Marketing workflow for Tallyfy

Collect testimonials that actually convert prospects

Vague praise doesn't close deals. This workflow guides you through collecting social proof across every channel that matters: social media quotes, expert endorsements, written case studies, video testimonials, third-party reviews, and podcast appearances.

8 steps

Run this workflow in Tallyfy with people, AI, and conditions

B2B SaaS Customer Testimonial Collection Workflow Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Initial Outreach and Permission Request

TM
Team member
Status: Active

2. Social Media Testimonial

Claude
AI agent
Status: Waiting

3. Industry Expert Testimonial

TM
Team member
Status: Conditional

4. Written Case Study Testimonial

Claude
AI agent
+ 4 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Initial Outreach and Permission Request

1 days from previous step
task
Before collecting any testimonial, reach out to the customer to gauge interest and get explicit permission. Send a brief email explaining how the testimonial will be used, what format you need, and how much of their time it will take. Respect their decision if they decline - a forced testimonial is worthless anyway.
2

Social Media Testimonial

3 days from previous step
task
Grab those quick shout-outs and positive mentions from LinkedIn, Twitter, or Facebook. These short bits of praise don't require much effort from the customer, but they're gold for building social proof. Screenshot the post, save the link, and ask the customer if you can share it on your own channels.
3

Industry Expert Testimonial

7 days from previous step
task
Get quotes from recognized names in your industry. When someone with credibility vouches for you, it carries serious weight with prospects who are still on the fence. Reach out to thought leaders, analysts, or well-known practitioners who've used your product. Their endorsement can be the tipping point for enterprise deals.
4

Written Case Study Testimonial

14 days from previous step
task
This is the classic format. Ask happy customers to share their story in detail - the problem they had, how you helped, and what results they got. Keep it real and specific. Vague praise doesn't convert. Numbers matter here: time saved, money earned, problems fixed. Make sure to get written approval before publishing anywhere.
5

Video Testimonial

21 days from previous step
task
Video testimonials are the most powerful because people can see genuine emotion. But they're also the hardest to get. Most customers feel awkward on camera. Keep it simple: 60 seconds max, let them use their phone, and give them 3 simple questions to answer. Edit out the ums and ahhs, add captions, and you've got content that converts.
6

Third-Party Review Site Testimonial

10 days from previous step
task
G2, Capterra, Trustpilot - these matter. Buyers check review sites before talking to sales. Ask satisfied customers to leave real reviews on relevant platforms. Don't offer incentives (it's often against the rules and looks shady). Just make it easy: send them a direct link and thank them afterwards.
7

Audio or Podcast Testimonial

28 days from previous step
task
Podcasts are everywhere now. If you're on a show or running your own, invite customers as guests. It's way less intimidating than video - they can do it from home in their pajamas. Plus, the conversational format brings out authentic stories you'd never get from a formal interview. Clip the best 30-second quotes for social media.
8

Final Approval and Asset Organization

30 days from previous step
task
Get final written approval from the customer before using their testimonial anywhere. Store all testimonial assets in one central location with clear naming conventions. Tag each testimonial by type, industry, use case, and customer size for easy filtering. Share with the sales team so they can use relevant testimonials in their pitches.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe
1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2

Run

People + AI working together
4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3

Track and improve

Audit and learn
7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.

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