Build a Customer Testimonial Collection System
Set up a repeatable process for requesting, formatting, and publishing customer testimonials, so your social proof library grows automatically.
Time Required
1–2 hrs setup, then automated
Expected Result
An automated testimonial request sequence, a formatted testimonial library, and a set of designed quote graphics ready to publish.
Recommended Tools
Write the Request Sequence
Use ChatGPT to write a 2-email testimonial request sequence: a trigger email sent 14 days after purchase and a follow-up 7 days later. Keep it specific and low-friction.
Set Up Automated Triggers
Connect your CRM or e-commerce platform to Zapier or Make. Set the trigger: 14 days after a purchase or project completion, send the first testimonial request email.
Collect and Organize Responses
Route responses into an Airtable AI base with fields for customer name, company, quote, star rating, and usage rights confirmation. Airtable AI can flag the strongest quotes automatically.
Design Quote Graphics
Use Canva AI to create a branded testimonial graphic template. For each strong quote, generate a designed graphic in under 5 minutes using the template.
Schedule for Social
Queue the finished testimonial graphics into Buffer AI or Hootsuite AI on a rotating schedule, one testimonial post per week across your channels.
Tools Used In This Workflow
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