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Testimonial & Review Requester · Marketing

Collect testimonials while the project is still fresh

Two weeks after a HubSpot deal is delivered, it sends a personal, easy testimonial ask, reminds once, and shares responses word for word in your #wins Slack channel.

Available now $79 one-time · never renewsIncluded in Enterprise
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Free account to start. Buying and running live need a paid plan.

  • Starts from an event in a connected app
  • 2 AI steps
  • A person approves before it acts
  • About 15 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “We always mean to ask happy clients for a testimonial and never get around to it.”
  • “By the time we ask, the project is months old and the client has moved on.”
  • “Our website still shows the same three quotes from years ago.”

What you get with the agent

  • Starts when a HubSpot deal reaches your delivered stage, then waits 14 days (up to 30).
  • A short, personal ask with three easy prompts, your testimonial form link and an optional public review link.
  • With review on, the default, a teammate approves the ask and its reminder before anything is sent.
  • Responses from your form's sheet shared in #wins word for word, with the publishing permission.
  • One gentle reminder at most, and never a reward or a request for 5 stars.

Before

The website relaunch went great. Six months later someone remembers to ask for a quote, and the client barely remembers the project.

After

Two weeks after launch, the client gets a warm note with three quick prompts. A week later their testimonial pops up in #wins with permission to publish.

How it works

The whole workflow, step by step.

When a HubSpot deal enters your delivered stage (for example Live or Delivered), the agent waits 14 days (you can set up to 30), finds the deal's contact, and AI writes a short, personal ask with three easy prompts, your testimonial form link and an optional public review link. With review on (the default), a teammate approves the ask and its reminder first. A week later it looks the customer up in your responses sheet. A testimonial goes to your #wins Slack channel word for word, with the publishing permission. No response gets one gentle reminder, and nothing after that. It never offers rewards for reviews or asks for 5 stars (FTC and Google rules). Pair it with Case Study Drafter to turn a response into a case study.

  1. TriggerDeal reaches your “delivered” stage
  2. LogicWait 14 days
  3. App callFind the deal's contacts
  4. AI stepWrite the ask
  5. LogicApprove the ask first?
    • Send without review:Has an email?
    • Review first:Approve the ask
  6. Human approvalApprove the ask
    • Approved:Has an email?
  7. LogicHas an email?
    • No email:No contact email
    • Send:Email the ask
  8. OutputNo contact email
  9. OutputEmail the ask
  10. LogicWait 7 days
  11. App callLook for their response
  12. AI stepResponded?
  13. LogicTestimonial in?
    • Responded:Share it in #wins
    • No response:Send the gentle reminder
  14. App callShare it in #wins
  15. OutputTestimonial shared
  16. OutputSend the gentle reminder
  17. OutputReminded once

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1Deal reaches your “delivered” stageStarts a run when a HubSpot deal enters the stage you pick (e.g. Live, Delivered or Project complete). Checked on your plan's schedule interval.
  2. Step 2Wait 14 daysGives the customer two weeks to see results before asking. Change the number of days on this step (up to 30).
  3. Step 3Find the deal's contactsFinds the contacts associated with the deal (name, email, job title).
  4. Step 4Write the askAI picks the main contact and writes a short, personal ask with 3 easy prompts, your testimonial form link and (optionally) your public review link — plus one gentle reminder for later.
  5. Step 5Approve the ask first?With review on (the default) or a deal that looks like a problem, the ask waits for approval; otherwise it's sent at once.
  6. Step 6Approve the askA teammate checks the ask and the reminder in Reviews, edits them if needed and approves. Reject to skip this customer.
  7. Step 7Has an email?Deals without a contact email can't be asked; everything else is sent (as approved, when review is on).
  8. Step 8No contact emailThe deal has no contact with an email; nothing was sent.
  9. Step 9Email the askSends the ask from your workspace's sender, with replies to your inbox.
  10. Step 10Wait 7 daysGives the customer a week to respond.
  11. Step 11Look for their responseLooks up the customer's email in your testimonial responses sheet (where your form writes).
  12. Step 12Responded?AI reads the response row: a testimonial in → a short post for your #wins channel; nothing yet → the one gentle reminder.
  13. Step 13Testimonial in?A response goes to #wins; no response gets the one gentle reminder.
  14. Step 14Share it in #winsPosts the testimonial (word for word) and the publishing permission to your wins channel.
  15. Step 15Testimonial sharedThe run history keeps the response and the Slack post.
  16. Step 16Send the gentle reminderSends the one reminder written (and approved) with the ask.
  17. Step 17Reminded onceOne reminder sent; the agent won't ask again.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

