How The Happy Check Works
4 steps: when to ask, how to ask, what to ask, and where to put it once you have it.
Learn the System, Step by Step
Each step comes with the video where I teach it out loud.
When to Ask
There are 5 windows where a testimonial actually lands, and the best one is the day the result shows up. Project completion day. The first visible win. The moment they refer someone without being asked.
Ask 3 weeks later and you get "It was great, highly recommend." Ask at the peak and you get the exact sentence your next client needs to hear. The rule is simple: never let 48 hours pass after a win without reaching out.
How to Ask
You are not collecting a favor. You are giving someone the chance to say the thing they already feel.
Connect before you ask. Ask how they are, ask about the work, care about the answer. Then be honest about why you are asking. No script, no coaching, no telling them what to say. Ask the question and then go quiet, because silence is the most powerful follow up you will ever use.
Unscripted beats polished every time. A phone, good light and 20 seconds of the truth outperforms anything a crew can stage.
What to Ask
The question shapes the answer. Vague questions produce vague answers, so I use the same 3 every time, in this order.
Why did you choose us over the competition? That hands your next prospect the reason to pick you, in a customer's words instead of yours.
What was your experience like working with us? That is where the specifics live, the details no copywriter could invent.
What would you tell someone who is on the fence about hiring us? That one is the closer. Your client answers the objection that is costing you sales, directly, to the next person sitting with it.
Then close with the referral ask: "Who else do you know that could use this?" 1 interview, a story and a lead.
Where to Stick It Once You Got It
One story should never live in one place. That is the Testimonial Waterfall, and the rule is 1 to 6.
Every interview becomes 1 full video, 3 short vertical clips, 1 quote and 1 blog post.
The full video goes on your sales page and YouTube. The clips run on Reels, Shorts and LinkedIn, one a week per story. The on the fence answer gets sent straight to anyone stalling. The quote goes on the website and into every proposal. The blog post ranks for the exact transformation your client described, and the Google Business Profile gets fresh proof every month.
That is the difference between a nice testimonial and an asset that is still selling for you 2 years from now.
1 Interview. 6 Pieces of Marketing.
I do not hand you a raw video file. I run the interview myself, pull the moments that matter, and turn that 1 conversation into:
- 1 full video for your website and YouTube
- 3 short vertical clips for Shorts and Reels
- 1 quote for your website and proposals
- 1 blog post built from the interview
Your clients do the selling. The proof keeps working long after the interview is over.
Your Customer Proof, Handled Every Month
Want all of it handled every month? Testimonials, blog, YouTube, website and social, built from your client stories. That is the 6 Month Marketing Partnership, and it starts with a call.
You are not renting attention from an ad platform. You own everything we make together.
My Guarantee
My capture packages include 3 client interviews. If all 3 do not give you 1 usable, specific client story, I do 1 more interview free.
Steph, Held Sacred, on what the interviews were worth.
Hear It Taught Out Loud
The full framework, episode by episode.