AI-Assistant Coach
Easy to Use, with an AI Coach Built In
The Vitality Index looks and works like modern B2B software. It has clear dashboards, an easy-to-follow user interface, and thoughtfully designed features that make navigation feel effortless.
It also comes with Vicky, your built-in AI-assisted Vitality Index coach. With guidance grounded in the full system and your account’s context, she helps your team understand the scores, choose the next moves, and get to work when a question comes up.
Coaching for the whole account team
Vicky helps every team member contribute, regardless of role or experience level.
Example coaching and product viewsOpen full-size image in a new tabYour Virtual AI Assisted Vitality Index Coach
Vicky isn't a chatbot with canned responses. She knows your accounts, your scores, and the Vitality Index playbook. Three things set her apart from any other AI assistant you've used.
Always in context
Vicky knows which account you're looking at. You never have to repeat yourself; she's already oriented to where you are.
Talk instead of type
Brief her like you'd brief a colleague. Tap the mic and she turns what you say into structured coaching and next steps.
Gets sharper over time
Every assessment, next step, and conversation builds her picture of your accounts. The longer you use it, the more specific her guidance becomes.
Everything Vicky Handles for You
From the moment you add your first account to the day you walk into a QBR, Vicky is working alongside you at every stage.
Account Intake
Add a new account in a single conversation
No forms to fill out. Tell Vicky who you just landed and she captures the company, revenue, and growth target, then kicks off a baseline assessment on the spot.
Account Health
Understand your score and exactly what moves it
Vicky translates your Vitality score into plain language, breaks down which of your 7 domains are holding you back, and tells you what evidence would push the number up.
Coaching & Execution
Your next move, always clear
When you're not sure what to do next, ask. Vicky looks at your open growth drivers, your current objectives, and the state of the account, then gives you one concrete thing to do today.
Portfolio Management
Your whole book of accounts, one question away
Ask Vicky to snapshot your entire portfolio and she'll surface which accounts are expanding, which are at risk, and where your biggest growth opportunity is sitting untouched.
Research & Intelligence
Walk in knowing more than they expect
Before any meeting, ask Vicky to pull live intelligence on a competitor or market. She surfaces what's changed recently and turns it into talking points you can use in the room.
Executive Summaries
A polished account summary, on demand
Ask Vicky to build a summary and she compiles your partnership score, open objectives, and key drivers into a document ready to share with your manager, champion, or bring into a QBR.
Calendar Integration
Turn next steps into calendar time in one ask
When Vicky gives you coaching or a set of next steps, push them straight to your Google Calendar or Outlook with one click. The invite subject reads '[Account Name]: Next Steps' and the body contains the action items from your session, ready to review before you sit down to do the work.
Account Memory
Gets sharper the longer you use it
Your baseline assessment, every next step you log, and every conversation you have: Vicky absorbs it all. Six months in, she knows each account's full history and can tell you exactly how far you've come and what's still holding you back.