Ask for the Testimonial the Day You Deliver the Project
The best testimonial moment is delivery day — and everyone forgets to ask. When you mark a project complete, an ask with a two-question form goes out automatically.
- 1
Mark the Completion
Add an
Airtable Triggerwhen a project moves toDelivered. - 2
Send the Ask
Add a
Gmailnode thanking the client and linking a two-question testimonial form. - 3
Collect and Store
Add a
Typeform TriggerandAirtablenode saving the response with consent status. - 4
Chase Once, Gently
Add a
Waitand single reminder if no response in a week. - 5
Activate and Test
Activate the workflow and close a test project. Confirm the ask sends.
Frequently asked questions
Why only two questions?
'What problem did we solve?' and 'What was the result?' — short forms get answers; long ones get ignored.
What about a video option?
Offer an optional video-reply link for clients happy to go on camera — video proof converts best.
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