A testimonial video, planned
from the first call to the last cutdown.

Pick one customer from a shortlist of three, run a 20-minute pre-interview, write a question arc of eight to ten prompts, and send the plan and the release to their approver. Then film the interview and the b-roll in one day, and edit a hero cut and two or three cutdowns with one review round. In Storyflow each step lives on the same board.

Pick the customer with the clearest before and after, a result their company will let them share, and an approver who will say yes. Plain speech matters more than seniority: a team lead who explains the problem simply beats a vice president who talks in slogans. Match the customer to the buyer you want to reach, so a prospect sees their own job on screen.

Story order: who they are, the situation before, what it cost them, why they chose you, when it started working, what is different now, and who they would recommend it to. Ask for numbers late, once the customer is relaxed. Ask them to put the question into each answer, since your voice will be cut. Eight to ten prompts is plenty for a 90-second film.

An appearance release from everyone on camera, permission to film at their site, and written permission to show the company's name, logo, product and any screen with data on it. The release should say where the video runs, for how long, and whether it can be cut into paid ads. Storyflow keeps a table of who has signed; the signing itself happens on paper or in an e-signature tool.

A hero cut of 60 to 90 seconds covers the whole story for the website and sales emails. Then cut a 30-second version for LinkedIn and paid social, and one or two 15-second vertical cuts, each built on a single strong line. A two to three-minute case study film works when the buyer is technical and the result needs explaining.

Film what the customer talks about: the product in use, their hands on it, the screen or shelf where it lives, the team at work, the building and the sign outside, plus a few quiet shots of the customer away from the interview chair. Build the b-roll list from the question arc, so every answer has a picture the editor can cut to.

Choose a quiet room where the customer really works, switch off the air conditioning, and seat them with depth behind them. Put A-camera on a medium shot and B-camera tighter and off to one side, with a lav and a boom on separate channels. Sit the interviewer just beside the lens so the eyeline stays slightly off camera, and record room tone before you pack up.

Self-recorded testimonials reach more customers with less effort; filmed ones give you control of light, sound and story. If you want recordings from a link, Vocal Video, VideoAsk and Testimonial.to collect them, and Vocal Video also edits them into branded videos. Storyflow plans the filmed kind: it does not record, edit or collect release signatures.

It can draft the paperwork around the interview, never the interview itself. Paste your pre-interview notes into Storyflow and its AI drafts the story shape, a question arc and a b-roll list on the board, breaks the story into camera setups and the shots each answer needs, and can write up the day as a call sheet PDF. It cannot know what the customer will say on the day, so leave room for it.

A common shape is six weeks: a week to shortlist, pre-interview and pick the customer, two weeks while their team reads the plan, the questions and the release, the shoot day, two weeks for the edit and their review round, and a final week for cutdowns and captions. Their approvals set the date more than the edit does, so send the plan early.

Not during early access. Storyflow is paid-only during early access, with plans from $7.99 a month billed annually ($9.99 monthly). A free plan launches before the end of 2026, and anyone a paid member invites to a board joins free. Your customer's team pays nothing to read the plan.