Stay Relevant: Develop Your Review Discipline

Online reviews do more than build credibility — they improve your SEO ranking too. Without them, you risk losing potential customers simply because there isn't enough information available about you. One advantage of testimonials: you don't need only past clients to leave them. Anyone who's worked with you can.

The Ask — Creating Your Template

Build a templated review request and send it on a consistent schedule — ideally before the transaction closes, with the links already prepped. Leave room for a personal detail or two so it doesn't read as a generic automated message, and keep the email short enough that the ask is obvious at a glance. Text or a DM works just as well as email — test a few methods and see which one actually gets a response. In our experience, Facebook Messenger performed well, and doubles as a natural way to reconnect on social media. Once the template exists, the whole process takes a few minutes per client.

The Follow-Up — Getting the Results

If a client doesn't respond, follow up — just give it some space between messages. Keep the tone light and casual rather than pushy; convey that the review matters without leaning on the person. Two follow-ups is usually the right ceiling.

Recent Reviews Are Better — Create a Schedule

Consistency matters as much as volume. Recent reviews signal that you're actively working and that clients are happy with the results. Make the request part of your process every time a transaction closes, and periodically comb through your database — past clients, referral partners, industry contacts — for reviews you may have missed.

Collecting testimonials takes time, but it's one of the most valuable things you can do for your credibility and your discoverability. Happy clients make great content too — get in the habit of sharing a new review when you receive one. It shows the audience the level of care you consistently bring to your clients.