Client Testimonials Guide
A comprehensive guide for gathering, managing and publishing impactful client testimonials at InvestorKit.
Overview
This guide outlines the step-by-step process for collecting and managing client testimonials, ensuring consistent high-quality content that showcases InvestorKit's value to potential clients.
Video Tutorial
Watch the walkthrough video
Process Steps
1. Client Identification
Strategists identify suitable clients during yearly catch-up calls based on:
- Demonstrated positive portfolio results
- Expressed satisfaction with InvestorKit's services
2. Request Process
Strategists should use the provided script during catch-up calls to request testimonials naturally and professionally.
3. Workflow Management
After client agreement:
- Access Attio
- Navigate to Agreements section
- Locate client and select "Run Workflow"
- Choose "VideoAsk Testimonial" option
4. Follow-up Protocol
The system automatically creates follow-up tasks after 7 days if no response is received. Clients are tracked in the "Video Testimonial Tracker" List in Attio.
5. Content Management
Videos are processed through several stages:
- Initial upload to Testimonial Drive
- Marketing team editing phase
- Final version uploaded to Edited Testimonial Drive
- James's review and approval
6. Publication
Once approved, marketing handles publication across:
- Company website
- Social media channels
7. Record Keeping
To prevent duplicate requests, completed testimonials are tagged in Attio client files.
Key Resources
Important links:
- Client Testimonial Progress tracking in Attio
- Raw Testimonial Drive
- Edited Testimonial Drive
Responsibility Matrix
Role | Primary Responsibilities |
Strategist | Client identification, initial request, workflow initiation |
Marketing Team | Video editing, publication, record keeping |
James | Final content approval |