When & How to Ask for Client Testimonials Feature Image

The Power of Influence: How to Ask for Client Testimonials That Help You Grow

In an era where consumer confidence in traditional marketing methods is waning, customer testimonials emerge as invaluable assets. They offer genuine insights into your brand’s trustworthiness and credibility.

However, obtaining positive client testimonials is more than just a stroke of luck—It’s about actively engaging with satisfied customers.

While you may receive the occasional feedback without asking, the true impact lies in proactively requesting testimonials. But how do you go about this delicate process?

In this article, we’ll show you precisely that! Without delay, let’s explore how to ask for client testimonials and how they set your business apart.

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The Importance of Client and Customer Testimonials

Testimonials are authentic statements or recommendations from customers about a product, service, or brand. These testimonials typically highlight positive experiences, benefits gained, and results achieved, aiming to influence others’ purchasing decisions.   

The more advocates you have, the fewer ads you have to buy.

Dharmesh ShahFounder-CTO, HubSpot

Customer testimonials come in various forms, including written statements, video recordings, or ratings and reviews. Here are some key points highlighting the importance and benefits of testimonials in business and digital marketing:

  • Voluntary endorsement: Testimonials offer authentic endorsements of the quality and effectiveness of your products or services
  • Enhancing reputation: They help build trust and credibility with prospective clients, reassuring them of the value they can expect from choosing your business
  • Influencing consumer behavior: Testimonials have a significant influence over purchasing decisions. They offer valuable insights into the real-life experiences of past clients or customers. Utilizing social proof promotes trust among potential clients and drives more sales
  • Competitive advantage: By showcasing positive testimonials on your website and marketing materials, you differentiate your business from competitors and attract more customers
  • Personalization: Testimonials add a human touch to your brand, offering potential clients a glimpse into the genuine experiences of others. This promotes a sense of connection and trust, making your business more relatable and appealing

Now, let’s delve into successful techniques for requesting customer testimonials.

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Successful Strategies for Requesting Testimonials

Getting testimonials from clients can seem challenging, especially for freelancers. But fear not! There are effective methods for gathering these reviews without coming across as needy.

Below are various techniques for making a successful testimonial request. These strategies aim to simplify the process and ensure a positive response from your client. Let’s discover how you can ask for a testimonial effectively.  

1. Timing it right

Timing is crucial when requesting testimonials. Ideally, ask for testimonials after the client has experienced success with your product or service. Ensure they’re satisfied with the outcomes and your working relationship.

For example, if you provide website content services, consider asking for testimonials after the content is live on their site. Allow time to gauge its performance.  

Similarly, for products or services that require testing, such as software, allow clients time to use them before requesting testimonials.

If it is an ongoing relationship, aim to ask for feedback immediately after a positive interaction. Alternatively, ask for a testimonial upon successful project completion when client satisfaction is at its peak.  

By choosing the right moment to request testimonials, you increase the likelihood of receiving genuine and positive feedback.

Collect responses quickly and conveniently with the ClickUp Form View feature.

It seamlessly captures client feedback and instantly routes it to the right team for action. The best part? With conditional logic, forms dynamically update based on responses, ensuring you capture relevant information efficiently.

Conditional Logic in ClickUp Forms Product Feedback Example
With the ClickUp Forms conditional logic, design smarter forms tailored to collect specific data, like product feedback

You can also use a product feedback software to gather feedback from various channels like feedback forms, in-app surveys, email, and social media.

These tools simplify the feedback collection process while enabling you to use insights from the responses to improve your products or services. 

2. Using social media

Utilizing social media platforms is a powerful strategy for gathering organic feedback. Encourage clients to share their positive experiences on platforms like Facebook or LinkedIn, either through written posts or short video testimonials.

When customers express satisfaction on social media, it boosts your brand’s visibility and credibility without requiring additional effort. Direct clients to specific social media channels where your target audience is active. This further enhances the reach and impact of their testimonials. 

In summary, employing social media offers a public stage for collecting and sharing customer testimonials. It ultimately strengthens your brand’s reputation and attracts new clients.

3. Offering incentives

Offering incentives motivates clients to provide testimonials. Examples include offering a small gift card, a discount on future projects, or referral discounts for each client they refer. These incentives should be relevant and worthwhile to your customers. 

