Marketing Legally

How to Get Permission to Use a Client’s Testimonial (And Why It’s Essential)

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Learn about how to legally protect your online business with The CEO Legal Loft blog. We cover advertising, intellectual property, business formations, and the important legal aspects running a business online.

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You’ve just received an amazing testimonial from a client. It’s glowing, it’s genuine, and it perfectly captures the value you bring to your customers. Naturally, you’re excited to share it—because what better way to build trust with potential clients than real, heartfelt feedback?

Using client testimonials in your marketing is one of the best ways to build trust and attract new customers.

But did you know there are legal requirements for sharing testimonials? Whether you’re a new entrepreneur or an experienced small business owner, it’s essential to understand how to use client testimonials legally.

And before you copy, paste, and hit “post,” ask yourself: Do I actually have permission to share this testimonial?

It might not seem like a big deal, but sharing someone’s feedback without their consent can lead to more than just an awkward conversation. It could open the door to legal trouble, damage trust with your client, and even harm your brand’s reputation.

The good news? Getting permission to use testimonials isn’t difficult, and when done right, it protects your business while showing your clients the respect they deserve.

In this post, we’re diving into:

  • Why asking for permission is so important,
  • How to request it the right way, and
  • The simple contract you need to ensure you’re legally covered.

Let’s get started!

Why You Need Permission to Share Testimonials

When it comes to using testimonials, getting permission isn’t just a polite gesture—it’s a legal necessity that protects your business in multiple ways.

First, testimonials are considered intellectual property. This means that your client owns the rights to their words, and using them without their explicit consent could lead to legal disputes. 

For example, a client could claim a privacy violation or accuse you of misusing their feedback. While you might think sharing a glowing review is harmless, it’s important to ensure you’re on the right side of intellectual property laws to avoid unnecessary complications.

Second, there’s the issue of compliance with advertising laws, particularly the FTC Guidelines for testimonials in the United States. These guidelines require that testimonials be truthful and not misleading. 

If you incentivize a testimonial—for instance, by offering a discount or free product—you’re legally required to disclose that incentive. Failing to do so can lead to penalties and erode trust with your audience. Transparency is not just a good practice—it’s a legal requirement.

Finally, asking for permission shows respect and professionalism. It demonstrates to your clients that you value their words and their trust. Sharing a testimonial without consent, even with good intentions, can harm your relationship with the client and tarnish your brand’s reputation. 

Respecting your clients’ rights and preferences reinforces your commitment to ethical business practices, which ultimately builds stronger, long-lasting relationships.

By ensuring you have permission before sharing testimonials, you’re not just protecting your business legally—you’re also fostering trust and credibility with both current and future clients.

How to Get Permission to Use a Testimonial

Asking for permission to use a testimonial doesn’t have to be complicated. A friendly, clear request shows respect for your client while ensuring you’re legally protected. Here’s how to do it the right way:

Start with clear and simple language. When reaching out, keep your tone warm and conversational. For example:

  • “Hi [Client Name], thank you for your amazing feedback! Would it be alright if I shared your testimonial on my website or social media?”
  • “I really appreciate your kind words! Would you be okay with me using this testimonial in my marketing materials?”

Make it clear where and how you intend to use their words. Transparency is key here. Let your client know whether the testimonial will appear on your website, social media, email campaigns, or other marketing platforms. 

If you plan to include their name, photo, or other identifying details, be upfront about that too. Additionally, mention if you might make small edits, such as trimming the text for length or clarity, and ask if they’re comfortable with those changes. Some clients may prefer to keep their privacy intact, and it’s important to honor those wishes. Always offer the option of sharing the testimonial anonymously. 

You might say something like, “If you’d prefer, I can share this without using your name or other identifying details.” This gives your client control over how their feedback is shared while still allowing you to showcase their positive experience.

By following these steps, you not only obtain the necessary consent but also reinforce trust and respect in your client relationships. These small efforts go a long way in maintaining professionalism and credibility in your business.

Use a Testimonial Release Form

While asking for verbal or written permission via email is a great start, using a formal testimonial release form adds an extra layer of protection for your business. This simple step ensures clarity, avoids misunderstandings, and provides documented consent that you can reference if questions arise later.

WHY IT’S IMPORTANT

A testimonial release form is essential because it protects your business legally by clearly outlining the client’s consent to use their feedback. This eliminates any potential for disputes down the line, such as disagreements about how their testimonial was used or where it appeared. With a release form in place, you and your client are on the same page from the beginning.

WHAT TO INCLUDE

To keep the process straightforward and effective, your release form should cover the following:

  • Explicit Consent: Clearly state that the client agrees to let you use their testimonial for marketing or promotional purposes.
  • Usage Details: Specify where and how the testimonial may be shared—such as your website, social media, emails, or printed materials.
  • (OPTIONAL) Anonymity: Provide an option for clients who prefer not to be identified by name or photo. This flexibility ensures clients feel comfortable giving their permission. I don’t do this but if someone explicitly asks to be kept anonymous, I’ll happily comply.

MAKE IT SIMPLE

A testimonial release form doesn’t have to be overly complicated or intimidating. In fact, a well-crafted form should be short, clear, and easy to understand. Its primary purpose is to formalize the agreement and ensure both parties are aligned.

If you don’t already have a release form, now is the perfect time to put one in place. Having a professional template on hand makes the process even easier. If you need a ready-to-use testimpnial release form, check out The Business Builder Bundle.

By using a testimonial release form, you can confidently showcase your client feedback while maintaining professionalism and legal compliance. It’s a small step that can make a big difference for your business.

Testimonials are one of the most powerful tools for building trust and credibility in your business. But sharing them the right way—ethically, respectfully, and legally—is just as important as the testimonials themselves.

Before sharing a customer testimonial, don’t forget to get permission 

By taking the time to get permission, being transparent about how and where you’ll use the feedback, and using a simple testimonial release form, you’re not only protecting your business but also fostering trust with your clients. These small steps show that you value your clients’ voices and respect their rights, which strengthens your brand in the long run.

If you’re not sure where to start, the Business Builder Bundle has you covered. This bundle includes the essential contracts every business owner needs to build a strong legal foundation—including a ready-to-use testimonial release form to help you confidently share client feedback.With the right approach and the right tools, you can showcase your testimonials knowing your business is protected and your client relationships are built on trust and professionalism.

Ready to get started? Learn more about the Business Builder Bundle.

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