A TeraLeap Customer Story with Planera

A Startup Story: Scaling Video Testimonials with a Team of One

In this video:

  • Why Planera prioritizes video testimonials for social proof and demand gen
  • How they’ve created a regular pipeline of new videos with a single in-house marketer
  • The ways these videos are driving inbound demo requests and email/social engagement

Planera’s “Turnkey” Path to Creating Impactful Video Testimonials

When Samantha Burns joined Planera, an innovative construction project management software startup, she walked into a familiar reality for marketing leads at early-stage tech companies: limited assets, a small team, and a big need to build credibility quickly. 

She knew social proof would be a deciding factor for the B2B buyers Planera targets—prospects needed to hear from other users and understand real use cases. But as the sole in-house marketer, she wasn’t sure how to create a scalable, repeatable pipeline of video customer testimonials.

Video Content Without the Production Overhead

Samantha had previously worked with traditional video production companies. They produced high-quality content, but their process was often cumbersome and expensive. As she evaluated options, she quickly realized the typical model—with onsite crews, heavy logistics, and high costs—wasn’t a good fit for Planera.

A Repeatable Engine for Video Customer Testimonials

That’s why Planera chose TeraLeap. Samantha said her team looked at various alternatives and found that TeraLeap could deliver the best results at the most reasonable cost, with an easy process that removed the usual friction points:

  • Scheduling: Customers could self-schedule at a convenient time, removing the back-and-forth
  • Technology: Teraleap’s “recording kit” enabled high-quality video via customers’ phones
  • Editing: A quick and painless process for feedback and turnaround
  • Storytelling: TeraLeap captured key sentiments and turned them into a cohesive, compelling narrative

Fueling Campaigns with Customer Stories

Customer video testimonials have become an integral part of Planera’s marketing and sales initiatives. The content has improved social engagement, increased email open and click-through rates, and generated new pipeline.

And because the partnership with TeraLeap creates a repeatable process, Planera can maintain momentum—building a steady flow of B2B video testimonials that revenue teams rely on consistently throughout the funnel.

An Extension of the Marketing Team

As the head of marketing at a tech startup, Samantha says the value of the partnership with TeraLeap extends beyond the measurable business results Planera has achieved.

“I have to rely on trustworthy consultants that can do great work without needing a lot of micromanaging and handholding. I need somebody that I can just let go and let them do what they do best, and TeraLeap is a company I can trust to do that.”

Free Guide & Templates

To Get More Testimonials

  • Best practices for getting more customers to say ‘yes’
  • The 3-Step Ask your team can implement today
  • Ultimate 7-step checklist for a B2B social proof program
  • 5 data-backed email templates and call scripts
  • Additional outreach tactics to for hard-to-get customers

A Simple Guide to Get More Testimonials

A Simple Guide to Get More Testimonials

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