Customer marketing manager
Content marketing lead
Account manager
PR communications director
Marketing operations lead
Customer advocacy manager
When customer quotes are collected for marketing materials. When testimonials are developed from customer conversations. When video or written testimonials require formal authorization. When testimonial usage extends to new channels or materials. Ideal for B2B marketing, technology companies, and any organization using customer voices in marketing.
Content teams capture potential testimonials. Account managers facilitate customer relationships. Customers review and authorize specific quotes. Legal reviews testimonials when required. Marketing utilizes approved testimonials in campaigns.
Compliant testimonial usage with documented customer authorization Efficient testimonial collection through structured capture and approval Protected customer relationships by ensuring customers control their words Accessible testimonial library enabling marketing to find and use approved content
Your version of this process may vary based on roles, systems, data, and approval paths. Moxo's flow builder can be configured with AI agents, conditional branching, dynamic data references, and sophisticated logic to match how your organization runs this workflow. The steps below illustrate one example.
Testimonial capture
The process begins when a potential testimonial is identified from customer conversations, interviews, or feedback. The quote or statement is documented along with context and intended use. AI agents may flag strong candidates from customer communications.
Internal review
Marketing reviews the testimonial for accuracy, appropriateness, and alignment with messaging. Account teams confirm the customer relationship supports the request. Testimonials that could be problematic are flagged for additional review.
Customer authorization request
The customer is presented with the exact testimonial text and intended uses. They can approve as-is, request edits, or decline. The authorization scope is clearly defined including channels, duration, and any restrictions.
Authorization capture
Customer approval is formally captured with specific scope documentation. Any modifications requested by the customer are incorporated. The authorized testimonial is added to the approved content library.
Usage management
Approved testimonials are used within authorized scope. Usage is tracked and customers are informed if materials are published. Authorization is renewed when scope changes or expiration approaches.
This process relies on customer quotes, authorization requests, and testimonial library. Triggers include customer interview completions, quote captures, or marketing content needs. Integration with CRM platforms, marketing asset management, and customer communication tools supports the testimonial lifecycle.
Key decision points include determining which quotes warrant authorization requests, what specific uses to request approval for, and whether to modify testimonials based on customer feedback.
Testimonials used without proper authorization. Quote attribution errors embarrassing customers. Authorization scope exceeded without renewal. Testimonial library outdated with stale content.
Orchestrates testimonial capture through authorization with customer-friendly experience
AI agents identify strong testimonial candidates and track authorization status
Captures formal authorization with clear scope documentation
Manages testimonial library and usage tracking
