Executive-Grade Strategic Intelligence
What are Momentum IQ Reports?
Momentum IQ Reports are expert-guided intelligence packages that extract patterns, risks, and opportunities from your real customer interactions—across the entire journey.
We combine AI-driven analysis of video calls, emails, meeting notes, and CRM data with strategic human synthesis to give you clear answers to complex questions.
You bring the goal—like understanding why deals stall, how buyers react to your messaging, or which friction points slow down onboarding. We deliver a report that helps you move.
Actionable Intelligence across the entire Customer Journey
Sales &
Win/Loss
Understand what’s helping reps win—and what’s not landing with buyers.
Customer Success & Expansion
Spot churn signals early, identify upsell patterns and refine handoffs.
Marketing & Messaging
Test how narratives perform in the wild: What resonates? What confuses?
Product Feedback
Capture common blockers, feature requests, and integration pain from live interactions.
Onboarding & Enablement
Discover where reps or customers need more clarity, training or support.
Support & Escalations
Surface repeated objections, confusion, or hidden friction that drives tickets.
Actionable Intelligence across the entire Customer Journey
1. You Set the Focus
You tell us what you want to uncover—rep performance, competitor mentions, product feedback, etc.
2. We Collect the Signals
Our system scans your past video calls, email threads, and meeting notes—using AI to extract trends, quotes, risks, and moments of impact.
3. We Synthesize and Deliver
Our experts layer on structure, interpretation, and prioritization—turning raw signals into a tailored intelligence report with next-step recommendations.
What’s Inside an IQ Report?
Executive Summary
A clear, prioritized summary of what was found and why it matters.
Real Customer
Verified quotes from your calls and emails—no guessing, no assumptions.
Key Themes & Trends
Pattern analysis pulled directly from conversations and behavior.
Strategic Recommendations
Clear calls-to-action: what to fix, double down on, or monitor.
Visual Breakdowns
Charts, matrices, or heatmaps showing competitor mentions, deal blockers, customer friction, etc.
Why Momentum IQ is different
Traditional Reporting
Momentum IQ Reports
Built for Every Revenue Leader
CROs / Sales Leaders
Validate deal health, understand rep performance, spot risk signals.
CMOs / PMMs
Gauge message-market fit, surface competitor positioning.
CS Leaders
Detect churn indicators, refine onboarding experience.
Enablement
Identify skill gaps and coaching opportunities across teams.
Product Leaders
Hear how users really describe gaps, pain, and workarounds.
RevOps
Bridge the gap between systems and human behavior.