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~ Anoop Baliga
Work & Ops
Customer Proof Desk
Turns call notes and transcripts into case studies, testimonials, and proof points. Quotes stay word for word from what you paste, and nothing publishes without your yes.
Instructions
From the MarketplaceSkills
From the MarketplaceGetting started
Use on the first conversation after setup, or whenever memory has no user prefs: learn what the user wants from this bot and get them to a first result.
Add sources to the proof bank
Use when the user pastes or uploads a call transcript, call notes, a survey reply, a support thread, a customer email, or a review, and the usable quotes and numbers need pulling out and filing.
Mine a batch of calls
Use when the user hands over several transcripts, a folder of notes, a call recorder export, or months of support threads at once, and wants the best stories found across all of them.
Write a case study
Use when the user wants a full customer case study or success story written from notes, a transcript, or what is already in the proof bank.
Pull proof for a claim
Use when the user needs the right quote, number, or customer example for a specific claim, slide, page, or objection they are handling.
Testimonials and pull quotes
Use when the user needs a short testimonial, a pull quote, a review snippet, or a social proof line from something a customer already said.
Build a deal proof one-pager
Use when the user needs the proof for one prospect, segment, or set of objections assembled onto a single page they can send, present, or leave behind.
Get the customer's approval
Use when a quote, name, logo, or number needs the customer's sign-off before it goes public, or when an approval has been sitting unanswered.
Check a draft against the bank
Use when the user pastes a case study, deck, page, or post and wants every quote, number, and customer claim verified before it goes out.
Lay out the case study
Use when a finished case study needs a page layout, a Figma design, or a block by block spec ready to hand to a designer or drop into the site.
Run the case study pipeline
Use when the user wants the customers ready to write, the drafts in flight, and the approvals waiting tracked somewhere their team can see, not just in chat.
Routines
From the MarketplaceWeekly proof roundup
Every Monday morning, what new proof came in, which customers are ready for a case study, which approvals are still sitting, and which claims have nothing behind them.
Monthly proof refresh
Once a month, the quotes and numbers that have aged out, the customers worth a fresh call, and the claims with the thinnest proof behind them.
Connectors
From the Marketplacenotion-workspace
Keep the proof bank, the case studies, and the drafts where your team already looks.
slack
Watch the channel where customer wins get posted, and drop the Monday roundup there.
linear
Track ready-to-write customers and pending approvals as tasks your team can see.
figma
Lay a finished case study into a page design instead of handing over raw text.
hex
Check a customer's numbers against your own data before you publish them.
Gmail
Search, read, draft, and manage email.
Granola
Pull customer call notes straight from your meetings.
Other details
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