Vital Consulting presents · Live on Clearwater Beach
Two hands-on days on the Gulf Coast, January 13 and 14, 2027, plus an optional third AI day, where you set up your CRM, automations, and AI inside your own tools. You watch it all work before you fly home.
Think about the first time you held an iPhone and swiped through your photos with a finger. Nobody had to explain it to you. Or the first time a Tesla pulled out of a parking spot and drove itself over to pick you up. You probably told everyone you knew.
Those weren't just features. They were moments, and they were designed on purpose. Someone decided exactly how that first experience should feel, then built everything behind the scenes to deliver it the same way, every time.
Your business has a moment like that too. It might be a homeowner getting a personal text back within a minute of calling about a broken AC. It might be a new client leaving their first consultation already knowing exactly what happens next, or a patient getting a thoughtful check-in the day after their visit without anyone on your team having to remember. Most businesses never define that moment, so it happens by accident, or not at all.
This event starts by finding that moment for your customers. Then we build the CRM, automations, and AI that deliver it every single time, even when you're not in the room.
One minute after the call. Nobody on the team had to remember.
Tags, lead sources, and a sales path that fits how you sell, whether a person closes the deal or customers buy online.
Real follow-up sequences running on your real leads.
AI connected to your CRM and tools, doing real tasks for you.
See where every lead came from and what it turned into.
How we find your moment
You already know your customers better than anyone. This process pulls that knowledge out of your head, turns it into a plan, and then builds the systems behind it.
Fill out a short Business Profile in your attendee portal: who your best customers are, how they find you, and what happens after they buy. Then your AI turns it, and what your customers say about you, into a one-page brief. Every prompt in the portal fills in with your details. The week before, we meet online for a short kickoff call so everyone arrives ready.
As a group, we use your brief to find the moment your customers fall in love with you. JR coaches each business live, and you'll hear how other owners think about theirs.
We map every step that leads to that moment, spot where customers slip through the cracks, and pick your top three fixes. Then we put tracking on your site. You leave Day 1 with your Experience Plan and every lead tracked from then on.
Your CRM, automations, AI, and tracking are all built around your Experience Plan, so the moment happens every time, even when you're not in the room.
Meet your guide
JR Keene · Founder, Vital Consulting
I'm JR Keene. I've spent more than 20 years making business software actually work for the people using it.
It started in 2005 on the customer support line at Infusionsoft, the company now known as Keap. I moved into systems analysis, product management, and QA, helped launch their partner program, and wrote the curriculum used to certify consultants. In 2010 I started Vital Consulting to do the work myself, hands on, for small businesses.
Since then I've been a CTO, a CIO, and a solutions engineer at Keap and Thryv, where I led automation pilots for national home-service franchise brands. Today I build CRMs, automations, websites, and AI systems from the Tampa Bay area, and I built MyVitalAssistant myself.
I've always been wired to solve problems. When something isn't working, I need to know why, and I can't stop until it's better. I also do something most consultants don't: I build it before I pitch it. Watching someone see their business working the way they always pictured it, for the very first time, is the reason I do this.
I see the bigger picture: how your CRM, your marketing, your team, and your customers all fit together. And I care about the people behind the business, because a business that runs well gives you back time for the things that matter most. For me that's faith, family, and the freedom to go have an adventure.
That's what this trip is. Two days to give you that moment in your own business, and the freedom that comes with it.
The agenda
Define your customer's wow moment and audit your stack against it. Then set up MyVitalAssistant, create your tracked QR codes, landing pages, and web forms, and put them on your website so tracking starts that same day. We finish by cleaning up your CRM.
You leave with: a map of your ideal customer experience, tracking live on your site, and a clean CRM.
Set up your sales path and an order form that takes payment, then have AI design an email and SMS series sized to what you sell and your price point, loaded into your CRM in a Keap or HighLevel track. In the afternoon, connect AI to your CRM, project board, and email, and build everyday AI workflows.
You leave with: your first automation firing on your own data, AI doing real work in your stack, and your 30-day plan.
For Year-Round Pass holders. Set up your own AI agent with connectors to your CRM and tools, plus the MyVitalAssistant MCP, so all your data is at your fingertips. Ask it anything by typing or just by talking. Then put it to work: a month of social posts, 3 to 5 branded images for posts and ads using your logo and colors, and email and SMS templates loaded right into your CRM.
You leave with: an AI agent that knows your business and answers by voice, plus a month of marketing ready to go.
Pull up a chair. One evening we slow down for a fireside chat where you get to pick my brain about your business: your tools, your team, your next hire, the thing you've been stuck on for months. Everyone gets their turn for one-on-one advice, and with only 10 businesses in the room, there's time for real answers.
What you take home
Everything below is built inside your own tools, on your own data, before the event ends.
Your whole business, one question away.
Your tech stack. We make it work together.
MyVitalAssistant is included. Not sure your stack is ready? Book a time with JR and we'll look at it together.
Before you fly home, you write down exactly what you will build, fix, and measure in the next 30 days. It lives in your portal with every prompt and walkthrough from the week.
It keeps watching your numbers, so you can see what is working long after the event.