Providing rewards such as freebies or special offers gives customers a compelling reason to share their feedback. Below are the pros and cons of this method:


  • Motivates participation: Encourages clients to dedicate time to leaving a testimonial
  • Boosts engagement: Increases the likelihood of clients actively responding to your testimonial request


  • Potential bias: Offering incentives may lead clients to provide overly positive feedback
  • Authenticity concerns: Testimonials exchanged for incentives may lack genuineness, raising doubts about their credibility

So, while offering incentives boosts customer engagement, it’s crucial to maintain authenticity in your approach.

4. Requesting testimonials via text messages or email

To request testimonials efficiently, utilize text messages or email after a purchase or service completion. Send personalized messages expressing your gratitude and asking for their opinions. Keep the requests concise and easy to respond to.

Emails offer an effective method for soliciting testimonials, especially if you already have a mailing list of customers. However, ensure your email stands out amidst the clutter by keeping it natural and engaging.

Formal testimonial requests hold particular power, especially for high-profile clients like CEOs. Clearly outline the request, offering options for written or video testimonials and providing guidance and examples. Input customer details to tailor content, driving engagement and satisfaction.

Remember, you can always skip drafting emails from scratch with ClickUp Brain— it lets you craft email in seconds:

Generating email templates using ClickUp Brain
Generate templates for writing emails and accelerate feedback collection with ClickUp Brain

Text messages also offer a fast and direct way to request testimonials, although they may have limitations in eliciting detailed feedback.

Here are the pros and cons of each method:


  • Efficient and cost-effective method
  • Enables personalized and tailored communication with each client
  • Allows for easy tracking and organization of responses
  • Risk of emails being overlooked or sent to spam folders
  • May require permission to send promotional emails

Text Messages

  • Immediate and direct communication channel
  • Higher likelihood of prompt responses
  • Facilitates automation for greater efficiency
  • Limited space for detailed feedback
  • Some clients may prefer other communication methods
  • Companies may have to invest in a third-party platform for SMS delivery and ensure privacy policy compliance in relevant regions

Both email and text messages have their advantages in obtaining testimonials. However, it’s essential to tailor your approach based on your audience’s channel preferences and your relationship with them.

Regardless of the method, a courteous, concise, and relevant request is key to receiving valuable client feedback.

5. Adding a call to action for testimonials

Include clear calls to action (CTAs) in your marketing materials, encouraging satisfied clients to share their experiences through testimonials. Use persuasive language to prompt action and highlight the benefits of leaving a testimonial.

Clearly outline the steps for submitting feedback and make it as easy as possible for clients to submit a testimonial. For example, direct them to a designated testimonial submission form on your website. Ensure you keep the form short and simple so people don’t drop off. Alternatively, provide an email address where they can send their feedback.

Incorporate visually appealing buttons or links to guide clients to the testimonial submission page on your website or preferred platform. By simplifying the process, you increase the likelihood of clients providing testimonials.

6. Creating a dedicated testimonial page

Establish a dedicated testimonial page on your website to prominently showcase client feedback. Whether it’s a long page featuring all testimonials or a gallery linking to individual reviews, make it easy for visitors to access and navigate.

Highlight different aspects of your product or service with each testimonial, demonstrating its versatility and benefits. Encourage clients to share their testimonials and regularly update the page with new feedback.

Include visuals like photos or videos to make the page more engaging for potential customers. Ensure effective organization and presentation for maximum impact.

7. Simplicity in testimonial requests

To simplify the testimonial process for clients, provide clear instructions, and minimize barriers to submission. Consider your clients’ busy schedules and ensure the process is easy and fast.

Utilize ClickUp’s Feedback Form Template to craft custom surveys, gather actionable data, and swiftly analyze responses for informed product decisions

To efficiently manage testimonials and streamline your workflow, use feedback forms. For instance, the ClickUp Feedback Form template helps you pinpoint specific pain points and quickly prioritize improvements. This template allows you to effectively collect, organize, and leverage client testimonials.

Apart from requesting a rating, the template also includes fields for your clients to give their reasons for the rating and offer you suggestions for improvement. 

