Engagement
The Momentum Index is delivered as a managed service. Run it once or on a recurring cadence, with one function or the broader GTM organization. The instrument, analysis, dashboard, and executive readout are managed for you.
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, 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. Recurring engagements compare the signal over time and create a regular point of connection between product and GTM leadership.
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
There are two practical choices: who should participate and whether leadership needs a one-time read or an ongoing measure.
Focus on sales, marketing, customer success, or solutions engineering, or include several functions to compare how each sees product direction.
Use one run to establish a baseline around a roadmap or strategic moment. Repeat it when leadership needs to understand whether confidence and alignment are changing.
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 a one-time engagement. Recurring work follows a cadence matched to roadmap and planning cycles.
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