How the Vitality Index Works
The Vitality Index is a simple to follow 1-2-3 system that produces personalized strategic growth plans for high-value enterprise accounts. Assess your account health, review your results, and execute a plan built from over 60 years of enterprise sales experience.
The 3-Step Process
Assess Your Account Health
Evaluate each of the 21 Growth Drivers across four levels of partnership maturity. Each Growth Driver measures a specific dimension of your enterprise account relationship, from contract compliance to executive access to market share growth.
Review and Analyze Your Results
Dive into your scores across all 7 Partnership Domains. Identify strengths, uncover gaps, and understand where your enterprise account stands and what to focus on next.
Execute Your Account Plan
Your plan is ready. Execute targeted actions for each Growth Driver, track progress, and watch your partnership levels rise over time.
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 objective and action item matches where you are in each Growth Driver.
Your manager sees the same data, enabling precision coaching on the specific behaviors that move accounts forward, not generic advice.
The plan is not static. As you complete objectives, the plan advances to the next set of actions needed to reach the next partnership level. It always reflects where you are now.
Ready to See Where You Stand?
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.
Start Your Free Trial →Frequently Asked Questions
What is the Vitality Index?
The Vitality Index is a strategic account health diagnostic platform that measures enterprise partnerships across 7 Partnership Domains and 21 Growth Drivers. It gives sales teams a structured, repeatable system for assessing, planning, and growing their most important accounts.
How does the Vitality Index work?
It follows a simple 1-2-3 process: assess your account health across 21 Growth Drivers, review and analyze your scores across all 7 Partnership Domains, and then execute a targeted Strategic Growth Plan with AI-assisted coaching and over 1,200 plays and insights.
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 objectives, action items, 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.