ProofWall field notes
How consultants can collect testimonials
A practical testimonial collection playbook for consultants: when to ask, five questions, display ideas and a request message.
The right moment
After the client has had time to apply a recommendation.
Five questions worth asking
- What decision were you facing?
- Which recommendation was actionable?
- What happened when you tried it?
- What constraint did we work around?
- What would you tell a team with a similar challenge?
Use one question as your wall prompt rather than making every question a mandatory field.
Where to show the answer
Service pages and a case study with a clear scope.
A request you can adapt
Hi {name}, thank you for our consulting engagement. Would you share a few honest words about your experience? What decision were you facing? If you are comfortable with us publishing it, here is our short form: {collection_link}. No pressure, and thank you either way.Permission and fair presentation
Distinguish advice from outcomes and avoid identifying confidential commercial information.
Follow the FTC Endorsement Guides and EU Unfair Commercial Practices rules where applicable: no fake reviews, and disclose incentives or material connections. Do not condition rewards on positive feedback. Request explicit permission, keep the original meaning and make removal straightforward.
More request templates · Related collection playbook