Engagement
The Momentum Index is delivered as a managed service. Start with an initial baseline for one function or the broader GTM organization, then repeat it when leadership needs to see whether confidence and alignment are changing.
Two ways to use the Index
Both engagements use the same purpose-built instrument, confidential participation, functional comparison, dashboard, and guided interpretation.
Establish a decision-ready view of current confidence, concerns, opportunities, and executive-versus-field divergence. Typical delivery is 2–4 weeks.
Run the Index two to four times a year, typically around planning cycles or important market moments. Each read is compared with the baseline and prior runs to show which signals are improving, deteriorating, or staying unresolved.
What the baseline includes
Questions aligned to the business question, product decision, participating functions, and what each group can reasonably observe.
A representative group across relevant GTM functions and organizational levels, with minimum reporting groups designed to support useful comparison while protecting confidentiality.
A focused collection process with aggregate reporting and deidentified open comments.
Six drivers compared across participating functions, including executive-versus-field divergence where applicable.
A clear view of strengths, risks, concerns, opportunities, and the patterns that warrant attention.
An executive readout with the questions, actions, or follow-up investigation suggested by the findings.
A starting point for measuring whether confidence and alignment build or fade in later cycles.
The process
The process is calibrated to the company and the decision at hand without creating a heavy lift for participants. It gives product and GTM leaders a shared view they can use to discuss direction more constructively.
We define the business question, participating functions, organizational levels, reporting groups, and timing. The instrument is tuned to the company and the product decision being examined.
Participants complete a focused, confidential assessment. Questions vary by function so people respond to what they can reasonably observe.
Responses are aggregated across the six drivers. The analysis examines patterns, differences across functions, open comments, and changes from earlier runs.
Leadership receives the dashboard and a guided discussion of the findings, including areas of confidence, divergence, concern, and opportunity. Later runs compare the signal with the baseline and prior results so leaders can see where momentum is building or fading.
Confidentiality
Responses are collected confidentially and findings are reported in aggregate. Leadership does not receive named answers or respondent-level exports.
Minimum reporting groups are agreed before launch. Open comments are reviewed and identifying details are removed before anything is shared. Technology may assist that review, but a person determines what appears in the final readout.
Scope and cadence
Leadership can focus on one function or include the broader GTM organization when comparison across functions and organizational levels matters.
Focus on sales, marketing, customer success, solutions engineering, or partner teams, or include several functions to compare how each sees product direction.
See the company-level signal, compare participating functions, and examine leadership-versus-field differences when reporting thresholds protect confidentiality.
First engagement
See the instrument and dashboard, discuss the question you need answered, and determine whether the service fits.
We show you the instrument, dashboard, and example findings. By the end, you should know whether the service is relevant to your situation.
If there is a fit, we define the participating teams, timing, reporting groups, and business question. The outcome is a clear proposed engagement.
From kickoff to executive readout is typically 2–4 weeks for the initial baseline. Recurring work typically runs two to four times a year, matched to planning cycles and moments when leadership needs a fresh read.
Get started
Book the 20-minute walkthrough. We'll tailor it to your industry, your GTM structure, and the question you're trying to answer.
Book a walkthrough