Testimonial Capture
testimonial_captureHelps you ask a happy customer for a testimonial, from the customer's name, company, success story and the type of testimonial you want. Optional role, relationship, intended use, incentive, your product and business model fit it to the customer. Returns a request email, interview questions for the customer's role and sector, quote drafts for the customer to edit and a sign off checklist. It uses your product name when you give it and says so when you do not. Ask whether written customer approval covers the exact material and intended use.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| use_case | No | Where the testimonial will be used (the website or a sales deck, for example) | |
| incentive | No | Optional: what you are offering in return | |
| your_sector | No | Optional: your company's own industry (not your customers'). When given, it decides the sector notes; when left out, the tool reads it from your words and stays neutral if they are unclear. | |
| your_product | No | Optional: your product or service name, used in the answer. Without it the answer says so and shows a placeholder. | |
| customer_name | Yes | The customer's name | |
| customer_role | No | The customer's job title | |
| success_story | Yes | A short description of their success with your product | |
| business_model | No | Optional: how you charge, so the advice fits it. If omitted, it is read from your text and the answer says how. | |
| customer_status | No | Ask whether the customer is active or cancelled before a testimonial request. A confirmed typed fact takes precedence over cancellation wording. | |
| customer_company | Yes | The customer's company | |
| testimonial_type | Yes | The kind of testimonial you need | |
| publication_approval | No | Optional confirmed written approval for this exact customer name, figures, quote and intended use. Ask before publication. A draft cannot grant customer permission. | |
| relationship_context | No | How long they have been a customer and the key interactions |