How to Use ClickUp Customer Testimonials

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How to Use ClickUp Customer Testimonials

ClickUp can power your entire customer testimonial workflow, from capturing feedback to publishing polished stories that win trust and drive revenue. This guide walks you through how to plan, collect, write, and showcase testimonials using the examples and best practices highlighted in the ClickUp customer testimonial examples article.

Why Customer Testimonials Matter in ClickUp Projects

Before building a testimonial process in ClickUp, it helps to understand why these assets are so valuable for marketing and sales.

  • Build trust fast: Prospects believe other customers more than brand promises.
  • Reduce risk perception: Real outcomes, numbers, and quotes show proof, not hype.
  • Shorten sales cycles: Sellers can send relevant stories instead of generic decks.
  • Align internal teams: Testimonials clarify which benefits matter most to real customers.

Running this work in ClickUp keeps your testimonial pipeline organized, searchable, and visible across teams.

Plan a ClickUp Workflow for Testimonials

Create a simple, repeatable structure in ClickUp so testimonials move smoothly from idea to published asset.

Step 1: Build a ClickUp space or folder

Start with a dedicated area so testimonial tasks don’t get lost in broader marketing work.

  1. Create a Space or Folder named “Customer Proof” or “Testimonials”.
  2. Add a List called “Testimonial Pipeline”.
  3. Define core statuses, for example:
    • Candidate
    • Requested
    • Interviewing
    • Drafting
    • Review
    • Approved
    • Published

This mirrors the real flow described in the original ClickUp testimonial examples: from identifying happy customers to showcasing their stories.

Step 2: Add custom fields in ClickUp

Use custom fields in ClickUp to make testimonials filterable and easy to reuse.

  • Customer Name (text)
  • Company / Industry (text or dropdown)
  • Use Case (dropdown: onboarding, reporting, collaboration, etc.)
  • Primary Metric (text: e.g., “30% faster launch”)
  • Testimonial Type (dropdown: quote, case study, video)
  • Owner (assignee or text)

Structured data helps you quickly locate the most relevant ClickUp testimonial for any campaign or sales opportunity.

Identify the Right Customers for ClickUp Testimonials

Not every happy customer becomes a strong testimonial. Use ClickUp tasks to qualify and prioritize.

Step 3: Capture candidate ideas in ClickUp

Encourage sales, support, and customer success to log potential candidates.

  1. Create a task for each candidate with a short description of why they stand out.
  2. Attach relevant artifacts:
    • Support tickets that show a strong before-and-after story
    • Emails praising your product
    • NPS or CSAT scores
  3. Tag tasks by region, segment, or product line for coverage balance.

Use ClickUp views (Board or List) to see which segments already have strong coverage and where you need more stories.

Step 4: Prioritize high-impact ClickUp stories

Focus on customers who can speak to measurable impact and relatable challenges.

  • They solved a widely shared problem.
  • They achieved clear, numeric results.
  • They represent a target persona or industry.
  • They are willing to be named and quoted.

Add a simple priority field in ClickUp (High, Medium, Low) so your team knows which testimonials to pursue first.

Request and Collect Testimonials in ClickUp

Once you know who to feature, set up repeatable request steps inside ClickUp tasks.

Step 5: Use ClickUp templates for outreach

Save time and maintain consistent messaging by creating email templates linked in ClickUp.

  1. Create a Doc titled “Testimonial Request Templates”.
  2. Include versions for:
    • Short written quote
    • Full case study interview
    • Video testimonial request
  3. Attach this Doc to your main testimonial List so everyone can access it.

In each testimonial task, paste the appropriate template and note the date you reached out, all tracked in ClickUp comments or custom fields.

Step 6: Structure interviews using ClickUp Docs

For deeper stories, you’ll often conduct an interview.

  • Create a ClickUp Doc for each customer interview.
  • Add prepared questions that explore:
    • Customer background and role
    • Challenges before using your product
    • How they implemented your solution
    • Specific results and metrics
    • Favorite features and unexpected wins
  • Use checklists in the task to ensure you capture metrics, quotes, and approvals.

ClickUp Docs store your raw material, while the task tracks progress and deadlines.

Write Powerful Testimonials Using ClickUp

Now convert raw feedback into persuasive assets while staying organized in ClickUp.

