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Testimonials / Social Proof

Project Brief: Collecting EP Participant Testimonials

Project Lead: Malinder
Project Objective:
To design and implement a system for collecting compelling testimonials from participants of EP programs (TPC, TTC, CHPT, The Mindful Coach) to support EP’s marketing and brand storytelling efforts across platforms (e.g. EP website, LinkedIn, newsletter, TCV, WeChat).

Key Goals:

Collect a steady stream of high-quality participant testimonials in a mix of formats: video, audio, and text
Ensure the focus is on the participant’s growth and transformation – making the learner the hero of the story
Collect testimonials in both English and Chinese, where possible
Develop a repeatable system that can be sustained over time

Key Considerations:

Testimonial formats:
Preferred: video (can be repurposed into audio/text)
Alternative: audio or text-only if video isn’t feasible
Story-first approach:
Focus on how the participant is growing or making an impact (not just “what they liked” about the program)
Example prompt:
“How has team coaching changed the way you lead or work with others?”
“What mindset or skill shift have you made as a result of your learning?”
“How does mindfulness show up in your coaching practice now?”
Ask different questions to different people to get a more interesting mix of testimonials
Unless we’re conducting a survey where a consistent set of questions is important, it can work well to ask a mix of different questions to participants within the same cohort/program
Timing:
Testimonials can be collected during a program, not just at the end
Collaboration:
Work with Astrid to get updated lists of participants across the following programs:
The Performance Coach (TPC)
The Team Coach (TTC)
Coaching High-Performance Teams (CHPT)
The Mindful Coach Series
Efficiency tools:
Explore tools that can help make the testimonial system more efficient and scalable
seems like it could be useful for making the outreach and testimonial collection process more efficient
It might be worthwhile testing out the free version to see if it performs well
If it seems like a useful tool, can discuss with Han Ee whether we can get a paid subscription


Key Tasks
Task
Description
1. Develop a plan and timeline
Create a short proposal outlining the outreach plan, timeline, and types of testimonials to collect; do some research to look for good examples of formats/styles that we can adopt
2. Draft outreach templates
Prepare email/WhatsApp/WeChat message templates to request testimonials in a friendly, low-pressure way
3. Define testimonial prompts
Create a set of reflective, participant-focused questions tailored to each program
4. Set up testimonial tracking system
Use an Excel/Coda table to track outreach, response status, content received, format (video/audio/text), language, and approval
5. Coordinate with Astrid
Work with Astrid to get participant lists (past and current) and update monthly
6. Manage review & approval process
Ensure participants can review and approve the testimonial content before publishing
7. Prepare content for use
Lightly edit and format content (with help from the EP marketing team if needed) so it’s ready for use on EP channels; collaborate with Ozlem on any video editing requirements; collaborate with Karsten and other members of the marketing team on distribution of the finalized testimonials
8. Share progress regularly
Provide regular updates to the marketing team on what has been collected and where it’s being used
There are no rows in this table

Success Measures:

At least 3–5 strong testimonials per program collected by end of Q3 2025
A working testimonial system (templates, tracker, approval flow) that can be reused moving forward
Testimonials featured in 3+ marketing touchpoints (e.g. carousel post, website, email, WeChat post)

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