Maximizing Testimonials
with ClearlyRated

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Testimonials are a powerful way to get the word out about how great the experience at your firm is without "tooting your own horn." In fact, your most credible sales person is someone who doesn't work for you. Buyers of accounting services report that, next to a referral from a friend or colleague or an independent 3rd party award (like Best of Accounting), client testimonials are their most trusted source of information about a service provider. 

How to assemble client testimonials

Client testimonials act as great proof points in your marketing and sales materials. Start by downloading a list of your testimonials within your ClearlyRated dashboard.

  • Log in to your ClearlyRated dashboard, and select the specific survey from which you would like to assemble testimonials. Access that survey by clicking on the survey name.
  • Once you are viewing the survey results, select the "Reports" button just below the green bar in the upper right-hand corner of your dashboard.
  • Select "Testimonials" to download a complete spreadsheet of testimonials generated by this survey.
Testimonials that Close Business

The most effective testimonials should build on the value proposition your firm already claims to offer and contain enough detail to be authentic and compelling. 

Testimonials in Marketing Materials

Having a strategy in place to collect testimonials is only half the battle. Going one step further and finding a way to utilize them in your marketing efforts is where the value lies. As social proof is becoming increasingly more important to buyers as they go through the vetting process, what better way to showcase the client experience your firm provides than to have testimonials represented throughout your marketing materials. Some suggested channels to share this information are:

  • On your website - include testimonials on the front page of your website.
  • On your social media handles - create social media graphics with client testimonials to share to your LinkedIn, Twitter, or Facebook pages.
  • Within your proposals/print collateral - include a "what our clients say about us" page to showcase client testimonials. Insider Tip: testimonials that are most closely aligned with the specific audience you’re speaking to are most powerful.

Interested in more information about how to use testimonials? Download our guide on 'how to use testimonials' >>

Did you know...
  • Nearly 3 in 5 buyers of accounting services believe client testimonials offer credible proof of industry expertise.
  • 51% of accounting buyers perceive client testimonials to be a good source of information about the quality of a potential service provider.
  • Nearly 9 in 10 accounting clients are willing to share a testimonial. But less than 1 in 4 have been asked to do so.

*Data derived from ClearlyRated's annual industry benchmark study.