Testimonial Collection Checklist
Stop collecting testimonials randomly. This checklist helps you build a repeatable system that generates social proof consistently.
Set up automated email at Day 14 asking for feedback
Users who are active after 2 weeks are your best testimonial candidates. Automate this ask.
Create an NPS survey in your product
Ask "How likely are you to recommend [Product]?" Follow up promoters (9-10) with a testimonial request.
Set up alerts for product mentions on social media
Monitor X, Reddit, and Product Hunt for unsolicited positive mentions. These are the best testimonials.
Create a testimonial request email template
Have a ready-to-send template you can personalize in 30 seconds.
Add review links to your email signature
"Love [Product]? Leave a review on G2" - passive collection that adds up over time.
Ask after every positive support interaction
Customer had a great support experience? Perfect moment to ask for a review.
Create a dedicated testimonials page on your site
Display your best testimonials. This page also helps with SEO for "[product] reviews" queries.
Set up a quarterly testimonial outreach
Every 3 months, email your most active users asking for updated testimonials.
Ask for specific details in testimonials
"Could you mention which specific feature helped you the most?" Specific testimonials convert better than generic praise.
Get permission to use name, photo, and company
Always get written permission. Offer to let them approve the final version before publishing.
Repurpose each testimonial into 3+ content pieces
Social post, email quote, landing page card. Each testimonial should work across channels.
Track testimonials in a spreadsheet
Log: customer name, date, platform, quote, permission status, where published. Keep organized.
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