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Generate Customer Experience Insight Report: Deliver an Executive-Level View of the Customer Experience

TL;DR: What this template does

This template turns your CX interviews and call data into an executive-ready insight report.
Upload your conversations, and get a concise, theme-based summary of what customers are experiencing — complete with friction points, quotes, and recommendations.

Why you need more than summary notes

Executives don’t need anecdotes — they need structured, credible CX insight.

This template pulls patterns, emotions, and recommendations straight from qualitative data — so your reports actually drive action.

Definition: A CX insight report summarizes what customers are saying, feeling, and struggling with across their experience — designed to influence product, strategy, and leadership.

How does this template work?

Step 1: Upload Interview + Call Data
  • Works with NPS calls, CSAT follow-ups, or general feedback logs
  • Accepts audio, video, or transcripts
  • Use 10–15 conversations for the best output
Step 2: Extract CX Themes
  • AI tags high-frequency themes, positive/negative sentiment, and root causes
  • Clusters issues and emotional reactions by journey stage
  • Highlights quotes that bring insight to life
Step 3: Output — Executive CX Insight Report
  • 2-page CX summary
  • Top 5 experience themes with supporting data
  • Recommendations for product, support, and strategy teams

What benefits does this template provide?

BenefitDescriptionImpact
Executive ClaritySkip the noise — show only what mattersFaster CX decisions
Insight-backed ActionProvide quotes, trends, and takeaways in one viewImprove credibility
Save Reporting TimeReplace manual synthesis with instant summariesSave 10+ hours per report
Stakeholder Buy-InBring voice-of-customer into the boardroomCross-team alignment

How do different teams use this template?

Customer Experience Leaders: Present structured feedback in strategy meetings
Support Directors: Translate call trends into board-level insights
Product Execs: Align roadmap with real experience data
Marketing & Brand Teams: Understand CX pain and success from a customer voice perspective

Frequently Asked Questions

Can I use this for quarterly reviews?
Yes — many CX leaders use it to prep for QBRs, board meetings, or OKR sessions.
What if my calls are short or messy?
No problem — the AI still extracts valuable insight, especially if calls contain authentic feedback.
Does it include actual quotes?
Yes — powerful customer quotes are included alongside each insight to help humanize the data and drive alignment.

What Teams Are Saying

“Insight7 lets us turn feedback into insight — fast. The summaries are structured, credible, and ready to share with leadership.”


— Hayden Emmett, Consultant

Ready to deliver CX insights your leadership actually wants to see?