evaluation playbook
activation playbook
adoption playbook

Getting reviews for 3rd party sites (Capterra, G2, etc.)

3rd party site reviews lend credibility to the stories you share on your own website. In this playbook, learn some quick tips for getting happy customers to share their stories on 3rd party sites.

What you’ll learn: 

  • How to encourage users to leave reviews on third-party sites like Capterra, G2, etc.
  • Why customer reviews matter for your product's reputation and user acquisition.
  • How to facilitate a smooth review process.

What you’ll need: 

  • Satisfied customers who are willing to share their experiences.
  • Account profiles on third-party review sites like Capterra, G2, etc.
  • Resources or incentives to encourage users to leave reviews.

Suggested playbooks to check out before starting this one:

6 steps for creating case studies and customer success stories:

Step 1: Identify satisfied customers.

  • Reach out to customers who have had a positive experience with your product.
  • Customers who have reported success or have been with you for a long period may be more likely to leave a review.
  • You can also run a Net Promoter Score (NPS) survey to help you identify your product’s advocates and champions. We’ve created a playbook for “Measuring customer satisfaction using NPS surveys.”

Step 2: Choose the right time to ask for a review.

  • Timing is critical when asking for reviews.
  • Consider asking after the customer has reached a milestone, achieved success with your product, or had a positive interaction with your support team.
  • For example, ClassPass asks users for a review after they’ve completed their first class:
ClassPass' well-timed feedback modals
Source: ClassPass' well-timed feedback modals

Step 3: Make the process easy.

  • Provide clear instructions on how to leave a review on each platform.
  • If possible, create a simple, step-by-step guide that walks customers through the process.

Step 4: Personalize your request.

  • Personalization can significantly increase the likelihood of a customer leaving a review.
  • Use their name, refer to their specific use case or success, and thank them for their time.
  • You can use our Case Study and Review Template for inspiration when reaching out.

Step 5: Consider offering incentives.

  • Incentives can encourage customers to take the time to write a review.
  • This could be access to premium features, a discount on their next purchase, or even entry in a competition.

Step 6: Thank your customers.

  • Once a customer leaves a review, be sure to thank them.
  • This not only shows your appreciation, but fosters a positive relationship with the customer.

Looking for more Playbooks? Go back to the Product-Led Growth Flywheel →