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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 — 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 — it's experienced

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

Definition: Value delivery moments are points in the journey where customers express satisfaction, success, or return on investment — 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 5–10 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 — 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 — Celebrate and share success during check-ins
Marketing & Sales — Use proof points in campaigns and decks
Founders — Refine positioning around outcomes
Onboarding Teams — Design around high-impact moments

Frequently Asked Questions

Can I reuse this for testimonials?

Yes — 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 — 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.”


— Martyn Rothwell, Sports Performance Researcher

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