Capturing Voice of Customer from Calls and Notes
This guide details how to systematically extract raw 'voice of customer' data from Gong calls and CRM notes to fuel a truly personalized and effective outbound strategy. Discover how to use Octave as your GTM context engine to turn these insights into high-converting, on-brand messages for every prospect.
Capturing Voice of Customer from Calls and Notes
Introduction: The Deafening Silence of Generic Outbound
Most outbound email is an exercise in futility. It arrives unbidden, speaks in generalities, and is deleted unread. GTM teams, armed with static templates and variable-filled prompts, shout into a digital void, wondering why reply rates dip and pipeline stalls.
The fault lies not in the effort, but in the approach. We have stopped listening. The very people we aim to persuade—our prospects and customers—are telling us exactly what they need, what they fear, and what they object to every single day. This intelligence, this voice of customer, is not found in marketing playbooks; it is buried in your Gong calls and CRM notes.
This is not another article about Mad-Libs personalization. This is a guide to building a system that listens, understands, and responds with messages so relevant they feel unmistakably personal. A system that turns raw data into revenue.
The Unvarnished Truth: Mining Gong and CRM for Customer Voice
Your Gong transcripts and CRM call notes represent an unvarnished source of truth. Unlike curated case studies or polished testimonials, these are the unfiltered words of your market. Here, prospects articulate their real pain points, not the ones your marketing team guessed. They raise specific objections, revealing the true hurdles to a sale.
This is where you discover the precise language that resonates. You learn how your champions describe your product's value to their boss. You hear the competitive claims that actually worry them. This is the raw material for messaging that lands, for copy that converts, and for a GTM strategy grounded in reality, not assumption.
Personalized, relevant outbound is not a myth; it is a science. And it begins with superior raw materials. By developing deeper insights into your customers' needs and pain points through these channels, you can craft more relevant and compelling messaging, building stronger, more meaningful relationships that drive growth.
The Scaling Problem: Why Manual Review Fails Your GTM Team
The insight is there for the taking, yet a gargantuan task stands in the way. Manually sifting through hundreds of hours of call recordings and thousands of CRM entries is not a scalable strategy. It is a surefire path to burning out your best people.
This manual lift forces RevOps and SDRs to redirect weeks of valuable time from active selling and strategy to tedious research. The process is prone to error, subject to individual bias, and creates knowledge silos. The “insights” that do emerge are often outdated by the time they are codified into static positioning documents that no one reads.
Outbound still hinges on these outdated documents or, worse, complex multi-step prompting in workflow tools. Neither reacts to market shifts in real time. The result is copy that drifts off-message, reply rates that plummet, and a GTM motion that cannot adapt as fast as the market demands.
Step 1: Building a Precision-Targeted Foundation with Clay.com
Before you can speak to your audience, you must first find them. Effective messaging is wasted on the wrong list. This is where the process begins, with a tool built for hyper-specific targeting: Clay.com.
Clay allows you to move beyond broad firmographics and build super qualified account lists with surgical precision. It starts by pulling in companies from raw exports, but its power lies in enrichment and classification. Using Claygent, its AI web scraper, you can execute complex reasoning tasks to ensure every company on your list fits your ideal profile.
Imagine you need to target B2B SaaS companies. You can use a Claygent prompt to scrape each company's website and determine its business model:
"Your job is to determine if a company is a SaaS (software as a service) company. Things like ‘demo request’ or ‘free trial’ are often signs they are a software company... Respond ‘SaaS’ if it’s a SaaS company."
But you can go deeper. You can filter for companies with a product-led GTM motion versus a sales-led one. You can use Clay’s ‘Enrich Company’ feature to pull live data like employee headcount and filter for small companies (e.g., 10-100 employees) that fit your service needs. You can even find the exact number of employees with titles like "Product Manager" to ensure the company has enough product people on staff. Clay is the essential first step for list building and enrichment, giving you a clean, qualified list of accounts to pass into your context engine.
Step 2: The Context Engine: Turning Raw Signals into Winning Messages with Octave
A pristine list from Clay is the foundation. But data alone does not create a conversation. You need an engine to interpret that data, combine it with your unique GTM DNA—your personas, use cases, and the voice of customer from your Gong calls—and generate messaging that wins. That engine is Octave.
We act as the missing link between your GTM strategy and execution. Octave is not another prompting tool; it is a GTM context engine. You model your ICP and product messaging once, and our agents generate on-brand, segment-aware messages for every prospect in real time.
Modeling Your ICP and Messaging
Octave swaps static docs and fragile prompt chains for a living ICP and product messaging library. Here, you codify your personas, value propositions, and proof points. Crucially, this is where you infuse the real pains and objections extracted from your Gong and CRM notes. This library becomes a strategic asset, ensuring every message reflects actual customer pains for a given segment and scenario, rather than just a generic template.
