The solo bottleneck
Vague asks produce silence; good prompts produce quotable lines.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Collect testimonials with a short guided form.
Stack that stays small
Form with prompts + permission checkbox + Drive/Notion store.
Tools named here: Typeform, Notion, Zapier. Prefer official docs and native features before adding another SaaS.
Ship the automation
Form asks: problem before, outcome after, favorite moment, permission to use.
Trigger after project completion or positive NPS.
Store quotes with headshot/name fields.
Monthly: place one new quote on site or sales deck.
Keep it honest
Offer to draft from a 10-minute call if writing is hard for them.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.
