How the Plan Works
Baseline where you stand today
Evaluate each of the 21 Growth Drivers across all 7 Partnership Domains. This is not a judgment on your current strategy. It is a clear picture of where the account relationship is right now so you can build from it.
Your Strategic Growth Plan is generated
The plan builds from your scores. Every Power Play and Next Move matches where you are in each Growth Driver. A rep early in one area sees a different plan than a rep approaching vital partnership. The plan meets you where you are.
Prioritize what you focus on now and next
Choose which Partnership Domains and Growth Drivers to work on this quarter and which move to next. The plan organizes around your priorities. Your rep always knows what to work on today.
Execute with AI-assisted coaching
Every Next Move is supported by a coaching assistant trained on the latest sales methods for complex enterprise selling, along with current industry insights for both your industry and your client's. Gather competitive intel, research decision-maker priorities, identify headwinds and opportunities. The coaching is grounded in real market context, not generic advice.
Make the plan yours
The plan is prebuilt, not locked. Edit Power Plays, rewrite Next Moves, add your own. Use the AI coaching assistant to research and tailor every action to your account, your relationships, and your strategy.
Complete Power Plays. The plan advances.
As your team completes Power Plays, the plan updates to the next set of actions needed to reach the next level. Each stair in the climb unlocks the playbook for the one above it. The plan always reflects where you are now.
Managers see the execution, not just the results
Managers see which Power Plays are complete, in progress, or stalled across every account and rep. Progress against the plan becomes the basis for coaching, reviews, and forecasting.
Start the Climb. Assess Your First Account.
Go check out our plans and pricing to see which is the best fit for your team today.
Frequently Asked Questions
What is a Strategic Growth Plan?
A Strategic Growth Plan is a personalized action plan generated from your Vitality Index assessment. It contains prioritized Power Plays and specific Next Moves for each Growth Driver, along with AI-assisted coaching and over 1,200 plays and insights. It gives your team a clear path forward for every account.
How is a Strategic Growth Plan created?
The plan is automatically generated from your assessment scores. Every Power Play and Next Move matches where you currently stand in each Growth Driver. A rep who is at Level 1 in a driver sees a different plan than one approaching Level 4. The plan meets you where you are.
How does Vitality Index prioritize what to do next?
You choose which Partnership Domains and Growth Drivers to prioritize this quarter versus next. The plan organizes around those priorities so your rep always knows what to work on today. You are in control of the focus, and the system structures the execution.
How does AI-assisted coaching support execution?
Every Next Move is supported by a coaching assistant that understands your industry and your account's industry. It helps gather competitive intel, research decision-maker priorities, identify headwinds and opportunities. The coaching is grounded in real market context, not generic advice.
Can teams customize the plan?
Yes. The plan is prebuilt from your scores, not locked. You can edit Power Plays, rewrite Next Moves, add your own, and use the AI coaching assistant to tailor every action to your account, your relationships, and your strategy. It is your plan to own.