How it works
Almost every company uses product planning, customer feedback, and market research to shape direction. The Momentum Index adds a structured read from the GTM teams tied to commercial performance, using questions matched to what each function can reasonably observe.
Voice of customer
What customers are requesting, frustrated by, or excited about today.
Product planning
The internal artifact that captures bets, sequencing, and trade-offs across product and engineering.
The Momentum Index
A confidential, recurring read from the people carrying product direction into deals, renewals, campaigns, and customer conversations.
Grounded in market experience
Sales answers from active deals and buyer conversations. Marketing answers from message response and changing expectations. Customer success answers from adoption and renewals. Solutions engineering and partner teams answer from technical evaluation and competitive situations.
Together, those perspectives test whether consequential product direction can be credibly marketed, sold, demonstrated, implemented, supported, and carried through the customer lifecycle.
The result is structured commercial evidence, not a roadmap vote. The Index surfaces patterns and questions for leadership to examine; Product and engineering retain decision authority.
The drivers
The instrument organizes GTM input across six areas. Each is scored by function and can be tracked over time.
Whether the field believes the category, the customer base, and the broader market are moving in your favor, or starting to drift away.
Whether the people carrying the product to market believe the roadmap will help them win more deals, generate more pipeline, and protect renewals.
Whether the story the company tells about itself lands with buyers, holds up against competitive pressure, and gives the field the language to win.
Whether the product capabilities being built match what the field needs to compete, by segment, by use case, and by deal stage.
Whether information from the market, competitive moves, buyer objections, customer feedback, is flowing back into product and strategy decisions.
The meta-driver: how well the executive team's view of the company's direction tracks with what the field is actually experiencing.
What GTM is seeing
Each run gives leadership a clearer view of confidence in commercial direction, concerns worth examining, and opportunities supported by patterns across functions.
Your go-to-market team sits where the product meets the market. Sales hears what buyers react to. Marketing sees what's converting. CS watches customers shift. Solutions engineering spots competitive moves early.
Some of what they surface reshapes a major bet. More often it's a smaller positioning or narrative move that helps the product land without spending an engineering quarter.
Where customer questions, objections, and decision criteria are changing in real conversations.
What competitors are doing and how it's landing in deals.
Emerging shifts the field may notice before they become clear in company metrics.
Positioning tweaks, narrative refinements, and capability shifts the field is already signaling.
The mechanics
A focused, managed process that asks consistent questions, protects individual responses, and turns the patterns into an executive readout.
We align the questions to the company, the product decision, and the participating groups. The roster can include executives, functional leaders, managers, and individual contributors across GTM, with questions suited to what each group can reasonably observe.
Responses are reported in groups, not attributed to individuals. The analysis looks for patterns across functions and organizational levels, differences between leadership and the field, and changes from one run to the next.
The dashboard and guided executive discussion show where confidence is strong, where views diverge, what deserves investigation, and which opportunities may warrant action. Leadership receives a decision-ready interpretation, not raw survey data.
How responses are protected
The process is designed to make candid participation possible without exposing individual respondents.
Results are only broken out when a group is large enough to protect individual identities.
Leadership receives aggregated patterns and scores, not named answers or respondent-level exports.
Open-text responses are reviewed and identifying details are removed before comments are shared.
Technology can assist the analysis, but a person reviews what appears in the executive readout.
Get started
A 20-minute walkthrough of the instrument, the dashboard, and the deployment that would fit your team.
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