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Do You Have What it Takes to Ask For a Client Testimonial? 

Asking For Client Testimonials

Asking for client testimonials can be daunting, but it is essential to growing and sustaining a successful business. Testimonials provide social proof of your mortgage advice company’s value and help establish trust with prospective clients.

Many mortgage advisors struggle with asking for testimonials due to fear of rejection or feeling uncomfortable with self-promotion. This article will explore the importance of client testimonials and provide tips on asking for them effectively.

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Why Are Client Testimonials so Important?

Client testimonials are important because they provide social proof and build trust with prospective clients. When people see positive feedback from others who have used your services or products, they are more likely to trust that it will meet their needs.

Client testimonials will: 

  • Highlight specific benefits or features of a service or product that prospective clients may have yet to be aware of.
  • Identify areas where you excel and could improve, helping you enhance your offerings and better serve your clients.

Client testimonials are essential for any mortgage advice company to establish credibility and build trust with prospective clients.

Here’s a List of Ways to Acquire Client Testimonials

Ask for feedback directly from clients via email or phone

Asking clients for feedback directly via email or phone can be a great way to gather valuable insights about your services or products. It lets you hear directly from them and shows them that you value their opinions and are committed to improving their experience. When asking for feedback, keep your questions specific and focused on areas you want to improve. Additionally, consider offering an incentive for those who take the time to provide feedback; this can help increase participation rates and show your appreciation for their input.

Create a Survey and Send It Out to Your Clients

Creating and sending a survey to your clients is essential because it allows you to gather valuable feedback and insights about your services, products, or business. This information will help you make informed decisions about improving and growing your mortgage firm and better understand your client’s needs and preferences.

Here are the steps to creating a survey to send to your clients:

  • Determine the purpose of the survey: Before creating a survey, it’s essential to know why you’re conducting it. You should know what information you want to gather from your clients.
  • Choose a survey tool: Many online tools, such as SurveyMonkey, Google Forms, Typeform, etc., are available for creating and sending surveys. Choose the one that best suits your needs.
  • Create questions: Once you’ve chosen a tool, it’s time to create questions for your survey. Keep in mind that the questions should be clear and concise.
  • Test the survey: Before sending it out, test it yourself first to ensure everything is working correctly.
  • Send out the survey: Once satisfied, send it to your clients via email or social media.
  • Analyse results: After receiving responses from your clients, analyse them carefully and use them to improve your business strategies

Remember to keep your surveys short and sweet so clients are more likely to complete them.

Include a Testimonial Request in Your Email Signature or On Your Website

One effective way to gather testimonials from satisfied clients is to include a request in your email signature or website. Doing so makes it easy for clients to share their positive experiences with others.

You could include a line in your email signature: “If you’ve enjoyed working with us, we’d love to hear about it! Please consider leaving us a testimonial.” Create a dedicated testimonial page on your website and include a form where clients can submit feedback.

Not only do testimonials help build trust with prospective, but they also provide valuable feedback that can help improve your business.

Offer an Incentive For Clients Who Provide a Testimonial

Offering an incentive for clients who provide a testimonial is a great way to encourage them to share their positive experiences with your services or product. An incentive could be a gift card or something as simple as a personalised thank-you note.

By offering an incentive, you show appreciation for their time and effort sharing their feedback while potentially gaining valuable marketing material to showcase on your website or social media channels. Ensure that any incentives offered align with your brand values and don’t come across as too pushy or insincere.

Contact Clients Who Previously Gave Positive Feedback and Inquire About Providing a Testimonial

Consider reaching out to clients who have given positive feedback in the past and ask if they would be willing to provide a testimonial. You can do this through email, phone calls, or even social media messaging.

Be sure to thank them for their previous business and explain how their feedback can help your business grow. By featuring these testimonials on your website or social media pages, you can build trust with prospective clients and increase your credibility in the mortgage industry.

Use Social Media to Ask For Testimonials From Followers and Clients

Social media is a powerful tool for mortgage advisors to connect with their audience and build relationships. One effective way to leverage social media is by asking for testimonials from followers and clients. Testimonials are a great way to showcase the value of your service or product and build trust with prospective clients.

To ask for testimonials on social media, start by creating a post explaining why you’re looking for feedback and how it will help your business. Be sure to include a call to action that encourages followers to share their experience with your service or product.

Another option is to contact individual clients directly through direct message or email and ask if they would be willing to provide a testimonial. Be sure to thank them for their time and tell them how much their feedback means to you.

