Easy Ways to Get Testimonials from Clients

Jesus Morales-Grace, EA
March 11, 2022
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Are you incorporating testimonials into your small business strategy? If not, you’re missing the chance to convert more visitors into clients and subscribers. After all, client testimonials are the lifeblood of any business. A 2014 study revealed that businesses with good client testimonials enjoyed 31% more business from their customers (that's a significant conversion rate!)

While obtaining glowing testimonials from happy customers is an essential aspect of scaling and building your business, recognizing how to request a testimonial might not always be simple.

But with this invaluable guide, you’ll be armed with the necessary tools and information to acquire testimonials that will enhance brand awareness. Let’s see how to secure client testimonials.


What is a testimonial?

When you’re just starting in business, it can be hard to persuade people to purchase your service or product. That’s where you need testimonials. What exactly is a testimonial, you might ask.

Testimonials offer a powerful means of social proof to encourage potential clients to become customers. A testimonial is simply an honest endorsement where somebody testifies to the quality and efficiency of your product or service. It can be written screenshots or a video testimonial.

A customer testimonial constitutes three aspects: it must be truthful; it must cite the qualities of the product being endorsed; it needs to be an endorsement of customer success. If you aren’t certain of how to obtain testimonials, here’s a look at a few simple ways you can get them.

Take a peek at Keeper Tax's review testimonial page to get an idea.

Strategies for Obtaining Testimonials

1. Request to use quotes from emails

One way of obtaining testimonials from people sentimental about you or your product is by incorporating quotes or parts from appreciation emails you receive from customers who have just purchased/used your product or service. For instance, one of your customers might send an email citing how much they enjoyed certain aspects of your service and how they look forward to using your service again. There are a ton of free email templates you can use to send out testimonial requests.

On the same note, one of your readers might email you, informing you how much they found your content invaluable. Both instances can offer a chance to obtain a testimonial. Just be sure to obtain permission from the person before referencing their email in public. This way, you won’t have broken their trust and confidence.

An advantage of email testimonials is that they have an element of credibility because they reveal the time and effort taken by a satisfied customer or business owner to convey his/her appreciation regarding your product, service, or website.

2. Obtaining them on a personal level

If you lack an engaged or huge mailing list, you might want to try an in-person approach. This strategy is ideal if you like engaging with clients face-to-face and if you know your clients well. This approach necessitates setting aside time to reach out to your clients and interacting with them further upon the completion of your task.

The more positive interactions you have with a client, the higher the likelihood of securing repeat business or strong referrals or word-of-mouth clients. After completing a project, go ahead and inform the client about how you enjoyed working together and how you would appreciate the feedback on the project. Asking for feedback also conveys an effort to understand any scope for improvement.

If you’ve done an amazing job and are sure about a positive review or a glowing recommendation, you should equally inform the client that you intend to display their testimonial on social media. Alternatively, you could direct them to the platform you’d like them to use (LinkedIn, Facebook page or Google, for instance).

You can request a testimonial in the following ways:

  • Send a form or survey which customers can complete regarding their experience
  • Have a fast wrap-up phone call with questions ready during which you could make your request.
  • Consider video conferencing to wind things up and request them to share their thoughts

Alternatively, you could leave them a recommendation or review on a platform such as LinkedIn. You can alert them that you’ve left them feedback and you’d equally appreciate theirs. Be cordial when asking even if they were charged a late fee for the invoice.


3. Track brand mentions

One way of obtaining client testimonials is by searching for those that exist already. You might find unsolicited reviews on personal blogs or sites that you might not be aware of. You can use tools such as Google Alerts to capture valuable reviews.

With Google Alerts, you can track brand mentions by receiving daily alerts for various terms, for instance, your business name, your name, and product names. If you stumble on reviews that you’re unaware of, simply reach out to the person and request their permission to feature their comments or testimonials on your testimonials page.

4. Automate the testimonial process

Requesting testimonials through automation is also a great way of collecting reviews and feedback at the end of a project or a purchase. This approach of automating feedback is ideal irrespective of the kind of product or service you sell.

You could incorporate a survey or feedback form in the automated email scheduled after the completion of the transaction. For instance, if you sell a course, you might need to follow up with your clients in 30 days to establish how the service was. In the case of long-term projects, you can consider sending an automated email form at different stages of project completion.

5. Testimonial swap

Nowadays, online businesses depend on testimonials to drive sales and build trust. If you’ve had a positive experience with a product or business that has equally used your service or product, consider swapping testimonials. You want to do it sensitively without making things uncomfortable.

