Testimonial and Case Study Consent Form

A consent form and licence for using a customer’s testimonial, case study, photo or video in your marketing. It records exactly what was said, how the customer wants to be named, where you can use it, for how long, and whether they received anything in return – so you can show the testimonial is genuine and properly disclosed. It includes an internal standard for reviews and testimonials and a testimonials register.

• Before quoting a customer on your website, social media or brochures
• Before publishing a case study, video or photo of a customer
• When you offered a discount, gift or prize draw entry in return for feedback

• Complete Parts 1 to 3 with the customer and attach the approved text
• Let the customer choose the uses and how they are named in Parts 4 and 5
• Record any incentive honestly in Part 6
• Sign, store with your marketing records and add to the register