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Testimonial Request From Your Account Manager

A request from “The Marketing Team” competes with every newsletter in the inbox. The same request from the account manager who sat in last week’s review meeting gets read, because the customer knows the name and the relationship. These templates are written in that person’s voice, around the moments an account manager actually has: a review call, a renewal, a problem they fixed.

  • Written in the account manager’s own voice
  • Anchored to a moment they shared
  • One link, answered in text, audio or video
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New message

SubjectSomething you said on our quarterly review on Tuesday

Hi Priya,

Thanks again for our quarterly review on Tuesday. You mentioned that the team now closes month end two days sooner, and I have been thinking about it since.

Would you be willing to say that in a couple of sentences for us to share? It can be written, an audio note or a short video, whichever is easiest: your StoryProof link

No pressure at all if the timing is wrong. I will make sure you see it before anything is published.

Sam

4 ready-to-send versions

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Request builder

Write the request in your own voice

Pick the moment, fill in what only you know about this account, and send it from your own mailbox. Keep it short enough to read on a phone.

Moment
  1. The day after the review

    Subject: Something you said on [our quarterly review on Tuesday]

    Hi [Priya],

Thanks again for [our quarterly review on Tuesday]. You mentioned that [the team now closes month end two days sooner], and I have been thinking about it since.

Would you be willing to say that in a couple of sentences for us to share? It can be written, an audio note or a short video, whichever is easiest: [your StoryProof link]

No pressure at all if the timing is wrong. I will make sure you see it before anything is published.

[Sam]
  2. Shorter version for a busy contact
    Hi [Priya], on [our quarterly review on Tuesday] you said [the team now closes month end two days sooner]. Could I ask you to put that in your own words here? Two minutes: [your StoryProof link]

Thanks, [Sam]

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The problem, solved

Why account managers stall on testimonial requests, and how StoryProof helps

  • Problem 1

    Marketing’s template sounds nothing like me

    A customer who speaks to you every week notices instantly when an email in your name was written by someone else.

  • Problem 2

    They said yes, then never did it

    A busy contact agrees on a call and forgets. Chasing them yourself feels awkward in a relationship you need.

  • Problem 3

    They will not write a paragraph

    Senior contacts and engineers often hate writing marketing copy, even about something they like.

  • Problem 4

    Marketing cannot see what came in

    Replies land in five account managers’ inboxes, and the good ones never reach the website.

  • Problem 5

    I promised they would see it first

    An account manager’s credibility rests on nothing going public that the customer did not expect.

Prompts

When an account manager should and should not ask

Timing matters more for a relationship owner than for marketing. These are the moments to use and the ones to skip.

Good moments

  • The day after a review meeting where they named a result
  • A week after a renewal has closed
  • After they thanked you for fixing something, once it stayed fixed

Moments to avoid

  • Wait until the next good moment instead.

Leave out

  • During a renewal or pricing negotiation
  • While a support issue is still open
  • In the same email as an upsell

In StoryProof

Set up account manager requests in StoryProof

Step 1 of 4

Give account managers access

Add account managers to the workspace so they can see their accounts’ testimonials. Seats per space depend on plan.

Before you start

Worth knowing

  • StoryProof reminders come from StoryProof, not your mailbox

    The automated follow ups are StoryProof request emails. If you want every touch to come from you, chase by hand instead.

  • Email only

    StoryProof sends requests by email. If you mostly speak in a chat tool, paste the link there yourself.

  • Do not tie it to the commercial relationship

    A request that hints at a discount or better service in return is an incentive and changes how the testimonial must be presented.

  • StoryProof does not read your CRM

    It does not know when a renewal closes or a ticket is resolved. The account manager picks the moment.

FAQ

Questions people ask

Short answers to what usually comes up next.

Should the account manager or marketing ask for testimonials?

For accounts with a named relationship owner, a request from that person usually gets more replies. Marketing can supply the link and handle approval.

Is it awkward to ask right after a renewal?

Not once the renewal has closed. Asking during the negotiation is the awkward version, and it can look like a trade.

How long should the request be?

A few sentences: the moment you shared, what they said, the link and a promise they will see it before it goes up.

Can the account manager draft it for the customer?

They can offer a draft based on what the customer said, for the customer to edit and approve. The words should end up being the customer’s.

Still have a question? Ask the StoryProof team or book a demo.

Let the person they trust do the asking

Account managers send the request in their own voice. StoryProof handles the link, the reminders and the approval.

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Last updated 2026-11-07.