Who runs the program
Should You Outsource Testimonial Collection
Asking customers for testimonials is nobody’s full time job, so it slips. Handing it to an agency, a freelancer or a virtual assistant sounds like the fix, until customers start getting requests from a stranger. Answer five questions about your customers, your team and what you need back, and see who should run the asking.
- In house, outsourced or a split
- Weighs relationships, volume and team time
- Keeps the account and approvals with you
Decision helper
Who should run your testimonial requests?
Answer for the program as it would run over the next six months.
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The problem, solved
What goes wrong when collection is handed over, and how StoryProof keeps you in control
- Problem 1
The agency owns the account, not us
When the contract ends, the library, the collection links and the widgets on your site sit in an account you cannot log into.
How StoryProof solves it
Open the account in your company’s name and give outside help a seat in your brand space. Seats per space depend on your plan.
- Problem 2
They published a quote we would never use
An outsider does not know that one customer is in a dispute, or that a quote mentions a feature you dropped.
How StoryProof solves it
Nothing submitted or imported goes public until it is approved, and roles are on every plan, so outside help can collect while approval stays with your team.
- Problem 3
Customers do not know who is emailing
A request from an unfamiliar agency address looks like spam, and the reply rate drops.
How StoryProof solves it
StoryProof sends requests by email to the contacts you add, so the list stays yours and you decide who outside help may contact.
- Problem 4
We are paying someone just to chase
Most outsourced hours go on reminders: checking who replied, sending the second email, then the third.
How StoryProof solves it
From Pro, the follow-ups automation sends two timed reminders, stops when a testimonial arrives and skips anyone who unsubscribed.
Which jobs can go out, and which should stay
In StoryProof
Set up the split before anyone sends a request
- 1
Open the account in your own name
Whoever runs it day to day, the account belongs to the business. Add outside help as a seat in your brand space.
- 2
Agree a contact list and a hold list
Add the customers outside help may contact. Keep key accounts and anyone mid dispute off it.
- 3
Automate the chasing
From Pro, let the follow-ups automation send the reminders instead of paying for hours spent chasing.
- 4
Keep approval with your team
Everything waits in the queue until your approver publishes it. Use tags so outside help can mark what is ready for review.
What happens next: Review the arrangement after three months: replies, quality and any customer who complained about being contacted.
Before you start
What this decision does not cover
What this does not cover, and what to check on your side. Better to know now than after launch.
- 01
It does not compare vendors
This page does not rate agencies or assistants, or say what they should cost. Ask any candidate how they handle consent and what happens to your data when the contract ends.
- 02
Outside help still needs your input
Someone on your team has to say who to ask and approve what comes back. Fully hands off is not realistic.
- 03
Contract terms are yours to check
Who owns the recordings and written testimonials is set by your agreement with the agency, not by the software. Get it in writing.
- 04
Customers notice who asks
A request from a known name almost always does better than one from a stranger. Factor that into any volume promise you are given.
FAQ
Questions people ask
Short answers to what usually comes up next.
Can a virtual assistant send testimonial requests for us?
Yes, for customers with light contact. Give them a seat in your account, a list of who they may contact and a request written in your voice, and keep approval with your team.
Should the agency use its own testimonial tool?
It is safer to use an account your business owns. If the agency’s tool holds the library, getting it back at the end depends entirely on them.
Who should approve testimonials if collection is outsourced?
Someone inside the business. Only your team knows which claims are accurate, which customers are unhappy and what you are allowed to say.
Is outsourcing worth it for a very small business?
Usually not for the asking itself. A few requests a month take little time, and customers respond better to the owner. Outsource filming or editing if you need it.
Still have a question? Ask the StoryProof team or book a demo.
Keep the account, share the work
Own your testimonial library, give outside help a seat, and approve every quote before it goes live.
Last updated 2026-11-07.