FY’27 GTM Engineering Roadmap

Fiscal Year: Feb 1, 2026 – Jan 31, 2027


🎯 Mission Statement

GTM Engineering is a growth multiplier, laser-focused on efficiency and increasing ARR.


Current Q4 roadmap: approved OKRs

Period: November 1, 2026 → January 31, 2027 · Synced: November 2, 2026

Four objectives and 14 key results, in the approved priority order: retention, trusted intelligence, the production factory, then spend activation flagged for possible realignment. Titles, descriptions, line items, and RACI below match the final approved OKRs in Wrike. The annual pillars and prior-quarter plans below remain planning and historical context.

Priority Objective Key results
1 Improve customer retention through activation and automated engagement. 4
2 Build upon trusted intelligence for retention and demand. 4
3 Maintain and manage the software production factory to run reliable agents for GTM. 3
4 [Possible realignment] Spend activation engine 3

O1: Improve customer retention through activation and automated engagement.

View in Wrike

Build on existing customer intelligence and agents to activate customers who have budget but have not sent, identify declining engagement, and execute useful follow-up. Support renewal and expansion conversations while keeping actions, customer responses, and results visible.

RACI

KR1: Have CSM Agent detect inactivity and declining engagement, then execute supported outreach and follow-up.

KR2: Book 15 qualified renewal meetings by January 31, 2027, through automated renewal-risk detection, outreach, and follow-up.