TESTIMONIAL REQUEST TEMPLATE PACK
Five channels: email, SMS, in-app, post-purchase, Slack
From Prooflet: https://prooflet.io/blog/testimonial-request-email

How to use: replace everything in [brackets]. Always name the
specific result you are congratulating them on. Send within 48
hours of a win, and follow up once, never twice.

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1. EMAIL
When: The default for B2B and considered purchases. Send within 48 hours of a win.
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Subject: Quick favor: would you share a few words?

Hi [First name],

Congrats on [specific result, e.g. "your first 100 signups"].
That was great to see.

Would you share a short testimonial about it? Two or three
sentences is plenty: what things were like before, what changed,
and one result you have seen. It takes under 3 minutes here:

[link]

Text, audio, or a 60-second video all work. No pressure at all,
and thanks for even considering it.

[Your name]

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2. SMS
When: Local and service businesses, same day, only to customers who agreed to texts.
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Hi [First name], [Your name] from [Company]. Glad [specific
outcome] worked out! Got 60 seconds for a quick testimonial?
[link] No worries if not.

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3. IN-APP
When: Self-serve products. Trigger on a success event, show it once.
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Title:   You just [milestone]!
Body:    Would you tell other [role] what that was like?
         Two lines is plenty.
Buttons: [Leave a testimonial]  [Not now]

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4. POST-PURCHASE
When: Ecommerce and subscriptions, timed to when the customer has seen the outcome (2 to 4 weeks for anything with a learning curve).
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Subject: How did [product] work out?

Hi [First name],

You have had [product] for [time period] now. If it has done
what you hoped, would you tell other buyers?

[link]

Two sentences helps more than you would think.

[Your name], [Company]

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5. SLACK
When: B2B clients you already message daily. Send as a direct message, not in a shared channel.
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Hey [First name], since [specific result] landed, would you be
up for a short testimonial? Two lines typed is great, or 60
seconds of video if you would rather: [link]

Totally fine to say no, it will not be weird.