The system runs an initial diagnosis of your key accounts to establish a baseline, builds a growth strategy that fits where each account sits today, and guides your execution to reach and sustain Vital Partnerships. It acts as the strategic layer around the enterprise systems and processes your teams run each day.
What partnership level is your key account?
- BuildingEarly-stage relationship
- ScalingStrong collaboration
- VitalPartnershipEssential to client success
- 01 DiagnoseIndex your partnership's status from the 21 Growth Drivers of Key Account success.
- 02 Build Growth StrategyCreates an action packed plan for leveling up in your key account relationship.
- 03 Guides executionNearly 1,200 Power Plays, Next Moves and Coaching Insights to help teams reach a Vital Partnership.
How does the Vitality Index work?
Diagnoses your partnership level
Top Key Account leaders map the whole account and can predict where revenue growth will come from. The Vitality Index does this for you across all seven partnership domains, so you see exactly where your relationship actually stands today.
Builds your growth strategy
The best know what a vital partnership looks like and what stands between their account and that ideal. After the Vitality Index diagnoses those gaps, it produces a progressive growth strategy to close them.
Guides your execution
Winning account teams commit to disciplined execution. The Vitality Index turns strategy into the Next Moves that move each growth driver toward a vital partnership. It holds the team accountable to a shared purpose, guiding them to run the right plays, adjust in real time, and get top-producer results.
How Scoring Works
A simple, repeatable process that turns assessment data into strategic action. Each driver is evaluated across four partnership levels. Your results roll up into domain-level insights and an overall Vitality Score.
Vitality Index Scoring
Partnership Levels
Each driver is evaluated across four partnership levels. Your results roll up into domain-level insights and an overall Vitality Score.
What Happens After Scoring
Once your assessment is complete, the system generates a personalized Strategic Growth Plan built from your scores. Every Power Play and Next Move matches where you are in each Growth Driver.
The plan is not static. As you complete Power Plays, the plan advances to the next set of actions needed to reach the next partnership level. It always reflects where you are now.
Why We Built the Vitality Index
If you are spending a lot of time and money on winning and expanding key accounts, but are not seeing the ROI, you may be missing a system designed for this type of work.
That's why we built the Vitality Index: to help teams find their way to Vital Partnerships that last, without replacing the enterprise systems and processes they already use.
Frequently Asked Questions
What is the Vitality Index?
The Vitality Index is a growth system that gives your key account management team the map to a more predictable future and guides you to the finish line. The entire journey is mapped from beginning to end. Your team runs the plays, and the system keeps you on the path to higher revenue and lower costs. The system runs an initial diagnosis of your key accounts to establish a baseline, builds a growth strategy that fits where each account sits today, and guides your execution to reach and sustain Vital Partnerships. It acts as the strategic layer around the enterprise systems and processes your teams run each day.
How does the Vitality Index work?
It follows three steps: it Diagnoses your partnership level across all seven partnership domains so you see exactly where each relationship stands, Builds a progressive growth strategy to close the gaps between where you are and a Vital Partnership, and Guides your account teams through execution with the specific Next Moves that move each growth driver forward.
How is Vitality Index scoring calculated?
Each of the 21 Growth Drivers is evaluated across four partnership levels: Building, Expanding, Scaling, and Vital Partnership. Scores roll up into domain-level insights and an overall Vitality Score that gives you a complete picture of account health.
What are the four partnership levels?
Building is early-stage with foundational work underway. Expanding shows growing engagement and strategic alignment. Scaling indicates deep partnership with strong collaboration. Vital Partnership represents full strategic alignment, the gold standard of enterprise partnerships.
What happens after an account is assessed?
Your assessment generates a personalized Strategic Growth Plan with prioritized Power Plays, Next Moves, and AI-assisted coaching. Your team sees exactly what to focus on and has a clear path to advance each Growth Driver to the next level.