HubSpot deal Acme Bistro new website moves to Delivered.

The agent produces

14 days later: a personal ask to the owner with three prompts (what was it like before, what changed, would you recommend us) and the form link, approved by a teammate first. A week later the response appears in #wins word for word, with yes to publishing.

What you need

Everything it takes to run it.

About 15 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $79 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • HubSpot, Google Sheets and Slack, connected in Settings → Integrations.
  • A testimonial form (e.g. Google Forms) that writes responses with the customer's email to a sheet.

Setup, about 15 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect HubSpot. Connect the HubSpot account with your deals (Settings → Integrations → HubSpot).
  3. Connect Google Sheets. Connect the Google account that can open your testimonial responses sheet.
  4. Connect Slack. Connect the Slack workspace your team uses (Settings → Integrations → Slack).
  5. Add your links and sign-off. Open “Write the ask” and replace the placeholder with your form link, optional review link and sign-off.
  6. Pick the delivered stage. Open the trigger and pick the HubSpot account, pipeline and the stage that means delivered; then pick the account on “Find the deal's contacts”.
  7. Pick the responses sheet. Open “Look for their response” and pick the account, spreadsheet, tab and email column.
  8. Add your inbox and #wins. Open the two email steps and enter the Reply-to, then “Share it in #wins” and pick the account and channel.
  9. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  10. Switch the trigger on. Open the trigger and press “Activate app trigger”. Deals entering the stage are picked up on your plan's schedule interval.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • Agencies and studios finishing client projects
  • B2B service firms and consultants
  • SaaS teams after onboarding or go-live

What it doesn't do

  • It never offers rewards, discounts or gifts for a review and never asks for a 5-star review (FTC and Google rules).
  • It sends one reminder at most and doesn't post anything publicly.
  • It doesn't write the case study: pair it with Case Study Drafter.
  • Waits need Wait steps (migration 0062) in your workspace.

We list the limits up front so you can decide before you buy.

Price

$79 one-time

Per workspace. It never renews.

Available now
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
Get this agent See how it works

One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Testimonial & Review Requester.

Is it compliant with review rules?

It never offers rewards, discounts or gifts for a review and never asks for 5 stars, in line with FTC and Google rules. It sends one reminder at most and posts nothing publicly.

Where do responses come from?

From the sheet your testimonial form writes to, such as a Google Form, matched by the customer's email. Pair it with Case Study Drafter to turn a response into a case study.

What do I need?

HubSpot, Google Sheets and Slack, plus a testimonial form. Setup takes about 15 minutes, and the waits need the Wait step enabled on your workspace.

Is it worth the price?

A one-time price that never renews. Live runs need a paid plan and your own AI provider key; Dry Run is free.

Why no rewards?

Offering anything of value for a review breaks FTC rules and Google's and most review sites' policies. The ask is personal and easy to say no to, and it never asks for a 5-star review.

Can I change the 14 days?

Yes: open “Wait 14 days” and set any number up to 30.

Is this a subscription?

No. Testimonial & Review Requester is a one-time purchase of $79 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Put Testimonial & Review Requester to work.

Free account, no credit card. Your Agents page opens with Testimonial & Review Requester ready to buy and set up, then Dry Run it before it goes live.

Get this agent See how it works