David Ehrentreu As the Head of Marketing at Shapo.io, I'm passionate about driving our brand forward and creating impactful strategies that resonate with our audience. My team and I are dedicated to crafting innovative campaigns and delivering exceptional results. Stay tuned for exciting updates from Shapo.io! 🚀

How to Request Video Testimonials from Clients: A Step-by-Step Guide + Free Email Template

Last modified on July 15th, 2024 9 min read

How to Request Video Testimonials from Clients featured image

Picture your happy customers sharing their positive experiences directly with potential clients. Video testimonials do just that—they provide a compelling, human touch that written reviews simply can’t match. Show real people who have benefited from your products or services to create a strong emotional connection with your audience.

Video testimonials not only enhance your brand’s reputation but also drive conversions. Prospective clients are more likely to trust the word of fellow customers than promotional content. This guide helps you ask clients for video testimonials. It gives steps and a free email template to make the process easier.

In this post, you will learn:

  • Why video testimonials are crucial for your business.
  • How to identify the right clients to ask for a testimonial video.
  • Crafting a personalized and compelling testimonial request.
  • Providing clear guidelines to your clients for creating their testimonial videos.
  • Leveraging Shapo to collect video testimonials.
  • Following up and showing gratitude to maintain positive client relationships.

Let’s dive into the step-by-step process to effectively gather impactful video testimonials from your clients.

Why Video Testimonials Are Important

If you’ve been following our blog, you already know the tremendous value video testimonials bring to your business. In a previous post, we delved deep into why these testimonials are crucial for building trust and driving conversions. (If you missed it, you can read it here).

To recap briefly, here are the key reasons why video testimonials are indispensable:

1. Authenticity and Trust:

  • Videos capture genuine emotions and expressions, making testimonials more believable and relatable.
  • Seeing real people endorse your product or service builds trust more effectively than written reviews.

2. Enhanced Engagement:

  • Videos are inherently more engaging than text. They capture and retain the audience’s attention longer, leading to a better understanding of your product or service.
  • Visual content is more likely to be shared on social media, which increases your reach and visibility.

3. Improved Conversion Rates:

  • Prospective clients are more likely to make a purchase after watching a testimonial video. It provides the social proof they need to feel confident in their decision.
  • Studies show that video content can significantly boost conversion rates on landing pages.

4. SEO Benefits:

  • Video content improves your website’s SEO, helping you rank higher in search engine results.
  • Search engines prioritize pages with video content, considering them more valuable and relevant to users.

5. Emotional Connection:

  • Videos allow clients to tell their stories in a personal and impactful way, creating an emotional connection with your audience.
  • This emotional connection can be a powerful motivator for potential clients to choose your brand.

Leveraging video testimonials showcases the positive experiences of your customers in a compelling and engaging way, ultimately driving more trust, engagement, and conversions.

Preparing to Request a Video Testimonial

Before reaching out to clients for a video testimonial, preparation is key. Proper planning ensures you approach the right clients at the right time, making the process smooth and effective. Start by following these steps:

1. Identifying the Right Clients:

  • Criteria for Selection: Look for clients who have had positive experiences and have expressed satisfaction with your products or services. Happy customers are more likely to provide enthusiastic and genuine testimonials.
  • Analyzing Past Interactions: Review your customer feedback and engagement history to identify clients who have shown loyalty and appreciation for your brand.

2. Timing Your Request:

  • Post-Project Completion: Ask for a testimonial immediately after completing a project when the positive experience is still fresh in the client’s mind.
  • Post-Purchase Follow-Up: For product-based businesses, consider requesting a testimonial a few weeks after purchase, once the client has had time to use and appreciate the product.

3. Personalizing Your Approach:

  • Use the client‘s name to personalize your request. Mention positive interactions or results they’ve had to make the message more personal.
  • Clearly explain why you are asking for a testimonial and how you will use it.
  • Emphasize the importance of their feedback in helping other potential clients make informed decisions.

4. Highlighting the Benefits for the Client:

  • Exposure and Networking Opportunities: Explain how the testimonial will give them exposure, potentially attracting new business or networking opportunities.
  • Showcasing Their Success: Highlight that their testimonial will showcase their expertise and success, adding value to their personal or professional brand.

By carefully preparing and selecting the right clients at the optimal time, you increase the likelihood of receiving compelling and authentic video testimonials.

