Marketing and growth

Every Monday, cross-reference NPS scores (9-10), Hex engagement (top decile), and Dovetail positive sentiment. For each qualifying account, draft a case study outline with challenge, solution, results, and top 3 verbatim quotes. Post top 3 to marketing lead in Slack.

When a new insight is tagged “testimonial candidate,” find the 3 strongest verbatim quotes from that account across all Dovetail data. Draft a Gmail email to the primary contact with a warm intro, the specific quote, permission request, and publication context. Leave in Drafts.

Every Monday, pull the most frequent phrases customers used in the past 7 days across calls, tickets, and docs. Group by theme: how they describe problems, solutions, and us vs. competitors. Post top 10 phrases with a real quote each to #marketing.

When a highlight is tagged with a competitor name in a sales call, extract the objection or comparison made. Note how the rep responded and whether it landed. Update the shared competitive positioning doc — only add responses that actually worked.

When an Opportunity closes won above $[threshold], pull discovery and demo call transcripts. Draft a win story outline covering the customer’s problem, why they evaluated, what tipped the decision, and top verbatim quotes. Save as a Dovetail doc and share with marketing.

When a doc is published tagged “feature launch,” start a daily schedule for 14 days that searches Dovetail for new related mentions. Append each day’s finds to a running sentiment doc. On day 14, post a marketing-focused readout to #marketing with sentiment split, top praise, top friction, and misunderstandings called out separately.

Every quarter, pull Hex conversion data for recent campaigns. Pull Dovetail qualitative feedback from the targeted segment during the campaign window. Create a doc pairing the numbers with the reasons — what worked, what didn’t, what customers said.

Every quarter, extract the most common phrasing customers use to describe their problems from the past 90 days. Group by problem theme. Compare against last quarter — flag phrases gaining or losing frequency. Include exact phrases only.