Record consent before quoting a happy client — exact quote, allowed channels, name policy and dated acknowledgement. Marketing that respects people.
Quick answer
Get it signed before you publish anything a happy client said: the form fixes the exact quote, the channels it may appear on, the name policy and a dated acknowledgement, so marketing respects the person behind it. Consent is revocable — honour a withdrawal promptly and stop using the quote.
Disclaimer: consent recorded here covers stated use of the quoted material; it is not a transfer of the client's rights or a waiver of your privacy duties.
Consent pattern follows standard permission-and-release practice for testimonials.
Great closing stories are marketing gold — and borrowed without asking they cost trust. This form captures the permission properly: the exact quote approved, the channels it may appear in, whether the client's real name, initials or first-name-only may be used, and their dated acknowledgement. Withdrawal contact is listed too, so when a client changes their mind, you can honor it gracefully and fast.
Sample form preview (fillable once the app is published).
Everything you need to run this template.
The exact words the client signed off.
Website, print, social — checked per use.
Full name, initials or first name only.
Consent captured with name and date; withdrawal path included.
From copy to deliverable in four steps.
Copy after a five-star close.
Paste it for approval, exact words.
Channels, name policy, date.
The record travels with the asset.
Pick your role — see how it fits your workflow.
Permission captured at the warm moment.
Assets safe for campaigns.
Control over their own words.
What makes this template work as a professional deliverable.
A preview of real questions — the full version lets you customize every field.
