Client Testimonial Publishing Guide
The essential guide for properly formatting, attributing, and publishing client testimonials across approved platforms while maintaining credibility and respecting privacy.
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Purpose of Testimonial Publishing
Build Credibility
Strategically place client success stories to establish trust with potential clients viewing your business.
Respect Privacy
Maintain client confidentiality through proper attribution levels based on explicit permissions.
Amplify Success
Showcase client wins in the right places to maximize visibility and impact.
Scope of the SOP
Starting Point
After written testimonial and permission is received from the client
Processing
Formatting, editing, and determining attribution preferences
Publishing
Posting to approved platforms and destinations
Ending Point
When testimonial is successfully published to all key platforms
Intended Audience
CFO (Dexter Crawford)
Responsible for final approval of testimonial content, attribution level, and publishing platforms before release.
Admin (Future Assistant)
Handles the day-to-day formatting, publishing, and tracking of testimonials across all approved platforms.
Roles & Responsibilities
Clear role definition ensures testimonials move efficiently through the approval and publishing process without unnecessary delays or confusion.
Approved Publishing Channels
Primary Channels
  • Bark.com business profile
  • Google Business Profile
  • MinesMoneyMasters.com testimonial page
Optional Channels
  • Gamma presentation decks
  • Canva-designed graphics
  • Email marketing campaigns
Channel Selection
Choose publishing channels based on client attribution preferences, target audience, and marketing objectives.
Publishing Procedure Steps
Verify Permission
Confirm permission and attribution preference (5 mins)
Format Testimonial
Clean grammar, clarify message, highlight wins (10-15 mins)
Confirm Attribution
Full Name, Initials, or Anonymous - approved by CFO (Same day)
Publish Content
Post to Bark, Google Business, and website (1 day)
Log Information
Record testimonial and links in Tracker sheet (Same day)
Formatting Guidelines
Length
Keep under 200 words unless used as a full case study. Concise testimonials have greater impact and readability.
Results Focus
Emphasize clear, measurable results like "raised $150K" or "cleared $22K in tax debt" to demonstrate tangible value.
Authenticity
Maintain the client's voice and personality. Don't over-polish to the point of losing genuine character.
Attribution
Use proper quotation marks and clearly identify the source through name, title, or initials as permitted.
Version Control
1.0
Version
Initial SOP for testimonial publishing
2025
Year
Released May 11, 2025
6
Month Review
Schedule for review every six months
Maintaining version control ensures all team members follow the most current procedures and that improvements are systematically incorporated based on practical experience.
Review & Update Schedule
Last Review
May 11, 2025
Next Review
November 11, 2025
Update Triggers
New platforms or publishing workflows
Continuous Improvement
Incorporate feedback from usage
Final Notes & Best Practices
Backup Raw Content
Always preserve unedited testimonials in client's Drive folder
Protect Privacy
Use initials or role descriptions when anonymity is requested
Maximize Visibility
Consider adding a quote carousel to website homepage
Monitor Engagement
Watch for and respond to public comments where appropriate
What's Next?
Continue SOP Development
The testimonial publishing SOP is part of a comprehensive business documentation initiative. Future SOPs will cover related operational processes.
Implementation Timeline
This SOP should be fully implemented within two weeks of approval, with all team members trained on the process and access granted to necessary platforms.
Success Metrics
Track the number of published testimonials, attribution types used, and engagement metrics across platforms to evaluate the effectiveness of your testimonial strategy.
Contact for Questions
For clarification on any aspect of this SOP, contact Dexter Crawford directly or submit questions through the company's internal knowledge base.
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