From Raw Data to Qualified Leads
With a rich list from Clay, Octave’s agents get to work. They pull in these firmographic, tech, and personnel signals and apply natural-language qualifiers to surface fit scores your team can trust. Instead of wrestling with complex formulas or black-box scoring models, you qualify leads against your ICP and product knowledge. This isn't just enrichment; it's intelligent qualification that informs the entire outbound motion.
Generating Concept-Driven Emails
This is where the magic happens. Octave’s sequence agents intelligently mix and match segments, products, use cases, and triggers from your library to assemble concept-driven emails for every prospect. It’s a move from “variable-centric” to “context-centric” personalization. Our agents act like a prism, taking in the combined context of your ICP, the prospect’s data from Clay, and the voice of customer, and outputting a highly refined, relevant email. This is how you automate high-conversion outbound without sacrificing quality.
The Complete Automated Workflow: Clay, Octave, and Your Sequencer in Concert
Stitching together point solutions creates fragile workflows and prompt-swamp maintenance. The combination of Clay and Octave provides a seamless, powerful, and automated flow that takes you from ICP to copy-ready sequences.
- Build & Enrich with Clay: Start in Clay to build a hyper-targeted list of accounts. Use Claygent and its enrichments to gather all necessary firmographic, technographic, and personnel data. This is your raw material.
- Qualify & Personalize with Octave: Pipe that data into Octave. Our platform acts as the central brain. Qualification agents score each lead against your ICP, which has been informed by your voice of customer data. Then, sequence agents generate entire copy-ready campaigns, tailored to each prospect, drawing from your messaging library.
- Execute in Your Sequencer: With a single API endpoint, Octave pushes the personalized copy and qualification scores into the sequencer you already own—be it Salesloft, Outreach, Instantly, or Smartlead. There is no rip-and-replace. Your SDRs get pre-written, persona-specific messages that feel unmistakably meant for them, freeing them up to do more active selling.
This integrated workflow replaces the duct-taped stack. It eliminates the need for dozens of Clay columns and complex prompts. It gives you a productized process to get outbound campaigns launched in hours, not weeks, all while delivering more qualified pipe with less team effort.
Conclusion: Stop Shouting into the Void and Start a Conversation
Your prospects are telling you how to sell to them every single day. The language to overcome their objections and speak directly to their pain points is not in a marketing brief; it is in your Gong calls and CRM notes. The challenge has always been capturing this voice of customer and deploying it at scale.
With Clay, you can find the right audience with unparalleled precision. With Octave, you can turn that audience data and your deep customer understanding into personalized, high-impact messages automatically. This is how you build an outbound motion that consistently delivers results, fuels significant growth, and forges more meaningful relationships with your customers.
Stop guessing. Start listening. Build a GTM motion that adapts as fast as the market and speaks the language of your customer. Try Octave today.
Frequently Asked Questions
Still have questions? Get connected to our support team.
Voice of customer (VoC) refers to the raw, unfiltered feedback, questions, pain points, and objectives shared by your prospects and customers during sales calls, support interactions, and other conversations. It's their language for describing their problems and what they value in a solution, which is invaluable for crafting resonant messaging.
While surveys are useful, Gong call transcripts and CRM notes capture customers in their natural environment. The language is spontaneous, honest, and directly tied to the sales process. This provides the most authentic insights into their real objections and buying triggers, free from the structure of a formal interview.
Clay.com serves as the foundational list building and enrichment platform. Its role is to create a hyper-targeted list of ideal accounts using AI-powered scraping and data enrichments. Clay provides the clean, raw data (like company size, GTM motion, or key personnel) that Octave then uses for qualification and message personalization.
While Clay is powerful, relying solely on prompts can lead to a 'prompt swamp'—complex, fragile workflows that are hard to maintain. Octave is a GTM context engine. You codify your ICP and messaging centrally into a 'living library.' Octave's agents then use this central brain to interpret data and generate copy, ensuring consistency, scalability, and easy updates without rewriting dozens of individual prompts.
No, this workflow is designed to enhance your existing GTM stack, not replace it. Clay builds the lists, Octave acts as the central context and copy engine, and it pushes the final, personalized sequences into your current sequencer (like Salesloft, Outreach, Instantly, etc.) and CRM via a simple API. It adds orchestration power without forcing a rip-and-replace.
The primary benefit is scaling true, 1-to-1 personalization to drive higher reply and conversion rates. This workflow automates what is typically a gargantuan manual effort, saving weeks of RevOps and SDR time. It allows you to launch campaigns faster, run message-market fit experiments more easily, and ultimately grow your pipeline with less team effort and a higher ROI on your entire GTM tech stack.