Want to collect amazing client testimonials—without feeling awkward or pushy about asking?
Whether you work 1:1 or run group programs, great testimonials can build trust, increase sales, and inspire your future clients to say yes. But many business owners skip this step entirely because it feels uncomfortable.
In this post, we’ll walk through how to wrap up your client experience professionally, naturally ask for feedback, and automate the entire process using AttractWell’s built-in tools.
📌 This post is based on our live Office Hours training. You can watch the full replay below and grab the free testimonial collection system we shared during the session.
What Is Offboarding (and Why It Matters)
New to AttractWell? You can implement everything we teach in this training using our all-in-one platform—no extra tools needed. Start your free trial here and get access to the full system today.
Offboarding is the process of wrapping up a client experience in a way that leaves them feeling valued and supported—while also helping you gather powerful feedback for your business.
A great offboarding process can:
- Strengthen relationships and increase referrals
- Encourage repeat business with follow-up offers
- Make collecting testimonials natural and effortless
Examples of a Simple Wrap-Up Process
For 1:1 Coaching Clients:
- Send a final session recap email with next steps and resources
- Check in a few weeks later with a natural request for feedback
- Offer a follow-up or next-step program if relevant
For Group Programs or Courses:
- Send a celebration or “graduation” email at the end of the program
- Encourage sharing wins on social media or in a community space
- Offer a next step or alumni experience
- Include a link to submit a testimonial as part of the wrap-up
How to Ask for a Testimonial Without Feeling Awkward
If asking for testimonials feels awkward, it usually comes down to the way we’re taught to do it. A better approach is to make the request about them—their growth, their success, and their chance to inspire someone else who’s where they once were.
Try this:
“Your experience can help others take this step. If you’re open to sharing, I’d love to feature your story.”
Then send them to a structured form that guides their response and includes consent options for sharing.
What to Include in a Testimonial Request Form
- A thank-you message and acknowledgment of their progress
- Prompts to guide a strong testimonial (e.g., What was your biggest win?)
- Consent checkboxes for name, title, photo, and testimonial usage
- If consent is given, follow up to request a photo
Watch the Full Training + Get the Done-for-You System
In this training, we walk you through:
- How to automate testimonial requests with AttractWell
- What to include in your form, page, and follow-up system
- How to add testimonials to your content library for reuse on pages, emails, and more
🎥 Watch the training replay below:
Download the done-for-you testimonial system below.
📄 This resource bundle is ready to use inside your AttractWell account.
It includes a done-for-you testimonial collection page, confirmation page, automation, and follow-up plan that you can import directly into your system using the link below.
Don’t have AttractWell yet? Start your free trial here so you can access and customize these resources for your business.
Want Help Setting Yours Up?
We go live every Thursday at 2pm ET to walk you through how to use AttractWell to grow your business faster and more simply.
Whether you’re a coach, consultant, wellness pro, or creator—if you’re ready to run your business with fewer tools and less stress, we’re here for it.
👉 Join us for weekly AttractWell Office Hours and get support, training, and done-for-you systems to make online business simpler.
Sign Up for Office Hours to get access to free, live support, and be the first to receive resources when they drop!
See you there,
The AttractWell Team
0 Comments