Asking customers for testimonials by text
When and how to ask a happy customer for a testimonial or case study by text, and how to make saying yes effortless.
·2 min read
Testimonials help future customers trust you, and satisfied customers are often glad to share. The trick is asking at the right time and making it easy.
Here is how to do it by text.
Pick the moment
Ask right after something goes well: a completed project, a resolved problem or a compliment. Example: Thanks for the kind words, Jordan. Would you be open to letting us share them as a short testimonial?
Make yes easy
Offer options: reply with a sentence, answer two quick questions, or have a draft ready to approve. People are more likely to agree when the work is small.
- ✓Ask permission to use their name.
- ✓Offer a draft they can edit.
- ✓Say thank you either way.
Respect their answer
Never publish without clear permission, and never pressure anyone. Keep the written approval in the contact record.
Putting it into practice
Follow up on testimonials the right way. When a customer agrees, thank them quickly and show them exactly how their words will appear, including their name and any photo, before you publish anything. Keep a record of the approval in the contact record, with the date and the version they saw. If they later ask you to remove it, do so promptly and without argument. Rotate where you use testimonials, such as your website, proposals and social posts, and keep them honest and unedited apart from small fixes for clarity. Real, specific stories about real results are more persuasive than a long list of generic praise.
Key takeaways
- →Ask right after a good experience.
- →Make replying quick.
- →Get explicit permission to publish.
- →Thank them regardless.
Put this into practice with Text2Sale
Import leads, create follow-up campaigns, organize replies, and connect texting, calling, and appointments in one workspace.
Frequently asked questions
Is it okay to offer something in return?
Be careful. Incentives for reviews can break platform rules and disclosure requirements. Check them first.
Where should I store approvals?
In the contact record, so you can show when and how permission was given.