How to create a testimonial video or customer success story

Senior editor John Oates coaching a participant in a B2B video who is sitting on a table, smartly dressed, ready to be filmed.

How to create a testimonial video or customer success story

Written by

John Oates
 

16/09/2025

Part of a series about creating corporate and B2B video. 

Using video to promote your business means choosing a story that lends itself to a video rather than a text story. It might sound obvious, but what makes a case study or customer success story a great candidate for a video is the visual element. The best B2B video productions and corporate videos will include strong imagery that is integral to the story. 

 

Where to film and how to choose the best location 

Locations and types of footage to consider for corporate and B2B videos: 

  • Manufacturing sites such as factories, as well as logistics centres, warehouses, fashion stores, shops and restaurants all make good locations 
  • If there is a place that we can go to that is visually interesting, then it’s likely that we can make a great video story 
  • Think small as well as big – microscopes, 3D printers and other machinery can all provide interesting and relevant video content 
  • Even footage of bold, graphically rich dashboards or applications can really lift a video story 

Maybe we can film the actual interviews on location. But filming in an office or conference room is also fine. Then we can film ‘B-roll’ – footage that we can use to illustrate and support an interview filmed at another time, possibly by another party. Filming in noisy locations is possible but adds time to the shoot and pressure on the presenter. 

 

Tips for presenting a case study video – how to help the person on camera 

You do not need to be an experienced presenter to make a good case study video. 

We work with lots of people with limited or no video experience. It’s our job to make any interviewee look and sound as good as possible. But there are things you can do to set yourself up for success: 

  • Prepare carefully before the day of filming 
  • Think about what key messages you want to get on camera 
  • Try not to include too much detail, just key points 
  • Write bullet points that you want to cover 
  • Do not try to memorise a script or read from notes  

 

Video is not the whole story – think about text and social media 

We often suggest clients have a supporting written piece as well as social media content to promote the video. Not everyone who finds the page will want to watch a video, so text can help get the message to them too. A written piece is also a good place for more detailed and technical information on the subject, for example a service or solution. 

Video is a great way to show the less tangible parts of an organisation: its personality and culture, or how it might feel to work with there.  

Don’t worry that you don’t have a hugely experienced TV presenter on the staff. Voiceovers, use of two cameras, and B-roll can help smooth out even stilted delivery. 

If you’ve got a good story to tell, you’re more than halfway there. We can do the rest.  

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