The “Voice of the Customer” Audit

Analyze a prospect's public speaking to understand their language, priorities, and communication style. Mirror their vocabulary to build instant rapport.

Advanced Complexity
Owner: Sales Ops / RevOps
Updated Jan 2025
Workflow overview diagram

Workflow overview

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Trigger

High-value prospect identified for personalized outreach or pre-call research

Inputs

Prospect name, company, podcast appearances, webinar recordings, LinkedIn posts, articles

Output

Communication profile with key themes, vocabulary preferences, and conversation openers

Success Metrics

Response rate increase on personalized outreach, deal velocity improvement, rapport building acceleration

Overview

What It Is

The Voice of Customer Audit finds and analyzes a prospect's public speaking—podcasts, webinars, conference talks, articles—to extract their actual words, priorities, and communication style. Instead of guessing what matters to them, you know exactly what they've publicly stated and can mirror their language.

Why It Matters

People trust people who 'speak their language.' By referencing their own words ('On the RevGenius podcast, you mentioned…') and using their preferred terminology, you demonstrate genuine research and create instant credibility. This transforms cold outreach into warm, relevant conversation.

Who It's For

  • Enterprise sales reps targeting executive buyers
  • SDRs personalizing outreach at scale
  • Account Executives preparing for strategic meetings
  • ABM teams creating highly personalized content

Preconditions

Required Tools

  • ListenNotes API (for podcast discovery)
  • OpenAI Whisper (for audio transcription)
  • GPT-4 (for analysis and summary)
  • Clay or similar for enrichment
  • LinkedIn for written content

Required Fields/Properties

  • Prospect name and current company
  • Industry context for filtering
  • Analysis prompt templates
  • Output format specifications

Definitions Required

  • Minimum seniority for VoC audit (typically VP+)
  • Content sources to search
  • Key themes to extract
  • How to present findings to sales

Step-by-Step Workflow

1

Search for Public Content

Goal: Find podcasts, webinars, and articles where the prospect has spoken.

Actions:

  • Search ListenNotes for podcast appearances
  • Search YouTube for webinar or conference appearances
  • Pull LinkedIn posts and articles
  • Check company blog for authored content
  • Search for conference speaker profiles

Implementation Notes: Focus on content where they are the speaker, not just mentioned. Their own words are the goal. Podcast guest appearances are gold—executives are usually more candid in conversational formats.

Automation Logic:

ListenNotes Search Query: "{{prospect_name}}" OR "{{prospect_name}} {{company}}" YouTube Search Query: "{{prospect_name}}" {{current_title}} OR "{{prospect_name}}" interview LinkedIn: Profile → Activity → Posts Profile → Activity → Articles
2

Transcribe Audio Content

Goal: Convert podcast and video appearances to searchable text.

Actions:

  • Extract audio from YouTube videos
  • Download podcast audio files
  • Run through OpenAI Whisper for transcription
  • Store transcripts with source attribution
  • Tag timestamps for key moments

Implementation Notes: Whisper handles most accents well but review transcripts for accuracy, especially for names and industry jargon. Keep source URLs for reference.

Automation Logic:

import whisper model = whisper.load_model("base") result = model.transcribe("podcast_audio.mp3") transcript = result["text"] # Save with metadata transcript_data = { "source": "Revenue Leaders Podcast", "date": "2024-03-15", "url": "https://...", "text": transcript }
3

Analyze Content with AI

Goal: Extract key themes, vocabulary, and communication style.

Actions:

  • Create analysis prompt for GPT-4
  • Extract: top priorities, pain points mentioned, success metrics
  • Identify: frequently used phrases and vocabulary
  • Note: communication style (direct, storytelling, data-driven)
  • Pull: quotable statements for outreach

Implementation Notes: The goal is actionable insights, not a book report. Focus on extracting 5-10 key points and 3-5 direct quotes that can be used in outreach.

Automation Logic:

Analysis Prompt: Analyze this transcript from a podcast featuring {{prospect_name}}, {{prospect_title}} at {{company}}. Extract: 1. TOP PRIORITIES: What goals or outcomes did they mention caring about? 2. PAIN POINTS: What challenges or frustrations did they describe? 3. KEY VOCABULARY: What specific terms or phrases do they use repeatedly? 4. COMMUNICATION STYLE: Direct? Storytelling? Data-driven? Casual? 5. QUOTABLE MOMENTS: 2-3 specific quotes that could be referenced in outreach. 6. INTERESTS/VALUES: Any personal interests or values they revealed? Format as bullet points. Include timestamp if available.
4

Generate Communication Profile

Goal: Create a usable profile for sales to reference.

Actions:

  • Compile analysis into structured profile
  • Include direct quotes with source attribution
  • Add recommended talking points
  • Create suggested email openers
  • Note topics to avoid if any

Implementation Notes: The profile should be scannable in 1 minute. Put the most actionable items (quotes, talking points) first. Save detailed transcripts for deep-dive reference.

5

Integrate into Workflow

Goal: Make profiles accessible when needed.

Actions:

  • Store profile in CRM contact record
  • Include in pre-meeting dossiers
  • Surface in outbound sequence personalization
  • Flag high-value prospects who have VoC profiles
  • Create triggers for when new content is published

Implementation Notes: The profile is useless if reps can't find it. Put it where they already work—CRM contact page, Outreach sidebar, or meeting prep doc.