Additionally, utilizing a questionnaire template streamlines the process of gathering feedback. A questionnaire template provides a structured format with predefined questions and response options, simplifying the creation of customized surveys.

For video testimonials, avoid requiring clients to download extra software; provide direct links instead. Keep any questions short and direct, and offer prompts to guide clients.

8. Power of referral marketing

Use referral marketing to gain testimonials and expand your client base. When engaging with clients, inquire if they know others who could benefit from your services. If they provide a referral, you may be able to secure a new prospective client.

If not, pivot to requesting a testimonial to showcase your partnership. 

By cultivating brand ambassadors through referrals and testimonials, you amplify your business’s credibility and attract more clients.

However, a clear framework is essential to use customer feedback effectively. That’s where the ClickUp Customer Contact Form template comes into the picture.

Utilize ClickUp’s Customer Contact Form Template to organize and streamline customer inquiries like never before

This template simplifies the process of collecting customer concerns and feedback. Quickly address customer inquiries, collect essential data for research and marketing, and demonstrate your commitment to customer satisfaction with this easy-to-use contact form. 

Integrating client feedback into your customer profile templates further enhances your understanding of your target audience. These structured documents collect and organize relevant information about buyer demographics, preferences, behaviors, and needs. They empower marketing teams to run more effective campaigns and strengthen customer relationships.

Timing is key; aim to request referrals after assisting clients in achieving their objectives. Ultimately, satisfied customers are the best advocates for your brand and are likely to recommend your services to others.

9. Offer to meet them half-way

Collaborating with clients to co-write testimonials ensures authenticity and alignment with brand messaging. Guide clients through the process to ease any uncertainties they may have in expressing their experiences.

Start by asking open-ended questions and incorporate their feedback into the testimonial. Address any concerns or negative feedback along the way. This approach builds trust and results in genuine testimonials that showcase the value of your offerings. Always obtain approval before sharing testimonials publicly. 

Streamline document management with ClickUp Docs. Collaborate with clients in real time on shared documents, enabling seamless editing, suggestions, and feedback exchange. Utilize pre-defined questions or prompts to guide clients through the process.

ClickUp Docs
With ClickUp Docs, experience-rich formatting and convert text into actionable tasks from Docs to keep your feedback collection process organized 

10. Try a variety of formats

Conducting interviews with satisfied clients yields valuable insights and authentic testimonials. It allows you to ask open-ended questions, enabling clients to provide qualitative feedback about their experiences.

You can schedule these interviews via video calls or in-person meetings, depending on the client’s preference.

Enhance the process with ClickUp Brain. This AI-powered tool helps you input notes and interview feedback and swiftly analyzes them to provide concise meeting summaries.

ClickUp Summarize feature for Meeting Notes
Utilize ClickUp Brain to streamline your interview process and capture the most important points, decisions, and action items

On the other hand, short testimonials offer a quick and convenient way for busy clients to provide feedback. Requesting concise responses, such as one to two sentences, makes it easier for clients to participate, even with time constraints.

Offer multiple submission options, such as social media takeovers, live interviews, or podcast appearances.

For clients with whom you’ve established a strong relationship, consider more involved approaches, like filming formal interviews at their office or via Zoom. Enable clients to provide testimonials in a format that best suits their preferences and accessibility.

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Optimizing Testimonial Collection with ClickUp

Ensuring a smooth collection of client testimonials is crucial for building trust and credibility. However, finding the right approach and format can be overwhelming. That’s where ClickUp comes in—a platform designed to simplify and optimize every aspect of your workflow.

ClickUp offers tools that make gathering and managing client testimonials a breeze.   

In this section, we’ll explore how ClickUp Form View, ClickUp Brain, and ClickUp CRM empower businesses to collect and leverage client testimonials effortlessly.  

