How and When to Ask for Testimonials

Want to know how to ask for testimonials and actually get a response? In this episode, co-hosts Hannah Robinson and Melissa Honan discuss the dos and don'ts of asking for testimonials. They also demonstrate how bookkeepers can use testimonials from satisfied clients to build social proof and scale their businesses.

• Hannah starts the conversation by revealing she enjoys the process of asking for and receiving testimonials.
• Although there are numerous ways to get testimonials, Hannah believes the most persuasive testimonials come from customers who are already satisfied with your services.
• Melissa explains that you don't have to ask all your clients for testimonials - start with the ones that have had a positive experience working with you.
• Hannah and Melissa discuss the difference between asking for a testimonial in-person versus through email.
• Hannah shares her experience asking for testimonials at BKX - it was interesting since most bookkeepers are introverts and camera shy.
• Melissa goes through some of the questions she asks when requesting a testimonial.
• According to Melissa, the easiest way to get a testimonial is to make your questions short and to the point. People are busy and don't have time to go through 50 redundant questions.
• Hannah explains why written testimonials are often more authoritative than recorded videos.
• Hannah and Melissa agree that people are more willing to give testimonials when you offer incentives - it's not a bribe, but you'd be surprised what a $50 discount can get you.
• Melissa reveals why it's never a good idea to ask new clients for testimonials right off the bat.
• Melissa shares how business owners can use testimonials to grow their brand.
• Hannah and Melissa go through the pros and cons of automating your testimonial collection process.
• Hannah explains why she believes you should never ask for testimonials more than twice a year.
• Melissa shares some of the software she uses when asking for both video and written testimonials.
• Hannah highlights that, ideally, you should ask for testimonials after the customer has some success with your service - but always ask. The more you ask, the more you'll get.

Mentioned in this episode:

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