Templates

Voice of Customer Profile Template

🎙️ VOICE OF CUSTOMER PROFILE
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

👤 {{prospect_name}}, {{prospect_title}} at {{company}}
📅 Last Updated: {{analysis_date}}
📋 Sources Analyzed: {{source_count}} (Podcasts, Articles, LinkedIn)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

🎯 TOP PRIORITIES (What They Care About)
{{#each priorities}}
• {{priority}}
{{/each}}

😤 PAIN POINTS (Frustrations They've Mentioned)
{{#each pain_points}}
• {{pain_point}}
{{/each}}

💬 VOCABULARY (Terms They Use)
• Uses: "{{preferred_term}}" not "{{alternative_term}}"
• Frequently says: "{{repeated_phrase}}"
• Avoids: {{terms_to_avoid}}

📢 COMMUNICATION STYLE
{{communication_style_summary}}

✨ QUOTABLE MOMENTS (For Outreach)
{{#each quotes}}
"{{quote_text}}"
— Source: {{quote_source}} ({{quote_date}})
{{/each}}

💡 SUGGESTED OPENERS
• "On {{source_name}}, you mentioned {{topic}}..."
• "I noticed your point about {{insight}}..."

🔗 Sources:
{{#each sources}}
• {{source_name}}: {{source_url}}
{{/each}}

Personalized Email Using VoC

Subject: Your point on {{podcast_name}} resonated

Hi {{first_name}},

I caught your interview on {{podcast_name}} where you said: "{{direct_quote}}"

That stuck with me because we're seeing the same pattern with {{similar_role}} at [company A] and [company B]. The {{pain_point}} you described is almost universal right now.

We helped {{similar_company}} address exactly that—{{brief_outcome}}.

Would it be useful to compare notes? Happy to share what worked for them.

Best,
{{sender_name}}

P.S. Loved the story about {{personal_anecdote}} too.

Analysis Prompt for GPT-4

You are analyzing content from {{prospect_name}}, {{prospect_title}} at {{company}}.

I will provide transcripts from their podcast appearances, LinkedIn posts, and articles.

Your task:
1. Identify their top 3-5 professional priorities based on what they discuss most
2. Extract specific pain points or challenges they've mentioned
3. Note their communication style (formal/casual, data-driven/narrative, direct/diplomatic)
4. Pull 2-3 direct quotes that would resonate if referenced in sales outreach
5. Identify any personal interests, values, or preferences they've revealed
6. Note any terms or phrases they use consistently

Format your response as structured JSON for easy parsing.

Content to analyze:
{{content}}

Source Priority Matrix

| Source Type | Signal Strength | Candor Level | Effort to Find |
|-------------|-----------------|--------------|----------------|
| Podcast Guest Appearance | High | Very High | Medium |
| Webinar/Conference Talk | High | Medium | Low |
| LinkedIn Posts | Medium | Medium | Very Low |
| LinkedIn Articles | High | Medium | Low |
| Company Blog | Medium | Low | Low |
| Press Quotes | Low | Low | Low |
| Twitter/X Posts | Medium | High | Low |

QA + Edge Cases

Test Cases Checklist

  • Prospect with multiple podcasts → comprehensive VoC profile generated
  • Prospect with only LinkedIn presence → partial profile with written content
  • Prospect with no public content → graceful 'limited data' response
  • Audio quality issues → transcription error handling
  • Quote used in outreach → positive response validates approach

Common Failure Modes

  • Wrong person identified: Common names return wrong podcast appearances. Always verify company and title match before transcribing.
  • Outdated content analyzed: Podcast from 3 years ago may reflect different role/priorities. Weight recent content higher and note dates.
  • Creepy factor: Referencing obscure personal details feels stalkerish. Focus on professional content and publicly stated priorities.
  • Misquoting or paraphrasing poorly: If you attribute a quote that's inaccurate, you lose trust instantly. Verify quotes against source before using.

Troubleshooting Tips

  • If no podcasts found: Try alternate name spellings, previous companies, or industry podcasts they might guest on
  • If transcription quality is poor: Try different Whisper model size or consider paid transcription service
  • If analysis misses key themes: Tune the GPT prompt with more specific instructions
  • If reps aren't using profiles: Review placement and format—may need to simplify or relocate

KPIs and Reporting

KPIs to Track

  • Profiles Generated: VoC profile created for 100% of enterprise prospects
  • Outreach Using VoC: >50% of personalized emails reference VoC insights
  • Response Rate Lift: VoC-personalized emails outperform generic by 2x
  • Meeting Conversion: Track meeting book rate for VoC-referenced outreach
  • Rep Adoption: >80% of AEs actively using VoC profiles

Suggested Dashboard Widgets

  • Profiles by Source Type: Breakdown of profiles by content sources available
  • Outreach Performance: Response rates for VoC-personalized vs. generic outreach
  • Content Discovery Rate: Percentage of prospects with at least one audio source found
  • Quote Usage Tracking: Which quotes are being used and their performance

Want This Implemented End-to-End?

If you want this playbook configured in your stack without the learning curve:

  • Timeline: Fully configured in 2 weeks
  • Deliverables: Content discovery workflow, transcription pipeline, AI analysis system, profile templates, CRM integration
  • Handoff: Sales training on using VoC profiles + library of existing profiles for key accounts
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