ContextliContextli

Sales ยท Testimonial Capture

Catch a customer's praise before it disappears.

Who this is for

Founders, sales, and CS who hear great customer praise and want it captured as usable social proof before it's forgotten.

The moment this saves you

A customer tells me on a call that we saved their team ten hours a week, the perfect testimonial, and I never write it down, so when marketing asks for social proof I've got nothing concrete.

See it work

Messy spoken thought in. A clean, structured artifact out.

What you said

Capturing a testimonial moment from my call with the Brightside team. The ops manager, Carla, said quote honestly this has saved my team about ten hours a week, I don't know how we managed before. She was really enthusiastic. The context is they were drowning in manual reporting and now it's automated. The specific result is ten hours a week saved across her team. I should ask Carla if we can quote her, she seemed thrilled so she'd probably say yes. This is great for the website. Their use case is automated reporting for a mid-size ops team.

testimonial-capture-note.md

Testimonial, Brightside, June 5, 2026

  • Quote: "Honestly this has saved my team about ten hours a week, I don't know how we managed before."
  • Said by: Carla, Ops Manager
  • Context: They were drowning in manual reporting, now automated
  • Concrete result: ~10 hours/week saved across her team
  • Use case: Automated reporting, mid-size ops team
  • Next step: Ask Carla for permission to quote her (seemed thrilled, likely yes)

The workflow

1

Record a voice note

Hit the hotkey and talk, no formatting, no typing.

2

Tag it with this context

Contextli shapes your words into the structured output above.

3

Find it later

Everything's searchable and organised by context.

4

Pull it into Claude or ChatGPT

Bring your contexts straight into your AI tools with the Contextli MCP.

Your raw recording and transcription stay on your device, so you can always go back to the original.

The prompt behind this context

system prompt

I'm going to capture a positive thing a customer said. Turn it into a testimonial note: a bold "Testimonial, [account], [today's date]" heading, then labeled lines: Quote (the verbatim praise, in quotation marks, exactly as said), Said by (name and role), Context (the situation behind it), Concrete result (any specific metric or outcome), Use case, and Next step (e.g. ask permission to quote). Preserve the quote word for word. Don't embellish the quote or invent results. Output only the note.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Use this context

One click copies it and shows you exactly how to drop it into Contextli.

Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.

Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.

Your raw recording and transcription stay on your device, so you can always go back to the original.

Related contexts

Questions people ask

Questions sales ask about Testimonial Capture

What is the best way to take sales call notes without losing focus on the conversation?

Stay fully present during the call, then speak a structured debrief immediately afterward. The Testimonial Capture context converts your spoken summary into a call note with the key details: what was discussed, objections raised, next steps, and follow-up owner. You get clean notes without having typed a word during the call.

How do I write a post-call debrief before the details fade?

The moment the call ends, open Contextli and select the Testimonial Capture context. Speak for 60 to 90 seconds covering the prospect's situation, what resonated, any objections, and the agreed next step. The context structures this into a call note you can paste into Salesforce, HubSpot, or your CRM before your next meeting.

What should a sales call note include?

A good note covers the date, the contact and company, a summary of their stated situation and needs, the key points discussed, objections or concerns raised, and the agreed next action with a date. The Testimonial Capture context structures your spoken debrief into all of these fields.

How do I log a sales call in my CRM without spending 10 minutes on notes?

Dictate a 60 second debrief into Contextli using the Testimonial Capture context right after the call. Copy the structured call note and paste it into the notes field in Salesforce, HubSpot, or your CRM. Most people finish the whole process in under two minutes, and because the output is structured text it pastes cleanly into any CRM notes field.

How do I add this context to Contextli?

Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.

Is my voice recording private? Does Contextli send it anywhere?

Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.

Can I change what the output looks like?

Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.

Do I need to install an app to use this context?

Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.

Browse more

Testimonial Capture