Testimonial Request Sequence for Commercial Brokers Email Guide
Why Testimonial Request Sequence Emails Fail for Commercial Brokers (And How to Fix Them)
You just closed a significant deal, and the client is thrilled. The thought of asking for a testimonial crosses your mind, then vanishes.
Many commercial brokers find themselves in this exact scenario. They know client success stories are crucial for attracting new business, yet the ask often feels awkward, untimely, or simply forgotten amidst the next urgent transaction.
You've probably seen how easily these valuable opportunities slip away, leaving a significant gap in your marketing efforts. Powerful testimonials aren't just nice-to-haves; they are concrete social proof that validates your expertise and builds immediate trust with prospective clients.
Imagine a prospect seeing real examples of how you've delivered exceptional results for businesses just like theirs. This isn't about bragging; it's about demonstrating value through the words of others.
The testimonial request sequence below is designed to make this process natural, professional, and effective, ensuring you capture those crucial endorsements.
The Complete 3-Email Testimonial Request Sequence for Commercial Brokers
As a commercial broker, your clients trust your recommendations. This 3-email sequence helps you introduce valuable tools without sounding like a salesperson.
The Check-in
Ask how things are going and gauge satisfaction
Hi [First Name],
It was a pleasure partnering with you on your recent [project/transaction type, e.g., office lease, retail acquisition]. I hope the transition into your new [space/investment] is going smoothly and that you are already seeing the benefits we discussed.
We pride ourselves on delivering solutions that truly make a difference for our commercial clients. I am curious to hear how the new [space/property] is performing for your business, or if the strategy we implemented has met your expectations.
Please do not hesitate to reach out if any questions arise or if there's anything else I can assist you with as you settle in. My goal is always your long-term success.
Wishing you continued prosperity.
Best, [YOUR NAME]
This email utilizes the principle of "reciprocity" by offering continued support before asking for anything. It also creates a "low-stakes" environment, making the client feel valued and opening a dialogue. By focusing on their success, it subtly reminds them of the positive experience without making a direct demand.
The Request
Ask for a testimonial with specific, easy prompts
Hi [First Name],
Following up on our recent work together on your [project/transaction type]. It was a truly rewarding experience for our team to help you achieve your goals, and I hope you are still very pleased with the results.
Client success stories are incredibly valuable for us. They help prospective clients understand the real-world impact of our services and build confidence in our approach.
If you were satisfied with our partnership, would you be open to sharing a brief testimonial about your experience? To make it easy, you might consider touching on: • What specific challenge were you facing before we worked together? • What value did our services or expertise bring to your business? • What was the most effective result or benefit you experienced?
Even a few sentences would be greatly appreciated. We are happy to draft something for your review if that saves you time, or you can simply reply to this email with your thoughts.
Thank you for considering this request.
Best, [YOUR NAME]
This email employs "social proof" and "convenience". By explaining why the testimonial is needed, it frames the request as a helpful act rather than a burden. Providing specific prompts reduces cognitive load, making it easier for the client to formulate their response. Offering to draft it removes barriers to action.
The Gentle Nudge
Follow up with those who have not responded
Hi [First Name],
I know how busy things can get, so I wanted to gently follow up on my previous email regarding a testimonial about your recent [project/transaction type]. No worries at all if it slipped your mind.
Your insights into our work together are genuinely important to us, and they play a significant role in helping other businesses understand how we can support their commercial real estate needs. If you found our partnership valuable, a few words about your experience would be incredibly helpful.
Remember, you can simply reply to this email with your thoughts, or I am happy to put together a draft for your approval. Thank you again for your time and consideration.
Best, [YOUR NAME]
This email uses "politeness and persistence". It acknowledges the client's potential busyness, removing any guilt, while gently reiterating the value of their contribution. By repeating the easy options (reply or draft), it minimizes friction and offers multiple paths to completion, increasing the likelihood of a response.
4 Testimonial Request Sequence Mistakes Commercial Brokers Make
| Don't Do This | Do This Instead |
|---|---|
✕ Waiting until a month after closing to ask for feedback. | Integrate a testimonial request into your standard post-closing follow-up, ideally within the first week or two when the positive experience is still fresh. |
✕ Sending a generic email that asks, "Can you write a testimonial?" | Provide specific, open-ended questions that guide the client to highlight your unique value, such as "What problem did we solve for you?" or "How did our approach differ from others?" |
✕ Only asking for testimonials from your absolute best, long-term clients. | Ask every client who expresses satisfaction, regardless of transaction size. Even smaller deals can yield powerful, relatable testimonials for specific niches. |
✕ Making the client feel like they have to write a lengthy, formal review. | Emphasize that a few sentences are perfectly sufficient, and offer to draft something for their approval, clearly stating you want to make it as easy as possible for them. |
Testimonial Request Sequence Timing Guide for Commercial Brokers
When you send matters as much as what you send.
The Check-in
Ask how things are going and gauge satisfaction
The Request
Ask for a testimonial with specific, easy prompts
The Gentle Nudge
Follow up with those who have not responded
Send after a win, project completion, or positive feedback.
Customize Testimonial Request Sequence for Your Commercial Broker Specialty
Adapt these templates for your specific industry.
Office Space Brokers
- Focus on how you helped improve their workspace for productivity, growth, or employee satisfaction.
- Highlight expertise in negotiating flexible lease terms, tenant improvement allowances, or handling complex zoning.
- Emphasize testimonials that speak to your understanding of future-of-work trends and strategic location planning.
Retail Brokers
- Encourage testimonials that detail how you found prime locations for foot traffic, visibility, or specific demographic targeting.
- Focus on how your market knowledge contributed to sales growth or successful brand expansion.
- Highlight testimonials that mention your skill in securing favorable lease terms or handling co-tenancy clauses.
Industrial Brokers
- Seek testimonials that emphasize your ability to secure properties with specific logistical advantages, such as rail access, high clear heights, or proximity to major transportation hubs.
- Focus on how you helped simplify supply chain operations or improve distribution networks.
- Highlight expertise in specialized industrial needs, like cold storage, manufacturing facilities, or flex-space solutions.
Multi-Family Brokers
- Request testimonials that speak to your market insights regarding cap rates, occupancy trends, or value-add opportunities.
- Focus on how you helped clients achieve specific investment goals, such as portfolio diversification or enhanced cash flow.
- Highlight expertise in handling complex financing, due diligence, or property management transitions for multi-family assets.
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