An Easy Process for Getting More MSP Client Testimonials

Before I set up my copywriting business, I worked as an administrator for various public sector organisations. I learned how to set up folders with good naming conventions, log my tasks and manage various projects.

These skills have carried over to my freelance life. When I sign up a new client, I create a folder for them, set them up on my accounting software and make myself a briefing document with what the project involves, my point of contact and expected completion date.

Doing this keeps us both on track, and it means that I have a process in place for submitting work to them. I also have a rough date for when to ask for a testimonial, which I try to do every time.

How to Ask for MSP Client Testimonials

Before we go any further, I want to make the distinction between a testimonial and a case study. These aren’t the same thing, although both are valuable for social proof and marketing. A testimonial is a brief summary of a client’s experience of working with you (hopefully positive!) and serves as a recommendation to others.

A case study, on the other hand, is a deep dive into the work you did together. It explores what the client’s business was like when they approached you and the challenges they were facing. It outlines the process of working with you, the outcomes after the project and the impact it’s had on their business.

So, now we’ve cleared that up, let’s explore some easy ways to make sure you get that testimonial.

1. Include the Request in Your Final Handover

If you have a handover email or document as part of your end-of-project process, ask for a testimonial at that point. It’s probably best not to ask when you send the final invoice over!

You might also choose to include ways that you can work together in the future and express how much you’ve enjoyed helping them. Send them a link to a useful article or similar to show that you appreciate them.

2. Connect on LinkedIn and Ask for a Recommendation

If it’s appropriate, send your client a connection request early on in the relationship. Then, when the work is completed, simply ping them a request for a recommendation (LinkedIn’s term for a testimonial).

It’s straightforward to answer a couple of questions and share feedback, and then it’s automatically shared on your own profile. You don’t even have to do anything to make sure it appears!

3. Prep an MSP Testimonial Questionnaire You can Send Them

If you know the kind of feedback you’d like, put together a series of questions that they can quickly answer. Keep it to no more than 10 questions (5-7 is better) and send them a link to a Google Survey, SurveyMonkey document or other tool.

4. Automate the Request in Your CRM

You’re a techy, so you’re using a CRM (customer relationship management) tool, right? Most of them have a facility where you can not only set up the request for an MSP client testimonial, but it will also automatically nudge them to remind them to send it through. And then alert you once it’s done.

5. Use a Review Site

Depending on how you work, you might consider using a third-party review site, such as Google Reviews. There are well-known sites such as TrustPilot and then smaller, niche sites serving specific verticals. You can send a link directly to your personal company review page in your handover email.

Final Things to Bear in Mind

Yes, video testimonials are great and really boost your credentials and social proof. But don’t insist on one if it means that you’re less likely to get a testimonial at all. You can always ask for one later, once you’ve got their feedback in writing.

Remember to ask permission to share MSP client testimonials, and if they ask to be anonymous, honour that request. You can also ask for testimonials from retainer clients if you have them. And make it as easy as possible for them to reply. The sooner they do it after your work, the better.

What’s your process for getting testimonials? I’d love to know!

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