Dan Kalmar's Profile
Dan Kalmar
Recent Messages
#open-share - March 19, 2025 at 01:49 PM
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
#general - March 06, 2025 at 04:34 PM
@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?
#general - March 06, 2025 at 01:57 PM
You should check out something like Storydoc for overall presentations and then you can embed videos in there.
#general - March 05, 2025 at 04:44 PM
I will also indulge in some shameless self-promotion and say , although we're more of an agency than a consultant/contractor, so we might not fit the bill.
#7-case-studies-stories - March 04, 2025 at 09:22 PM
@Taylor Page sometimes you don't need a fancy solution. As long as the right people are using it, that's 90% of the battle
#7-case-studies-stories - March 04, 2025 at 04:43 PM
I generally find that sales folks like slides that they can work into conversations. Ideally, each of your case studies has an accompanying slide to go along with it. And then you could do the same for quotes that haven't necessarily made it through all of the approvals—as long as it wouldn't be used externally.
#general - March 04, 2025 at 04:40 PM
@Casey Hibbard are you specifically looking for PDF design?
#announcements - February 26, 2025 at 04:42 PM
Depending on what's involved I might be down for <#C08F0EA24R1|>
#general - February 18, 2025 at 08:55 PM
@Shelly Ryder for option #1, if you're doing it completely yourself, Riverside is a good option to get way better video quality than Zoom/Teams/Google Meet, etc.
#jobs - February 10, 2025 at 08:56 PM
Was going to post this one. The person you'd be reporting to (Conner Sunday) is an absolute gem
#general - February 07, 2025 at 09:04 PM
Yeah, really love that part. One client we just started working with who does that as well is GoodTime. This is an example of a recent story:
The auto-play really draws you in, but it's not a true autoplay (where there'd be audio you didn't consent to).
#general - February 07, 2025 at 06:24 PM
I mean, I guess if nothing has changed in the company since 2005...
#general - February 07, 2025 at 06:18 PM
Not sure if it's exactly what you're looking for, <@U088B0B9GG6>, but the UserEvidence folks posted this one earlier this week: [BetterUp customer stories page](
On their custom logo portion, they have a little "Case study" tag that shows a little quote and photo of the customer.
I also really love the <).
#general - February 07, 2025 at 06:14 PM
Two vs three years can depend a lot on your company. Have your products all completely changed (with many deprecated or not in focus)? Probably sunset those posts (or update). But if the case study is still relevant and there's no date on it, I personally think it's fine to keep. It's not bad from an SEO perspective to have that up. But yes, if it's obviously very dated (and you have enough newer ones to fall back on), you can cull.
As for updates not working for you, do you mean customers just don't agree to an update? In my mind, that's fine. Worst case, it's hopefully just another touchpoint with a customer. Best case, they agree to do it. The updates can also be pitched as pretty low-lift. It's great if you can get a full 45-minute interview, but depending on how small the tweaks are, it can just be a 20-minute call to connect with the customer and get some details to update it.
#general - February 04, 2025 at 09:55 PM
I personally think @Evan Huck’s approach here is the best way forward. Anonymized is fine—and way better than nothing—but finding some way to keep a name attached is the better angle.
Also, with asking for permission upfront: while it can mitigate this somewhat, you'll still run into this all the time. Often, people THINK they can do customer stories, only to find out later on that they can't. At that point, even a signed release form isn't much value. What are you going to do, piss off the customer just because you'd legally be allowed to release it?
#general - February 03, 2025 at 06:29 PM
Thanks for the tag, @Alexie Glover! Yes, I've worked on more of these style stories than I'd care to admit. And yes, we still do them now that I'm at Testimonial Hero. Here are a few examples:
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