messages that make it easy to rebook.

How do we reactivate patients who stopped coming in?

Tier 2 includes reactivation and win-back campaigns that reach out automatically after 60 to 180 days without a visit, with a simple link to book again.

Can we sell packages, memberships or online programs?

Yes. Every plan includes invoices and text-to-pay. Tier 3 adds memberships and online courses, such as a home-exercise or nutrition program, in a branded client portal.

We have several providers. Can we see results per provider?

Yes. Tier 3 adds custom reporting, so you can compare bookings and revenue by provider, service or location.

Which plan do most wellness practices choose?

Tier 2 (Growth & Automation). Move to Tier 3 for 24/7 AI booking and Voice AI, memberships or online programs, or more than one location.

How do you protect patient privacy?

Our team is HIPAA-trained. We set up your system so patient privacy comes first: appointment reminders and follow-ups stay generic (date, time and location only), no diagnosis or treatment details go out by text or email, and every user signs in with two-factor login. Clinical records stay in your existing patient-records system.

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 practice?

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