Three ways to ask your clients for feedback (templates included)
You’re doing amazing work in your business, now it’s time to make sure the results don’t just disappear in your DM’s. Here’s three (really easy) ways to ask your clients for a testimonial: a voice note, a google review and a full testimonial with your own targeted questions. Use these templates, personalise it to make sure it sounds like you but make sure you ask and capture that win while it’s fresh!
1) Ask for a quick voice note (fastest path to “yes”)
This one is great for busy clients, the ones who you trust and to use in the moments right after you’ve had a win. Voice notes are quick and easy for your client to deliver but also very valuable for you to capture the emotion from them, show authenticity and you can always use the transcript to pull quotes out from later.
How to position it
Make it tiny: 60–90 seconds.
Give two or three prompts so they’re not staring at a blank page (if they want it).
Don’t forget not everyone likes a voice note so give them the option of a written message if they prefer.
Message template (WhatsApp/DM):
“Hey [Client],
I’m so happy about [specific win you just achieved together]. Would you be up for sending a quick voice note about the experience on your side that I can use as a testimonial?
A few easy prompts if they’re helpful (use any or all):
What was happening before we worked together?
What changed after we worked together?
One result you’re super proud of (numbers or feelings both count!).
Totally fine to be casual as if you’re chatting to a friend. If you’d rather text, a few lines would also be gratefully appreciated!
Thank you!”
What to do with it
Save the audio to your ‘Client Feedback’ folder - if you don’t already have one, you need one
Transcribe (you can do this directly in WhatsApp!) and highlight one quote plus 2–3 specific outcomes if you can.
Don’t forget to ask if they are happy to be named or if they’d prefer to keep it anonymous.
2) Ask for a Google review (public social proof)
You need these for local search visibility and quick public proof you can link. Keep the request ultra-specific and include the direct review link.
Message template (email or message)
“Hey [Client],
I’ve loved working with you on [project] and am so pleased with the results we’ve achieved. Would you mind leaving a quick Google review? It doesn’t have to be long but really helps people find me.
Here’s the link: [paste your direct review link from Google]
Helpful prompts if it makes it easier (but you don’t have to use them if you don’t want to!)
What challenge brought you to me?
What we did together (a summary is fine)
The result or change you’ve seen
Would you recommend this to someone like you?
Thank you so much, it’s genuinely so appreciated.”
3) Full testimonial form (tailored questions = richer stories)
Sometimes you have specific questions and you need more details about the clients experience. Use a short, guided form (5–7 questions max) with a mix of checkboxes and short answers.
Set up a simple form first, use something built into your CRM or something more generic like google forms.
Suggested questions
What challenge led you to work with me?
What made you choose me over other options?
What did we do together?
What results did you see?
What surprised you about the process?
Who would you recommend this to and why?
Permission: Can I share this on my website/social? Any parts to keep anonymous?
Message template (email)
“Hey [Client],
I’m putting together updated client stories and would love to include your experience. If you’re happy to share, this short form should take under 10 minutes to complete and I’d be so grateful for your time:
[Form link]
It focuses on the before/after and any specific results you noticed (time saved, enquiries, revenue, less stress -whatever matters most to you).
Thank you so much, it’s genuinely so appreciated.”
If it’s a longer form you can offer a thank you exchange (a mini service) however most people are happy to help and if they’ve had a good experience they want to help you gain more clients!
Small practices that boost responses
Try to ask when momentum is high: right after a tangible win or “wow, that’s so much better” moment.
Make it easy: tell them what you need, don’t ask for too much.
Be specific: name the result you might reference (“saving ~5 hours/week”) to jog memory.
