Read this article, and I will share the tips that I have used to generate more testimonials for my business. This strategy I'm about to show you has helped save me a tonne of time!
What I did was create a Feedback survey in Typeform and send it out to clients using ConvertKit.
It meant that I could gather valuable feedback on where I can improve while also gathering reviews for my business.
I take sound bites from these reviews and transform them into the testimonials that I use in my marketing.
Keep reading, and I'll show you my step-by-step guide so you can create a Feedback survey of your own.
Create your Welcome Screen in Typeform
Start by creating a blank Typeform. Then you will want to press the + button to Add a New Question. For the question type, choose Welcome Screen.
Now that you have created the Welcome Screen, you can add a title and a short description.
Here's what I entered for mine:
Now that you have your Welcome Screen in place, it's time to add some questions.
Add your Survey Questions in Typeform
Typeform has a bunch of different types of questions you can ask.
You can ask Multiple Choice, Short & Long Text, Ranking, Yes/No, Ratings, and Dropdowns. You'll most likely stick to Ratings and Short & Long Text like I have here.
Here are the questions I use:
- On a scale of 1 to 10, how satisfied have you been with our services?
- What have you enjoyed about working with us?
- How do you feel we can improve?
- Is there one other service that you wish we also offered?
- How likely are you to recommend our services to someone else?
Those are just the questions that made sense to me and my business. Feel free to tweak those questions and make them relevant to you.
Now that you've added your questions, it's time to create your Endings.
Create your Endings in Typeform
In the Endings panel in the bottom left, press the + button to Add an Ending. I would create two different endings.
One Ending will be your generic Thank You screen. Another will be for your ideal clients that might want to go the extra mile.
In your first Ending, add a heading and description.
Here's what I wrote for mine:
If you'd like, you can add a call-to-action button to the final page that links through to some Free Resources.
That's the first Ending done, now onto the second Ending.
Your second Ending is for people that want to go the extra mile. These are the clients that love you – and those are the clients that you want to get reviews from.
In your second Ending, add a heading and description.
You can see mine below:
As you can see from my example above, make sure that your description helps your client write their testimonial. Give them some questions to get them started.
Here are the questions I used:
- What problem were you dealing with before you came to me?
- Why did you trust me to solve your problem?
- What does life look like now that this problem is solved?
These questions are ideal for potential customers to read on Google or your website.
Add a call-to-action button that links through to your Google Reviews page or a Facebook Reviews page. Getting great reviews on these platforms can help with your credibility!
Now that we have our Typeform setup, it's time to create the logic to get these endings going.
Create the Logic in Typeform
Go to the Logic panel in the right-hand panel and select Outcome Quiz.
We are going to choose which questions will trigger our alternate Ending.
For me, it made sense to use the final question: how likely are you to recommend our services to a friend?
If a visitor chooses 'I already have' or 'Likely', they will be asked to leave a review.
And just like that, our Logic is set up. The last thing to do in Typeform is to make sure your design fits your brand. Read this article from Typeform on how you can tweak the Typeform design.
Now that we've created our Typeform, it's time to create an automated email in ConvertKit and link it to our Typeform.
Create your Tag in ConvertKit
In the ConvertKit dashboard, scroll down the page until you see a panel on the right with a big red Add Subscribers button. Underneath this, you'll see the Tags heading and the option to Create a Tag.
Give your Tag a name. For mine, I have called it Project Follow Up.
Now that we have our Tag, we can use this as a hook for the Automation we'll create later on.
Create a Sequence in ConvertKit
Click the Automations button in the top header. Then press the Sequences link and create a New Sequence.
Give your Sequence a name. I have called my Sequence the same name as the Tag Project Follow Up.
Now you can start to write your email content. Write it as if you were sending this email to a friend or colleague.
Here's an example of mine below:
Double-check the Sequence settings so that your email sends at the correct time and template.
Now we're onto the final piece of the puzzle, where we create the Automation in ConvertKit to send this email to your clients.
Create an Automation in ConvertKit
Click the Automations link and press the New Automation button.
Choose the Is Added To Tag event and select the Project Follow Up Tag we created earlier.
Next, you will want to choose what happens when that event is triggered.
We want ConvertKit to email our Sequence to those clients. So select our Sequence called Project Follow Up.
Voila! Just like that, we have set up our Automation, and our Survey is almost complete. Now we're onto the final step.
Add that Tag to clients you've worked with
We still need human interaction for this part of the process. It's still much faster than writing out lots of emails!
We still need someone to add this Project Follow Up Tag to those customers.
If you're pretty onto it, you could use Zapier to create an integration with your project management tool or even your eCommerce store. Then it would be fully automated!
Wrapping Up
You don't need to spend a tonne of time collecting testimonials. It doesn't need to be difficult.
All you need is a process that makes gathering testimonials and reviews as automated as possible.
If you have any questions about setting this up for your business, send me a direct message on LinkedIn. I'd love to help!
