Customer Testimonial Collection

Marketing team selects target customers and triggers the testimonial collection workflow. The automation pulls customer contact details and begins the outreach sequence.

Personalized testimonial request emails are sent automatically to each target customer with the customer's name and company pre-filled. A unique tracking link is included so responses are logged automatically.

Customer responses are collected survey with structured questions (problem solved, results achieved, recommendation). Responses are automatically logged and timestamped.

Each completed response is automatically added to a Google Sheet with customer name, company, product, and testimonial text. Duplicates are flagged by email address.

After 5 days with no response, a follow-up email is automatically sent to non-responders. After 10 days, a second follow-up is sent. Responses are tracked in the sheet.

Once a testimonial is received and logged, it is flagged for the marketing manager to review for brand fit, clarity, and length. The manager approves or requests edits.

After internal review, the testimonial is automatically sent to the customer for final approval, including permission to use their name and company. Approval status is tracked in the sheet.

Once approved, the testimonial is automatically tagged with product, industry, and use case metadata in the sheet and marked as ready to publish. A notification is sent to the marketing team.