If something we built together stops working in the first 30 days, I fix it remotely at no charge.
For the first four weeks, the group meets online once a week: what fired, what broke, and what's next.
A monthly group coaching call where we review your MyVitalAssistant numbers together, plus one private 30-minute call with me each month. All year.
We record your response time and lead numbers before the event, then show you the difference at 30, 60, and 90 days.
Where you'll be
We work during the day at the Sheraton Sand Key Resort, just south of Clearwater Beach. When the session wraps, the beach is a few steps away.
Sheraton Sand Key Resort
1160 Gulf Blvd
Clearwater Beach, FL 33767
Flying in? St. Pete-Clearwater (PIE) is about 9 miles away. Tampa International (TPA) is about 18 miles.
Photos courtesy of Sheraton Sand Key Resort.
When the laptops close
The work happens during the day. After that, here's what's waiting nearby. Bring your family if you like: they'll have plenty to do while you build.
Beachfront pool, hot tub, and the Gulf a few steps from the meeting room. Sometimes the best plan is a chair in the sand.
A quieter stretch of beach with nature trails and picnic spots, a short walk from the resort.
Clearwater Beach's nightly sunset celebration, with local artists and street performers. Grab dinner nearby and watch the sun drop into the Gulf.
Dolphin-watching tours, sailing catamaran cruises, parasailing, or jet skis right off the beach.
A working rescue and rehab center for sea turtles, dolphins, and other marine animals.
Take the ferry from Honeymoon Island to one of the most unspoiled beaches in Florida. Perfect for the day after you finish.
Clearwater Beach and Pier 60 photos by Christian Santizo, Richard Sagredo, and Juliana Uribbe on Unsplash.
How you'll leave
Everyone stands up and shows what they built. You'll be surprised how far you came in a few days.
A new lead comes in, and your follow-up goes out without you lifting a finger.
You open your CRM and it makes sense. You know where your leads came from and what to do next.
MyVitalAssistant keeps watching your numbers, so the clarity you found here doesn't fade.
Included with your ticket
We set it up with you during the event. It connects your ads, your CRM, and your sales so you can finally see which marketing turns into customers.
On Day 1 you'll create your own tracked QR codes, landing pages, and web forms in MyVitalAssistant and put them to work on your website, so every lead is tracked from that moment on.
Works with Keap and HighLevel out of the box, plus Meta and Google Ads.
You won't leave with a perfect system. You'll leave with a working one, built in your own tools, that you can keep improving long after the trip. That's worth more than a perfect plan that never gets started.
Our guarantee
Come for Day 1. If by the end of the day you don't believe this week will change how your business runs, tell JR before you leave and get a full refund. No hard feelings.
Can't make it after all? Send someone from your team in your place, or move your seat to the next event, at no charge.
For 30 days after the event, if anything we built together stops working, JR fixes it remotely at no charge.
It runs with at least 6 businesses. If it doesn't fill, or weather moves the dates, you choose: new dates or a full refund.
Details in our refund and transfer terms.
ADMIT ONE · EARLY BIRD
Only 10 businesses per event, so everyone gets hands-on help in their own business.
Questions first? Book a time with JR
Wednesday, January 13 and Thursday, January 14, 2027, with Bonus Day 3 for Year-Round Pass holders on Friday, January 15. It's at the Sheraton Resort on Sand Key in Clearwater Beach, Florida. Doors open at 9:00 AM, and evenings are yours to enjoy the beach. Monday, January 18 is a holiday, so it's easy to stay for the weekend.
The Getaway Pass is the 2 core days: mapping and tracking your customer experience, then your CRM automations and AI in your business. The Year-Round Pass adds Bonus Day 3, an AI power day: connecting your AI to MyVitalAssistant and your other tools, then creating social posts, graphics, and email and SMS templates for your CRM. It also includes a year of coaching: a monthly group call and a private call with JR each month.
Lodging isn't included, so you can stay wherever suits you. After you register, we'll send a short list of nearby options.
Send someone from your team in your place, or move your seat to the next event. See the refund and transfer terms.
Everyone gets four weekly group check-in calls after the event, the 30-day "it keeps working" fix promise, and a year of MyVitalAssistant. The Year-Round Pass adds a year of coaching: a monthly group call where we review your MyVitalAssistant numbers together and answer questions, plus one private call with me each month.
If severe weather or another emergency means the event can't go ahead safely, we move it to new dates and tell you as early as we can. You choose: keep your seat for the new dates or get a full refund. The same goes if fewer than 6 businesses register. See the terms.
Yes. Every paid pass can bring one guest free. You name them at checkout, and they sit with you for both days. It is first come, first served while seats last, and the seat is for that one person. See the terms.
Yes. Alumni get a lower price on future events, and a discounted second seat so a partner or team member can come with you.
Yes. You earn 10% of the ticket price for every business you refer that attends. Book a time with JR to get your referral link. Details are in the terms.
A laptop and admin logins to your CRM, project tool, and ad accounts. We send a short prep checklist two weeks before.
Yes. Day 1 and the AI part of Day 2 work with any tools. Pick "Something else" when you register and we'll plan around your setup.
