How to Request a Testimonial From a Client [Templates] (2023)

Dragan Berak
Co-Founder at Simple Testimonial
September 5, 2023
In This Article

Build trust 4x faster.

Collect and embed video testimonials from your customers with ease.

Free Forever! 🎉

Requesting a testimonial from a client is an essential step in showcasing the value and impact of your work.

Testimonials play a crucial role in building credibility and trust with potential clients.

To ensure that you garner compelling and authentic testimonials, it's important to understand some key best practices for crafting and sending testimonial requests.

In this article, we'll tackle the step-by-step on how to request testimonials from clients in a few easy steps (plus, free templates to use).

Prepare Before Asking for a Testimonial

Identify the Right Clients

When preparing to request a testimonial, start by identifying the clients who have had positive experiences with your product or service. These clients can be long-term loyal customers or people that have recently completed a project successfully. Your focus should be on clients with tangible results and those who have been vocal about their satisfaction.

It's essential to consider the timing when asking for testimonials. Request feedback when the client has had significant time to experience the benefits of your product or service, but not too long after the transaction that it becomes irrelevant. A good rule of thumb is to wait until the client has reached a milestone in using your product, like completing a course or achieving certain goals.

Choose the Testimonial Format

Offering various formats for testimonials benefits both you and your clients, as it caters to their personal preferences and may lead to a higher response rate. The most common formats include video testimonials, written testimonials, and social media posts.

Video testimonials can be impactful, as they show the client's face and body language, adding credibility and an organic feel. Many people trust video content, as it showcases a real person sharing their experience. To create a video testimonial, you can host a live interview, invite the client to a Zoom meeting, or request a prerecorded clip.

Written testimonials can consist of quotes, longer experiences, or even a case study. When asking for a written testimonial, give your client various options to choose from, such as a text message, email, or card. Providing a suggested format can help streamline the process and encourage clients to respond..

How to Write a Testimonial Request Email

Personalize Your Message

When crafting a testimonial request email, it's essential to personalize the message to show that you value the client's opinion and their time. Address the client by their name and mention specific aspects of the project or service they received. This will make them feel appreciated and more likely to provide a testimonial. Utilize testimonial email template to have a well-structured email, but adjust the content to suit the individual client.

Provide a Reason to Say Yes

Giving the client a compelling reason to provide a testimonial can increase your success rate. Explain how their testimonial can help other customers make informed decisions about your product or service. You may also want to share how their feedback can contribute to your business's growth and improvement, showing that you genuinely value their input. If they have expressed any appreciation for your work in the past, remind them of that moment to encourage them to put their positive experience into words.

Writing an effective testimonial request email can be a simple yet powerful way to gather valuable feedback from clients. By personalizing your message and providing a reason to say yes, you can increase the chances of receiving testimonials that showcase your great work and help other potential clients make informed decisions.

7 Effective Testimonial Request Templates

In this section, we will provide you with seven effective testimonial request templates. Each template has a unique approach, ensuring that you can find a suitable email template for your specific business needs.

1. Standard Testimonial Request Template

Subject: Your opinion matters to us!
Dear [Client's Name],
We hope you're enjoying [Product/Service]. Your feedback is valuable to us, and we would be grateful if you could share your experience with others by providing a testimonial. [Link to testimonial submission form]
Thank you in advance for your contribution!
Best regards,[Your Name and Company]

2. Personalized Testimonial Request Template

Subject: [Client's Name], we need your expertise!
Dear [Client's Name],
As a valued customer, your opinion on [Product/Service] is important to us. We've noticed your excellent results with [specific feature], and we'd love to hear more about your experience. Please share your thoughts in a brief testimonial. [Link to testimonial submission form]
Thank you for your time and feedback!
Best regards,[Your Name and Company]

3. Post-Event Testimonial Request Template

Subject: We loved having you at [Event Name]!
Dear [Client's Name],
Thank you for attending [Event Name]! We hope you found it informative and enjoyable. We'd appreciate if you could share your experience at the event in a testimonial. Your feedback helps us improve future events! [Link to testimonial submission form]
Looking forward to your thoughts!
Best regards,[Your Name and Company]

4. Milestone-Based Testimonial Request Template

Subject: Celebrating your success with [Product/Service]!
Dear [Client's Name],
Congratulations on reaching [specific milestone] using our [Product/Service]! Your achievement is inspiring, and we'd love to showcase your experience in a testimonial. Please share your success story with us. [Link to testimonial submission form]
Keep up the great work!
Best regards,[Your Name and Company]

5. Incentive-Based Testimonial Request Template

Subject: Share your thoughts and receive a bonus!
Dear [Client's Name],
We value your feedback! Share your experience with [Product/Service] in a testimonial, and as a token of appreciation, we'll send you a [discount/coupon/gift] for your next purchase. [Link to testimonial submission form]
Thank you for your continued support!
Best regards,[Your Name and Company]

6. Storytelling Testimonial Request Template

Subject: Help others succeed with [Product/Service]!
Dear [Client's Name],
Your experience with [Product/Service] can make a difference in others' success. By sharing your story in a testimonial, you'll inspire prospective customers with real-life examples of how our [Product/Service] has helped you. [Link to testimonial submission form]
Thank you for sharing your journey!
Best regards,[Your Name and Company]

7. Social Proof Testimonial Request Template

Subject: Join our wall of fame!
Dear [Client's Name],
We're proud to have customers like you, and we're showcasing your success on our website. Please join our growing list of satisfied clients by submitting a brief testimonial. [Link to testimonial submission form]
Thank you for being part of our community!
Best regards,[Your Name and Company]

Creating a Testimonial Request Strategy

As you develop your approach to obtaining client testimonials, it's essential to consider several key factors to ensure success. In this section, we discuss how to establish a testimonial request strategy that includes developing a system, ensuring quality testimonials, and automating the process.

