Power your SaaS Sales with Remote Testimonial Templates

How remote video testimonials can help your SaaS business

Power your SaaS Sales with Remote Testimonial Templates

Testimonials are one of the most popular tools in a company’s social marketing arsenal. They are a powerful way to get your message across, which makes them an essential ingredient in your inbound marketing strategy.

Recent studies show that:

“Users trust testimonials over third-party product endorsements.”

Remote testimonial templates are pre-written testimonials that provide carefully selected questions that prompt an individual who has already bought and used your product to provide feedback on their experience.

In addition, they also contain information about topics, wording, and overall tone and style to help your customers write a professional testimonial.

You can turn a remote testimonial into a text, audio or video testimonial and use it on your website, or on your social media channel.

Table of Contents

What are Remote Testimonial Templates?

A remote testimonial template allows customers to submit brief but effective testimonials. By including these templates in your website and marketing collateral, you can boost your customer conversion rate. This is made possible because remote templates:

  • Summarize what needs to be done to craft a worthy testimonial that will highlight all the best aspects of your brand’s history, values, or product.
  • Help customers who may not have the time to create a testimonial from scratch.
  • Allow clients to fill in their own words to describe their experience with your services and products. Many people love to see their quotes published on the web and social media sites.

Above all, you are demonstrating to your customers that:

“You hold the relationship with them in high regard, and you are seeking their help to convince others to buy your products.”

What are the Challenges Involved in Creating Customer Testimonials?

SaaS (software as a service) companies are aware that customers rely on testimonials and reviews before they make a purchase. Creating high-quality testimonials, however, can be a daunting task because:

  • Companies often have different customers with different use cases, so writing generic testimonials that speak to everyone won’t work.
  • Approaching customers for testimonials can be challenging because often they want to avoid making their company’s name public.
  • Crafting effective testimonials can be time-consuming and technically challenging for many customers.

How to Simplify the Process of Creating Customer Testimonials?

With a template. Do you have clients who are satisfied with your services? SaaS testimonial templates are specially designed to generate reviews from those happy customers. You can request them to describe the useful features and benefits they gained.

SaaS testimonial templates are an effective way to offer your leads a first-hand view of how your company’s product has helped other customers.

Most remote SaaS testimonial templates are simple to use, and you can customize them to fit the needs of your clients. As an example, you can create a template for a specific industry, for example, the Real Estate industry, or a specific type of client, such as first-time home buyers.

Find the right template and frame it in a way that entices prospects. You can also persuade your customers to record and upload their testimonial videos.

What Questions to Ask Customers in Testimonials?

Writing compelling testimonials can be a tedious process. But, done correctly, testimonials can help increase your conversion rates.

“The key to creating compelling testimonials is to ask the right questions.”

Your sample questions could look like this:

What questions to ask customers in testimonials

How are B2B Testimonial Templates Useful?

  • Writing is an art, and copywriting is more so. It’s a specialized job. That means a good copywriter can charge thousands of dollars to write a copy that converts.
  • As testimonials can easily be faked, copied, or reproduced, they are no longer as effective in convincing customers into making a purchase.
  • A good copywriter can make a mediocre, or even a poor product appear better than it actually is.
  • You cannot expect your customers to be wordsmiths. Most people cannot put together a decent-sounding sentence.
  • Your customers are too busy to bother about sitting down and penning a glowing testimonial about your products or services.
  • Getting customers to talk about you is hard enough. Don’t make it harder for them by expecting them to be pros at giving testimonials.

Having said that, a testimonial is not expected to be grammatically perfect or should have an impeccable choice of words. A perfectly worded testimonial is undesirable; customers need to sound spontaneous in their responses.

It is more about how sincere and truthful a testimonial sounds.

“B2B audiences can smell a rat from a fair distance and will not be swayed by fictitious “Jacks” or random “Jills” going gaga over your brand.”

In fact, more than a half of B2B customers rely on testimonials and online review sites like Capterra or G2.

Features of a good customer testimonial

This is a compilation of client testimonials taken from our website, and they occupy a pride of place on our homepage.

“For Content Beta, they have been an immense help. We thank our clients to have taken the time and trouble to put in a good word for us.”

1. Real reviews:

People are quick to spot a made-up testimonial usually created by one of their employees. Consumers even warn each other about fakes on social media and eCommerce sites like Amazon. This testimonial is as professional as it can get:

Real reviews
  • According to pcmag.com, almost 40% of all online reviews across websites are fake.
  • As per a MarTech study, over 60% of all electronics reviews on Amazon are fake. Beauty products, supplements, and sneakers reviews are high on the list.
  • According to a Harvard Business Review case study, about 4.5 million businesses paid for fake reviews on Facebook.

