Email Outreach Templates
Writing Email Outreach Templates for Customer Testimonials and Reviews
This prompt helps sales and marketing teams draft email templates to request customer testimonials or reviews. It focuses on making the process easy and appealing while highlighting how their feedback will make an impact.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Customer Success, Marketing
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Identify satisfied customers or those who’ve achieved success with the product.
Determine the specific testimonial or review platform to target, such as G2, Trustpilot, or Google Reviews.
Prepare supporting visuals, such as examples of existing testimonials or clear instructions for leaving feedback.
THE PROMPT
Help draft an email outreach template requesting a testimonial or review from satisfied customers of [specific software product]. Focus on:
Subject Line: Crafting a subject line that emphasizes appreciation or collaboration, such as ‘Share Your Experience with [Product Name]’ or ‘Your Feedback Means the World to Us.’
Appreciative Opening: Starting with a thank-you message that acknowledges the customer’s support and highlights how their input has been valuable.
Request Details: Clearly explaining the type of feedback requested (e.g., a short testimonial, review on a specific platform, or survey participation) and how it will be used.
Ease of Action: Providing direct links or instructions for leaving feedback, such as ‘Click here to share your thoughts in just 2 minutes.’
Incentive (Optional): Offering an optional incentive, such as a discount, gift card, or feature preview, to encourage participation.
Provide an example email template that is concise, respectful, and action-driven. If additional details about the target customer group or feedback goals are needed, ask clarifying questions to refine the content.
Bonus Add-On Prompts
Propose variations of email copy for customers who have recently completed onboarding or milestones.
Suggest strategies for incorporating survey links or star rating tools directly into the email.
Highlight techniques for following up with customers who partially engage with the feedback request.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus on specific customer segments, such as power users or early adopters, for personalized outreach.
Include recommendations for embedding video or audio options for providing testimonials.
Propose ways to integrate testimonials into broader marketing campaigns, such as case studies or social media posts.
Highlight tools for collecting and managing testimonials, like Typeform or Trustpilot.
Add tips for following up with non-respondents to encourage completion.
WHEN TO USE
To gather testimonials and reviews that build credibility and social proof.
During campaigns aimed at showcasing customer success and satisfaction.
When launching marketing initiatives that rely on authentic customer stories.
WHEN NOT TO USE
If the customer has not had enough time to fully use or benefit from the product.
When focusing on internal feedback rather than public-facing testimonials.