Develop a System

Having a structured process is crucial when requesting testimonials from clients. This system should be streamlined and easy for your customers to follow. Consider the following when designing your approach:

  • Customize your requests: Tailor your testimonial requests to each client, making them feel valued and more likely to provide feedback.
  • Provide multiple options: Offer various channels for clients to submit their testimonials, such as email, SMS, or in-person interviews.
  • Incorporate referral opportunities: Encourage satisfied clients to refer friends or colleagues, expanding your customer base and influence.

Creating an organized system will not only make it easy for clients to participate but also help to simplify your workflow.

Ensure Quality Testimonials

Collecting high-quality testimonials can significantly boost your credibility and influence future clients. Here are some tips to help you obtain valuable feedback:

  • Develop testimonial questions: Preparing a set of specific questions positively influences the information provided by your clients, contributing to a better understanding of their experiences.
  • Target past clients: Approach both recent and past customers for testimonials, allowing you to learn from potential issues and showcase long-lasting relationships with satisfied clients.
  • Avoid problematic testimonials: Be cautious of sharing testimonials that could appear as inflated advertising rather than genuine feedback from your clientele.

Focusing on quality testimonials will help you build a strong foundation for your brand reputation and enhance client trust.

Automate the Process

Automation is a powerful tool in acquiring testimonials from customers, saving valuable time and helping to maintain a consistent approach. Some key automation methods include:

  • Email automation: Use automated email campaigns to contact your clients, allowing you to control the wording, style, and timing of the requests.
  • Software as a Service (SaaS) tools: leverage SaaS companies to automate and manage the testimonial request process seamlessly.
  • Track compliance: Ensure that your automated email campaigns adhere to regulations, such as the CAN-SPAM Act, and provide easy unsubscribe options for recipients.

By incorporating automation into your testimonial request strategy, you'll be able to consistently collect valuable feedback from customers while reducing manual effort.

Final Thoughts

Collecting client testimonials is an essential aspect of strengthening your business's credibility and trustworthiness. Implementing various approaches, such as using email templates and timing your requests strategically, can boost the chances of receiving positive feedback from clients.

It's crucial to make the process as easy as possible for clients to provide their testimonials. Businesses can achieve this by offering clients multiple options for submitting their feedback, like posing simple questions or preparing a testimonial page on the company website.

Remember to be patient and flexible when requesting testimonials, as clients may have different preferences and levels of comfort when it comes to providing feedback.

Key Takeaways

  • Understand the importance of testimonials for building credibility and trust.
  • Craft a targeted and well-prepared testimonial request email for better chances of success.
  • Implement an effective strategy to make obtaining client testimonials a seamless process.

Frequently Asked Questions

What is the best approach to ask clients for a testimonial?

When asking clients for a testimonial, it's essential to be genuine and polite. Ensure the timing is right, such as at the end of a successful project, or when the client expresses satisfaction with your work or product [^3^]. Explain the value and importance of their feedback and tailor your request to each individual's unique experience.

How can I craft a compelling email to request client testimonials?

To create an effective email, use clear and concise language, personalize the content, showcase the importance of testimonials, and provide simple steps for the client to follow [^2^]. Include a call-to-action (CTA) and highlight how their feedback will benefit both your business and other potential customers.

What are some effective ways to collect client reviews?

Some effective ways to collect client testimonials include email marketing campaigns, follow-up messages, and creating a system for collecting feedback on a predetermined schedule [^2^]. It might also be beneficial to leverage social media platforms to monitor client reviews and request testimonials through direct messages.

How can I create a testimonial request template to use with multiple clients?

To design a testimonial request template, use a friendly and professional tone, make sure the template is adaptable to the client's unique situation, and include a CTA with easy instructions for the client [^1^]. A well-crafted template allows for personalization and can streamline the process of collecting testimonials.

What are key tips to remember when seeking testimonials from clients?

When seeking testimonials, always be genuine and professional. Choose the appropriate timing, personalize your approach, and emphasize the importance of their feedback. Explain how their testimonial will benefit your business and prospective customers and make the process as simple as possible [^2^].

Can you provide examples of successful testimonial requests?

Yes, there are examples of successful testimonial requests that showcase the proper approach to asking for a testimonial and how to craft an impactful request [^2^]. For more inspiration and ideas, visit Boast and explore their sample request emails to see what works best for your specific needs.