Testimonial Request Sequence for QuickBooks Consultants Email Guide
Why Testimonial Request Sequence Emails Fail for QuickBooks Consultants (And How to Fix Them)
You've just wrapped up a complex QuickBooks migration for a client. They're thrilled.
You know their business is running smoother, but they haven't explicitly said it publicly. Many QuickBooks consultants find that while clients express verbal satisfaction with the services provided, translating that into a public, written endorsement often gets lost in the day-to-day.
You’ve delivered exceptional results, yet potential clients can’t see the impact you’ve made for others. A well-crafted testimonial request sequence is more than just asking for a favor; it’s a strategic system to capture the value you deliver, build social proof, and attract more of your ideal clients.
It turns silent satisfaction into powerful advocacy. The templates below are designed to make asking for testimonials feel natural, not awkward, moving your clients from satisfied to enthusiastic advocates with ease.
The Complete 3-Email Testimonial Request Sequence for QuickBooks Consultants
As a quickbooks consultant, 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’s been a few weeks since we finalized your QuickBooks setup and training. I wanted to reach out and see how everything is settling in for you and your team.
Are the new workflows making a difference? Is there anything that's still causing a bit of friction, or perhaps something that has surprised you in a good way?
My goal is always to ensure your QuickBooks environment supports your business operations as effectively as possible. If anything has come up, or if you simply have questions, please don't hesitate to let me know.
Just a quick reply to this email is fine.
Best, [YOUR NAME]
This email uses the psychological principle of reciprocity and a low-pressure approach. By genuinely checking in and offering further support, you reinforce your value and build goodwill. It opens a dialogue without asking for anything directly, making the subsequent request feel less transactional and more like a natural progression of your client relationship.
The Request
Ask for a testimonial with specific, easy prompts
Hi [First Name],
Thank you for getting back to me earlier. I'm glad to hear your QuickBooks is running smoothly and that our work together has made a positive impact on your business operations.
Knowing that our solutions have helped you [mention a specific benefit, e.g., save time on payroll, gain clearer financial insights, simplify invoicing] is incredibly rewarding. Your success is why I do what I do.
If you have a moment, I would be incredibly grateful if you could share a brief testimonial about your experience working with me. Future clients often find it helpful to hear from those who've already benefited from my services.
To make it easy, you could consider answering one or two of these: What specific challenge were you facing before we started working together? What was the most valuable outcome or benefit you experienced? * What would you tell another business owner considering working with me?
You can simply reply to this email, or use this quick link: [LINK TO TESTIMONIAL FORM/PAGE]
Best, [YOUR NAME]
This email uses the power of social proof and reduces friction. By referencing previous positive interactions, you prime the client for a positive response. Providing specific prompts makes the task seem less daunting, helping them articulate their experience clearly. Framing it as a 'small favor' often increases compliance, as people are generally willing to help if the ask is perceived as minimal.
The Gentle Nudge
Follow up with those who have not responded
Hi [First Name],
Just a quick follow-up on my previous email regarding a testimonial. I understand how busy things can get, and it’s easy for these kinds of requests to slip through the cracks.
No worries at all if you haven’t had a chance yet. If you're still open to sharing a few words about your experience with our QuickBooks services, even a couple of sentences would be incredibly helpful.
Your feedback truly makes a difference in helping other businesses understand the value we provide. Again, you can simply reply to this email or use the link here: [LINK TO TESTIMONIAL FORM/PAGE], it should only take a couple of minutes.
Best, [YOUR NAME]
This 'gentle nudge' email employs the mere-exposure effect and removes potential barriers. By acknowledging their busy schedule, you show empathy and reduce any guilt they might feel for not responding. Re-stating the ease of the task and providing the link again makes it convenient, subtly reminding them without being pushy. This approach keeps the request top-of-mind while maintaining a positive client relationship.
4 Testimonial Request Sequence Mistakes QuickBooks Consultants Make
| Don't Do This | Do This Instead |
|---|---|
✕ Waiting too long to ask for a testimonial after project completion. | Request testimonials while the client's positive experience and the benefits are still fresh in their mind, ideally within a few weeks of project wrap-up. |
✕ Making the testimonial submission process overly complicated or time-consuming for the client. | Provide clear, concise prompts or a simple form. Offer to help draft a testimonial if they provide bullet points, significantly reducing their effort. |
✕ Only asking for testimonials from your absolute newest clients. | Identify long-term clients who have experienced sustained value and growth from your QuickBooks consulting services. Their testimonials often speak to deeper, lasting impact. |
✕ Generic testimonial requests that don't prompt specific, effective feedback. | Ask targeted questions that encourage clients to share the 'before and after' of their experience, highlighting specific challenges overcome and tangible results achieved. |
Testimonial Request Sequence Timing Guide for QuickBooks Consultants
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 QuickBooks Consultant Specialty
Adapt these templates for your specific industry.
Beginners
- Focus testimonial requests on how you simplified complex QuickBooks processes or helped them avoid common setup mistakes.
- Ask them to describe the initial confusion they had and how your guidance brought clarity.
- Highlight the feeling of confidence they gained in managing their basic financials after your support.
Intermediate Practitioners
- Encourage testimonials that detail how you optimized existing QuickBooks workflows or integrated new functionalities.
- Prompt them to discuss specific time savings or accuracy improvements achieved through your recommendations.
- Ask about how your solutions helped them move beyond basic data entry to more insightful financial analysis.
Advanced Professionals
- Seek testimonials that emphasize your strategic impact on their business, such as complex reporting, multi-entity management, or specific industry compliance.
- Ask them to articulate how your expertise contributed to higher-level business decisions or significant operational efficiencies.
- Focus on testimonials that showcase your problem-solving skills for intricate QuickBooks challenges or migrations.
Industry Specialists
- Request testimonials that specifically mention your deep understanding of their industry's unique accounting needs and how QuickBooks was tailored to meet them.
- Encourage clients to talk about how your specialized knowledge helped them handle industry-specific regulations or reporting requirements.
- Highlight how your solutions provided a competitive advantage or addressed niche operational challenges within their sector.
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