A coach who already knows the room
Vicky isn't a chatbot with canned responses. She knows your accounts, your scores, and the Vitality Index playbook — and 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
Every assessment you complete, every next step you log, 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.
