Best for
- B2B teams preparing a category narrative or executive keynote
- Founders who need consistent language across sales, content, and investor conversations
- Marketing teams turning scattered proof into a sharper company story
Turn leadership conversations, customer proof, and messy positioning inputs into a clear message house executives can use across presentations, interviews, and launches.
Create an executive-ready message house with core narrative, proof pillars, audience-specific talk tracks, and approved language.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
5 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Most executive messaging is built from internal opinions and ends up sounding abstract. Customer proof grounds the message house in what the market actually values. Combining executive strategy calls with real proof creates a narrative that feels ambitious but still credible enough for sales and marketing to use.
Expected results
Message clarity
1 approved narrative system
One core message house gives executives, PMM, sales, and content a shared source of truth.
Proof coverage
3-4 evidence-backed pillars
Each pillar is tied to customer proof or sales evidence, reducing abstract positioning language.
Executive prep time
6-10 hours saved
AI-assisted synthesis reduces manual transcript review, proof sorting, and narrative drafting.
Internal adoption
One-page reference asset
A visual one-pager makes the narrative easier to use in decks, interviews, launches, and sales conversations.
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 hour
1 hour
Pull the raw ingredients into one workspace: executive strategy calls from Granola, customer call clips or notes from Gong, recent customer wins, proof points, analyst notes, launch briefs, and existing positioning decks. Label each source by theme: market shift, buyer pain, product advantage, proof, objection, and strategic bet. For each input, keep the source, collection date, owner, and confidence level so later AI summaries can be checked instead of trusted blindly.
A source library of executive input, customer proof, and positioning material.
Keep exact customer language next to executive language. The tension between what leaders want to say and what customers actually value is where the narrative gets sharper.
45 min
45 min
Use Claude to summarize the source material into 5-7 recurring themes. For each theme, require supporting evidence from customer calls, sales notes, usage data, or win stories. Reject themes that sound important internally but have no market proof. Give the AI concrete source material, required fields, and a review checklist so the output can be judged by a human operator. Use the prompt template in this step only after pasting the relevant source material; require the answer to return assumptions, missing information, and a clear next action.
A proof-backed theme map with evidence attached to each message pillar.
If a theme has no proof, it can still be a strategic bet, but it should not become a core message pillar yet.
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
Analyze these executive and customer source materials.
Executive strategy input:
{{executive_notes}}
Customer proof and call excerpts:
{{customer_evidence}}
Existing positioning:
{{existing_positioning}}
Output 5-7 themes with:
1. Theme name
2. Core idea
3. Evidence supporting it
4. Customer language that supports it
5. Executive language that supports it
6. Risks or overclaims
7. Whether this should be a core pillar, proof point, or future bet
Do not create a pillar without evidence.Related workflows
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