LMTDS · Templates
The questions to send before a customer goes on camera.
A fill-in question list for a customer testimonial video. Add the names, keep or drop the optional questions, and save it as a PDF to attach to your invitation — so the person appearing can prepare, and whoever approves it on their side can see exactly what will be asked.
No email, no sign-up, nothing uploaded — what you type stays in this browser tab. The print button opens your browser’s print dialog; choose “Save as PDF” to attach it.
One page, read by two people
When you ask a customer to appear in your testimonial video, two people on their side read the request: the person who’ll be on camera, and whoever has to approve it. This is the page you attach for both. The top tells their approver what the video is and where it will run; the rest is the questions, so the person appearing can think of an example or two before the day instead of improvising on camera.
Who it’s for
- Marketing leads putting together a customer testimonial or case-study video
- Account managers and project leads asked to invite their own customer on camera
- Business owners asking a long-standing client to say a few words about the work
- Anyone whose customer has replied “what exactly would you ask me?”
How to use it
- 1
Fill in the names and details. They drop into the questions as you type.
- 2
Untick any optional question that doesn’t suit this customer. Required ones stay.
- 3
Save it as a PDF and attach it to your invitation. Who should send it, when, and what to do if they say no: our guide to customer testimonial videos.
- 4
On the day, the person appearing signs a release. Our talent release form covers their side — but they don’t work for you, so fill in the payment line deliberately, even if the answer is “no fee”.
Why this template is built this way
Questions, not a script
A scripted testimonial sounds scripted. Questions let the person answer in their own words, and seeing them before the day is what lets them do that calmly instead of improvising on camera.
“Before” comes before “what changed”
A result only means something once the viewer has seen the starting point. So the list asks what things were like before the project, then what was done, and only then what changed — the order the story is told in.
Every answer should stand on its own
We ask the person to repeat the question inside their answer. It feels slightly unnatural, but it means each answer makes sense without the interviewer’s voice, so one conversation can be cut into several shorter pieces.
No figures they can’t stand behind
A number said on camera is a claim with their name on it. If they don’t have one, describing what they noticed is more credible than an estimate — and nobody should add a number for them afterwards.
The approver’s questions are on the same page
Their manager or legal team reads this too. Where the video will run, for how long, and whether their name appears are written down, because “marketing purposes” is the phrase that gets a request sent to legal.
The question list
LMTDS STUDIO · Template
TESTIMONIAL VIDEO — QUESTIONS
From [your company], for [name] at [their company]: the questions we’d like to ask on camera about [the project], and the details your side will want before agreeing.
The details
On the day
- About [how long] at [location], on [date], filming [name] answering the questions below.
- Expect some setting up before anything is filmed — lights, camera, a microphone. Pauses between questions are the crew adjusting light and sound, not a problem.
- Answering the same question twice is normal. The first take is rarely the one that gets used. More on how a shoot day runs: what happens on a shoot day.
For whoever approves this on your side
- The edit stays with [your company]. You’re seeing every question before the day, instead of approving the finished cut.
- [name] will be asked to sign a short appearance release on the day. We can send it in advance.
For [name]: how to prepare
- These are questions, not a script. Please don’t write out or memorise answers — read them once, think of an example or two, and talk to us the way you’d tell a colleague.
- When you answer, start by repeating the question in your own words — “Before we worked with them, we…” — so each answer makes sense on its own.
- Only mention figures you’re comfortable standing behind. If you don’t have a number, describe what you noticed instead. Nobody will add one for you.
- If a question doesn’t fit, say so on the day and we’ll skip it.
The questions
Required questions stay. Untick an optional one to leave it out of the PDF.
Warm-up
- 1Could you tell us your name and what you do at [their company]?Required
- 2What does a normal week look like for your team?
Before
- 3Before [the project], what was the situation you were dealing with?Required
- 4How did that show up day to day — for you or for your team?Required
- 5What made you decide to do something about it at that point?
- 6Had you tried anything else before?
The work
- 7Why did you decide to work with [your company]?Required
- 8Was there anything you were unsure about at the start?
- 9What was it like working together? Is there a moment that stands out?Required
What changed
- 10What’s different now, compared to before?Required
- 11How do you notice it — what do you or your team see or do differently?Required
- 12Has anyone else — your manager, your customers — noticed? What did they say?
- 13If you track it, is there a result you’re comfortable sharing? Only if you have it — please don’t estimate.
In your words
- 14What would you tell someone in your position who’s thinking about a project like this?Required
- 15If you had to sum up working with [your company] in one sentence, what would it be?Required
- 16Is there anything we didn’t ask that you’d like to say?Required
Questions before the day
This page sets out what will be asked and how the video will be used. It isn’t a contract or legal advice; the person appearing signs a separate appearance release.
Template by LMTDS STUDIO — www.lmtds-studio.com
What it isn’t
- It isn’t a script. The answers should be theirs.
- It isn’t the release. The person appearing still signs one.
- It doesn’t replace their company’s approval — it’s the page that makes asking for it easier.
- It isn’t legal advice.