Social Proof Collection System

Overview

The System: This automation triggers when someone completes a program, purchases X number of times, or reaches an engagement milestone. You can tailor it to your business flow. It sends personalized feedback requests, collects responses through multiple channels, formats testimonials with AI, and distributes them across marketing channels.

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Trigger Points:

• Forge Accelerator program completion (Kit tag applied)

• Multiple blueprint purchases (Stripe webhook)

• High engagement milestone (from previous automation)

• Manual trigger for custom timing

Collection Strategy:

• Initial request: Personalized email with their specific experience

• Follow-up: SMS reminder after 3 days if no response

• Video option: Link to record video testimonial

• Social proof incentive: Offer to feature them in case study

AI Processing:

• Formats raw feedback into polished testimonials

• Extracts key quotes and metrics

• Tags by industry, problem solved, outcome achieved

• Creates multiple versions (short/long, different use cases)

Distribution:

• Website testimonials database

• Social media content queue

• Email signature rotation

• Sales collateral library

Personalization Logic:

• High spenders ($500+): Case study invitation with LinkedIn promotion

• Medium spenders ($200+): Detailed testimonial with social feature + credit

• Regular customers: Quick feedback with small credit incentive

Multi-Channel Follow-up:

• Initial: Personalized email via Kit

• 3-day follow-up: SMS for high-value customers only

• Response processing: Separate webhook for testimonial submissions

AI Processing:

• Creates multiple versions (short/medium/long)

• Extracts key metrics and quotes

• Auto-tags for categorization

• Suggests usage contexts

Quality Control:

• All testimonials saved to Airtable for review

• Slack notifications for team awareness

• Auto-approval for high-quality submissions (score 8+)

• Thank you sequence with promised incentive

This system will systematically collect testimonials while maintaining the personal touch that's crucial for your brand.