About this template
Collecting authentic client testimonials is essential for building social proof and driving future growth. This New Client Testimonial Form makes it effortless to gather structured feedback immediately after wrapping up a project. Designed for agencies, consultants, and service providers, it captures specific details about the client's experience, the key benefits they received, and how your team helped solve their challenges.
By leveraging Doc2Form to instantly convert documents or build out this template, you can automate your offboarding workflow. Send this form directly to clients once deliverables are handed over to collect glowing quotes, project highlights, and valuable insights for service improvement. The structured layout ensures you get actionable testimonials ready to feature on your website, case studies, and marketing campaigns.
Key features
- Capture powerful client quotes and project highlights instantly
- Collect structured feedback on your service approach and team performance
- Identify key benefits and outcomes delivered to the client
- Track referral sources to understand your best marketing channels
- Streamline post-project offboarding with a quick, professional questionnaire
Use cases
- Post-project wrap-up for web design and marketing agencies
- Client satisfaction reviews for freelance consultants and contractors
- Gathering social proof for professional service case studies
- End-of-engagement evaluations for coaching and advisory practices
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Company Name (Short answer)Name of your business or organization.
- Project Name (Short answer)The name or type of project we completed together.
- What prompted you to seek our services? (Paragraph)Briefly describe the main challenge or goal that led you to contact us.
- How did our team help solve your challenge? (Paragraph)Share how our solution or deliverables impacted your business.
- Overall Experience & Approach (Linear scale)Rate your overall experience working with our team.
- Feedback on Approach and Communication (Paragraph)Tell us how we did regarding communication, deadlines, and project management.
- What was the single biggest benefit or highlight of working with us? (Paragraph)This quote may be featured as a highlight in our portfolio or marketing materials.
- How did you hear about us? (Dropdown)Select your primary referral source.
- Additional Comments or Suggestions (Paragraph)Is there anything else you would like to share with us?
FAQ
What is the best time to send a client testimonial form?
The ideal time to send the form is immediately after successfully completing a project or delivering final assets, while the positive experience is fresh in the client's mind.
Can I use the quotes collected in my marketing materials?
Yes! You can add a permission question to ensure you have explicit consent to feature their testimonial on your website, social media, or proposal decks.
How can Doc2Form help me customize this template?
Doc2Form allows you to instantly transform your existing brand guidelines, offboarding emails, or document outlines into a fully functional Google Form in seconds.
Are the responses automatically organized for review?
All submissions go directly into a connected Google Sheet, making it easy to scan, filter, and extract your favorite quotes for promotional use.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.