Finance · Business Development & Marketing
Client testimonial scripts
A prepared set of questions and approved wording used to capture client praise for a financial firm in writing or on video.
What it usually contains
- Interview questions prompting clients to describe their problem, the service received, and results
- Draft or approved quote wording for the client to review and sign off on
- Compliance notes on disclosures, performance claims, and prohibited language
- Guidance on how the client is identified — name, firm, title, or anonymized
- Release and consent language plus notes on where the testimonial may be used
What the assistant uses it for
Use it to see what clients are asked during a testimonial interview and what wording has been cleared for publication. It also answers what disclosures, consents, and identity limits apply before a client quote can be used in marketing.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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