Step 7: Turn interviews into ClickUp-ready stories

Follow a simple structure anchored in the source article’s examples.

  1. Headline: One clear outcome (e.g., “Cut Onboarding Time by 40%”).
  2. Customer Snapshot: Who they are, what they do, and their segment.
  3. Challenge: Concise explanation of the problem before your solution.
  4. Solution: How they used your product or service.
  5. Results: Specific metrics and qualitative wins.
  6. Quote: A vivid, emotional statement in their own words.

Draft this structure inside a ClickUp Doc attached to the testimonial task, so reviewers can comment and suggest edits in one place.

Step 8: Different testimonial formats in ClickUp

Not every story needs to be a long case study. Use different formats and manage them all in ClickUp.

  • Short quotes: One or two sentences used on landing pages and pricing sections.
  • Mini case blurbs: A paragraph plus a metric and logo for resource libraries.
  • Full case studies: Detailed stories for high-consideration deals.
  • Video clips: Short, focused answers embedded on key pages.

Use a “Format” custom field in ClickUp so your marketing and sales teams can filter by the type of asset they need.

Review and Approve Testimonials in ClickUp

Legal and brand review can delay publication if it’s not clearly managed. ClickUp helps you streamline that stage.

Step 9: Build a clear ClickUp review process

Make approvals predictable and transparent.

  1. Add subtasks for Legal, Brand, and Customer Approval.
  2. Assign each subtask to the appropriate stakeholder with due dates.
  3. Use comments in ClickUp to track requested changes and final sign-off.

Update task statuses as you move through these stages so everyone can see the testimonial’s progress at a glance.

Step 10: Store final assets in ClickUp

Once approved, keep everything in a central, searchable place.

  • Attach final PDFs, image files, and video links to the ClickUp task.
  • Add URLs for published pages on your website.
  • Tag each task with campaigns or funnels where it’s used.

This creates a living library of testimonials inside ClickUp that your whole organization can rely on.

Showcase ClickUp Testimonials Across Channels

With approved stories ready, you can strategically deploy them to boost conversions and engagement.

Step 11: Map testimonials to the buyer journey in ClickUp

Use ClickUp tasks or custom fields to align each testimonial to funnel stages.

  • Awareness: High-level quotes showing credibility.
  • Consideration: Case studies with metrics and detailed stories.
  • Decision: Testimonials that address pricing, ROI, and implementation fears.

Link testimonial tasks to campaign tasks in ClickUp so you always know which assets support which initiatives.

Step 12: Coordinate teams with ClickUp views

Different teams use testimonials in different ways; ClickUp keeps everyone in sync.

  • Marketing: Filter by format and industry for landing pages and ads.
  • Sales: Create a view showing testimonials by persona or deal size.
  • Customer Success: Use stories as playbook examples for new customers.

Shared views in ClickUp ensure teams don’t reinvent the wheel every time they need proof points.

Improve Your Testimonial Process with ClickUp

The best testimonial programs are iterative. Use ClickUp to measure, refine, and scale.

Step 13: Track performance metrics in ClickUp

Add a simple reporting loop so you know which testimonials have the biggest impact.

  • Record key metrics (CTR, conversion rate, influenced revenue) as custom fields.
  • Tag high-performing stories for reuse in future campaigns.
  • Retire outdated or low-impact assets and replace them with fresher ones.

By updating these metrics regularly in ClickUp, you maintain a high-performing library, not just an archive.

Step 14: Use expert help to optimize ClickUp workflows

If you want to refine your testimonial pipeline, you can work with specialists who understand both customer storytelling and platform setup. For example, Consultevo offers services that can complement your internal team as you scale ClickUp implementations and content operations.

Next Steps: Build Your ClickUp Testimonial System

Using the lessons from the official customer testimonial examples on ClickUp, you can now:

  • Set up a dedicated testimonial workspace.
  • Standardize how you collect and store customer stories.
  • Write persuasive, structured testimonials backed by real metrics.
  • Coordinate marketing, sales, and success teams around a shared library.

Start by creating your first testimonial List in ClickUp, add a few candidate tasks, and build from there. Within a short time, you’ll have a scalable system that continually generates social proof and supports every stage of your buyer journey.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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