💼Freelance & Consulting

Testimonial Requests

Templates for requesting and formatting client testimonials.

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zfctr1

Formal Message

Hi {{cursor}},

I hope this message finds you well. I wanted to share an update about formal message.

Here are the key details:

- [Detail 1]: [Specific information]
- [Detail 2]: [Specific information]
- [Detail 3]: [Specific information]

Please review the above and let me know if you have any questions or need additional information.

Thank you for your time and attention. I will follow up if I do not hear back by [date].

Best regards
zfctr2

Friendly Communication

Friendly Communication

Date: {{date}}
Prepared by: {{cursor}}

Summary:
[Brief overview of friendly communication]

Details:
1. [Key point or finding]
2. [Key point or finding]
3. [Key point or finding]

Action Items:
- [Action item 1] - Due: [Date]
- [Action item 2] - Due: [Date]
- [Action item 3] - Due: [Date]

Next Steps:
[Description of what happens next]

Notes:
[Additional context or considerations]
zfctr3

Brief Reminder

Hi {{cursor}},

Quick update on brief reminder:

[Key information]

Let me know if you have any questions.

Best
zfctr4

Detailed Confirmation

Detailed Confirmation

Date: {{date}}
Status: [Active/Pending/Complete]
Owner: {{cursor}}

Description:
[Detailed description of detailed confirmation]

Key Points:
- [Point 1]
- [Point 2]
- [Point 3]

Timeline:
- Start: [Date]
- Milestone 1: [Date]
- Completion: [Date]

Notes:
[Additional information]
zfctr5

Professional Report

Hi {{cursor}},

I wanted to bring something important to your attention regarding professional report.

Here are the key details:

- [Detail 1]: [Specific information]
- [Detail 2]: [Specific information]
- [Detail 3]: [Specific information]

Please review the above and let me know if you have any questions or need additional information.

Thank you for your time and attention. I will follow up if I do not hear back by [date].

Best regards
zfctr6

Quick Guide

Quick Guide

Date: {{date}}
Prepared by: {{cursor}}

Summary:
[Brief overview of quick guide]

Details:
1. [Key point or finding]
2. [Key point or finding]
3. [Key point or finding]

Action Items:
- [Action item 1] - Due: [Date]
- [Action item 2] - Due: [Date]
- [Action item 3] - Due: [Date]

Next Steps:
[Description of what happens next]

Notes:
[Additional context or considerations]
zfctr7

Comprehensive Brief

Hi {{cursor}},

Quick update on comprehensive brief:

[Key information]

Let me know if you have any questions.

Best
zfctr8

Customized Draft

Customized Draft

Date: {{date}}
Status: [Active/Pending/Complete]
Owner: {{cursor}}

Description:
[Detailed description of customized draft]

Key Points:
- [Point 1]
- [Point 2]
- [Point 3]

Timeline:
- Start: [Date]
- Milestone 1: [Date]
- Completion: [Date]

Notes:
[Additional information]

When to use this template

Customize for your workflow

Common questions

When should I ask for testimonials?

Within a few weeks of completing the project. Memory and enthusiasm both decay; neither helps the testimonial.

Is it OK to write the testimonial myself for them to approve?

Some clients prefer it (saves them time). Be transparent about it: 'Here's a draft based on our work — feel free to edit or rewrite'.

Related reading

More Freelance & Consulting Templates

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