A ready-to-use conversational form

Testimonial form template

Collect testimonials with the story, the result and written permission to publish. Low ratings are asked what went wrong privately instead of for a quote.

14 questionsAbout 4 min4 branches2 endingsRead the template guide
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A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Contact info
  • Rating
  • Short text
  • Long text
  • Single select
  • File upload
  • Website
  • Multi select
  • Consent

The conversation

What a respondent is asked, in order.

Would you say a few words about working with us? It really helps.

1

Your name and email

Contact inforequired
2

How would you rate your experience with us?

Ratingrequiredsplits the flow
3

What did we work on together?

Short textoptionalsometimes asked
4

What was going on before you came to us?

Long textoptionalsometimes asked
5

In your own words, what was it like working with us?

Long textrequiredsometimes asked
6

Is there a specific result you'd be happy to mention?

Short textoptionalsometimes asked
7

How would you like to be credited?

Single selectrequiredsometimes askedsplits the flow
8

Role and company, exactly as you'd like it shown

Short textrequiredif attribution is Full name, role and company
9

A photo we can show alongside it?

File uploadoptionalif attribution is Full name, role and company
10

Your LinkedIn profile, if you'd like it linked

Websiteoptionalif attribution is Full name, role and company
11

Which company should we name?

Short textoptionalif attribution is First name and company only
12

Where are you happy for it to appear?

Multi selectrequiredif attribution is Anonymously
13

Permission to publish

Consentrequiredsometimes asked
14

Sorry it wasn't better. What should we have done differently?

Long textrequiredif rating ≤ 3

Endings

Thank you ⭐

Thank you for telling us

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your testimonial form

  • Where will testimonials be published, and does the list of places match?
  • Do you want photos and LinkedIn links, or only written quotes?
  • What rating should count as low enough to ask for private feedback instead?
  • Who follows up with a customer who shares a bad experience?

How to use the responses

Pick quotes that mention a before and an after; they persuade far more than general praise. Only publish in the places each person ticked, and keep the consent with the quote in case anyone asks. Treat every low-rating response as a support case: reply personally within a few days, and look for patterns across them before the next round of requests.

How to customize and share this template

  1. 1Change the list of places a quote can appear to where you actually use testimonials.
  2. 2Adjust the rating that routes to private feedback if you want to be stricter or looser.
  3. 3Send the link at a high point, such as right after a result lands, rather than months later.

Frequently asked questions

How do I ask a customer for a testimonial?

Ask soon after a good result, keep it short, and give them questions to answer instead of a blank page. Asking about the before and after gets you a story rather than a compliment.

Do I need permission to publish a testimonial?

It is safest to have it in writing before you publish. This form asks where the quote may appear and how the person wants to be credited before they agree.

What questions should a testimonial form ask?

What things were like before, what working together was like, any result they can share, how they want to be credited and where the quote can be used.

What happens if a customer gives a low rating?

They are asked privately what went wrong and skip the testimonial questions, so you can follow up instead of collecting a quote you wouldn't use.

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