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Highlight Moments of Value Delivery: Showcase When Your Product Actually Delivers the Promise

TL;DR: What this template does

This template extracts moments of success from customer interviews โ€” where users felt ROI, outcomes, or emotional payoff.
Upload success interviews, and receive a list of value moments you can showcase in onboarding, sales, or marketing.

Why value isn't just delivered โ€” it's experienced

You know your product works. This template helps you prove when and why users feel it โ€” in their own words.

Definition: Value delivery moments are points in the journey where customers express satisfaction, success, or return on investment โ€” often tied to a feature, workflow, or result.

How does this template work?

Step 1: Upload Success Interviews
  • Use NPS promoters, case study interviews, or CS check-ins
  • Accepts audio, video, or text
  • Best with 5โ€“10 users across different use cases
Step 2: Extract Positive Insight Themes
  • AI flags quotes tied to wins, outcomes, ROI, and satisfaction
  • Tags context (first win, feature use, process improvement, etc.)
  • Clusters by theme and emotional language
Step 3: Output โ€” Positive Insights List
  • Quote cards showing value delivery points
  • Tags: emotional, operational, financial
  • Exportable for GTM, onboarding, and success storytelling

What benefits does this template provide?

BenefitDescriptionImpact
Better Value MessagingShare real proof of product impactImprove conversion + retention
Storytelling MaterialUse quotes across decks, emails, and onboardingBuild credibility
Outcome-Based DesignGuide product toward moments that matterFaster time-to-value
ROI VisibilityArm CS with language that reinforces renewalStrengthen long-term loyalty

How do different teams use this template?

Customer Success โ€” Celebrate and share success during check-ins
Marketing & Sales โ€” Use proof points in campaigns and decks
Founders โ€” Refine positioning around outcomes
Onboarding Teams โ€” Design around high-impact moments

Frequently Asked Questions

Can I reuse this for testimonials?

Yes โ€” it’s ideal for turning feedback into social proof and web copy.

Does it pull from case studies too?

Absolutely. Any success-centered conversation works.

What makes these moments different from general praise?

They’re tied to outcomes โ€” not just positive sentiment. “This saved me 4 hours/week,” not just “We like the product.”

What Teams Are Saying

“This helps us capture the actual moment where the customer feels the win. It’s storytelling gold.”


โ€” Martyn Rothwell, Sports Performance Researcher

Want to spotlight the moments that make customers say this is working?

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.