## Learn about Laudable by Base AI

### May 2026

Select a day in May

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Now displaying available times for May 29th.

##### Meeting location

Zoom

##### Meeting duration

30 mins

Now displaying start times for 30 mins blocks available on May 29th.

##### What time works best?

Showing times for **May 29, 2026**

UTC +00:00 Greenwich Mean Time

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### [VIDEO] PandaDoc point-of-sale testimonials

May 24, 2024

Customer videos are meant to be watched. Shipped, tossed around, scuffed up. Don’t let them sit in a dusty virtual cabinet. (Looking at you, Google Drive…)

The point-of-sale (in B2B, often signing the proposal) is a perfect place to include social proof as validation. Think of it as “Sign me, you’re doing the right thing.”

Check out how [PandaDoc](https://www.pandadoc.com/) did just that.

Shawn, PandaDoc's VP of Marketing, on Using Social Proof in Proposals - YouTube

Tap to unmute

[Shawn, PandaDoc's VP of Marketing, on Using Social Proof in Proposals](https://www.youtube.com/watch?v=9vZTTdLoLd8) [Laudable](https://www.youtube.com/channel/UCTBzxANhofXQQ2U_jmeOdjA)

### Right place, right time.

I hate switching tabs. It’s distracting. To minimize link overload, PandaDoc put a customer story front and center in their proposal (sent via PandaDoc, obviously) under the headline "The PandaDoc Impact".

The video featured Jonathan Gerhard from [Verified First](https://verifiedfirst.com/). (And it’s 👏, but a smidge long at 2:41.)

The page links to the full customer testimonial and includes a few quick facts on the customer - which competitor they switched from 😈 and which CRM they use.

### Get multimedia with it.

The B2B world is behind. The world is a magical place full of technology and innovation… and here we are, somehow living in the world of 2000-word case study PDFs.

Instead, PandaDoc embedded a customer testimonial video into their proposal. They used this bottom of funnel tactic to boost social proof and validate a prospect's purchase decision by showing them:

1. "We have customers like you" (who you've probably heard of)
2. "They're happy with their purchase” (and thus, you will be too.

Nailed it!

### Steal this idea.

1. **Understand your prospective customer’s pain points:** Stop sending the same old case study to all your customers. Instead, segment your target audience and send a relevant, hand-selected (or automated, but seemingly hand-selected) customer story.
2. **Make it clear that it’s a video:** Sounds obvious, but don’t just put a text link. Drop the video with a thumbnail showing your happy customer at the top of the proposal.
3. **Write an eyeball-grabbing headline:** Cut to the chase to tell the viewer what the video is about and what the subject accomplished.
4. **Make the video an actionable lesson:** Instead of a traditional testimonial where the user raves about the product, add in some context-rich explainer content. Show the customer talking about _how_ they used the product, so viewers can borrow their strategies.

Your turn to validate your almost-customer’s buying decision!

May 24, 2024

### Generate tons of customer proof, using what customers _already_ said.

Unlock the gold mine of customer proof hiding in your sales and customer success call recordings.
