Best for
- B2B teams with customer proof scattered across calls and tickets
- Customer marketers who need more case study candidates
- CS teams that hear great outcomes but do not capture them consistently
Find hidden customer proof across Gong calls, support tickets, and CSM notes, then turn it into story candidates and permission-ready briefs.
Create a customer story pipeline with proof snippets, story angles, and approval status.
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
Customer proof already exists inside sales calls, support tickets, success notes, and renewal conversations, but most teams only use it when someone remembers it. This workflow turns scattered customer evidence into a repeatable proof pipeline with source links, sensitivity checks, account-owner review, and permission status. AI helps cluster patterns and draft briefs, while CS and sales protect the customer relationship before any public ask is made.
Expected results
Story candidates found
10-25 per month
Customer-facing teams usually generate many proof signals across calls and tickets, but only a subset will be strong, current, and safe enough to pursue.
Research time saved
8-12 hours per month
Searching, clustering, and briefing proof candidates with AI reduces manual review while preserving human judgment around customer sensitivity.
Approval safety
Permission status tracked
The workflow separates raw evidence, internal proof, approved-to-ask candidates, and public approved proof to reduce customer risk.
Proof reuse
Multiple content formats
Not every customer signal needs to become a case study; many can become sales snippets, quote cards, proof blocks, or internal enablement notes.
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
Start in Airtable and create a customer proof base before searching calls or tickets. Add fields for customer, account owner, source type, source link, quote or signal, product area, problem, outcome, metric, story angle, customer persona, permission status, sensitivity level, approved wording, next step, and owner. Add status values such as raw signal, needs review, approved to ask, hold, internal-only, customer-approved, published, and rejected. This keeps raw evidence separate from permissioned public proof, which is critical for customer trust. QA check: every proof item should have a source link and sensitivity level before it can move beyond raw signal.
A customer proof intake base with fields for evidence, sensitivity, approval, and ownership.
Do not use a single 'approved' checkbox. You need separate statuses for internal use, approved to ask, customer-approved wording, and published use.
1-2 hours
1-2 hours
In Gong, search customer calls for outcome phrases, before-and-after language, competitor switches, adoption moments, implementation wins, renewal comments, and metric mentions. Use keywords such as saved us, before this, now we can, reduced, faster, switched from, rolled out, adopted, easier, replaced, and team uses it. If your Gong instance has trackers or streams, use them to collect calls that mention customer outcomes, objections overcome, business impact, or competitive displacement. For each useful snippet, copy the source link, account, speaker role, context, exact phrase, product area, and whether a metric was mentioned into Airtable. QA check: only save snippets that include enough context for a CSM or AE to understand why the moment matters.
A batch of call-derived customer proof snippets with context and source links.
Look for small practical wins, not only big ROI claims. A quote about saving two hours every Friday can be more believable than a vague transformation story.
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
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