Testimonial Request Template — Get More Social Proof — Refront
Request and collect client testimonials effortlessly. Guided questions help clients provide detailed, authentic reviews you can use in marketing.
About This Template
Social proof closes deals. This template makes it easy to request testimonials from happy clients with guided questions that produce detailed, authentic reviews. Automate the request timing based on project milestones so you never miss an opportunity to collect great feedback.
Variations
Post-Project Testimonial
Guided questionnaire sent after project completion with prompts for challenge, solution, results, and recommendation. Optimised for website and marketing use.
Best for: Agencies that want to collect testimonials after successful project deliveries.Video Testimonial Request
Request template for video testimonials with talking points, recording guidelines, and a simple upload form in the client portal.
Best for: Agencies building a video testimonial library for their website or sales materials.Platform Review Request
Template requesting reviews on specific platforms (Google, Clutch, G2) with direct links and brief instructions for each platform.
Best for: Agencies that want to build their reputation on third-party review platforms.How to Use
- 1
After a successful project delivery or positive feedback, trigger the testimonial request workflow in Refront.
- 2
The client receives a guided questionnaire through the portal with prompts for specific details.
- 3
Review submitted testimonials and request clarifications if needed.
- 4
Approve testimonials and optionally publish them to your website directly from Refront.
- 5
Track which clients have provided testimonials and schedule follow-up requests for those who haven't.
Frequently Asked Questions
Can testimonial requests be automated?
Yes. You can set up triggers in Refront so testimonial requests are automatically sent after project completion or when a client gives positive feedback.
Can I publish testimonials directly to my website?
Refront can export approved testimonials in a format ready for your website, or integrate with your CMS to publish them automatically.
How do I handle clients who decline?
The system tracks request status. Clients who decline are not asked again, and you can set a cooldown period before re-requesting from clients who haven't responded.
Ready to get started?
Try Refront for free and discover how AI automates your workflow.