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