Enough about me, what about you?  What do you think of me??

Written by Dyfrig

13 Jul, 2023

When it comes to collecting feedback from your clients, business automation can be a real game-changer. We all know that building trust by using testimonials and case studies consistently grows our business, yet it’s frequently missed out. Why? Well we may not feel comfortable asking or it’s one of many forgotten tasks. Here is where automation comes in, the fact it’s built into your system means it won’t be forgotten and discomfort is by-passed.

Let’s see how you can fit this into your business.


Testimonials are like gold nuggets that show off the amazing experiences and results your clients have had with your products or services. They’re social proof that your stuff really works! With business automation, getting testimonials and using them to your advantage becomes a piece of cake.

What do I do?

Set up automated requests:

Send out emails asking for feedback right after your clients make a purchase or interact with your business. Timing is everything and this may not work for every business, there is a lot to be said for striking while the iron is hot and getting the review when they are most engaged and interested.  Make it really easy for them to share their thoughts by including a feedback form or a link to a review platform.

Sweeten the deal:

Give your clients a little incentive to supply testimonials. Offer them discounts, exclusive content, or sneak peeks at new products. This not only motivates them to share their feedback but also makes them feel special.

Keep it simple:

Make the feedback process a breeze. Give clear instructions on how to give a testimonial and consider supplying specific questions or prompts to guide your clients. The easier, the better!

Get diverse perspectives:

It’s important to collect testimonials from a range of clients. Aim for variety in terms of industries, demographics, and use cases. The more diverse the testimonials, the easier it is for potential clients to relate.  Initially think of those that are the best fit to your ideal client profiles.

Now What??

Once you’ve gathered those shining testimonials, put them to good use:

Show them off on your website:

Make sure your website proudly displays those testimonials. Put them front and centre on your landing pages and product/service pages. You can get creative with how you present them, like using a fancy carousel or featuring video testimonials.

Share the love on social media:

Spread the word by sharing testimonials on your social media platforms. Create eye-catching posts that highlight the best parts of the testimonials and encourage your followers to engage with them.

Include them in your emails:

Inject testimonials into your email marketing campaigns. Use them to reinforce the benefits of your products or services, build trust, and get potential clients excited to act.

Bonus, if you have collected testimonials into your own system send an invite for the client to rate you on the review site of your choice, Google my Business, Truspilot etc.

Now, let’s talk about case studies.

They’re like success stories that prove your offerings are the real deal. They dive deep into specific client experiences and show how your products or services solve problems and achieve great outcomes. And yes, business automation can help you create and distribute those too!

What do I do?

Find the right candidates:

Look for clients who have achieved remarkable success or faced unique challenges that your offerings helped overcome. Reach out to them and see if they’re up for participating in a case study.

Create a simple process:

Develop a template or questionnaire that guides the case study creation. Ask your clients about their initial situation, the problems they met, the solutions they implemented, and the amazing results they achieved.

Tell engaging stories:

Transform the information gathered into compelling case study narratives. Use storytelling techniques to make the content relatable and captivate potential clients. Include Quotes from the clients.

Share them everywhere:

Publish case studies on your website, write blog posts about them, and include them in your marketing materials. You could even create visually appealing PDF versions that people can easily download and share.

You’ve got the tools to collect client feedback through testimonials and case studies, and you know what to do with them. So, what’s next?

Check your automation tools:

Take a look at the tools you’re using for business automation. Make sure they support the collection of testimonials and case studies. Look for email marketing platforms, CRM systems, or survey tools that have automation capabilities.

Set up automated feedback requests:

Configure your automation tools to send out feedback requests at the right time. Keep it simple and offer incentives to boost participation.

Bonus – Ask them to tick a box that says they give their permission for the material to be used in marketing.  Possibly you give them an option to be identified

Manage your testimonials:

Create a system to keep track of the testimonials you receive. Use a CRM or set up a dedicated database to organise them. You’ll want easy access to them for future use.

Nail those case studies:

Develop a framework for creating case studies. Make it easy to follow and use a standardised format. This will save you time and keep everything consistent.

Show them off:

Spread the love by sharing testimonials and case studies on your website, social media, and through email campaigns. Engage with your audience and encourage them to interact with the content.

Remember, collecting feedback is an ongoing process. Keep refining your strategies, experimenting with new approaches, and staying open to new ways of showcasing your value.

So, get on board the automation train and start collecting client feedback today. You’ll boost your credibility, attract new customers, and strengthen your relationships with existing clients. Let’s do this!

My Name is Dyfrig and I help businesses think in terms of Smart Client Lifecycle Management to plan and implement the systems and automation that improve client experiences, create a sustainable business, and increase revenue.

Click below to send a message or book a Zoom Call.