CMO · Toolkit · Intermediate · Saves 35+ hours
Social Proof Collection System
A system for systematically collecting social proof for use across marketing.
What's included
- Testimonial collection process
- Screenshot capture workflow
- Permission management
- Organization system
- Usage guidelines
- Refresh cadence
Best used when
- Gathering social proof
- Building credibility
- Supporting sales
- Creating marketing assets
- Improving conversions
The template
The Template
COLLECTION SOURCES
| Source | Type | Frequency |
|---|---|---|
| Social mentions | Screenshots | Ongoing |
| Review sites | Reviews | Monthly |
| NPS surveys | Quotes | Quarterly |
| Email feedback | Testimonials | As received |
| Interviews | Video/written | As conducted |
| Support tickets | Praise | Weekly |
TESTIMONIAL COLLECTION
Request Email
Subject: Quick favor?
Hi [Name],
You mentioned [positive feedback]. Would you mind if we
shared that as a testimonial? We'd love to feature you!
Just reply "yes" and I'll take care of the rest.
Thanks!
Information to Capture
| Field | Required |
|---|---|
| Quote | Yes |
| Name | Yes |
| Title | Yes |
| Company | Yes |
| Photo | Preferred |
| Logo | Yes |
| Permission | Yes |
SCREENSHOT WORKFLOW
Capture Process
- Set up alerts for brand mentions
- Screenshot positive mentions immediately
- Capture full context (not just quote)
- Save with date and source
- Log in database
Screenshot Specs
| Platform | Dimensions |
|---|---|
| Full tweet view | |
| Post + profile | |
| G2/Capterra | Full review |
PERMISSION MANAGEMENT
Permission Tracker
| Person | Quote | Usage | Date | Expiration |
|---|---|---|---|---|
| Summary | All marketing |
Permission Email
Hi [Name],
Thanks for agreeing to share your testimonial! Just to
confirm, we have permission to use your quote:
"[Quote]"
Along with your name, title, and company logo in:
- Website
- Sales materials
- Social media
- Advertising
Please reply "confirmed" if this is correct.
Thanks!
ORGANIZATION SYSTEM
Folder Structure
/Social-Proof
/Screenshots
/Platform
/Date
/Testimonials
/Written
/Video
/Reviews
/G2
/Capterra
/Case-Studies
Database Fields
| Field | Purpose |
|---|---|
| Source | Where collected |
| Date | When collected |
| Person | Who said it |
| Quote | Full text |
| Theme | Category |
| Usage | Where used |
| Expiration | Permission end |
REFRESH CADENCE
- Monthly: Review new screenshots
- Quarterly: Request fresh testimonials
- Annually: Audit and refresh library
Frequently asked questions
What is the Social Proof Collection System?
A system for systematically collecting social proof for use across marketing.
Who is the Social Proof Collection System for?
It is built for CMOs and their teams working on Social Media. The AI coach adapts it to your company, stage, and goals.
How long does the Social Proof Collection System take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the toolkit to your situation in minutes, then hand you a step-by-step plan.
Is the Social Proof Collection System free?
Yes. You can read the full toolkit and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Social Proof Collection System?
The coach teaches you the framework, asks a few questions about your business, tailors the toolkit to you, and gives you measurable next steps to execute.