A simple, repeatable process that captures client wins and turns them into proof that closes deals faster.
When a client shares a win, most consultants say “Congrats!” and move on. That is a missed opportunity.
In that moment, your client is relieved, excited, and clear on the value you created. It is the perfect time to capture a testimonial that will do more to sell your work than any polished sales page.
Without strong client stories, every new prospect starts at zero trust. You end up explaining yourself repeatedly instead of showing results that speak on your behalf.
The solution is simple. Ask for a testimonial while the win is fresh, and use these messages that remove the awkwardness from your ask.
Why Timing Matters
The moment you ask makes all the difference.
Right after a client crosses a milestone, their enthusiasm is at its highest. This might be a launch that finally ships, a revenue goal they have been chasing, or a technical challenge that has slowed them for months.
At that point, they remember the problem, the solution, and the impact.
If you wait, the energy fades. What could have been a persuasive story turns into a flat comment, such as “They were good to work with.” That’s not going to be the testimonial that wins you your next client.
The Exact Messages I Send
I refined the process into two short steps that make the ask natural.
The first step is a simple check-in:
Hey [First Name], this might seem like a weird question, but do you enjoy working with us?
Clients almost always say yes, and that small confirmation opens the door.
The second step is the ask. I reply with:
That’s great. Would you mind writing a paragraph or filming a quick 60–90 second video about why? It does not need to be polished. Just answer three quick questions.
The approach feels casual and low-pressure, which is exactly why it works.
The Three Questions That Unlock Testimonials
The prompts matter more than the length of the response. I always suggest using these three:
- What were your hesitations before working together?
- What results did we achieve together?
- Would you recommend working with me to others?
Each one connects directly to the client journey. Hesitations surface the same doubts that new prospects are already feeling. Results highlight outcomes that consultants often downplay in their own copy. Recommendations give potential clients the confidence to move forward.
One founder once told me, I didn’t think another advisor could help us, but within 90 days, we doubled our release cadence. That single sentence has done more to attract more clients than any marketing material I could have written.
How to Make It Easy
The number one mistake is asking for too much. Long surveys or formal processes slow everything down and create resistance.
Keep the request short and simple. A quick paragraph or a brief video is more than enough.
Let clients know it does not need to be perfect. Authentic words carry more weight than polished production. If they are unsure what to say, I will share an example from another client, but I never write it for them.
When the ask feels light, clients respond quickly. Those quick responses build momentum and give you assets you can use right away.
From Awkward Ask to Repeatable System
You do not need long case studies or slick production to grow. What you need is a consistent way to capture authentic client language and put it to work.
A short message with three focused questions is really all you need, and this will give you a bank of proof that compounds over time.
Turn client success into your best marketing asset. Send these messages after your next project and start building the system that scales your expertise.
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Want to land bigger consulting projects without feeling like you’re selling?
The Free Consulting Income Templates include the exact scripts and outreach messages I’ve used to close 7-figure deals with 31 companies. Copy, paste, and adapt them in minutes to position yourself as the go-to expert in your niche.
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