Testimonial Request Sequence for Strategy Consultants Email Guide
Why Testimonial Request Sequence Emails Fail for Strategy Consultants (And How to Fix Them)
You just wrapped a complex strategy engagement. Your client is thrilled.
But asking for a testimonial feels like another project on your never-ending to-do list. Many strategy consultants find themselves in this exact position.
The value you deliver is immense, yet capturing that praise in an usable format often falls by the wayside. You've probably noticed that even delighted clients can be hesitant to write something from scratch.
A well-crafted testimonial isn't just a nice-to-have; it's potent social proof that validates your expertise and attracts similar high-caliber clients. It speaks volumes about your impact, often more powerfully than any pitch deck.
This testimonial request sequence is designed for strategy consultants like you. It provides battle-tested emails to gather authentic client feedback without feeling awkward or pushy.
The Complete 3-Email Testimonial Request Sequence for Strategy Consultants
As a strategy 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],
Hope this email finds you well. It's been a little while since we wrapped up our work on [SPECIFIC PROJECT/AREA, e.g., 'your market entry strategy'].
I've been thinking about the progress you've made. How are things progressing with the implementation of our recommendations?
Are you seeing the shifts we discussed? I'm always keen to hear about the real-world impact of our collaboration.
No need for a long response, just a brief update would be great.
Best, [YOUR NAME]
This email establishes a genuine connection by showing continued interest in the client's success. It subtly opens the door for positive feedback by asking about 'real-world impact' and 'shifts we discussed', priming the client for a testimonial without directly asking for one yet. It uses the principle of reciprocity and builds rapport.
The Request
Ask for a testimonial with specific, easy prompts
Hi [First Name],
Following up on our recent work together on [SPECIFIC PROJECT/AREA]. I'm so glad to hear you're seeing positive results from [MENTION A SPECIFIC OUTCOME OR RECOMMENDATION].
Your feedback means a great deal to us. We're currently updating our website and marketing materials, and we'd be incredibly grateful if you could share a brief testimonial about your experience working with us.
To make it easy, here are a few questions to guide you, but feel free to share whatever comes to mind: • What specific challenge were you facing before we started working together? • What was the most valuable aspect of our engagement? • What tangible results have you seen since implementing our solutions? You can simply reply to this email, or if you prefer, you can submit it directly via this link: [LINK TO TESTIMONIAL FORM/PAGE].
Thank you for considering this.
Best, [YOUR NAME]
This email makes the ask clear and low-friction. By providing specific prompts, it guides the client to articulate valuable, outcome-oriented feedback, which is far more effective than a generic 'great to work with'. It also offers flexible submission options, catering to the client's preferred method, and frames the request as a 'favor' rather than a demand.
The Gentle Nudge
Follow up with those who have not responded
Hi [First Name],
Just wanted to gently follow up on my previous email regarding a testimonial for our work on [SPECIFIC PROJECT/AREA]. I know how busy things can get, so no worries if it slipped your mind.
Your perspective on the impact of our collaboration is incredibly valuable to us and to other organizations considering similar strategic initiatives. Even a few sentences about your experience would be immensely helpful.
If it's easier, you could simply tell me the biggest benefit you gained, and I can draft something for your approval. Or, just reply to this email with your thoughts.
Thank you again for your time and consideration.
Best, [YOUR NAME]
This email is a polite, no-pressure reminder that acknowledges the client's busy schedule. By offering to 'draft something for your approval', it significantly reduces the cognitive load on the client, making it even easier for them to provide feedback. It reiterates the value of their input, appealing to their willingness to help others.
4 Testimonial Request Sequence Mistakes Strategy Consultants Make
| Don't Do This | Do This Instead |
|---|---|
✕ Asking for a testimonial at the project's very end, when the client is focused on implementation. | Schedule a check-in 1-2 months post-engagement to discuss results, then follow up with the testimonial request. |
✕ Requesting a generic testimonial like 'tell us what you thought.' | Provide 2-3 specific, outcome-focused questions to guide their response, such as 'What specific challenge did we solve?' or 'What measurable impact did you see?' |
✕ Making the testimonial submission process complex with long forms or multiple steps. | Offer multiple easy options: reply to an email, a simple one-question form, or even a quick recorded voice note. |
✕ Failing to follow up after the initial request. | Send a polite, low-pressure reminder email about a week after the first request, offering to help draft the testimonial if needed. |
Testimonial Request Sequence Timing Guide for Strategy 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 Strategy Consultant Specialty
Adapt these templates for your specific industry.
Corporate Strategy Consultants
- Focus testimonials on the impact on C-suite decision-making and long-term organizational direction.
- Request details about how your recommendations influenced board-level discussions or major investment decisions.
- Encourage clients to mention how your strategy helped handle complex internal politics or industry shifts.
Market Entry Consultants
- Ask clients to highlight the specific risks you helped mitigate and the speed of market penetration achieved.
- Encourage them to detail how your insights prevented costly missteps in unfamiliar territories.
- Request focus on the clarity and confidence your strategy provided for their international expansion.
Competitive Analysis Consultants
- Prompt clients to describe how your insights revealed previously unknown competitor vulnerabilities or market gaps.
- Ask them to quantify the advantage gained from a sharper understanding of their competitive .
- Encourage testimonials that speak to the strategic clarity and agility achieved through your analysis.
Innovation Consultants
- Guide clients to articulate how your process fostered a culture of creativity and new product development.
- Request specifics on how your solutions accelerated their innovation pipeline or disrupted their own industry.
- Focus on testimonials that highlight the shift from incremental improvements to groundbreaking new ventures.
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