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For consultants and boutique firms

Have your reference ready the day each project ends.

In consulting, most new work comes from trust, and trust comes from what past clients say. At project close, send your client a link; a few minutes of interview becomes a case study for your portfolio.

Sound familiar?

References always wait

When a project ends you move to the next one, and asking for a reference while it's fresh slips your mind.

Results aren't concrete

"We were very happy" is nice, but it doesn't tell a new client what changed.

No time to write

With billable hours to fill, writing up your own story is always last on the list.

How it works

  1. 1

    A link at close

    Add the interview link to your project handover email. Your client answers when it suits them.

  2. 2

    Concrete answers

    The AI asks "what changed?" and asks for an example when an answer is vague; if no number is given, it doesn't invent one.

  3. 3

    A current portfolio

    Stories you approve go onto the wall on your site; download the PDF for proposals.

Highlights for consultants

  • Paste the notes you have

    Don't want an interview? Paste your project notes or the client's email; you get a draft in the same structure.

  • Import old references

    Bring in LinkedIn recommendations or old testimonials from a CSV; the AI adds nothing.

  • Proposal PDF

    Every story becomes a one-page summary you attach to your next proposal.

  • Start free

    3 active stories on Free, no credit card; 10 stories and an unbranded widget on Starter.

Example flow

  1. 1After the handover meeting, you send your client a thank-you email with the interview link.
  2. 2Your client spares a few minutes that week; the draft story lands in your dashboard.
  3. 3You edit it and get your client's approval; the story goes live on your website and into your next proposal as a PDF.

This is an example of how it can be used, not a real customer's result.

Related guideCustomer interview questions and a free question generator

Create your first case study today.