2. Real people:

As they say, praise should come from the right people. Find a real person who really is what they claim they are to give you the testimonial. In other words, that person should be on LinkedIn or similar professional networking sites. Here are some excellent examples:

Real people
  • As per Demand Gen Report, as many as 97% of B2B customers regard testimonials and peer recommendations as most reliable.
  • According to BigCommerce, 92% of customers rely on online testimonials before they make a purchase.

3. Real features:

Many people argue that benefits score over features. However, specifying features is as important as mentioning benefits. Depending on your audience, tech-savvy customers might find it unnecessary to learn product benefits as they already know what benefits those features can offer. A good example:

Real features
  • As per Power Reviews, the conversion rate of expensive items increased 380% when placed alongside customer testimonials.
  • According to Strategic Factory, regular use of customer testimonials can improve revenue by 62%.

4. Real benefits:

But if you are doing a comparison with your rivals whose product offers the same features, highlighting how your product offers superior benefits might be a better option. A good example for your reference:

Real benefits
  • According to Impact, sales page testimonials can increase conversions by 34% on average.
  • As per Search Engine Watch, good reviews contribute to 9.8% of search engine ranking factors.

5. Real concise:

Short testimonials, like everything else on the web, work better almost 100% of the time, unless you can get someone like Bill Gates or Elon Musk to talk about your brand! The example below uses few words but creates a mega impact!

Real concise
  • As per Yotpo, having a website testimonial can increase traffic by 45%.
  • According to Bright Local, an improvement in star ratings from 3 to 5 stars could result in a 25% increase in clicks on Google.

What are the types of Remote Testimonial Templates

Asking for testimonials can be scary! Here are some tips to help you get started:

  • Thank customers for their time.
  • Ask if they are available to give you a testimonial.
  • Do not be afraid to ask multiple times.
  • Be prepared to answer the questions they are likely to ask you.
  • Be prepared for when they say no.

Next, we feature email templates for you to reach out to the customers. Included in the email template is a testimonial template for the customers to fill in their information.

1. General reach out to customers

Email template:

Subject: Would you share your views about our company, {company name}

Dear {First name},

Hope you are doing well.

– Introduction: {“I know you’re busy, but could you spare some time and share your experience with our [product/service]”}.

– Why are we writing to you this Email: {“The reason we approached you is that we hold your opinion in high esteem. Would you like to tell us what your experience has been with [your product name]?”}

– Let them know the publishing details: {“With your permission, we would like to publish this on our website to guide others who might be interested in our [product/service]”}.

– What is the call-to-action: {“If you are agreeable to the proposal, please reply to this mail with the following details”}:

Customer testimonial template:

  1. Your profile photo.
  2. Company name and your role.
  3. Testimonial text.
  4. ermission to use your testimonial on multiple forums, including our website: {Text: “I hereby authorize {Our company name} to use my testimonial in any way they see fit.”}

Thanking them and asking for their permission: {Text: “We at [Your company] are much obliged to you for your gesture. We will send the final testimonial design for your approval before publishing it.”}

We would like to thank you for your goodwill and business.




2. Getting them to talk about features (or benefits)

As we pointed out earlier, we think both the features and benefits of a product or service are important. So, it is useful to let paying customers know what features are included. You can use the same template for talking about benefits.

Email Template:

Subject: What features do you like about our {product name}?

Dear {First name},

Hope all is well with you.

– Why we approached you for the testimonial: {“We would love to hear from customers about what they think of our products. Your feedback will not only help us improve but inform others who might find it useful for their business.”}

– How it helps us: {“Your testimonial about the features and benefits of our {product name} would be an excellent addition to our website.”}

– Make it easy for customers: {“We know you are busy, so we thought we’d include a template for you to fill in only the relevant information.”}

Customer testimonial template:

– Customer introduction: {“My name is [customer name] and I work as the [job title] for [company name]”}.

– How is the feature helpful: {“The [feature] of the [product] is helpful, and it fulfills a long-felt need to address the issue of [describe the problem] for our business.”}

– Highlight the experience of working with our company: {“I’d also like to mention that working with {company} has been stress-free because they are extremely responsive and accessible 24X7”}.

– What made you choose our company: {“I’m glad that I came across a helpful review (in fact, several) when I did my research on Google. I’d recommend them anytime.”}

We would like to thank you for taking the time off for this!




3. Case study/Success Story

A success story involving your product is the best way to reach out to potential customers. The advantage of this type of testimonial is that it tends to be a lot more detailed and involves a fair bit of statistics to support the claims.

