Voice of Customer Analysis

Analyze call transcripts and VoC data to extract roadmap and marketing insights.

Use template
AGENTS
Marketing Agent
Operations Agent
CATEGORY
Marketing
INDUSTRIES
B2B Technology
Finance & Professional Services
DTC & Ecommerce
Small Business

Introduction

This template empowers teams to capture critical Voice of Customer (VoC) insights from call transcripts. By systematically summarizing feedback, you can refine your product roadmap and ensure your messaging resonates with customers’ real needs.

⚠️ Before running this template

Be sure to add the Google Drive integration and share the folder with james@doubleo.ai. Alternately, if your call transcripts are contained elsewhere, feel free to change the 1st step of the workflow to reference a different destination.

How this template works

  1. An Operations Agent gathers the complete list of documents stored in the designated Google Drive folder.
  2. A Marketing Agent analyzes each document’s call transcript and compiles significant product and feature insights (requests, strengths, weaknesses, confusions, and more).
  3. A Marketing Agent consolidates the summaries from all analyzed transcripts into a single, overarching summary.

Why you should use a Voice of Customer Analysis template

• Build a consistent system for analyzing customer feedback.
• Surface common insights to inform both product improvements and targeted marketing efforts.
• Streamline internal collaboration between operations and marketing teams.

Who should use a Voice of Customer Analysis template

• Marketing professionals who want hard data on customer pain points and product strengths.
• Product managers seeking direct input from actual users to guide product enhancements.
• Customer success teams aiming to track, record, and leverage customers’ experiences for continued engagement.