Testimonial Request Prompt Templates

Subject: Quick favor? (2 minutes)

Hi [Name],

I noticed you just renewed for another year, thank you! It means a lot that [Product] has earned a spot in your workflow.

You mentioned a few months ago that your projects are actually finishing on time now. Would you be open to sharing a quick testimonial about your experience? It really helps other teams like yours discover us.

To make it easy, here are a few questions to guide you (answer any or all):

1. What was project delivery like before you started using [Product]?
2. What specific change has made the biggest difference for your team?
3. What would you tell someone considering [Product]?

A few sentences is perfect. If you'd rather, I'm happy to draft something based on our conversations and send it for your approval, just let me know.

Either way, thanks for being a customer.

[Your name]

P.S. - If you'd prefer to leave a review on G2 or Capterra instead, here are the links: [links]

Subject: Would you share your story on camera? ($100 thank you included)

Hi [Name],

Your results with [Product] have been incredible, [specific result]. We'd love to feature your story to help other [customer type] see what's possible.

Would you be open to recording a short video testimonial (2-3 minutes)?

Here's how it would work:

Option A: We schedule a 15-minute Zoom call, I ask a few questions, and we handle all the editing.

Option B: You record yourself (phone is fine!) using these talking points, and send us the file.

Either way, we'll share the final version for your approval before posting anywhere.

As a thank you, we'll send a $100 Amazon gift card once we receive your video.

Talking points if helpful:
- What challenge were you facing before [Product]?
- What results have you seen since using it?
- What would you tell someone on the fence about trying it?

Interested? Just reply and let me know which option works better for you.

[Your name]

Subject: Feature [Agency Name] in a case study?

Hi [Name],

The results your team has achieved with [Product] are exactly the kind of story that helps other agencies understand what's possible, 40% less time on reporting and 3 new clients who specifically mentioned your data quality.

Would [Agency Name] be open to being featured in a case study?

What's involved:
- One 30-minute interview (I'll send questions in advance)
- Quick review/approval of the final draft
- That's it, we handle all the writing and design

What's in it for you:
- Featured on our website (10K+ monthly visitors in your target market)
- Backlink to your site (good for SEO)
- Co-promotion opportunity, we'll share on our channels and can create a co-branded version for your sales materials
- Positioned as a leader in data-driven marketing

Re: sensitive info, we'll share the draft before publishing and you have full approval rights. Happy to anonymize any specific numbers if needed.

Would you be interested? If so, I'll send over some prep questions and we can find a time for a quick call.

[Your name]

Subject: Glad we could help! One small ask?

Hi [Name],

Really glad we got that sorted for you today. Our support team works hard to be genuinely helpful, so I'll pass along your kind words.

If you have 2 minutes, would you mind leaving a quick review on G2? Reviews from real customers like you help other [role] find us when they're looking for solutions.

Here's the direct link: [G2 review link]

If you're up for it, mentioning your support experience would be especially helpful, but honestly, whatever you want to share is great.

No pressure at all if you're busy. Thanks either way!

[Your name]

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Alternative (in-app prompt):

Enjoying [Product]?

If you have 60 seconds, a G2 review would mean a lot to our small team. Be honest, we learn from all feedback.

[Leave a Review] [Maybe Later]