Best for
- B2B teams with strong customer proof scattered across calls, reviews, decks, and support notes
- Customer marketers who need more proof assets than full case studies
- Sales teams that need visual proof for decks and follow-up emails
Transform customer quotes, metrics, reviews, screenshots, and case notes into polished proof cards, sales slides, website blocks, and LinkedIn visuals.
Create a reusable visual proof library that turns scattered customer evidence into approved assets for sales, web, social, and campaigns.
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
Most customer proof never becomes useful because it stays trapped in transcripts, screenshots, reviews, and internal notes. This workflow turns proof into a structured visual library with approval status, theme, format, and usage context. Instead of creating one-off quote graphics, you build reusable proof modules that sales, web, social, and campaigns can all pull from.
Expected results
Proof assets created
15-25 assets
A focused sprint can turn a small pool of approved quotes, metrics, and screenshots into multiple channel-specific visual formats.
Reusable templates
4-6 formats
This gives the team enough variety for website, social, sales, and campaign use without creating a design maintenance burden.
Production time
3-5 hours
The workflow reduces the manual effort of searching for proof, rewriting copy, briefing design, and tracking approvals.
Asset quality
Source-backed proof
Every visual is tied back to a source quote, call, metric, or review, which keeps the proof more credible than generic brand claims.
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.
45-60 min
45-60 min
Create an Airtable base for all customer proof. Add fields for source, customer, company, role, quote, metric, proof theme, product area, permission status, public wording, recommended format, and usage notes. Pull proof from HubSpot notes, Gong transcripts, review snippets, customer emails, sales decks, and screenshots.
A central proof intake table with raw customer evidence and approval fields.
Separate raw proof from approved proof. A quote can be useful internally long before it is safe to publish publicly.
1 hour
1 hour
Search Gong and HubSpot for customer moments that show measurable value, emotional relief, switching reasons, implementation wins, team adoption, or before-and-after contrast. Copy the relevant excerpts into Airtable with the source link and context. Do not only collect glowing quotes; collect specific evidence that explains why the customer cared.
A batch of raw proof items tied to source calls, customers, and deal context.
The best proof often sounds operational, not promotional. Lines like 'we stopped doing this manually every Friday' are more believable than generic praise.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Related workflows
Continue with workflows that share a similar GTM motion, category, or tool stack.
A weekly social proof system that captures customer praise, organizes it by theme, and generates ready-to-share posts and graphics.
Create a repeatable pipeline that turns support conversations into case study candidates, draft stories, and customer-friendly testimonial requests.
A system for generating tailored one-pagers for active deals based on buyer pain, industry context, deal stage, and competitive situation.