SERVICES
FINANCIAL BENCHMARKING
Is your business as strong as it should be?
Here’s how you find out.
- Benchmarked to 100s of dealers
- Identify Opportunities and Threats
- Concrete Suggestions for Improvement
- Introduction to The VITAL Method
- Learn More…
MEMBERSHIP PROGRAMS
The essential tools for success.
- Success Team: VITAL Coach, QB Process Manager, Concierge
- VITAL Learning Portal access
- Resource Knowledgebase
- Private VITAL Slack group
- (6) Coaching and (6) Financial Services meeting credits per year
-
Quarterly IMPACT speaker series
- Monthly LIVE Ask The Expert series
- Cloud Dashboard subscription
-
Monthly recorded dashboard review
- Access to Partner VIP black-book and discounts
The power of Group Intelligence
- ALL TOOLBOX Features, plus:
- Monthly CEO Peer Group mastermind
- Private CEO Peer Group Slack
- Access to Private Speaker sessions & workshops
- The power of Group Intelligence
The clearest path to Business Excellence
- ALL COMMUNITY Features, plus:
- Fractional CFO services
- Monthly In-Depth financial review, budgets & forecasts
- Annual 1 on 1 financial planning
- Exceptional support & accountability
- Team Culture Index inventory and review
FEATURE COMPARISON
| Features | Toolbox | Community | Accelerator |
|---|---|---|---|
| Success Team: Coach, QB Process Mgr, Concierge | ✔ | ✔ | ✔ |
| VITAL Learning Portal Access | ✔ | ✔ | ✔ |
| Resource Knowledgebase | ✔ | ✔ | ✔ |
| Private VITAL Slack Group | ✔ | ✔ | ✔ |
| (6) Coaching and (6) Financial Services Credits per year | ✔ | ✔ | ✔ |
| Cloud Dashboard Subscription | ✔ | ✔ | ✔ |
| Quarterly IMPACT speaker series | ✔ | ✔ | ✔ |
| Monthly LIVE Ask The Expert series | ✔ | ✔ | ✔ |
| Monthly Recorded Dashboard Review | ✔ | ✔ | - |
| Access to Parter VIP black-book and discounts | ✔ | ✔ | ✔ |
| Monthly CEO Peergroup Mastermind | - | ✔ | ✔ |
| Private CEO Peer Group Slack | - | ✔ | ✔ |
| Access to Private Speakers and Workshops | - | ✔ | ✔ |
| Fractional CFO Services | - | - | ✔ |
| Monthly In-Depth Financial Review, Budgets, & Forecasts | - | - | ✔ |
| Annual 1 on 1 Financial Planning | - | - | ✔ |
| Team Culture Index Inventory & Review | - | - | ✔ |
| | | |
Guiding business leaders through education, data and experience is The VITAL Method.
