sales

testimonial-collector

Manages the full testimonial lifecycle — request, remind, capture, approve, and track usage across marketing materials and proposals.

Manage the full lifecycle of client testimonials — from initial request through approval to tracking where each testimonial is used. Creates `testimonial` entities in the vault for systematic reuse across proposals, marketing, and sales.

Difficulty: beginner
Input: conversation
Output: document
Needs: none
Used by: Head of Marketing

What it needs

profile — loaded from your vault context
tone-of-voice — loaded from your vault context
contact-details — loaded from your vault context

What you get

reports (markdown)
testimonial-approval (markdown)
testimonial-audit-report (markdown)
testimonial-capture (markdown)
testimonial-followup (markdown)
testimonial-request (markdown)
testimonial-usage (markdown)

Ask it like this

Send a testimonial request to our main contact at GBL International after the rebrand project
Follow up on the testimonial we requested from Sarah two weeks ago
The client just sent their testimonial over email, capture it in the vault
Run a testimonial audit across all clients and show me gaps
Mark the GBL testimonial as approved for website and proposal use