Meet Vicky

    Your virtual guide inside the Vitality Index, helping you navigate the system, understand where you stand with each account, and guiding your sales execution toward becoming a Vital Partner.

    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.

    I just closed Riverstone Medical. Mid-market, about $2M ARR.
    Got it — Riverstone Medical is added. I've set your growth target at 15% and started your baseline assessment. Who's your primary contact there?

    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.

    Why is my score only 2.1 with Acme Corp?
    Your relationship is active but not yet strategic. Your weakest domain is Executive Alignment — you have no senior sponsor on their side. That single driver is capping your score more than anything else right now.

    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.

    I have a call with Acme in an hour. What should I focus on?
    Push on executive access. Your champion is solid but there's no senior sponsor. Ask who owns the strategic technology budget above your contact — and whether they'd include them on the next call.

    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.

    Which of my accounts should I be worried about right now?
    Two need your attention: Crestline Holdings has dropped to Transactional and hasn't had a touchpoint in 47 days. Redstone Partners is healthy but you've been stuck in the same growth tier for two quarters.

    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.

    What's going on with Axon Systems? They're competing for my client.
    Axon raised a Series C last month and is expanding their mid-market team fast. Your client has a clear edge on support response time and contract flexibility — two things buyers cite most in recent reviews.

    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.

    Build me an account summary for Hartwell Industries.
    Here's your Hartwell summary: Expanding Partnership at 3.1, two open objectives in Executive Alignment and Value Realization, strongest domain is Relationship Depth. Shareable link is ready.

    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.

    Add my next steps for Meridian to my calendar for Thursday at 2pm.
    Done — 1-hour block added for Thursday at 2:00 PM. Subject: Meridian Medical — Next Steps. Your action items are in the event body so they're there when you sit down.

    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.

    How has my relationship with Meridian changed this year?
    You've moved Meridian from 1.8 to 2.9 across three assessments — Transactional to Expanding. Executive Alignment drove most of the gain. You still have one open objective in Value Realization from your Q2 plan that hasn't moved.

    Vicky lives inside the Vitality Index

    She's not a standalone tool. She's woven into the system, aware of your accounts, your partnership scores, and the exact page you're on. The more you use the Vitality Index, the more Vicky can do for you.