Crafting Your Request

Crafting a personalized and compelling request is crucial for encouraging clients to provide video testimonials. Here’s how to do it effectively:

1. Personalizing Your Approach:

  • Using the Client’s Name: Address the client by their name to make the request feel personal and genuine. Mention specific positive interactions or results they’ve had with your product or service.
  • Referencing Specific Experiences: Highlight particular instances where your service or product has benefited them. This shows that you value their unique experience and makes the request more meaningful.

2. Explaining the Purpose:

  • Clarifying the Need: Clearly explain why you’re asking for a testimonial and how it will be used. Let them know that their feedback will help other potential clients make informed decisions.
  • Emphasizing Impact: Stress the importance of their testimonial in building trust and credibility for your brand. Explain how their story can inspire and reassure future customers.

3. Highlighting the Benefits for the Client:

  • Potential Exposure: Let them know that their testimonial will be featured prominently, giving them exposure that could lead to new business or networking opportunities.
  • Showcasing Their Expertise: Position the testimonial as a way to highlight their success and expertise. This can add value to their personal or professional brand, enhancing their reputation.

4. Offering Guidance and Support:

  • Providing Clear Instructions: Give clients clear instructions on what you’re looking for in their testimonials. Outline the key points they should cover, such as their overall experience, specific benefits they’ve received, and any standout moments.
  • Being Available for Questions: Make sure they know you’re available to answer any questions or provide additional guidance if needed. This support can make the process less intimidating and more manageable for them.

By crafting a thoughtful and personalized request, you can significantly increase the chances of receiving engaging and authentic video testimonials from your clients.

Providing Guidance for the Testimonial

Providing clear guidance helps ensure your clients create high-quality and impactful video testimonials. Here’s how to set them up for success:

1. Clear Instructions for Creating the Video:

  • Technical Guidelines: Outline the technical aspects, such as the ideal length (1-2 minutes), format (any common video format), and resolution (preferably HD). Ensure they understand these basic requirements for a good-quality video.
  • Content Guidelines: Suggest key points to cover in the testimonial:
  • Their overall experience with your product or service.
  • Specific benefits they’ve received.
  • Any standout moments or exceptional service they want to highlight.
  • How your product or service has impacted their business or personal life.

2. Tips for a Great Testimonial:

  • Be Genuine and Natural: Encourage clients to be themselves and speak naturally. Authenticity is key to a persuasive and relatable testimonial.
  • Share Specific Stories: Specific stories and examples make testimonials more engaging and believable. Encourage them to provide concrete details rather than general statements.
  • Speak Clearly and Confidently: Remind clients to speak clearly and with confidence. Suggest that they practice what they want to say before recording to feel more comfortable.

3. Making the Process Simple:

  • Effortless Recording: Explain how clients can easily record authentic videos from their smartphones or desktops, making it convenient and accessible.
  • Instant Submission: Highlight that clients can instantly send their video clips, eliminating any hassle and ensuring you receive their testimonials promptly.
  • Personalized Invitations: Mention that you’ll be sending a customized email invitation, making the request feel personal and professional.
  • Flexible Support: Assure clients that they can choose whichever device is most convenient for them, whether it’s a desktop or mobile device.

By providing clear instructions and making the process simple, you can help your clients produce high-quality video testimonials that effectively showcase their positive experiences with your brand.

Follow-Up and Gratitude

Following up and expressing gratitude after receiving a video testimonial is crucial for maintaining positive relationships with your clients. Here’s how to do it effectively:

1. Sending a Thank-You Note or Email:

  • Immediate Acknowledgment: As soon as you receive the testimonial, send a thank-you note or email to express your appreciation. This immediate acknowledgment shows that you value their time and effort.
  • Personal Touch: Make your thank-you message personal by addressing the client by name and mentioning specific points from their testimonial that you found particularly impactful or valuable.

2. Offering a Token of Appreciation:

  • Small Rewards: Consider offering a small token of appreciation, such as a discount on future purchases, a gift card, or another incentive. This gesture not only shows gratitude but also encourages ongoing loyalty.
  • Highlighting Their Contribution: Let the client know how their testimonial will be used and how it benefits your business. This transparency can make them feel more connected to your brand and proud of their contribution.

3. Maintaining a Positive Relationship:

  • Regular Updates: Keep in touch with clients who have provided testimonials by sending them regular updates about your business. This could include newsletters, product updates, or exclusive offers.
  • Future Collaboration: Express interest in continuing the relationship and collaborating on future projects or testimonials. Keeping the line of communication open can lead to more opportunities for positive engagement.

