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sales

testimonial-collector

Manage the full lifecycle of client testimonials — from initial request through approval to tracking where each testimonial is used. Creates `testimonial` entities in the vault for systematic reuse across proposals, marketing, and sales.

Inputs

  • client_id — Client being asked
  • respondent — Person to request the testimonial from
  • project_ref — Project the testimonial should speak to
  • profile — loaded from your vault context
  • tone-of-voice — loaded from your vault context
  • contact-details — loaded from your vault context
  • testimonial_ref — Outstanding request to chase
  • channel — email | linkedin | whatsapp | in-person
  • respondent — Who gave the testimonial
  • content — The testimonial text as given — verbatim, not paraphrased
  • format — case-study-quote | linkedin-recommendation | video | written
  • testimonial_ref — Testimonial awaiting sign-off
  • permission_level — how far the testimonial may be attributed and reused; see Phase 4 (anonymized | internal-only | public)
  • client_id — Restrict the audit to one client; defaults to all
  • existing-testimonials — Existing testimonials for this client — the population being audited.
  • testimonial_ref — Testimonial being used
  • used_in — Assets the testimonial now appears in
  • client_id — Client whose existing feedback should be reviewed
  • source_scope — Named source scope such as meetings, feedback notes, emails, or delivery notes

How you ask

  • Send a testimonial request to our main contact at GBL International after the rebrand project
  • Follow up on the testimonial we requested from Sarah two weeks ago
  • The client just sent their testimonial over email, capture it in the vault
  • Run a testimonial audit across all clients and show me gaps
  • Mark the GBL testimonial as approved for website and proposal use

Outputs

  • reports (markdown)
  • testimonial-approval (markdown)
  • testimonial-audit-report (markdown)
  • testimonial-backfill-report (markdown)
  • testimonial-capture (markdown)
  • testimonial-followup (markdown)
  • testimonial-request (markdown)
  • testimonial-usage (markdown)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[Head of Marketing]