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Financial Benchmarking

How does your company stack up against 400+ CI firms?

$997
100% Confidential
Service includes:
  • Business Performance Snapshot
  • Benchmarked against 400+ CI Dealers
  • Full Report of 28 Business Metrics
  • 1:1 Review with an Expert VITAL Guide
  • Uncover hidden opportunities & threats
  • Discover VITAL Memberships
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VITAL Method

Introduction to The VITAL Method

1:1

One on One with an Expert VITAL Guide

Full Insights

Full Report of Your Business Metrics

Risk Management

Uncover Hidden Opportunities and Threats

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The ELITE Sales Academy is an ongoing coaching and development program that provides you with the tools, strategies, and support to overcome sales challenges, close more high-ticket deals, and scale your business without working more hours.

Here’s how ELITE Sales Academy empowers you to:

What Is VITAL?

VITAL is a business excellence platform for the Luxury Home Services industry. The VITAL Method has helped hundreds of businesses optimize their operations using technology, benchmarking and personal guidance.

VITAL’s Cloud Dashboard technology and proven business metrics have transformed CI business for decades from chaotic owner-centric businesses to profitable and stable enterprises

Who Is VITAL?

VITAL is comprised of thinkers, doers, and experts from all over the CI Industry. Originally founded by Paul Starkey and Steve Firszt, VITAL is now growing rapidly through the guidance of former Integrator Matt Bernath and a team of the brightest experts in the industry.

What our members say about us

“They really had us open up the hood in ways I hadn’t before. They helped me understand our target market, our ideal customer and all those differentiating factors.”

Fernando Callender
CEO of Haven and Wire

“He encourages you to really stay focused on your goals and he truly cares about the success of you and your business.”

Lisa
Haven and Wire

“It’s great to have a third party like Matt who’s number one, been in our shoes, as well as just having the benefit of not only looking in from the outside but great insight.”

Todd Wilcox
Prostream Digital

Get Started With Financial Benchmarking

Exclusive VITAL Member Benefits

How does your company stack up against 400+ CI firms?

Get Started With Financial Benchmarking

Vital Concierge

Quick answers and guidance from your exclusive VITAL liasion to support your top business needs

Monthly Coach Notes

Sustain and expand business performance with monthly expert dashboard reviews, right in your inbox

Impact Speaker Series

Dive into latest business best practices and more with top experts in this quarterly, members-only webinar series

Success Team

Solve your biggest challenges with a dedicated three-person VITAL team who knows your business inside and out

VIP Blackbook & Discount

Enjoy an immediate ROI on your VITAL membership with exclusive vetted resources you can trust

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

24/7 Learning Portal

Lean on 50+ hours of curated Business Excellence training, webinars, and best practices in our secure online learning portal

Fractional CFO Monthly Reviews

Dive into your financial metrics and budget performance each month with a Master Coach so you can see around corners and maximize outcome

One on One Coaching

Tap into expert guidance to maximize opportunities and eliminate roadblocks in these private coaching sessions

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

Annual Financial Planning

Set yourself up for a profitable year with an annual budget that works, guided by an expert VITAL coach

Financial Support Solutions

Meet with our Quickbooks Pros who know the industry and the VITAL method and will help optimize your financial processes

Private VITAL Slack Group

Collaborate in a supportive network of like-minded integrators and crowdsource the best possible answer to any problem

VITAL Executive Mastermind

Solve strategic problems each month with like-minded, non-competing dealers in these focused group sessions

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

Schedule a FREE CALL with a VITAL Guide, to ask questions and learn more!

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