Strategic Growth Plans for Enterprise Accounts
Your team is not starting from zero. They have strategies, relationships, and momentum. The Vitality Index takes what they are already doing and gives it structure, visibility, and a clear path to the top of every account.
You Already Have a Plan. This Makes It Sharper.
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 objective and action item 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 action item is supported by a coaching assistant that understands your industry and your account's industry. Gather competitive intel, research decision-maker priorities, identify headwinds and opportunities. The coaching is grounded in what is happening in both industries, not generic advice.
Make the plan yours
The plan is prebuilt, not locked. Edit objectives, rewrite action items, add your own. Use the AI coaching assistant to research and tailor every action to your account, your relationships, and your strategy.
Complete objectives. The plan advances.
As your team completes strategic objectives, 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 objectives are complete, in progress, or stalled across every account and rep. Progress against the plan becomes the basis for coaching, reviews, and forecasting.
How Managers Use Plan Visibility
The Manager Portal shows which objectives are complete, in progress, or stalled across every account and rep. Progress against the plan becomes the basis for coaching, reviews, and forecasting.
Your 1:1s stop being status updates. They become the most productive 30 minutes of your rep's week, focused on specific Growth Drivers and the behaviors that advance them.
Start the Climb. Assess Your First Account.
14-day free trial. Full access to all 7 Partnership Domains, 21 Growth Drivers, and over 1,200 plays and coaching insights. No credit card required.
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 objectives and specific action items 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 objective and action item 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 action item 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 objectives, rewrite action items, 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.