Best for
- B2B teams with rich customer conversations but no original research program
- Product marketers trying to turn buyer insight into market-facing content
- Content teams that need differentiated gated assets beyond generic ebooks
Transform customer interviews, sales calls, and qualitative notes into a research-backed report on buyer pains, triggers, objections, and decision criteria.
Create a gated buyer pain report built from qualitative customer evidence, complete with themes, quotes, charts, narrative, and campaign angles.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Many B2B companies have original research hiding in interviews and sales calls, but they never structure it into a publishable asset. Qualitative evidence can be powerful when it is clustered, quantified carefully, and translated into buyer themes. This workflow creates a report that feels original because it is built from real customer language, not recycled internet research.
Expected results
Research sources analyzed
15-30 interviews or calls
This is enough qualitative material to identify recurring themes without making unsupported claims about the entire market.
Report output
1 gated report
The workflow produces one substantial research asset with methodology, findings, quotes, charts, and recommendations.
Campaign assets
10-15 launch assets
The report can generate landing page copy, social posts, email angles, sales notes, and webinar topics from the same evidence base.
Differentiation
Original qualitative insight
Because the report is based on real customer conversations, it is harder for competitors to copy than a generic trend ebook.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
1-2 hours
1-2 hours
Choose one clear research question for the report, such as why buyers switch, what blocks adoption, what triggers urgency, or what objections show up before purchase. Pull 15-30 customer interviews, sales calls, or win/loss conversations from Gong. Add source links, customer segment, company size, role, and permission status to Airtable. Keep the work organized in Gong and Airtable with fields for source, theme, evidence strength, confidence, and implication so the next person can see how the decision was made. Separate evidence from interpretation so the team can tell what came from the source material and what is your recommendation.
A defined research question and a structured source pool of qualitative buyer evidence.
Do not combine too many research questions. A report about switching triggers is stronger than a report about everything buyers think.
1-2 hours
1-2 hours
Before analysis, remove sensitive customer names, confidential implementation details, pricing specifics, and any information that should not become marketing material. Keep role, segment, and business context when safe because that context makes the analysis more useful. Store cleaned excerpts in Airtable. Keep the work organized in Airtable and Gong with fields for source, theme, evidence strength, confidence, and implication so the next person can see how the decision was made. Write the first version for usefulness, then tighten the language so it sounds like a practitioner speaking to a real buyer rather than a generated marketing block.
A clean qualitative evidence set that can be safely analyzed and quoted.
Use anonymized quote labels like 'VP of Operations, mid-market SaaS' instead of stripping all context. Context makes quotes more credible.
Pro workflow preview
Previewing 2 of 8 steps
Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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