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Customer proof desk

By Context Template Sales and customers

Turns call notes into case studies and proof points, with quotes kept word for word.

Deliverables produced by an agent in the workspace
Deliverables produced by an agent in the workspace
Live workspace demo

What it does

Feed it call notes, transcripts and the customer's approved materials. It drafts the case study, a short testimonial and a list of reusable proof points, and it never rewrites a quote.

Drafts go to Drive as documents or, with the design skill, as a one-page layout.

How to use it

  1. 1Upload the source material.
  2. 2Pick the format: story, one-pager or quote sheet.
  3. 3Review and send to the customer for sign-off.

Built from

Workspace features

  • DriveFiles it produces land in your workspace Drive.

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