What you get with the Vitality Index
Each feature is designed to move the account forward, from the first assessment to the moment a rep walks into a QBR as a strategic partner.
Vitality Index Assessment
Know exactly where each account stands
Measure partnership depth across 7 Partnership Domains and 21 Growth Drivers. The assessment surfaces risk, reveals strength, and gives every rep a shared language for what a strategic account actually looks like.
- 7 interconnected Partnership Domains covering every dimension of account health
- 21 measurable Growth Drivers that predict where an account is heading
- Automated scoring that converts qualitative evidence into quantitative scores
- 4 partnership levels from Building to Vital Partnership, so reps always know the next milestone
Scoring & Partnership Levels
Replace gut-feel ratings with a consistent, evidence-based standard
Scores are calculated from evidence, not opinion. Every rep on every account uses the same framework, so managers finally have portfolio data they can trust and compare.
- Consistent scoring scale eliminates rep-to-rep subjectivity
- Partnership levels give reps a clear progression to work toward
- Domain scores pinpoint the exact gaps holding an account back
- Score history shows momentum, whether an account is growing or drifting
Strategic Growth Plans
Turn assessment data into a plan the rep can actually execute
Every completed assessment generates a personalized Strategic Growth Plan with prioritized objectives, virtual coaching, and over 1,200 plays and insights. The plan advances as your team executes.
- Auto-generated from scores, no manual planning required
- Prioritized objectives ranked by the highest-leverage work
- Over 1,200 plays and coaching insights embedded at the point of action
- Progressive plan that advances as objectives are completed
Vicky, Virtual Sales Coach
Give every rep a virtual coach available at every stage of the sale
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 reps 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
A portfolio view that shows partnership depth across every account
See every account's partnership level, score, and momentum in one place. Identify at-risk accounts early, spot expansion opportunities, and prioritize coaching where it moves the number.
- Portfolio-wide view of partnership levels and Vitality Index scores
- At-a-glance identification of at-risk accounts and expansion opportunities
- Compare account health across an entire rep's 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.
The account's knowledge stays with the company. When a senior rep leaves, the score history, the open objectives, and the next moves remain in the system, so a handover starts from a documented account state.
Risk surfaces while there is still time to act. Score history shows whether an account is growing or drifting, and that signal tends to appear well before the renewal conversation.
Every account is held to the same standard. The scoring framework applies across the portfolio, so the quality of account work depends less on who happens to own it.
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 assessment shows where those openings sit in each account.