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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.

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 signup, with two months FREE.

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

Viper Consulting shield logo Viper Consulting™ 1-800-455-5691
AI Department for your business

Your Own AI Department, Without the Payroll

Viper Consulting™ becomes your in-house AI team. We start with an AI Opportunity Assessment that finds the bottlenecks slowing your business down, then our engineer-led team builds, runs and improves the AI and automation that fix them, every month, and proves the return on a live ROI dashboard.

Launch offer: the AI Opportunity Assessment ($1,997) is FREE for our first 10 clients, and FREE for anyone if we can’t find at least 10 hours a week of savings.

The 10-hour guarantee is company-wide: at least 10 hours a week of savings in total across your team, not per employee.

FREE one-minute AI assessment

Answer 7 quick questions and see an instant estimate of the hours AI could save your team every week. No sign-up needed to see your result.

1. How many people work in your company?
2. How fast does every new lead or customer inquiry get an answer?
3. How much retyping or copying between systems does your team do?
4. How are quotes, invoices and reports made?
5. How are scheduling, reminders and follow-ups handled?
6. Can staff find answers in your own documents and SOPs in seconds?
7. How does your team use AI today?

Estimated time AI could save your team: hours a week

AI readiness score: out of 100

This is a quick estimate. Our full AI Opportunity Assessment ($1,997, FREE for our first 10 clients) measures it against your real workflows. If we can’t find at least 10 hours a week of savings, it’s FREE.

The 10-hour guarantee is company-wide: at least 10 hours a week of savings in total across your team, not per employee.

What your AI Department does

Finds the bottlenecksWe map how work really moves through your business and put a dollar figure on every slowdown, double entry and dropped handoff.
Automates the busyworkData entry, scheduling, follow-ups, reports, invoicing reminders and document drafting run on their own.
Answers every customerAI receptionists, chat and text that reply in seconds, day or night, in 15 languages.
Builds custom AI agentsAssistants for sales, support and operations, trained on your own documents and processes.
Trains your teamHands-on sessions so your staff use AI safely and check its work, plus a clear company AI policy.
RAG knowledge assistantA private AI that searches your own files, SOPs and contracts and answers your team in seconds, citing where each answer came from. Included in Scale and Embedded.
Keeps AI accurate and safeWe test outputs, watch for errors and protect your data, so AI helps instead of creating new problems.

How it works

  1. FREE 1-minute assessment and discovery callGet an instant estimate online, then a 30-minute call to learn your goals and where time and money are leaking.
  2. AI Opportunity AssessmentWe interview your team, map your workflows and rank every AI opportunity by hours and dollars.
  3. Your 90-day roadmapA plain-English plan: what we build first, what it costs and what it saves.
  4. Build and launchOur team builds, tests and launches each automation, then trains your people.
  5. Prove and compoundA live ROI dashboard against your own numbers, and new wins every month.

Pricing

Start with the AI Opportunity Assessment, then choose how many AI systems you want built at the same time. ROI guarantee: if the systems we build haven’t returned more than your monthly fees within 12 months, our team keeps working FREE until they do. No long-term contract: month to month after the first 90 days, cancel with 30 days’ notice. AI software costs are passed through at cost, with no markup (covered in full on Embedded).

Step 1

AI Opportunity Assessment

$1,997 one time

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

FREE if we don’t find at least 10 hours a week of savings.

The 10-hour guarantee is company-wide: at least 10 hours a week of savings in total across your team, not per employee.

  • Start with the FREE one-minute online assessment
  • FREE 30-minute discovery call
  • Interviews across roles and departments
  • Map of every workflow, handoff and bottleneck
  • Hours and dollars each bottleneck costs you
  • Ranked AI opportunities, plus what NOT to build
  • Maturity score: tools, data, process, automation, team skills
  • 90-day AI roadmap with costs and timeline
  • Executive readout. You keep the roadmap either way
Claim a FREE assessment
AI Department

Launch

$5,997 /month

About $1M to $10M in revenue

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

  • 1 AI system in build at a time
  • 1 company-wide AI training per month
  • Automations and AI agents
  • AI receptionist in 15 languages
  • Live monthly ROI dashboard
  • Monthly strategy session
  • Company AI use policy
  • Support replies within 1 business day
Start with Launch
Most popularAI Department

Scale

$9,997 /month

About $10M to $30M in revenue

Two builds in parallel and coaching for your key people.

  • Everything in Launch
  • 2 AI systems in build at the same time
  • 2 company-wide AI trainings per month
  • 1-on-1 AI coaching for key employees
  • RAG knowledge assistant: a private AI trained on your SOPs, contracts, manuals and files, with answers that cite the source
  • Custom dashboards and data connections
  • Bi-weekly strategy with your AI lead
  • Priority implementation
  • Same-day support replies
Choose Scale
AI Department

Embedded

$19,997 /month

About $30M to $60M+ in revenue

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

  • Everything in Scale
  • 3 AI systems in build at the same time
  • Fractional Chief AI Officer, about 1 day a week
  • 2 company-wide AI trainings per month
  • Unlimited 1-on-1 AI coaching
  • AI software bill covered
  • Enterprise RAG across all your systems, with role-based access
  • AI governance, risk and accuracy testing
  • Quarterly board-ready AI report
Talk to our team

Hiring in-house vs. an AI Department from Viper Consulting™

Hiring in-houseViper Consulting™ AI Department
CostA full-time AI executive often costs $250,000+ a year in salary aloneFrom $5,997 a month, with an ROI guarantee
Time to first resultsMonths of recruiting and onboardingFirst automations live within 30 days
SkillsOne person, one skill setA team: strategy, automation, AI agents, data and training
RiskHiring mistakes are expensiveROI guarantee, then month to month

Questions

Do we need any technical staff?

No. Our team handles the technology. You need one point person who can answer questions and approve changes.

Is the AI Assessment worth it if we already use some AI?

Yes. Most businesses we assess are paying for tools they barely use and missing the bottlenecks that cost the most. The assessment shows exactly where AI pays off, and its full price is credited to your first month. It is $1,997, FREE for our first 10 clients, and FREE for anyone if we don’t find at least 10 hours a week of savings.

The 10-hour guarantee is company-wide: at least 10 hours a week of savings in total across your team, not per employee.

What counts as one automation?

One workflow with a clear trigger and result, for example “every new web lead gets a text, an email and a task for sales within 60 seconds.” Bigger projects are split into steps and scheduled on your roadmap.

Is our data safe?

We use business-grade tools, limit access to what each automation needs, and never use your data to train public AI models. Our team is HIPAA-trained.

How does the ROI guarantee work?

Before we build, we agree with you on how each system is measured: hours saved that stop spending or avoid a hire, or new revenue counted as gross profit. The ROI dashboard tracks it against your own numbers every month. If the total hasn’t passed your monthly fees within 12 months, our team keeps working FREE until it does.

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.

We have under $1M in revenue. Is this for us?

Our small business AI growth plans from $297/month are built for you, with the same team behind them.

Can we change plans?

Yes. Move up or down at the start of any month as your needs change.

Claim your FREE AI Assessment

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