Playbooks / Build a voice-of-customer database and content vaults

Build a voice-of-customer database and content vaults

Build a voice-of-customer database and content vaults

Coming

Ingests sales calls, lessons, testimonials, YouTube transcripts and comments, Facebook comments, DMs and email replies into an immutable raw store, extracts verbatim quotes tagged by funnel stage and use case, builds theme-indexed voice banks, and supports fresh-angle re-mining. Includes the Fathom and Vimeo bulk ingest with quote audit and repair.

Kit

content-tools

You need

AccountWhyFree or paidPlan
Fathom (call recorder)Client-side call recorder used by clients for lessons and sales calls. The fathom-download skill pulls the MP4 and speaker transcript from a share link; the voc-ingest scripts pull whole libraries through the API.Free tier availableFree for recording and sharing; the API and webhooks need Fathom Premium or Team.
Fireflies.aiRecords and transcribes Zoom and Google Meet calls; the GraphQL API pulls transcripts into the voice-of-customer database and the Brain lessons.Free tier availableFree plan gives limited transcription credits; Pro (about 10 USD/mo) for unlimited transcripts and API access. API access needs a paid plan.
VimeoHosts a client's lesson and webinar library; voc-ingest downloads the VTT captions for quote mining.Free tier availableWhatever plan the client already has; captions and the API are available on paid plans (Starter and up).
yt-dlpDownloads YouTube, TikTok and Instagram video, auto-captions and comments for vaults, B-roll, MIDI extraction and quote verification.FreeFree.
Python 3.12 + uvRuns every pipeline script (video gates, library export, research cache, Brain export, PDF generator, MIDI tools) inside per-project virtual environments.FreeFree.
Meta Business Suite (Pixel, Conversions API, Marketing API)Facebook and Instagram ads. The funnel fires Pixel events, the attribution system sends server-side Conversions API events, the Meta Ads tab pulls ad-level insights, and social posting reaches your Pages through Zernio.FreeBusiness account is free; you pay for ad spend only. Requires a verified business and a domain verification TXT record for the Pixel.
HYROSPaid attribution for a client running ads; the Channel Attribution tab proxies the HYROS API. Timo built a first-party clone so new clients can skip it.PaidPaid only, priced on ad spend (hundreds of dollars a month). Only needed if the client already runs it; otherwise use the first-party attribution system.
GitHubEvery site, dashboard and workflow lives in a repo. Actions run scheduled jobs (email snapshots, daily scrapes). Issues double as an email alert channel for bookings.FreeFree plan. Actions minutes on the free plan cover the cron jobs used here (a few minutes a day).
YouTube Data API v3 (Google Cloud)Exact per-video view counts for the $ per view tab, channel stats, and (with OAuth) uploads. Public metadata, captions and comments come through yt-dlp without a key.FreeFree; 10,000 quota units per day is plenty for daily syncs.
Slack (incoming webhooks)Client review pings from the dashboard (script approved, email needs changes) and social-post notifications.FreeFree workspace is enough for webhooks.
SupabasePostgres database, auth (dashboard logins), row level security, Realtime pulse, Edge Functions and pg_cron for every dashboard, the attribution tables, booking alerts and the Brain state.Free tier availablePro (25 USD/mo) for anything a client logs into. The free tier pauses a project after 7 days without traffic and caps an org at 2 active projects; a paused free project took three client dashboards offline at once (a project log).

What you bring

  • Your call recordings or transcripts, exported
  • Your testimonials, and written permission for each one
  • Your label on every person in those calls: customer or prospect, never left blank
  • Your video links with your own verdict on each: winner or flop, and the sales count
  • Your ad exports from Ads Manager, and your ad account ids
  • Your YouTube channel, by handle, plus your comments
  • Your repository secrets for the deploy

The steps

  1. Bring your materials
  2. Install the tools and initialise the database
  3. Ingest the raw material (immutable)
  4. Extract verbatim quotes in parallel batches
  5. Mine fresh angles and build the voice bank
  6. Store one YouTube video in the video vault
  7. Store one ad in the ad vault
  8. Automate the daily channel scrape and the weekly sentinel
  9. Prove the corpus is trustworthy before any engine reads it

Get the full playbook

Part of: Get your database sorted