Don’t make it awkward by stating that you’ll leave them a review only if they do the same for you. You could simply write the testimonial, inform the business about it, and encourage reciprocation on their end.

Remember, this approach should only apply to companies or businesses that have used your service or product and vice versa. It’s unethical to get testimonials from people who haven’t used your product or service.

6. Follow up

If a client or customer has agreed to offer a testimonial but hasn’t done so, it’s okay to follow up with a polite reminder concerning feedback. It’s also considered okay to issue incentives to clients to leave feedback. For instance, incentivizing them with a discount or gift card on the subsequent project. You could even issue referral discounts for all clients referred to your business.

7. Develop a survey

Surveys are a great means of collecting feedback on particular business aspects. However, participants can only offer responses to the questions asked. This won’t generate testimonials for business use unless you request a testimonial at the end of the survey.

If people take the time to complete a survey, there’s a high likelihood that they’re willing to leave a brief testimonial if they’re pleased with your service. Just ensure you integrate a section for testimonials. You can tailor the survey by including a text box to receive testimonials and including a star ranking option.


8. Issue a free product in return for a testimonial

Numerous online businesses issue a free product in return for an authentic testimonial. This trend is particularly common with authors who usually issue a free copy of their latest book to fellow authors or their fans in return for a review.

In some cases, companies reach out to bloggers and offer them free products in return for a review on their blog. Therefore, if you’re selling an ebook, you could send out some free copies to obtain testimonials. Subsequently, you can display them on your website.

9. Reward clients who leave reviews

A creative way of obtaining customer reviews involves allowing customers to win a prize. You could offer vouchers, coupons, or discounts. Alternatively, you could host a giveaway contest for clients who provide a testimonial video regarding your product.

You can implement this by incorporating reviews into your current rewards or loyalty program. If you have a rewards program, indicate that issuing testimonials yield additional customer points. This will give them the necessary incentive to share their views regarding your service or product.

Rewarding clients for other behaviors besides purchasing promotes enhanced engagement and produces significant customer reviews that can convince potential customers to purchase from you.


10. Work with your sales team

Developing a testimonial page for customers might be the role of the marketing department, but it doesn’t imply that the sales team can't pitch in to gather valuable customer feedback. After all, it is your salespeople who interact with customers almost daily.

Consult the sales team and share the objectives of your testimonial tactic. You’ll find there’s a high chance they can recognize perfect candidates who would be willing to issue a testimonial. Subsequently, sales representatives can reach out to customers with whom they have an existing relationship.

11. Send emails requesting testimonials

You can obtain more testimonials by sending emails. Emails go straight into your customers’ inboxes increasing your chances of being seen and your request considered.

Furthermore, your customers are the biggest fans and most would be glad to issue a good testimonial upon your request. To capitalize on email marketing, you should send an email to clients immediately after a positive interaction with your business, product, or service. This ensures that you will get a great response since the positive experience will still be lingering in the customer’s mind.

Sending an email to the right person at the right time could land you the chance to convert a testimonial into a case study.

Case studies resemble longer, more comprehensive testimonials that share the outcomes you attained for a particular client. You could even incorporate a case study on your website in the form of a blog post.

12. Include a notification

Another way of grabbing user attention and obtaining testimonials is by integrating website notifications. Notifications resemble popups, except they’re more discreet, typically popping up in the bottom corner of the screen. You can choose from various apps to include notifications on your website and is the perfect way of obtaining testimonials without disrupting site visitors.

13. Event

If you intend to link with numerous customers at an event such as a conference, this can be an excellent place to gather testimonials. You could even issue cards with a link directing prospective customers to a testimonial page.

14. Website link

A link on your website directing users to your review page can function as the cue for clients to leave a testimonial. Consider inserting the link along with a reminder to provide a testimonial on your blog or homepage sidebar.

15. Social media

Social media offers an efficient means for numerous businesses to remain in touch with a connected audience. If you use social media platforms for frequent customer engagements, you can consider requesting a testimonial there as well.

An easy way of obtaining testimonials is to establish and use peoples’ comments about you on social media. This platform offers a great testimonial source for nearly any kind of online business or blog. You find that people use social media to socialize, vent, comment, and commend. Testimonials originating from this platform have the added advantage of appearing more authoritative.

To determine peoples’ views concerning you or your business, search for your business name or blog on platforms such as Instagram and Twitter.

Jesus Morales-Grace, EA

Jesus Morales-Grace, EA


Jesus Morales is an Enrolled Agent and has 7 years of bookkeeping and tax experience. He enjoys hiking, traveling, and studying tax law.

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