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Vantage Roofing · Construction · Build engagement

People on this account

  • KO
    K. Ortiz
    Owner · k@vantage.example.com
    admin
Your Xzito team adds and removes people. Each person has their own login once sign-in is on.

Your Xzito team

Growth strategistM. Okafor
Growth managerS. Iyer
EngagementBuild · through 31 Aug 2027

Signed in as a demo viewer. Sign-in and per-person access come with the database connection.

The platform, section by section

Assessment produces the score. The score produces the action plan. Meetings work the action plan and update the scorecard. Trainings are what you get when a gap is a skill gap.

1-Page Growth Plan

  • Vision, market and ideal customer
  • Revenue targets for the year
  • Quarterly rocks tied to the plan
  • Every campaign traces back to a target

Sets targets for → Scorecard, Action Plans

Assessments

  • 84 items, eight disciplines
  • Live session or client self-assess
  • Notes per discipline
  • History of every assessment

Produces → Engine Score

Engine Score· off

  • Total, per discipline, per phase
  • Design / Build / Fuel rollup
  • Gap list by status
  • Change since last assessment

Feeds → Action Plans, Scorecard

Scorecard· off

  • The KPIs, not the assessment score
  • Entered monthly or pulled from source
  • Target vs actual, month over month
  • Notes: what moved it up or down

Reviewed in → Meetings

Action Plans· off

  • Goals pulled from unchecked items
  • Owner, due date, discipline
  • Status: not started / running / done
  • What moved the score, and what did not

Worked in → Meetings

Meetings· off

  • Annual, quarterly, monthly, weekly
  • Standing agenda per cadence
  • Decisions and notes captured
  • New actions created in the meeting

Writes back → Action Plans, Scorecard

Trainings· off

  • Lessons mapped to the 84 items
  • Recorded sessions and on-demand
  • Assigned to a person, tracked to done
  • Suggested by the gaps in the score

Assigned from → Action Plans

Quick Links· off

  • Your own tools: CRM, analytics, ads
  • Brand guide, voice guide, AI brain
  • Shared drives and project boards
  • Opens in a new tab

Maintained by → your Xzito team

Growth Tools· off

  • Assessments, calculators, templates, AI prompts
  • Published by Xzito, to you or everyone
  • Request a tool any time

Suggested by → the diagnostic