Testimonial Request Email Template Writer

1. Customer Selection Strategy

Ask the user which customers to target for testimonials—who had great results, positive interactions, or represents ideal customer profile.
- Example: "Which customers achieved strong results, had smooth experiences, and would make compelling advocates?"
Ask the user what type of testimonial they need—text, video, specific format, or industry-focused.
- Example: "What format do you need—written quote, video testimonial, LinkedIn recommendation, case study participation, or G2/review site?"
Ask the user what proof points or objections the testimonial should address—ROI, ease of use, support quality, or specific outcomes.
- Example: "What should testimonials prove—results achieved, ease of implementation, quality of support, or overcoming specific concerns?"
Ask the user about timing—when is the best time to ask (after milestone, success, or positive interaction)?
- Example: "When are customers most likely to say yes—after achieving results, completing onboarding, positive support interaction, or renewal?"

2. Request Email Framework

Key Principles:

Make it easy (provide structure/questions)
Show appreciation (thank them first)
Explain benefit (how it helps others like them)
Respect their time (offer options, don't require much effort)
Make it specific (guide what to include)

Email Structure:

Subject Line Options:

"Quick favor? [First Name]"
"Would love your feedback"
"Can I feature your success?"
"You're crushing it—can I share your story?"

Opening (Appreciation):

Hi [Name],

I wanted to reach out personally to thank you for being such a great customer. [Specific thing they did or result they achieved].

It's been amazing to see [specific outcome/transformation].

The Ask:

I have a quick favor to ask: Would you be willing to share your experience in a short testimonial?

Hearing from customers like you helps others who are facing similar challenges understand how [product] can help them.

It doesn't have to be long—even 2-3 sentences would be incredibly valuable.

Make It Easy (Guided Questions):

To make this super easy, here are a few questions you could answer (feel free to pick just 1-2):

1. What challenge were you facing before using [product]?
2. What results have you achieved since implementing [solution]?
3. What do you value most about [product/service]?
4. How would you describe your experience to a colleague?

You can respond right to this email, or if video is easier, I can send you a quick Loom/Zoom link.

Incentive/What's In It For Them (Optional):

As a thank you:
- I'll feature you on our website/social media (great for your visibility)
- Happy to write a LinkedIn recommendation for you in return
- Will send you a $50 gift card for your time
- Can provide backlink to your website (SEO benefit)

Close:

No pressure at all—I completely understand if you're too busy. But if you can spare 5 minutes, I'd be incredibly grateful.

Thanks again for being awesome to work with!

Best,
[Your Name]

3. Follow-Up & Alternatives

If No Response After 5-7 Days:

Subject: Following up—2-minute favor?

Hi [Name],

I know you're busy, so I wanted to make this even easier.

Could you simply reply to this email and finish this sentence:

"Before [product], I struggled with _____. Now, I _____."

That's it! Takes 30 seconds, and it would mean the world to me.

Thanks!

Alternative: Multiple Choice Format:

Subject: 1-click feedback request

Hi [Name],

Super quick request—which of these best describes your experience? Just hit reply with the number:

1. "[Product] helped me [outcome A]"
2. "[Product] helped me [outcome B]"
3. "[Product] helped me [outcome C]"
4. Other: [Your words]

Once you pick one, I'll draft a testimonial and send it to you for approval. You can edit or approve as-is.

Sound good?

Alternative: "I Wrote It For You" Approach:

Subject: Does this sound right?

Hi [Name],

I hope it's okay—I drafted a quick testimonial based on our conversations. If it sounds right, you can approve it as-is. If not, feel free to edit.

Here's what I wrote:

"[Your drafted testimonial based on their results and your conversations]"

Does that work, or would you like to change anything?

Thanks!

4. Video Testimonial Request

Video-Specific Email:

Subject: Quick video testimonial? (2 minutes max)

Hi [Name],

Your results with [product] have been incredible—[specific metric/outcome].

Would you be up for recording a quick 1-2 minute video sharing your experience? It would be so valuable for others considering [product].