Asking for testimonials on social media is a powerful way to build credibility and trust with your audience while gaining valuable insights into how others perceive your service or product.

Ask Clients to Leave Reviews on Third-Party Sites Like Unbiased, Google Reviews, Trustpilot or VouchedFor

Encouraging clients to leave reviews on third-party sites such as Unbiased, Google Reviews, Trustpilot or VouchedFor can significantly benefit your mortgage advice company. Not only does it improve your online reputation, but it also helps prospective clients make informed decisions about your services.

To ask for reviews effectively, consider sending out an email campaign or adding a review request to your signature. You can also create a dedicated page on your website that directs clients to third-party review sites where they can leave feedback.

Remember to respond promptly and professionally to all positive and negative reviews. This demonstrates that you value client feedback and are committed to improving your services. Actively seeking out and managing client reviews is critical to building a solid online presence and enhancing consumer trust in your business.

Provide a Template or guidelines For Clients to Follow When Writing Their Testimonials

Provide a template or guidelines for clients to follow when writing their testimonials.

Here are some suggestions:

  • Start with a solid opening statement: Begin your testimonial with a powerful statement that captures the essence of your experience.
  • Be specific: Provide details about what you liked or appreciated about the product, service, or experience.
  • Use real-life examples: Share real-life situations where the service, product, or experience that helped you achieve your goals.
  • Highlight the benefits: Focus on how they have positively impacted your life or business.
  • Keep it concise: Keep your testimonial short; ideally 100-150 words.
  • Add a photo (optional): Including a photo can add credibility to your testimonial and make it more personal.

Here’s an example of how you could structure your testimonial:

Opening Statement: Begin with a brief statement that summarises your overall experience.

Specific Details: Share particular details about what you liked most about the service, product or experience

Real-Life Examples: Give real-life examples of how the service, product or experience has helped you achieve your goals

Benefits: Focus on the benefits and how they have positively impacted your life or business

Conclusion: End with a positive note summarising why you would recommend this service, product or experience to others

Remember, testimonials are powerful tools that help prospective clients make informed decisions about purchasing or engaging with a particular service or product. Take some time to craft an honest and detailed account of your experience.

Follow Up With Clients Post-Purchase to Request Testimonials Based on Their Experience

Positive testimonials are among the best ways to build credibility and attract new clients. After a client has used your service or product, it’s essential to follow up with them and ask if they would be willing to provide feedback based on their experience.

Following up with consumers shows that you value their opinions and gives prospective clients an idea of what to expect when working with you. To make the process easier, consider sending a personalised email or message thanking them for their business and asking for any feedback they may have.

Remember, satisfied clients are often your best advocates, so don’t hesitate to ask for their support.

The Bottom Line

The sum up, establishing credibility and building trust with prospects is crucial for any business looking to succeed. Remember, to establish credibility and trust you must 

1 Showcase your expertise: Share your knowledge and experience in the mortgage industry through blog posts, social media content, or webinars. Displaying your experience will demonstrate that you know what you’re talking about and can be trusted to provide valuable insights.

2. Provide social proof: Encourage satisfied clients to leave reviews or testimonials on your website or social media platforms. Seeing positive feedback from others can help build trust with new clients.

3. Be transparent: Be open and honest about your services or products, pricing, and policies. Consumers appreciate businesses that are upfront and transparent about what they offer.

4. Offer guarantees: A satisfaction guarantee shows that you stand behind your service or product and are committed to client satisfaction.

5. Communicate clearly: Make sure your communication with prospective clients is concise and timely. Respond promptly to inquiries and provide accurate information.

Implementing these strategies can establish credibility and build trust with prospective clients, increasing sales and long-term success for your business.

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About Goldmine Media

Goldmine Media is a renowned, all-in-one financial services marketing agency. We’ve worked closely with driven clients for over twenty years to achieve their goals.

Our services include:

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As a company, we proudly partner with various clients, from major corporations to small and medium financial firms. These partnerships span across the globe, from the UK and abroad. So, be it the UK, USA, UAE, or Singapore, our team is always ready to meet your marketing goals.

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Please reach out to Goldmine Media and see how we can drive your business forward, whatever your goals are.

So, if you’d like more information on how we can help with your marketing, please contact Goldmine Media. Moreover, you can reach us by calling 0845 686 0055 or emailing findoutmore@goldminemedia.co.uk.

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