Email Template:

Subject: What do you think of our case study?

Dear {First name},

Hope you are doing well.

– Introduce yourself: {“This is [customer name.] I’m the [job title] with [company name]”}

– Why are we writing to you: {“We love customer feedback and reviews because other users too can benefit from it.”}

– What it means to us: {“A testimonial from our valued customers means a lot to us.”}

– Making it easy for them: {“Given your busy schedule, we thought we’d make it easy for you by including a template for you to fill in only the relevant information.”}

Customer testimonial template:

– Talk about the company and your role: {“I’m the [job title] with [company name]”}

– Describe your customer: {“[company name] provides [SaaS solution] to automate business processes and track their performance.”}

– Tell them what pain points you addressed: {“We found [Customer onboarding] was a painfully long and tedious process.”}

– Why they selected your business: {“We selected [your company name] because their portfolio of [onboarding videos] features videos from [100 SaaS companies]”}

– Their experience working with you: {“Their recommendation of [creating a hybrid model of live training and pre-recorded video courses] motivated the customers to complete the courses.”}

– What results have you provided: {“After they redesigned the [training program], the [course completion] rate rose by [an average of 75%.]”}

Given my pleasant experience, I’d recommend them to anyone without hesitation.

Warm Regards,




Practical Examples of Remote Customer Testimonials and Why you Should Use them in your SaaS Marketing

When you launch your SaaS business, it’s not enough to simply create a great software product. You also need to market your business to potential customers.

Have you ever looked at a SaaS website and thought, “I wish they had more customer reviews.” Therefore, SaaS companies should get:

“Testimonials from satisfied customers because they are one of the top conversion drivers for SaaS business.”

They can convince potential customers to make a purchase because they demonstrate that others using the service have experienced positive results.

One of the best ways to use remote SaaS testimonials is by embedding them on your website. Here is an example from the Content Beta homepage:

SaaS marketing

The testimonials play a key role in the sales cycle for SaaS businesses because they lend credibility and legitimacy to your company and products.

With many organizations looking to use customer information to boost their sales efforts, it’s critical for them to utilize the power of testimonials to boost conversions.

  • Stories and testimonials are a great way to create an online presence for your business.
  • Testimonials let your satisfied customers speak about how their experience with you has been great. This will help you get more customers than you can imagine.
  • Valid testimonials create a good reputation for your business, whether you want to build brand awareness or increase sales by word of mouth.

However, the process of getting your story or testimonial recorded remotely can be time-consuming and stressful.

What are Remote Video Testimonials?

There are other ways to use testimonials like Social Media Posts on Facebook or Twitter, creating Case Studies, or using Video Testimonials.

Among these, remote video testimonials have come into prominence because they can create a good first impression on your leads.

This is why it’s vital to have a video testimonial on your website. A remote video testimonial is a video that is created by the company using satisfied customers talking about their experiences with the company’s product or service.

This video can make customers feel that you are a trustworthy business. Make sure video testimonials on your website look professional and polished. But don’t be too long-winded as this will bore your customers.

7 Benefits of Remote Video Testimonials

A video testimonial offers the following advantages:

  1. Shows customers that there is a human behind their product, especially for companies that are selling a high-end product that the customers can’t see in person.
  2. Helps them feel as though they know you and that they are not just a number.
  3. Gives potential customers a better idea of what the company’s product or service can do because they can relate better with other buyers.
  4. Encourages guests to post their unbiased testimonials because it creates a sense of trust and authenticity that customers trust and incline towards.
  5. Shows the customers that they are getting a good deal because they are not paying for a personal visit from the salesperson.
  6. Builds trust and credibility with your customers and helps people to decide if they want to work with you.
  7. Shows the customer how much you care about them and how much you intend to make their experience a positive one.



Before we wrap up, let us recap the points to keep in mind when you create a testimonial template:

  • First, it should utilize existing VIP customers from your company.
  • Second, it should focus on real, tangible results, not vague promises.
  • Third, it should address the benefits of the product.
  • Finally, it should highlight how your product solved the problem.

Find a real person who really is what they claim they are to give you the testimonial.

Frequently Asked Questions (FAQs)

Product testimonial templates, Case study testimonial templates, Service testimonial templates, Third-party testimonial templates, and Video testimonial templates are the main types of remote testimonial templates.

Remote testimonial templates make your job as a business owner easy because one can’t expect your customers to write a testimonial without you providing some input and guidance. So, the templates come in handy where they can just fill in the required information.

You can use a service like Trustmary to create testimonials easily. If you decide to create a testimonial on your own, you need a script template for your customer to use. Basically, you can customize the templates discussed in this guide for use in a visual medium.

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