Turn customer calls into approved sales proof clips and testimonial assets

Create an Airtable base for customer proof before reviewing any calls. Add fields for customer, account owner, call date, source link, speaker, proof type, use case, persona, industry, approval status, approved usage, expiration date, sensitive topics, asset format, sales scenario, and source timestamp. Use approval statuses such as not reviewed, internal only, approval needed, sent for approval, approved, rejected, expired, and retired. Add usage options for internal sales enablement, one-to-one sales sharing, anonymized quote, public quote, public video, and case study seed. Review the tracker with sales enablement, customer marketing, and whoever owns legal approval so the team does not create assets it cannot use.