4. Showcasing Their Testimonial:

  • Visibility: Inform the client when and where their testimonial will be showcased, such as on your website, social media platforms, or marketing materials. This visibility can enhance their sense of involvement and recognition.
  • Feedback Loop: Share any positive feedback you receive about their testimonial from other customers or clients. Knowing that their story is making an impact can be extremely rewarding.

By showing gratitude and keeping a positive relationship, you can make sure your clients feel valued and appreciated. This will help build long-term loyalty and may lead to future testimonials.

Leveraging Shapo for Seamless Video Testimonials

To streamline the process of collecting video testimonials, Shapo offers a user-friendly solution that makes it simple for your clients to share their experiences. By utilizing Shapo’s video testimonial software, you can efficiently gather high-quality testimonials without hiring and video testimonial service. Here’s how Shapo can help:

1. Effortless Testimonial Collection:

  • Simple Recording Process: Shapo’s testimonial collection tool makes it incredibly easy for your customers to record authentic video testimonials from their smartphones or desktops. This convenience encourages more clients to participate, ensuring you receive a diverse range of testimonials.
  • Instant Submission: Clients can instantly send their video clips through Shapo, eliminating any technical hassles and ensuring you receive their testimonials promptly.

2. Quick and Customized Requests:

  • Rapid Form Creation: With Shapo, you can create a testimonial request form in just 30 seconds. You can customize this form to match your brand’s style and needs, which makes the process quick and efficient.
  • Personalized Invitations: Invite your clients to provide testimonials with customized email invitations. Shapo You can send invitations in emails through the platform, making it easy and professional.

3. Enhanced Trust and Credibility:

  • Showcase Testimonials on Your Website: Shapo provides review widgets and a wall of love page that can be easily integrated into any page on your website. Displaying these video testimonials prominently enhances trust and credibility with potential clients, helping to convert visitors into loyal customers.
  • Professional Presentation: The review widgets are designed to present testimonials in a visually appealing and professional manner, further enhancing your brand’s image.

4. Universal Accessibility:

  • Cross-Platform Support: Shapo supports both desktop and mobile devices, ensuring that your clients can easily create and submit testimonials regardless of the device they use. This flexibility increases the likelihood of participation and makes the process convenient for everyone involved.

By leveraging Shapo, Make it easier for your clients to share their positive experiences by simplifying the process of collecting video testimonials. This will help you showcase these testimonials effectively.

Free Email Template

Having a well-crafted email template can make the process of requesting video testimonials smooth and efficient. Here’s a sample email template that you can customize and use to reach out to your clients:

Subject Line: We’d Love Your Feedback!

Email Body:

Use this email template to make your request for video testimonials easy to understand and follow for your clients. Remember to personalize each email to show your clients that you value and appreciate them.


Gathering video testimonials from your clients is a powerful way to build trust and credibility for your business. These testimonials provide authentic and engaging insights that can significantly influence potential customers. Follow the steps in this guide to request and collect great video testimonials from your clients. These videos will show off their positive experiences.

Recap of the Steps Covered:

  • Understanding the Importance: We revisited the importance of video testimonials and how they can benefit your business.
  • Preparing Your Request: Tips on identifying the right clients and timing your request appropriately.
  • Crafting Your Request: How to personalize your approach and highlight the benefits for your clients.
  • Providing Guidance: Clear instructions and tips to help clients create impactful testimonials.
  • Follow-Up and Gratitude: Ensuring you acknowledge and appreciate your clients’ efforts.
  • Leveraging Shapo: Utilizing Shapo to streamline the testimonial collection process.

Follow these steps to create powerful video testimonials that enhance your brand’s reputation and boost sales and customer loyalty. This will help you establish credibility and trust with your audience. Additionally, it can attract new customers and retain existing ones. Overall, video testimonials are a valuable tool for growing your business.

Call to Action: Start requesting video testimonials today and see the difference they can make for your business. Use the free email template provided to make the process easier, and don’t hesitate to share your experiences and success stories in the comments below. Your feedback is invaluable and helps us improve continuously.

Thank you for reading, and we look forward to seeing the amazing testimonials your clients create!

David Ehrentreu As the Head of Marketing at Shapo.io, I'm passionate about driving our brand forward and creating impactful strategies that resonate with our audience. My team and I are dedicated to crafting innovative campaigns and delivering exceptional results. Stay tuned for exciting updates from Shapo.io! 🚀