Collect Testimonials From Your Happiest Customers

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. In HubSpot, use active lists and workflows to detect testimonial candidates: contacts or companies with high feedback survey scores, recent closed-won renewal or expansion activity, low-severity ticket history, and meaningful product usage properties already synced into HubSpot. 3. For each enrolled record, review the company, contact role, lifecycle stage, recent tickets, feedback survey response, and deal history, then draft a short testimonial or case study request that cites the specific positive signal and asks for either a quote, a 20-minute interview, or permission to feature their result. 4. Schedule a gentle cadence: initial request, one follow-up after 5 business days, and a final thank-you closeout after 10 business days if there is no reply. Stop immediately if the contact replies, opts out, or has an open high-priority ticket. 5. Run this in MultiMail gated_send mode so marketing approves every recipient, timing, and message before delivery. Ask me only for HubSpot access, brand voice, sender identity, and approval to go live.

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. In Salesforce, use Flow, reports, and existing objects such as Accounts, Contacts, Opportunities, Cases, and survey/NPS fields to identify accounts with recent renewals, expansions, high satisfaction scores, strong adoption metrics, and no unresolved escalations. 3. For each qualified account, choose the best contact from the Account Contact Relationship or primary opportunity contact, summarize the customer’s visible success signals, and draft a personalized testimonial or case study request that references the renewal, expansion, satisfaction score, or resolved support outcome. 4. Use a conservative cadence: send the first ask, follow up once after 5 business days, and create a Salesforce task for the account owner before any second follow-up. Do not send when there is an open critical case, legal hold, or account owner objection. 5. Run this in MultiMail gated_send mode so marketing and the account owner can approve each email before it is sent. Ask me only for Salesforce access, brand voice, sender identity, and approval to go live.

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. In Gainsight, use Scorecards, Timeline activity, Surveys, CTAs, and Journey Orchestrator or Rules Engine logic to detect customers with strong health scores, positive NPS or CSAT responses, recent success milestones, and no active risk CTA. 3. For each candidate, inspect the health score reasons, latest survey response, CSM notes, success plan milestones, and relevant usage fields, then draft a testimonial or case study request that names the specific outcome and offers a low-friction option: written quote, short call, or logo approval. 4. Coordinate with the CSM by creating or checking the appropriate CTA before outreach, then send one request and one follow-up after 5 business days. Stop if a risk CTA appears, the CSM objects, or the customer replies. 5. Run this in MultiMail gated_send mode so marketing reviews every customer, reason, and message before delivery. Ask me only for Gainsight access, brand voice, sender identity, and approval to go live.