Using Zoom to record a client testimonial

With the ubiquity of Zoom and social media in the modern technological landscape, it has never been easier to record and share video testimonials from clients. At Profile Media, we’ve used Zoom to build an entire playlist of testimonials that current and prospective clients can view at any time. Zoom testimonials offer a virtually free and practical alternative to hiring a video production company. So, what are you waiting for?

Here are six steps to get you started:

Step 1 – What do you want them to say about you?

When crafting a testimonial, this should be the first question you ask yourself. Once you know this, you can work backwards to figure out what questions you might want to ask. For example, if I want to highlight that my business is friendly and approachable, I might ask: “how have you found working with the team?”

By thinking like this you can build up a list of effective testimonial questions.

Step 2 – Setting Up

Once a client agrees to provide a testimonial, send them the list of questions along with guidelines for their attire and background. While it’s not necessary to be overly formal, it’s best to avoid casual clothing like a favourite hoodie. For the background, aim for a balance—nothing too busy or too empty. Offices and lounge rooms typically make great settings.

Step 3 – Introduction

Most people feel a bit tense when they know they’re being recorded, but relaxed, natural testimonials tend to have a stronger impact. Take a few minutes to explain the purpose of the testimonial and help the client feel at ease.

Pro tips: For better eye contact, encourage clients to look at the webcam instead of your face on the screen. To give the testimonial wider relevance and a longer shelf life, suggest that clients refer to your company as a whole rather than specific team members.

Step 4 – Zoom technicalities

This is probably the most crucial part.

1. First make sure that the shot you are getting looks good (client is centred, clothing is appropriate, background works).
2. Next, you will want to pin the client’s video, which you can do by hovering over their video, clicking the three dots in the top right corner and clicking “Pin”.
3. Lastly, you want to make sure you are recording; specifically, you want to “record to this computer”. This may require you to stop and restart recording if you have it automatically enabled.
4. And one more time for good measure… MAKE SURE YOU ARE RECORDING! There’s nothing worse than getting a great testimonial only to find out that it didn’t save!

Following these steps allows you to specifically record your clients video and nobody else’s.

Step 5 – Run the testimonial

This one is simple, just ask your questions. It’s fine to ask questions multiple times and this can even spark new insights or more energetic performances. Try to get the testimonial to feel as natural and genuine as you possible.

Step 6 – Edit

This step can be a lot of fun. Add titles, transitions, and graphics that reflect your brand. We recommend pulling out short segments—usually under 1 minute—so you can create multiple testimonials from one client. These shorter clips are perfect for sharing on social media.

Final tip

If something goes wrong during the testimonial and the video doesn’t turn out as planned, don’t give up on it! It’s easy to convert it into a quote-image testimonial, which can still be shared on your social media or website.