Manager Builds a CAB Program Intelligence Workspace

The scenario: Quarterly Customer Advisory Board transcripts contain rich signal — exact customer language, product gaps, and competitive context — but distilling it into usable enablement content takes days and rarely gets done before the insight goes stale.

What they do: The product marketing manager uploads the CAB meeting transcript into a Claude Project and Claude produces: a VOC Highlight Reel of 10 quotes organized by buyer persona, a Sales Messaging Update Brief, and competitive intelligence from VOC.

The result: Every CAB session produces actionable sales enablement content within hours instead of weeks.

A practical AI workflow for B2B sales — the prompts below run this play end to end, in Claude, ChatGPT, Gemini, or Copilot.

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