1. ClickUp’s Form View

ClickUp 3.0 Form view Simplified Menu Expanded
Ensure prompt task assignment and capture responses effortlessly by customizing ClickUp Forms

ClickUp’s Form View offers a versatile and user-friendly interface that simplifies the collection of customer testimonials and feedback. Here’s a closer look at its key features:

  • Customization: Tailor forms to your specific needs, creating a seamless and branded experience for clients to submit testimonials
  • Automated task generation: Responses submitted through the form are automatically converted into tasks within ClickUp, ensuring efficient organization and categorization
  • Efficient workflows: Connect forms to trackable tasks for quick action, ensuring feedback doesn’t get lost in the ether
  • Conditional logic: Dynamic form fields adjust based on user responses, making them easier to complete and capturing relevant information accurately
  • Integration capabilities: Easily integrate form responses into your existing workflows, driving product improvements and enhancing customer satisfaction

With ClickUp’s Form view, gathering and managing client testimonials is so much easier.

2. ClickUp Brain

Use ClickUp AI to write faster and polish your copy, email responses, and more
Take charge of your customer communication with ClickUp Brain by crafting custom prompts, then fine-tune your output as needed

ClickUp Brain revolutionizes how businesses communicate with clients through its advanced AI features. Here’s how it elevates your client outreach efforts:

  • AI-powered copywriting: Leverage AI to generate compelling copy for reaching out to clients, ensuring consistency and professionalism in your communication. Here’s a sneak peek of how you can create engaging feedback requests on ClickUp Brain:
ClickUp Brain for copywriting
Generate compelling copy for communicating with your clients using ClickUp Brain
  • Built-in spell check: Automatically detect and correct spelling errors in your communication, maintaining a polished and professional image
  • AI quick replies: Respond to client messages promptly with shorthand, which AI converts into messages with the perfect tone
  • Template generation: Generate customizable templates for client outreach, saving time and maintaining brand consistency
  • Data security: Rest assured that ClickUp AI prioritizes data security, with strict measures in place to protect sensitive client information

With ClickUp Brain, you can build templates and systems for an effective client feedback workflow. It helps you enhance your client outreach strategies, drive engagement, and build lasting relationships.

3. ClickUp CRM

Using ClickUp as a CRM and managing customer data in ClickUp List view
Visualize pipelines, oversee accounts, collaborate efficiently, and optimize customer workflows using ClickUp’s CRM solution

ClickUp CRM helps you set up recurring and personalized outreach for testimonials from your clients. In addition, it is an excellent tool to optimize client management processes and drive growth. Here are the key features:

  • Visual pipeline: Visualize and manage client interactions with an intuitive pipeline view, allowing you to track progress and prioritize tasks effectively
  • Centralized customer outreach: Integrate emails seamlessly with ClickUp to eliminate communication silos. Send testimonial requests and project updates to clients and collaborate on deals from a single hub
  • Data analysis: Gain valuable insights into customer behavior and trends by analyzing data such as average deal sizes and customer lifetime value using ClickUp’s 50+ Dashboard widgets
  • Customizable database: Create a tailored system to analyze and store contacts, deals, and customers, linking tasks, documents, and more for comprehensive tracking
  • Automation and forms: Streamline customer workflows with automated task assignments, status updates, and custom-branded Forms powered by conditional logic for efficient data collection
Use ClickUp CRM template as an ideal starting point for your business to manage customer relationships

If you’re looking for a starting point to store and manage all your customer information—all in one place—the ClickUp CRM template is your answer. Collaborate with your team and visualize your sales pipeline easily with this fully customizable template to streamline client outreach and enhance customer satisfaction.

The template includes custom statuses like ‘closed won,’ etc., so you can segment your client database better for personalized communication. 

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Best Practices for a Successful Client Testimonials Program

You don’t need to be an email marketing guru to acquire valuable client testimonials. Simplicity and creativity are your best assets.

Email requests for testimonials: Things to remember

Here are some tips to make the most of your email outreach for testimonials: 

  • Keep it simple but personal: Craft a straightforward email with a friendly greeting, a word of thanks, and a polite request for a testimonial. Add a personal touch; address them by name and refer to specific interactions
  • Link to a reviews page: Let clients see what your client testimonials look like so they know better what’s expected of them
  • Provide a feedback form link: Include a customized feedback form with tailored questions to ensure the feedback covers aspects you’d want their input on
  • Permission-based outreach: Only send testimonial requests to clients who have given explicit permission to receive such emails
  • Comply with regulations: Ensure compliance with CAN-SPAM federal law by providing clients an option to unsubscribe from future emails
  • Follow-up: Send multiple emails spaced out over time to prompt and remind clients without overwhelming them. 

