Dan Kalmar

Haven't used it personally, but a lot of our clients use UserEvidence (and seem to love it)

For a budget-friendly option, I had good success with: https://maxpodcasting.com/ For a more expensive option (but they handled a bit more), I also liked: https://www.revenue-rhino.com/

I definitely like Joel's and Amy's advice to put a timeframe on it. Otherwise it can drag on unnecessarily

Personally, I think it's still a nice-to-do, but not necessary. One reason why it might be good to go back is to make sure that you have, in fact, stripped out anything identifiable. Sometimes you might change a company descriptor to be something like "A large US-based manufacturing company" but the customer still thinks that's too identifiable.

Don't disagree at all, but I think part of the reason is because it's yet another thing you need to get permission for (their photos). Sometimes you can just pull nice pictures from the customer's site and ask for permission, but often the customer has no team photos to use

Daniel Palay love those approaches! Curious if you then do anything after that? For example, do you create some sort of internal-only case study or sales slide that sales reps can speak to (anecdotally) on calls?

You should check out something like Storydoc for overall presentations and then you can embed videos in there.

I will also indulge in some shameless self-promotion and say Testimonial Hero, although we're more of an agency than a consultant/contractor, so we might not fit the bill.

Casey Hibbard are you specifically looking for PDF design?

Depending on what's involved I might be down for 🔒[private feed]