About GTM IQ

When you set up GTM IQ, it connects to your Wiise tenant and reads your customer records, sales orders, item lines, payment history and customer dimensions. It uses this to understand who your real customers are, what they buy, when and at what margin.

Your data stays inside your Wiise environment. GTM IQ reads it; it does not share it with other Wiise customers and does not use it to train AI models.

• Owners and GMs who want a clearer view of which customers drive their business

• Sales teams who want a better prospect list, grounded in their actual customer profile

• Account managers who want to know which customers deserve the most attention

• CFOs and finance leaders who want to understand concentration risk and revenue exposure

Before you start

You'll need:

• An active Wiise subscription
• Your usual Wiise login credentials
• Access permissions enabled by your Wiise administrator

Step-by-step

1. Open your browser and go to the GTM IQ URL provided by your Wiise administrator (typically gtm-iq.wiise.com or a tenant-specific link).
2. Sign in using the same Microsoft 365 or Wiise credentials you use for Wiise. There is no separate login or password.
3. The first time you sign in, GTM IQ will run a short setup wizard. This connects your Wiise tenant, asks for your website address, and sets the criteria for what a best customer looks like for your business.
4. Once the wizard is complete, GTM IQ will spend a few minutes reading your Wiise data and generating an initial view of your customer base.
5. When the home page loads, you're ready to start. Take the guided tour to learn the layout, or jump straight into Best Customers (CIA).

The setup wizard runs the first time you sign in. It collects three things: your website, your business context, and your definition of a best customer. You can revisit any of these later under Settings.

Step 1 — Confirm your website

GTM IQ scrapes your website to understand what your business does, what you sell, and your value proposition. This context is used by every agent in GTM IQ.

1. Enter your website URL in the wizard.
2. Review the company description GTM IQ generates from your site. Edit it if needed — the description is used by the AI to understand your business.
3. Click Continue.

Step 2 — Add business context (optional but recommended)

If your website doesn't fully describe what your business does, you can add more context here. The more context GTM IQ has, the better the agents perform.

• Add free-text descriptions of your products, services, or value proposition

• Upload PDFs of brochures, capability statements, or pitch decks

• Add links to additional pages or resources

• Describe any specific critical events you watch for (e.g. “new construction project announced”)

Step 3 — Define your best customer criteria

GTM IQ asks you to choose up to four criteria that define a best customer for your business. The defaults are:

• Lifetime revenue

• Gross margin

• Payment terms / days to pay

• Order frequency

You can replace any of these with criteria more relevant to your business — for example, growth potential, return rate, or specific product mix. You can change these any time.

Step 4 — Initial data load

Once you finish the wizard, GTM IQ reads your Wiise data and generates your initial customer ranking. This typically takes 2-5 minutes depending on the size of your customer base. You'll see a loading screen during this time.

When the load is complete, you'll land on the GTM IQ home page with your Best Customers list ready to view.

GTM IQ uses the SPICED framework to structure every Prospect Report giving your team the customer context they need before the first call.

What SPICED stands for

SPICED is a discovery framework created by Winning by Design. The acronym breaks down as:

• S — Situation. The customer's current context — business environment, constraints, priorities, and what's triggering change right now.
• P — Pain. The specific friction, inefficiency, or risk they're feeling as a result. What's actually broken.
• I — Impact. The meaningful consequences of solving — or not solving — the problem. Both the rational stakes and the emotional ones.
• CE — Critical Event. The deadline, milestone, or external force that creates urgency. What's making them decide now rather than later.
• D — Decision. How the customer will make the choice — who's involved, what their success criteria are, and the process they'll follow.

Why SPICED is in GTM IQ

When the Prospecting agent surfaces a prospect, GTM IQ uses SPICED to organise the Prospect Report. Instead of a generic company overview, you get five clearly labelled sections, each answering a different question your team needs before reaching out.

Where you see SPICED in the product

• Prospect Report. Every report generated on a prospect is structured around SPICED. Each element gets its own section with sourced reasoning. 
• Ideal Customer Profile. GTM IQ aggregates SPICED elements across your best customers so you can see what situation, pain, and critical events your strongest accounts have in common.
• Discovery questions. Each Prospect Report also includes tailored discovery questions mapped to the SPICED elements, so your reps know what to ask to validate the analysis in conversation.