Example Testimonial Request Email

Subject: Your Feedback Needed!


Hi [Client’s First Name],

I hope this email finds you well!

I’m reaching out to ask for a small favor. As I continue to enhance my services, I’m gathering testimonials from satisfied clients like you to feature on my website.

Would you be willing to share a brief testimonial about your experience working with me? It doesn’t have to be lengthy—just a few sentences expressing your thoughts would be fantastic.            

To see examples of testimonials from other clients, you can check out our testimonials page [insert link].

Please feel free to reply to this email with your testimonial. Your input means a lot to me and will help others learn about the quality of our services.

Thank you sincerely for your time and support.

Best regards,

[Your Name]

Crafting well-designed testimonial request emails encourages responses, enhancing brand credibility. However, strategic approaches and compliance are essential for success.

Nurturing Client Relationships for Genuine Feedback

In the business world, customer testimonials are like gold dust—they hold immense value, offering social proof to potential buyers. But how do you secure these valuable endorsements? The answer lies in nurturing strong customer relationships.

Here are a few points to remember in this respect:

  • Prioritize customer satisfaction: Happy and satisfied customers are more likely to advocate for a brand and share their positive experiences through testimonials. Invest in customer satisfaction through responsive customer support, personalized communication, and loyalty programs.
  • Be sincere and authentic: Focus on genuine client relationships built on mutual respect and understanding. Encourage customers to share their honest opinions and experiences, even if they include constructive criticism.
  • Match your communication to their stage in the customer journey: Clients have multiple interactions with your brand, such as purchasing, receiving support, or participating in a loyalty program. By aligning communications with these touchpoints, you demonstrate attentiveness to the customer’s experience and improve engagement
  • Act on feedback: Customer testimonials are valuable sources of insights into areas for improvement. The feedback provided in testimonials allows you to gain a deeper understanding of customer preferences, pain points, and satisfaction levels. Use this feedback to identify strengths to capitalize on and opportunities for improvement. Create a Kanban board in ClickUp encompassing feedback recommendations, their priority, and their status. It facilitates swift and efficient action to address customer concerns and enhance service delivery.   
ClickUp Feedback Form Template- Recommendations Board view
Utilize ClickUp’s Board View to efficiently manage and prioritize feedback recommendations, facilitating easier organization and action on customer feedback

Pro Tip: Utilize free feedback form templates to ensure consistency in data collection and easily analyze feedback to identify trends. Incorporate this feedback into your decision-making processes to continuously refine your offerings, enhance customer experiences, and drive long-term success.

Read more: Customer lifecycle marketing

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Seek & Manage Client Testimonials Like a Pro

Quality testimonials are indispensable assets that build your brand’s credibility and attract new customers. Remember to approach clients respectfully and make the process convenient.

Utilize platforms like email, social media, and your website to request testimonials and consider incentives to drive more participation. Keep in mind that online reviews and testimonials serve as social proof, influencing purchasing decisions and driving business growth. With a strong ally like ClickUp, you can collect testimonials and manage client feedback better. Centralize your customer testimonial management, track client feedback, and optimize your workflow for maximum efficiency and growth with ClickUp.

Sign up on ClickUp today

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Frequently Asked Questions (FAQ)

How do you ask for client testimonials by email?

Ask for a testimonial by crafting a personalized testimonial request email expressing gratitude for their partnership. Politely ask if they would be willing to share their positive experiences with your product or service. Provide clear instructions on how they can submit their written or video testimonial, ensuring convenience and ease of response.

How do you ask someone to write a testimonial?

When making a testimonial request, approach individuals respectfully and express appreciation for their collaboration. Send testimonial request letters that clearly outline the purpose of the testimonial and how it would benefit your business. Provide guidance or prompts to help them structure their testimonial effectively. Ensure the process is convenient and hassle-free for the respondent.

When should you ask a client for a testimonial?

Timing is crucial when asking for a client testimonial. Aim to request feedback when the client has recently experienced success or achieved a milestone with your product or service. Additionally, consider asking for testimonials after delivering exceptional service or receiving positive feedback. The goal is to capture their enthusiasm and satisfaction while it’s fresh in their minds.

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