Testimonial Requests
Templates for requesting and formatting client testimonials.
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 regardsFriendly 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]Brief Reminder
Hi {{cursor}},
Quick update on brief reminder:
[Key information]
Let me know if you have any questions.
BestDetailed 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]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 regardsQuick 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]Comprehensive Brief
Hi {{cursor}},
Quick update on comprehensive brief:
[Key information]
Let me know if you have any questions.
BestCustomized 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
- Post-project ask for a testimonial within a week of delivery, while the client is still happy with the work.
- Specific-quote request when you want a usable testimonial — give them suggested questions to make writing it easier.
- LinkedIn recommendation request that turns into both a public endorsement and a quote you can use elsewhere.
Customize for your workflow
- Make it easy. Send 3-4 specific questions ('What problem were you trying to solve?', 'What was the outcome?'). Open-ended 'write me a testimonial' rarely produces good copy.
- Always ask permission before publishing the testimonial. Quote what they wrote verbatim or send your edited version for sign-off.
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'.
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