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Collecting Testimonials, Referrals, Ratings & Reviews icon

Collecting Testimonials, Referrals, Ratings & Reviews

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Download your free Collecting Testimonials, Referrals, Ratings & Reviews template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Collecting Testimonials, Referrals, Ratings & Reviews' templateCollecting Testimonials, Referrals, Ratings & ReviewsTestimonials, referrals, ratings & reviews1 AutomatorSetup the "ask" (prior to the starting the client engagment)CompletedProcess4 AutomatorsMake the ask and get either a testimonial, name or rating & reviewCompletedRequest: Make the "ask"CompletedGet the testimonial (in the moment)CompletedReferrals: Get a nameCompletedRatings & reviews: Make it easy and get the commentaryReady To StartDue Today

This is the Karbon best practice process for collecting client testimonials, referrals, ratings and reviews.

It's good to follow up with clients in conjunction with a Net Promoter Score (NPS) survey (customer satisfaction measurement tool) every 6-12 months to collect a testimonial, referral, rating and/ or review.

Learn more about referral strategies and measuring your firm’s client satisfaction using NPS.

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  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

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