How To Ask For A Testimonial From A Client | Creating A Customer Evangelist

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- You hate testimonials?

What do you mean you hate testimonials?

They are the best sales tool you have in your toolbox.

I'm going to show you how to use them,

and I'm going to explain

why testimonials are your best friend

in this episode of The Dave Lorenzo Daily.

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Hi, it's Dave Lorenzo, and welcome back.

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All right, let's talk about testimonials.

I hear from sales folks all the time that they hate 'em,

and the reason they hate 'em is

because they feel uncomfortable asking for testimonials.

And I get it, look, to say to your client,

hey, would you mind getting in front of a camera

and telling everybody how great I am?

That can be troubling.

Here's the thing to remember.

If you can't ask for a testimonial from a great client,

then you can't ask for a referral.

When I work with lawyers, and I work with a lot of lawyers,

we talk about this all the time.

Lawyers, CPAs, professionals,

they hate to ask for testimonials

almost as much as salespeople do.

And I say to the lawyer, do you want referrals?

And the lawyer says, "Yes."

I say to them, you have to ask for referrals

if you want them.

And the lawyer goes, "Oh, I guess you're right."

And I say, if you can't ask for a testimonial,

you can't ask for a referral.

Really important to understand that.

So here's the script to use when you ask for a testimonial.

You do it at a time when your client is very happy

with something that happened in the process,

either you got a great result for them,

or you just sold 'em a product,

or they called you to tell you how happy they are.

Mr. Smith, I'm so honored that you would call

to give me that feedback.

I'm grateful for your business, and I want to thank you.

And also, I'd like to ask you

if you wouldn't be too uncomfortable,

would you mind just jotting down a few

of the things you just told me?

Put it on your letterhead and drop it in the mail.

If you don't want to do that,

why don't you come by the office and we can go to lunch,

and before I take you to lunch,

I'll turn on my phone and you can just say some

of the things you said in the phone call to me on a video,

and we can use it in our website,

and I can show it to other clients and prospective clients

because that would really help me a lot.

It would be a big favor to me.

Now, that script I gave you has a lot of words in it.

And you can put it in your own language.

But here's the key.

When someone compliments you,

all you're asking them to do is just jot a few things down,

jot that down in a note to you on their letterhead.

Now, if it's not a B2B situation,

if it's not a business to business situation,

they can write it on regular stationary

and handwrite it and give it to you.

And you can copy it, scan it,

put it in what's called a brag book,

which is a book that has a compilation

of all your testimonials,

and you mail it to people before they do business with you.

Written testimonials are great.

Video testimonials are even better

because nobody can fake those.

It's the person right in front of the camera speaking truth

about the level of service they receive

and why they're so happy.

So doing it when someone's complimenting you is great.

Also, every time you meet with an existing client,

if they haven't done a testimonial, ask them,

especially if they're dressed up and looking good

like they're going to do a presentation at work.

Say, geez, Mrs. Smith, you look fantastic today.

Oh, yes, Joe, I'm delivering a presentation to the CEO.

Wow, that's wonderful.

You know what I'd love to do?

I'd love to get you on video talking

about the last deal we did together and how happy you are.

I know this is going to represent you well,

and it would be a fantastic favor for you to do for me.

I would really appreciate it.

Now, that line every time you ask

for a testimonial has to be in there.

I'd like you to do me a favor.

Would you mind doing me a favor?

Would you please do me a favor?

If you say it like that,

a good client is hardly ever going to refuse you.

My preference is for you to ask

for a video testimonial first, and if the person says,

oh, I'd be uncomfortable being on video,

then say, oh, that's no problem.

Would you just mind jotting down a few things

about our relationship on a piece of paper?

It can be your letterhead and you can handwrite it,

or you can type it up and send it to me in an email.

Either way would be fantastic.

First ask for the video,

and then fall back to the written testimonial.

The easiest thing to do is to ask a client

who's happy for a favor,

and that favor is doing the testimonial.

Now, if it's a written testimonial,

I'd like you to take out your phone

and take a quick selfie with the client

so that you can use the picture

of you and the client together

along with their written words.

That reinforces the fact

that they actually gave you the testimonial.

And here's the other thing.

If they're willing to give you a written testimonial

and they just take too long to do it,

all I want you to do is jot down exactly

what they said to you in an email and say,

Mr. Smith, remember last Thursday we talked

about the testimonial you were going to give me?

You said you liked this.

You said this was spectacular.

You said you really enjoyed working with me because of this.

If you wouldn't mind, please take that information

that you actually said and send it back to me in an email.

All you're doing is taking their actual words,

reflecting them back to them so that they remember,

and then asking them to send it to you in an email.

You never ever make up a testimonial.

Never fake it.

Never ever put words in people's mouths.

Always if you're going to send them something in writing,

reflect actual words they've said back to them.

And you make sure that you reinforce the fact

that they offered to do you a favor.

Now, let me also give you three times

when you need to use these testimonials.

Everyone who's going to meet with you

in person should get a pile of your testimonials

in advance of that meeting.

You should send them out.

All the written testimonials, links in email

to video testimonials that you put up on YouTube,

all of those things should go before you ever meet with them

so that in advance they know

that you've got a whole army of people

who are supportive of you and your work.

The second time you use testimonials is

after you've sent something

to a prospective client like a proposal.

Always include new testimonials

or different testimonials in the proposal to reinforce it.

The third time you use testimonials is

when you send back the signed engagement agreement

or signed contract.

You send yet a third wave of testimonials

to reinforce that they've made a good decision

and prevent buyer's remorse.

Those are the three times to use testimonials.

Of course, you should have your own website,

even if you're a sales professional,

independent sales professional,

or a sales professional working for a big company.

You should have a personal website

where you write expert articles

so that you can prove that you're an expert,

and it also is a place to hold your body of work.

I call this your primary internet presence.

So on your personal website,

you should post all those testimonials.

As well as on LinkedIn,

people should be putting testimonials

up there for you as well

to reinforce the credibility that you have

with people in your industry and in your profession.

So that's kind of the very,

very quick overview on testimonials.

Leave me your thoughts on this valuable sales tool

down in the comments.

I want to hear what you think about testimonials.

I want to hear what you're struggling with.

And I'll make more videos to help you get over the hurdle

of asking for these valuable tools

and using them in your sales process.

I hope you join me right back here again tomorrow.

I'm Dave Lorenzo, and until tomorrow,

I hope you do this and sell more.

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