---
name: social-proof-collector
description: Systematically collect, organize, and package customer testimonials, reviews, and case study material for use in sales and marketing. Use when you need more social proof assets or want to build a proof library.
---

# Social Proof Collector

Build a systematic process for collecting testimonials, reviews, and case study material — then package it for use across sales and marketing.

## When to Use
- "We need more testimonials"
- "Build a social proof library"
- "Set up a process to collect customer quotes"
- "Prepare case study material from [customer]"

## Prerequisites
- `ANTHROPIC_API_KEY`
- Customer contact access

## Workflow

**Step 1: Identify collection moments**

Best times to ask:
- After a major win or milestone
- At renewal (been with you X months)
- After support resolution
- Post-onboarding (30 days live)
- After a product review call

**Step 2: Segment proof by type**

| Type | Best use | Effort |
|------|---------|--------|
| Short quote (1-2 sentences) | Website, ads, decks | Low |
| G2 / Capterra review | SEO, third-party trust | Low (send link) |
| LinkedIn recommendation | Profile, sales outreach | Low |
| Case study (500-1000 words) | Sales enablement, blog | Medium |
| Video testimonial | Homepage, ads | High |
| ROI / metrics story | Pricing, enterprise sales | Medium |

**Step 3: Write collection outreach**

```
Write a testimonial request email for [customer role] at [company].
Context: They [achieved X / have been a customer Y months].
Goal: 2-3 sentence quote for website and marketing.
Offer to write a draft they can edit.
```

**Step 4: Case study interview framework**

1. "What was the situation before [product]?"
2. "What made you choose us over alternatives?"
3. "What changed after you started using it?"
4. "What specific result have you seen?" (push for numbers)
5. "Would you recommend us? What would you say?"

**Step 5: Write the case study**

```
Write a case study from these notes: [notes]

Format:
- Headline: [Company] achieved [X outcome] with [product]
- Challenge: What was broken before (2 paragraphs)
- Solution: How they used the product (2 paragraphs)
- Results: Specific outcomes + 3 bullet metrics
- Quote: Their best line from the interview
- CTA: Link to try/demo

Tone: informative, third-person.
```

**Step 6: Organize the proof library**

Tag each asset by:
- Industry / vertical
- Company size (SMB / mid-market / enterprise)
- Use case
- Champion role
- Result type (revenue / time saved / cost reduced)

## Output
Collection process, outreach templates, case study framework, and organized proof library.