SERVICES
FINANCIAL BENCHMARKING
- Benchmarked to 100s of dealers
- Identify Opportunities and Threats
- Concrete Suggestions for Improvement
- Introduction to The VITAL Method
- Learn More…
AVAILABLE MEMBER BENEFITS
VITAL Concierge
Quick answers and guidance from your exclusive VITAL liasion to support your top business needs
Success Team
Solve your biggest challenges with a dedicated three-person VITAL team who knows your business inside and out
24/7 Learning Portal
Lean on 50+ hours of curated Business Excellence training, webinars, and best practices in our secure online learning portal
Resource Knowledgebase
Dive into 15+ years of CI experience to get the right answer fast. We know what works and what doesn't...and we've documented it all for you
Private VITAL Slack Group
Collaborate in a supportive network of like-minded integrators and crowdsource the best possible answer to any problem
Monthly Coaches Notes
Sustain and expand business performance with monthly expert dashboard reviews, right in your inbox
VIP Blackbook & Discounts
Enjoy an immediate ROI on your VITAL membership with exclusive vetted resources you can trust
Fractional CFO Monthly Review
Dive into your financial metrics and budget performance each month with a Master Coach so you can see around corners and maximize outcomes
Annual Financial Planning
Set yourself up for a profitable year with an annual budget that works, guided by an expert VITAL coach
VITAL Executive Mastermind
Solve strategic problems each month with like-minded, non-competing dealers in these focused group sessions
IMPACT Speaker Series
Dive into latest business best practices and more with top experts in this quarterly, members-only webinar series
Ask The Expert Series
Advance your business goals and clarify concepts in the monthly live Q&A with a VITAL coach and QB Process Manager
One on One Coaching
Tap into expert guidance to maximize opportunities and eliminate roadblocks in these private coaching sessions
Financial Support Sessions
Meet with our Quickbooks Pros who know the industry and the VITAL method and will help optimize your financial processes
Cloud Dashboard Subscription
Access 28 CI business metrics in an easy-to-read dashboard to see how your business performs against established industry success benchmarks
GET A CUSTOM QUOTE
Guiding business leaders through education, data and experience is The VITAL Method.
