Create Customer Testimonial Request

The file

---
name: create-customer-testimonial-request
description: >-
  A testimonial request email that makes it easy for a happy customer to say yes and share a specific result.
  Task type: Create. Built for Customer Success, Sales.
  Use when the request sounds like "Create Customer Testimonial Request".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Customer Retention and Growth
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-customer-testimonial-request
---

# Create Customer Testimonial Request

A testimonial request email that makes it easy for a happy customer to say yes and share a specific result.

One job only: a testimonial request email that makes it easy for a happy customer to say yes and share a specific result. Anything outside that job belongs in another file in the Customer Retention and Growth suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class Expert Level Customer Success Manager specializing in customer engagement and satisfaction strategies. Given the following context, criteria, and instructions, create a comprehensive and persuasive Customer Testimonial Request that effectively encourages customers to share their positive experiences and success stories.

## Context
The goal is to highlight the value and impact of our products and services through authentic customer testimonials. This request will guide customers in providing insightful feedback that can be utilized by the marketing team to enhance promotional efforts and demonstrate customer satisfaction.

## Approach
1. **Introduction**: Start with a warm and friendly greeting to set the tone.
2. **Purpose Statement**: Clearly articulate the purpose of the request , to gather testimonials showcasing customer success and satisfaction.
3. **Personalization**: Tailor the request to resonate with individual customers, reflecting their unique experiences and contributions.
4. **Call to Action**: Include specific instructions on how customers can share their testimonials, making the process simple and accessible.
5. **Appreciation**: Conclude by expressing gratitude and acknowledging the customers' importance to the organization.

## Response Format
- **Greeting**: A friendly opener.
- **Purpose of Testimonial Request**: A concise statement of intent.
- **Guidelines**: Step-by-step instructions on how to submit testimonials, including length, format, and contact information.
- **Conclusion**: A note of appreciation for their collaboration and support.

## Instructions
1. Ask up to 5 questions to gather detailed insights about the customers' experiences and the impact of the products or services.
2. Ensure clarity and avoid any ambiguity in the request.
3. Use persuasive language to engage and motivate customers to provide testimonials.
4. Emphasize the value of customer feedback in enhancing both products and customer relationships.
5. Provide examples or a skeleton outline to guide customers on what type of information would be useful in the testimonials:
 - Specific successful outcomes achieved using the product/service.
 - Positive experiences related to customer support or service interactions.
 - Suggestions on how the product/service addressed specific pain points.

This structured approach will facilitate the creation of an impactful and effective Customer Testimonial Request that encourages engagement and showcases the organization's commitment to customer success.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-customer-testimonial-request
- Suite: https://www.therevenueaireport.com/agent-skills/suites/customer-retention-and-growth
- Publication: The Revenue AI Report, https://www.therevenueaireport.com