✅ Playbook: How to Collect Marketing Materials to Promote a Business

🧾 SOP 1: How to Collect Awesome Testimonials

📄 Description

This SOP outlines the step-by-step process to collect powerful, authentic testimonials from your customers or clients that you can use for marketing and sales.

📌 Steps to Collect Awesome Testimonials

1. Invite the Client to a Call
   • Send an email or ask your client to hop on a Zoom call with you (or someone from your team).
   • 🧠 Pro Tip: Do this within 1 day of an inflection point—this is a moment where the client has just experienced a win, breakthrough, or major result.
2. Include a Booking Link
   • Use Calendly (or similar) to make scheduling easy.
   • Try to book the testimonial call within 2 business days.
3. Host the Interview Using the Epiphany Bridge Framework
   • Ask questions that walk them through their transformation.
   • Highlight the before and after states clearly (see the interview questions below).
4. Ask for Marketing Permission
   • Be sure to ask: “Can we use parts of this video in our marketing?”
   • Record their consent for using clips in your materials.
5. Example (With Context)
   • Before: “We had lots of issues… customer acquisition, managing a team, and constantly questioning if we were doing the right thing.”
   • After: “We added about $1 million in recurring revenue since that workshop. It’s only been about 3 months.”
   • 🎯 Why this works: Context creates contrast. It shows real transformation, which makes the testimonial more relatable and impactful.

EXAMPLE:

https://www.youtube.com/watch?v=xNlsVcqRkWM&ab_channel=LeilaHormozi

✉️ Cycl Sales Testimonial Invitation Email + SMS

📨 Email Invitation