Share Your Experience
About this template
This template gives clients a simple, welcoming way to describe their experience and the difference your work made. It also lets them choose how their feedback is credited, whether company details or photos may be included, where the testimonial may appear, and whether light edits are acceptable.
Who it’s for
- Agencies collecting publishable client testimonials
- Consultants and coaches requesting client success stories
- Service businesses preparing case studies for marketing
- Teams that need documented approval for client quotes and brand assets
When to use it
- After completing a project or engagement with a client
- Before publishing a testimonial, case study, or client quote
- When requesting permission to use a client’s name, company, logo, or headshot
- Before sharing client feedback in marketing, proposals, advertising, or award submissions
Customization tips
- Adjust the reflection questions to match the service or project.
- Keep sharing choices limited to channels you actually use.
- Remove logo or photo questions when they are not relevant.
- Explain how clients can update or withdraw permission later.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Share Your Experience
A Few Questions About Your Experience
Thank you for working with us. We’d appreciate your honest feedback about what stood out and what changed.
Share a few sentences about what stood out to you.
Tell us about any results, progress, or difference you noticed.
Share anything that might help someone deciding whether to work with us.
Sharing Your Feedback
Let us know whether and how we may share your response.
Choose the name format you’re most comfortable sharing.
Add your role or title if you’d like it shown with your feedback.
Choose whether we may name your company when sharing your feedback.
Choose whether we may include your company logo with your feedback.
Choose whether we may include a photo of you with your feedback.
Where We May Share Your Feedback
Choose the places where you would be comfortable seeing your feedback.
Select every place where you’re comfortable having your feedback appear.
This includes correcting typos or shortening your response without changing what you mean.
Final Preferences
Share any limits, then tell us whether we may publish your feedback.
Tell us about any details, results, or project information you don’t want shared.
Let us know whether we may publish your response using the preferences above.
If you’d like, upload a logo, photo, or brand guidelines we may use with your feedback.
