💼 Sales & Outreach

Email to Request a Testimonial or Case Study from a Happy Client

A tactful, specific email that gets happy clients to write you a compelling testimonial — with a framework that makes it easy for them.

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Enter your specific information below to customize the prompt — it updates automatically.

[SENDER] — Your name

[BUSINESS_NAME] — Your business

[CLIENT_NAME] — Client's first name

[CLIENT_COMPANY] — Their company

[RESULT] — Specific result you delivered

[DURATION] — How long you've worked together

[RELATIONSHIP] — Your relationship tone

The Prompt

Write an email from [SENDER] at [BUSINESS_NAME] requesting a testimonial or case study from [CLIENT_NAME] at [CLIENT_COMPANY]. Context: - Your name: [SENDER] - Your business: [BUSINESS_NAME] - Client name: [CLIENT_NAME] - Client company: [CLIENT_COMPANY] - Specific result you delivered: [RESULT] - How long you've worked together: [DURATION] - Relationship quality: [RELATIONSHIP] (e.g., warm and casual, professional) Write 3 versions: 1. Short testimonial request: Ask for 2-3 sentences they can answer quickly 2. LinkedIn recommendation request: Specific ask with link instructions 3. Case study request: For a more in-depth story (offer to write it for them) For each version: - Reference the specific result — not generic "working together" - Make it easy (give them the exact questions to answer) - Offer to draft it for them and let them edit - Thank them without being obsequious - Clear, simple CTA

Paste this into ChatGPT (chat.openai.com) or Claude (claude.ai) and hit enter.

Best for

AgenciesConsultantsService businessesAnyone building a case study library

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