Testimonial Collection System

Build a system to consistently gather high-quality customer testimonials.

Process

Step 1: Identify Happy Customers

• High NPS scores
• Recent wins or results
• Active users

Step 2: Request at Right Moment

Trigger moments:

• After achieving result
• After positive support interaction
• Renewal/upgrade

Template:

Hi [Name],

I noticed you [achieved result]. Congrats!

Would you be open to sharing your experience? It'd help others like you.

Just a few sentences on:
- What challenge you faced
- Why you chose us
- What result you achieved

Takes 2 minutes: [Form link]

Thanks!

Step 3: Make It Easy

• Short form (3-5 questions)
• Optional video (higher impact)
• Offer incentive (gift card, swag)

Step 4: Get Permission

• Can we use your name + company?
• Logo usage OK?
• Video/photo OK?

Step 5: Format for Use

• Pull quote for website
• Full case study
• Video testimonial

Output

Testimonial collection process + email templates + form questions.