Resources & Tools

The frameworks.
In your hands.

The book gives you the map. These resources give you the territory. Templates, workbooks, playbooks and assessments that turn VITAL and GROW into working tools for your team.


The Book

VITAL & GROW

The complete post-sales operating system. Case studies from 25 years of SaaS. The frameworks in full. The maturity model. The human psychology of account management. The org design arguments. The AI chapter.

This is the book that gives post-sales what MEDDPICC gave sales — a language, a motion and a measurable north star.

Coming Soon — Join the Early Access List
VITAL
& GROW
The Post-Sales Operating System
by James Levine

Templates & Workbooks

Practical tools for immediate use

Each resource is built directly from the frameworks. Not theory — working tools your team can use from day one.

VITAL Template
Coming Soon

VITAL Audit Workbook

Run a complete diagnostic across your portfolio. Score each dimension of VITAL with stage-weighted metrics. Identify risk before it appears in your health score.

  • Portfolio-level audit template
  • Individual account diagnostic
  • Stage-weighted scoring guide
  • Trigger identification checklist
GROW Playbook
Coming Soon

GROW Account Playbook

Map expansion opportunities, build multi-thread relationship maps and construct the ROI evidence that funds your growth conversations.

  • Account expansion mapping template
  • Multi-thread relationship builder
  • Champion ambition mapping guide
  • ROI evidence builder
Assessment
Coming Soon

Maturity Assessment Tool

Score every account by maturity stage. Dynamic, stage-weighted metrics that tell you exactly where each account sits and what it needs to advance.

  • Stage-by-stage scoring rubric
  • Dynamic metric weighting guide
  • Portfolio maturity dashboard
  • Advancement criteria checklist
Guide
Coming Soon

Renewal Strategy Guide

Who has strategic authority at the renewal moment — and how to make the case for long-term investment over short-term revenue every time.

Guide
Coming Soon

Hiring the Right AM & CSM

The interview questions, job description frameworks and evaluation criteria that identify true AM and CSM capability — not just experience.

Playbook
Coming Soon

Unified Customer Delivery Team

How to align AE, AM and CS into one motion. Incentive design, escalation paths, renewal authority and the account planning process that makes it work.

Stay Ahead

Get notified when resources drop.

Join CS and AM leaders getting early access to frameworks, tools and insights. First to know. First to use.