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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?

Webinar on Sep 5: How to Turn Every Customer Call Into CX Insights That Drive Revenue
Learn how to transform everyday customer calls into actionable CX insights that boost retention and drive revenue growth without adding extra work for your team.