Why Testimonials Matter
In an era where everyone claims to be the best, social proof cuts through the noise. A genuine testimonial from a real client is worth more than any marketing copy you could write. Prospects trust other buyers far more than they trust salespeople, which is exactly why testimonials are so valuable.
When to Ask
Timing is everything. The best moments are immediately after a positive outcome, when a client verbally praises your work, at the end of a successful onboarding, or during a review meeting where they share good results. These are emotional high points where the client is most willing and able to articulate their experience.
How to Ask Without Being Awkward
Keep it simple and direct. "I am really glad that worked out for you. Would you be willing to share a brief testimonial I could use on my website or LinkedIn? Even just a few sentences about your experience would be incredibly helpful." Most people say yes. They just need to be asked.
Make It Easy for Them
The number one reason clients do not follow through on testimonial requests is that they do not know what to write. Give them a simple framework. "Could you mention what problem you had, how we worked together to solve it, and what the result was?" Or better yet, offer to draft something based on your conversation that they can edit and approve.
Written vs Video
Written testimonials are easier to get and still very effective. Video testimonials are more powerful but require more effort from the client. Start with written ones. As your relationship deepens, ask your best clients if they would be open to a short video call that you record. Even a 60 second phone camera video works.
Where to Use Them
Your Zepys agent profile is another excellent place to showcase testimonials from happy clients. Put testimonials on your LinkedIn profile, in your proposals, on your website if you have one, and in your email signature. Reference specific testimonials in sales conversations when relevant. "I had a client in a similar situation who said..." carries real weight when you can point to the source.
Always Ask Permission
Never use a testimonial without explicit permission. Confirm whether the client is happy for you to use their full name, company name, and title, or whether they prefer to remain anonymous. Respecting their preferences builds trust and encourages others to provide testimonials too.