An action-oriented growth strategy
Turn priorities into practical Power Plays and Next Moves the account team can work through.
Everything your team needs to grow key accounts
The Vitality Index gives account teams a shared way to assess every account, understand recorded progress across 7 domains and 21 drivers, build a Strategic Growth Plan, and work through next steps with a virtual coach.
Free OfferSix outcomes. One team-run system.
Six main benefits of the Vitality Index
The Vitality Index gives the whole account team a shared path from assessment to action and sustained progress—not a process that lives with one veteran producer.
Account plans that update as you progress
Keep each account plan connected to progress the team records across its Growth Drivers.
Clearer gaps across seven domains
Use scoring and detailed analytics to see where partnership strength is established—and where work remains.
Forecast confidence grounded in progress
Ground forecast conversations in actual progress across 21 Growth Drivers, alongside your team's account judgment.
A shared system for every contributor
Give people across functions and experience levels a common account picture, language, and way to contribute.
Continuity through personnel changes
Keep strategy, plans, and recorded progress available so a handover can start from the account's documented state.
Six customer outcomes are supported by five feature groups below.
The features behind these benefits
Five supporting feature groups make these outcomes practical, from assessment and scoring to guided execution and portfolio review.
Vitality Index Assessment
See strengths and gaps across each account
Assess partnership depth across 7 Partnership Domains and 21 Growth Drivers. Recorded evidence gives the team a shared view of strengths, gaps, and where to focus next.
- 7 interconnected Partnership Domains covering every dimension of account health
- 21 measurable Growth Drivers that make progress and open gaps easier to discuss
- Automated scoring that converts qualitative evidence into quantitative scores
- 4 partnership levels from Building to Vital Partnership, with the next milestone in view
Scoring & Partnership Levels
Put account progress on a shared evidence-based scale
Scores are grounded in recorded evidence rather than opinion. A shared framework helps account teams and managers compare progress across accounts.
- A consistent scoring scale reduces variation between contributors
- Partnership levels give the team a clear progression to work toward
- Domain scores show where the team has recorded strengths and gaps
- Score history gives context on whether recorded progress is building or slipping
Strategic Growth Plans
Turn assessment findings into an actionable plan
Each completed assessment generates a Strategic Growth Plan with prioritized objectives and coaching resources. The plan reflects recorded progress as your team works through it.
- Generated from assessment scores to give the team a practical starting point
- Prioritized objectives ranked by the highest-leverage work
- Nearly 1,200 Power Plays, Next Moves and Coaching Insights
- Plan progress follows objectives your team records as complete
Vicky, Virtual Sales Coach
Get coaching grounded in the account's context
Vicky is built directly into the Vitality Index. She knows your accounts, your scores, and the full playbook, and she uses all of it when you ask. No copy-paste, no switching tabs.
- Coaches key account team members on their next move in any active Growth Driver
- Explains any score, domain, or term in plain language
- Researches competitors and surfaces live market intelligence
- Always context-aware, she knows which account you're looking at
- Drafts account summaries, domain score reports, and QBR-ready materials on demand
Portfolio View
Review progress and expansion opportunities across accounts
See each account's partnership level, score, and recorded progress in one place. Review signals of risk, consider expansion opportunities, and focus coaching across the portfolio.
- Portfolio-wide view of partnership levels and Vitality Index scores
- A portfolio view for reviewing risk signals and expansion opportunities
- Compare recorded account progress across an individual book or the full team
- Drill from portfolio summary directly into any account's coaching flow
What changes across the portfolio
This is what changes once every account is scored.
Recorded progress gives teams a place to start. Score history and open objectives give account reviews and handovers useful context. The team still owns interpretation and follow-through.
Expansion openings become visible account by account. Expansion inside existing accounts produced 52% of new revenue, and sustained executive engagement generates 189% more expansion opportunities, according to the Ebsta x Pavilion 2025 GTM Benchmarks. The portfolio view helps teams keep potential openings in view as they assess and plan.
Ready to put these to work in your accounts?
Go check out our plans and pricing to see which is the best fit for your team today.
Get Started