What is the Vitality Index?
The Vitality Index system takes you through three stages that shows you your current level of partnership inside key accounts. It provides the growth strategy and step-by-step planning required to reach a Level 4 Vital Partnership. Then it shows your reps which plays to run now, just like a top producer with 30+ years of complex selling behind them.
How does the Vitality Index work?
Diagnoses your partnership level
Top salespeople map the whole account and can predict where revenue growth will come from. The Vitality Index does this for you across all seven partnership domains, so you see exactly where your relationship actually stands today.
Builds your growth strategy
The best know what a vital partnership looks like and what stands between their account and that ideal. After the Vitality Index diagnoses those gaps, it produces a progressive growth strategy to close them.
Guides your sales execution
The elite salesperson commits to disciplined execution. The Vitality Index turns strategy into the next steps that move each growth driver toward a vital partnership. It holds the team accountable to a shared purpose, guiding them to run the right plays, adjust in real time, and get top-producer results.
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.
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Level Up →Frequently Asked Questions
What is the Vitality Index?
The Vitality Index system takes you through three stages that shows you your current level of partnership inside key accounts. It provides the growth strategy and step-by-step planning required to reach a Level 4 Vital Partnership. Then it shows your reps which plays to run now, just like a top producer with 30+ years of complex selling behind them.
How does the Vitality Index work?
It follows three steps: it Diagnoses your partnership level across all seven partnership domains so you see exactly where each relationship stands, Builds a progressive growth strategy to close the gaps between where you are and a Vital Partnership, and Guides your reps through execution with the specific next steps that move each growth driver forward.
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.