Testimonial builder tooltip videos. How to Get Amazing Testimonials From Your Customers, Employees & Stakeholders

Testimonial Creation Walkthrough

01 Specificity is power when creating testimonials

This is where we identify who or what this case study or testimonial is about. And with case studies and testimonials specificity is power. What do I mean by that? When we're talking about an experience through a testimonial it is oftentimes a lived experience meaning someone actually had that experience in there giving you their firsthand account of that is oftentimes much more powerful to hear that firsthand account about a particular individual and organization than it is to hear that just about the organization by itself? So I realize especially with larger organizations they want the testimonial to be about the organization. And I'm not saying that it shouldn't be.

Start by highlighting instances that display values important to your organization

But what I am saying is start with a specific example and then convey the values that are brought to light through that example and then take those and generalize them across the whole organization. It's a lot more powerful to do it that way than it is to try and start at the whole organization and just make that case study or testimonial about it and it alone. So think about that as you're trying to determine who this case study is actually about so quick tip here specificity is power when it comes to case studies and testimonials. And this really comes into play when we're talking about an organization versus a person. A lot of times when we think about making a case study for an organization we bring it up on a very high level and it's very abstract.

Screenshot of this section of the form

Specificity is power

But we have to remember that testimonials are really about an individual's firsthand account of their experience with a particular provider or group of providers at an organization. What do I mean by that? Let's say we're making a testimonial about our experience at a hospital. We could start by talking about the hospital. But right away we have broken a connection because oftentimes people don't have connections with organizations as powerful as the connections that they have with individual people who happen to represent an organization.

So a better way to do that is to get really specific and even if just for a second of the testimonial describe the interaction with a person at that organization that really highlights the values that the organization holds dear. Then you can transition that positive experience to highlight what that organization really stands for. So remember take it from specific to general and you'll have a really good time with the rest of this work she so specificity is power when it comes to testimonials. Remember testimonials in case studies are a first-person primary account of an experience with either another individual or group of individuals or an organization. And when you start off at the organizational level it is very tempting to only talk about the organization. Most organizations are actually collections of people or interactions with single individuals. So rather than start from general organizational level and moved down or not even go to the individual providers at all.

The larger the organization, the more important it is to stay focused

I recommend starting with specific individuals specifically those individuals whose values and whose experiences are sort of indicative of what that organization holds dear and then take those specific instances and convey them across to the organization in general. So that's the first step. We'll see you at the next one. Testimonials in case studies really benefit from specificity and in this section what we're doing is really honing in on who or what this testimonial is about. If you recall a testimonial is really a primary first-person account of a lived experience and most lived experiences that we have on a daily basis involve contact with either an individual or group of individuals or an organization. But that organization is generally made up of people. The mistake a lot of people make is they start at the organizational level and they end there. They never describe the testimonial from the perspective of those first-person interactions. And that's what people really connect with.

So remember to start specific and then take that general rather than just starting at the general organizational level and stopping there or starting general organizational and trying to trickle it down that way. That's a great tip and I think you'll get a lot of mileage out of it.


02 An overall Image of success

03 Who is providing the testimonial?

04 What does the Customer want more than anything?

05 Types of Testimonials

Testimonials fall into a variety of different categories. One point to remember is testimonials reflect our lived experience with a person or an organization. So being able to categorize them helps us to determine who would best benefit by viewing this particular testimonial.

ExampleI worked with a gentleman who did a lot of work for nonprofit organizations, and he got a testimonial from a local humane society he consulted for. One key point of distinction that nonprofits face is that you are not working with a single decisionmaker, you are often working with a board or committee.  Being able to highlight the fact that that challenge that nonprofit organizations face is very different than a lot of other organizations because they have a board is one thing. Being able to distinguish your client because they have the experience of working with nonprofit boards is another...

Often times, these nonprofits have volunteers and they have unique needs. Now if this person gave a testimonial from the perspective of a single individual or someone who was a new business owner or a beginner at the discipline he was helping them out with, it is not going to be the same as it was from the perspective of another nonprofit.

And the reason that's so valuable is that nonprofit faces exactly the same challenges as other nonprofits. If you can lump your testimonials into these particular categories, you're going to find that two things take place which makes your testimonial stronger:

1: it's going to be very easy to determine the types of questions that you should be asking the various people that you're interviewing for these testimonials.

2: (and this is where the real power comes in) it really helps you to segment your audience to help determine who's going to get the most benefit out of viewing the videos that you produce as a result of this.

So this is what you need to be focused on here. What does the customer want more than anything? This is something that's really important to focus on.


06 Customer Transformation

Here we focus on the transformation that your customer is going to go through as a result of having interacted with your organization.

If you are someone who's in hospital for instance, and you get really good care you might go from being weak to being strong. You might go from being fearful to being less fearful.

More transformation examples:

You might go from being uncertain about what your illness is to having more certainty about what your path is ahead.  you might go from frustrated about your level of care to satisfied with your level of care.

This is really important as you come up with the questions that you're going to be asking during the testimonial because knowing that information is very valuable because it's going to really guide how you ask those questions. So really this spending time here and figuring out what people are going from and where they're going to is going to be very valuable as you build out your testimonial questions that you're going to be asking the interview subject.


07 Who is to blame for our customer's problem?

08 Problems the Customer Faces

09 Can the Customer Solve this problem on their own?

10 Success and Failure

11 Three factors When Evaluating the Mentor

12 The Call to Action

13 Eliciting the Response

14 The power of reframes

The Storyboard

01 The Status Quo

02 The Inciting Event or Incident

03 Introduction to the Mentor or Guide

04 The Call to Action

05 The Resolution AKA Life as it is or could be

06 Storyboard Summary & PDF Generation