Testimonial form: the fields to use
A testimonial form needs five things: who the client is, what the situation was before, what changed (with a number when there is one), what they would say to someone hesitating, and permission to publish. Everything else is optional. The full field list and a copy-paste version are below.
- Field-by-field, with why each earns its place
- A copy-paste question set
- Text, voice or video answers
- Consent stored with the answer
Free plan: 5 testimonials and 2 case studies. Your client never signs up.
“Our welcome flow was basically off. Three weeks after the rewrite, email went from 9% to 24% of monthly revenue.”
Marta R., e-commerce founder
Case study
From 9% to 24% of monthly revenue in three weeks
What goes in the form, field by field
Name and role
RequiredA quote from "a client" convinces nobody. Role matters more than company size, it tells the reader whether this person is like them.
Company or website
OptionalOne link makes the whole testimonial checkable. Leave it optional for clients under an NDA.
What the situation was before
RequiredWithout a starting point the result has no size. This is the field most forms forget.
What changed, with a number if they have one
RequiredOne figure carries more weight than three sentences of praise. Ask for it plainly and accept when it does not exist.
What they would say to someone hesitating
RequiredThis is where the quotable line usually appears, because they stop reviewing and start recommending.
Rating
OptionalUseful for a wall of quotes, useless on its own. Keep it as one tap, never as the whole form.
Photo, video or voice note
OptionalA face or a voice lifts believability more than any layout. Make it optional so it never blocks submission.
Permission to publish
RequiredAn explicit checkbox, stored with the answer. This protects you the day the client changes jobs and someone asks who approved the quote.
Copy-paste form template
1. What was the situation before we worked together? 2. What did we do, in your words? 3. What changed since? A number is ideal if you have one. 4. What would you say to someone deciding whether to hire me? 5. Anything we should have done differently? Your name and role: ______________________ Company or website (optional): ______________________ [ ] I'm happy for this to be published, with my name and role.
Five rules that decide whether it gets finished
- Five fields or fewer on the first screen. Every extra field costs completions.
- No account, no password, no download on the client's side.
- Open questions, not star ratings, if you want text you can publish.
- Allow voice notes. Spoken answers are longer and sound like a person.
- Show what happens next: who reads it, where it appears, when they can approve.
The form is the easy half
Collecting the answer takes two minutes of your client's time. Turning it into something that sells, a written case study with the before state, the work and the result, is the part that sits on your to-do list for months. CasePruve does that step from the answers your client gave, without inventing numbers they never said.
Related: how to ask for a testimonial, client testimonial templates and testimonial page examples.
Common questions
Skip the form builder
Create a free collection link with these questions already in it. Your client answers by text, voice or video, with no account. Free plan: five testimonials and two case studies.
5 testimonials and 2 case studies free · No card · Your client never signs up
