Customer Testimonials Collection & Management

🎯 Objective:

To request, collect, store, and organize video or written testimonials from satisfied customers, highlighting their identity (with consent), and categorizing them for effective marketing use.

🛠️ Tools Required:

Google Forms / WhatsApp (for consent collection)
Google Drive (for testimonial storage)
Google Docs / Sheets (tracker & written testimonials)
Smartphone / Webcam / Email (for recording or submitting)
Canva / Video Editor (for editing and subtitling)

👥 Roles & Responsibilities:

Role	Responsibility
Vendor or Marketing Team	Identifies and reaches out to potential customers
Customer	Records video or shares written feedback
Marketing Team	Collects consent, edits, stores, and promotes content

📅 Step-by-Step Process:

✅ Step 1: Identify Happy Customers for Testimonials

Trigger points:

Positive review on Google/App
Verbal feedback during CX/vendor calls
Repeat customer or high-value seller

✅ Step 2: Send Testimonial Request

Choose either format:

A. WhatsApp Request Template (Video)

vbnetHi [Name]! 👋  
We’re so glad you had a smooth experience with Cashkr.  
Would you be open to recording a short video (30–60 sec) sharing your feedback?  

It can include:  
- Your experience with our service  
- What device you sold  
- Why you’d recommend Cashkr  

We’ll feature you (with credit!) on our platforms. Let us know 🙌

B. Written Testimonial Request Template

vbnetHi [Name]! 😊  
Would you mind sharing a short written testimonial about your experience with Cashkr?  
Also, please share your name, photo, and city so we can credit you properly.  

Example:  
“Selling my iPhone 11 on Cashkr was super quick and easy. Got paid instantly. Highly recommend!”  
– Anjali R., Mumbai

✅ Step 3: Share Consent Form

Use a simple Google Form or message template like:

pgsqlI, [Full Name], give Cashkr permission to use my name, photo, testimonial (video/text), and city for marketing purposes on website, social media, and ads.
✅ [Checkbox]

Consent is mandatory before publishing.

✅ Step 4: Collect & Review the Testimonial

🎥 For Video:

Ask for landscape format (preferred) or portrait (if for Reels/Shorts)
Ensure clear audio, face visibility, and natural background
Keep raw footage under 1 minute
Request resend if unclear or poor quality

📝 For Written:

Ensure it contains: Experience + Device Sold + Name + City
Ask for a headshot or permission to use their display photo

✅ Step 5: Store with Proper Structure

Save in Google Drive → Testimonials → [Video] / [Written]

Folder Structure Example:

mathematicaTestimonials/
├── Video/
│   ├── Mobile/
│   ├── Laptop/
│   ├── Corporate/
├── Written/
│   ├── Mobile/
│   ├── Laptop/
│   ├── General/

Use consistent file naming:
2025-07-18_Name_Device_City_Testimonial.mp4
2025-07-18_Name_WrittenTestimonial.docx

✅ Step 6: Tag & Track in Google Sheet

Maintain a centralized testimonial tracker for visibility and campaign planning.

📝 Notes:

Don’t script customer responses — ask for natural stories
Follow up if the customer delays recording
Never use without consent
Add subtitles to videos for better reach
Repurpose testimonials in reels, case studies, website, or ads