Let the people closest to customers put them forward
Customer Nomination Process for Testimonials
Account managers hear “this changed how we work” on calls every week. Support agents close tickets with customers who are delighted. Marketing hears none of it. A nomination process gives those teams a two-minute way to put a customer forward, with the detail marketing needs to write a good ask. Fill in the fields to generate the internal call for nominations, the nomination itself and the request that follows.
- A call for nominations to send your teams
- A nomination format that captures the story
- The customer ask that names the nominator
The problem, solved
Why good candidates never reach marketing
Sales hears the praise, marketing never does
The best moment for a testimonial happens on a call marketing was not on. By the time anyone hears, it has passed.
With StoryProof: Contacts and smart lists are on every plan, so a nominated customer can go straight into a “nominated” list that marketing works from each week.
We get a name and nothing else
“Ask Acme, they love us” does not say who at Acme, what result, or what to ask about.
With StoryProof: Tags are on every plan. Tag each nominated contact with the nominating team and the result, so the request can be written around the story.
Account managers worry about their relationship
Nobody wants marketing emailing their best customer cold and getting it wrong.
With StoryProof: The account manager can share the collection link personally instead, by hand or as a QR code, while marketing tracks it.
Nominations go nowhere and people stop sending them
If a nominator never hears what happened, the next win stays in their inbox.
With StoryProof: From Pro, follow-ups chase the customer on a schedule, and two hours after approval the customer can get a thank-you email with a link to their testimonial, which you can pass to the nominator.
Flip the switch to see how StoryProof handles each one.
Template builder
Write the nomination messages
Fill in what you know. Empty fields show as placeholders you can complete later.
- Call for nominations
Send to the team once a month, in their usual channel.
Subject: Know a customer with a story worth telling?
Hi team, If a customer told you this month that something we did made a real difference, nominate them for a testimonial. It takes two minutes: the contact, what happened, and anything I should avoid. I will check with you before contacting anyone, and I will tell you when their testimonial is live. Thanks, [Sam]
- The nomination
The format an account manager fills in.
Subject: Nomination: [Alex Rivera], [Northfield Logistics]
Customer: [Alex Rivera], [Northfield Logistics] Nominated by: [Jordan] What happened: [cut their month-end close from five days to two] When they said it: [date and where, e.g. quarterly review call] Best way to ask: [me personally / marketing can email] Avoid: [open renewal, recent issue, anything sensitive]
- Request to the nominated customer
Subject: [Jordan] mentioned what you achieved
Hi [Alex Rivera], [Jordan] told me that [Northfield Logistics] [cut their month-end close from five days to two]. That is exactly the kind of story other teams like yours want to hear. Would you share a few words about it? You can write, record a short video or leave a voice note, whichever is easiest: [collection link] Nothing is published until you have seen it. Thanks, [Sam]
- Thank the nominator
Send when the testimonial is approved.
Subject: Your nomination is live
Hi [Jordan], [Alex Rivera] at [Northfield Logistics] sent their testimonial and it is now approved. Thank you for putting them forward. Here it is: [link] Keep them coming, [Sam]
What you type is used only to fill these templates in your browser. Nothing is sent or stored.
What makes a nomination worth acting on
In StoryProof
Run nominations through StoryProof
- You will need
- A shared channel or form where teams can send nominations
- One person who reviews nominations each week
- 1
Add each nominee to a nominated list
Create the contact and put them in a smart list for nominations, so nothing waits in a chat thread.
- 2
Tag the story and the nominator
Record the result and the nominating team as tags. It shapes the ask and shows which teams nominate most.
- 3
Send the request, or hand the link over
Email the customer from StoryProof, or give the nominator the collection link to share personally.
- 4
Approve, then close the loop
Approve what arrives. From Pro, the customer can get a thank-you email two hours after approval; send the nominator the link yourself.
What happens next: Share a short note each month with every testimonial that came from a nomination and who put it forward. It is the best way to get next month’s nominations.
Before you start
Where nominations go wrong
Nominators may not be neutral
Some will put forward customers they like rather than customers with results. Judge each against the table above.
The intake lives in your own tools
This process has nominations arrive through your own channel or form. The StoryProof part starts when you add the customer as a contact.
Requests go by email only
If the nominator prefers to ask on a call, they share the link themselves after it.
Do not reward nominations by result
Paying staff per approved testimonial invites pressure on customers. Thank people publicly instead.
FAQ
Questions people ask
Short answers to what usually comes up next.
Should nominators ask the customer first?
For close accounts, yes. A quick “marketing may reach out about what you said” from the account manager makes the request feel expected.
How often should we ask teams for nominations?
A monthly reminder is enough for most teams. More often and it becomes noise; less often and the moments are forgotten.
What if a nomination is turned down?
Tell the nominator why, briefly, and keep the contact on file. The reason, such as an open renewal, often passes.
Can support nominate from a ticket?
Yes, and they often see the most grateful customers. Use the shorter format so it fits into closing a ticket.
Still have a question? Ask the StoryProof team or book a demo.
Turn team wins into testimonials
Collect nominations as contacts, ask with context, and tell nominators when their customer goes live.
Last updated 2026-11-06.