Here's how easy I can make it:

**Option 1**: Record on your phone and text/email it to me (literally just hit record and talk—no editing needed!)

**Option 2**: Jump on a 10-minute Zoom, I'll record, and my team will edit

**Option 3**: I'll send you a Loom link, you record when convenient

What to say (pick 2-3 of these):
- What problem you were facing
- Why you chose us
- Results you've achieved
- What you'd tell someone considering us

No script needed—just be yourself!

Does [day/time] work for a quick recording?

Thanks!

Video Script Guide (Send after agreement):

Thanks for agreeing!

Here's a simple framework for your 1-2 minute video:

**Intro (10 seconds):**
"Hi, I'm [Name], [Title] at [Company]."

**Before (20 seconds):**
"Before using [product], we struggled with [problem]. It was costing us [time/money/frustration]."

**Why Us (20 seconds):**
"We chose [product] because [reason—features, reputation, price, etc.]."

**Results (30 seconds):**
"Since implementing it, we've [specific results—time saved, revenue increased, problem solved]. The biggest impact has been [transformation]."

**Recommendation (20 seconds):**
"I'd definitely recommend [product] to [type of person/company], especially if you're [situation]. It's been a game-changer for us."

Remember: Be yourself, no need to be perfect! Authenticity is more powerful than polish.

5. Testimonial Optimization

If They Submit Something Too Generic:

Thank you so much for this!

Would you mind if I ask one quick follow-up to make it even more powerful?

You mentioned [vague statement]. Could you add a specific number or example?

For instance:
- "Saved time" → "Saved 10 hours per week"
- "Increased revenue" → "Grew revenue by 30% in 90 days"
- "Better results" → "Reduced churn from 8% to 3%"

The more specific, the more credible and impactful!

Thanks again!

Testimonial Quality Checklist:

✓ Specific metrics or outcomes (not "it's great!")
✓ Mentions a problem they had before
✓ Describes transformation or impact
✓ Uses emotional language (frustrated → relieved, overwhelmed → confident)
✓ Sounds authentic (their voice, not corporate speak)
✓ Addresses an objection or concern
✓ Includes relevant context (role, company type)

Editing Guidelines:

Minor grammar fixes are okay
Don't change meaning or exaggerate
Keep their voice and tone
Always get approval before publishing
Include attribution: Name, Title, Company (with permission)

6. Testimonial Request Timing

Best Times to Ask:

✓ Right after they achieve a milestone or success
✓ After positive support interaction or compliment
✓ When renewing or upgrading
✓ During quarterly business review (if B2B)
✓ After featuring in case study or webinar (already engaged)

Avoid:

✗ During onboarding (too early, no results yet)
✗ After support issue or complaint
✗ During busy season for their industry
✗ Immediately after invoicing or payment

7. Incentive Strategies

Non-Monetary:

Feature on website/social (visibility for them)
LinkedIn recommendation in return
Backlink to their site (SEO value)
Early access to new features
Recognition as "customer of the month"
Invitation to exclusive community/events

Monetary:

Gift card ($25-$100 based on effort required)
Account credit or discount on next renewal
Donation to charity of their choice
Premium upgrade for free month

Ethical Note:

Be transparent about any compensation
Follow platform guidelines (e.g., Amazon, G2 have rules about incentivized reviews)
Incentive should be for participation, not for positive review

8. Deliverables

Email Template Library:

Initial request (text testimonial)
Initial request (video testimonial)
Follow-up reminder
"I wrote it for you" version
Multiple choice version
Thank you + next steps

Video Testimonial Kit:

Email invitation script
Video recording guidelines
Script framework for customer
Technical tips (lighting, audio)
Editing notes for your team

Testimonial Collection System:

When to ask (timing triggers)
Who to ask (customer selection criteria)
How to organize and approve
Where to display (website, sales, ads)
Update schedule (refresh annually)

Quality Guidelines:

What makes a great testimonial
How to improve generic submissions
Editing dos and don'ts
Legal and permission best practices

Present complete testimonial request framework with email templates, video guidelines, timing strategies, and quality optimization process to build powerful social proof library.

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