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Social Proof Request Playbook

Last edited time
Oct 21, 2024 3:34 PM
/type
Knowledge
/category
Martech
/content-type
/pitch

Engage users for impactful feedback.

/read-time

12 min

/tldr

- The playbook focuses on gathering social proof from active users to enhance product credibility and user engagement. - It outlines strategies for collecting feedback, analyzing user data, and optimizing the PQL score. - A series of email templates are provided to effectively reach out to users for their insights and testimonials.

/target-persona

1. Product Manager 2. Marketing Specialist 3. Customer Success Manager

/trendy-?

Social Proof Request Playbook

Objectives

  • Define and engage active users for social proof.
  • Optimize Product Qualified Leads (PQL) score through HubSpot or PostHog.
  • Collect public feedback from users through targeted outreach.

Goals of the Playbook

  • Gather genuine customer feedback to showcase success stories.
  • Use customer testimonials to strengthen product credibility.
  • Improve customer engagement and retention by responding to user input.

Actions

  1. PQL Score Review:
    • Ensure the PQL score remains accurate based on user engagement.
    • Use real-time product signals to evaluate active users.
  2. Engagement Tactics:
    • Collect feedback using personalized emails.
    • Prioritize users with the highest PQL scores for outreach.
  3. Data Analysis:
    • Track return logins and architecture updates.
    • Calculate the total number of active users and analyze patterns in engagement post-onboarding.

Email Flow for Social Proof Requests

Email v01:

Subject: 🌟 Your Insights Can Shape the Future!

Dear [Name],

Hope you’re doing great!

As one of our most engaged users, your insights are invaluable. We’d love to hear your thoughts on how we can improve. Could you spare a few minutes to share your feedback?

👉 [Feedback Form Link]

Looking forward to your input!

Best regards,

[Your Name]

[Your Team]

Email v02:

Subject: A quick question for you

Hi [Name],

As a valued user of our product, we’d love to hear your feedback. Your insights will help us shape the product for the better!

Please fill out this short survey: [Feedback Form Link].

Thanks,

[Your Name]

Email v03:

Subject: We’d love your feedback!

Hi [Name],

We’re working on improvements and your feedback can help us get there faster!

Would you mind sharing your thoughts through this short survey?

Thanks,

[Your Name]

Email v04:

Subject: Quick check-in with our users

Hi [Name],

We’re always looking to improve, and your feedback matters to us!

If you can spare a moment, please share your thoughts with us here: [Feedback Form Link].

Thank you!

Survey Structure

  1. User Details:
    • Name, Email, Company Name.
  2. Product Experience:
    • How satisfied are you with the product? What can be improved?
  3. Feature Requests:
    • Are there any features you’d like to see added?
  4. Social Proof Requests:
    • Would you be interested in showcasing your company’s success?
    • Can we feature your company’s logo in marketing materials?
  5. Feedback on Alternatives:
    • If our product was unavailable, what alternative would you use?

Metrics to Track

  • Active Users:
    • Track usage frequency and core product interactions (e.g., architecture updates, workflows).
  • Product Engagement:
    • Monitor how engaged users are through the PQL score.
  • Retention Insights:
    • Gather insights from feedback and adjust outreach strategy based on user sentiment.

PQL Workflow Improvements

  • Refine PQL score based on feedback and observed user behaviors.
  • Integrate PQL data into email workflows for more personalized engagement.

Best Practices

  • Regularly update the PQL score to ensure you're reaching out to the most engaged users.
  • Personalize emails based on user activities to increase response rates.
  • Use survey feedback to inform both product development and marketing efforts.