Implementation BlueprintExecution layer

Boast Testimonial Collection Managed Service (5-7 days)

This blueprint-unit outlines a 5-7 day sprint for agencies to deploy Boast as a managed service, automating video testimonial collection for clients and embedding social proof across their web properties. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

Review Collection Automation

How do you implement it?

Blueprint

Boast Testimonial Collection Managed Service (5-7 days)

This blueprint-unit outlines a 5-7 day sprint for agencies to deploy Boast as a managed service, automating video testimonial collection for clients and embedding social proof across their web properties.

Prerequisites
  • Client has a customer base with at least 50 monthly transactions or service completions to justify response volume.
  • Access to client's website CMS or hosting to embed Boast widgets.
  • Client's Google Business Profile and Facebook page admin access for review publishing.
  • Agency has a Boast account on Team plan or higher to enable email and SMS sequences.
  • Defined list of client service categories or product lines for testimonial form fields.
Execution Timeline
  • 1.Create Boast account and select Team plan for email/SMS sequences.
  • 2.Configure agency-level settings: branding, default video quality (1080p), and response limits.
  • 3.Set up client workspace with 20 forms and 5 video fields per form.
  • 1.Design branded testimonial request forms for client's service categories.
  • 2.Build automated email sequence: initial request, reminder at 3 days, final follow-up at 7 days.
  • 3.Enable SMS sequence for opt-in customers with a mobile-friendly submission link.
  • 1.Embed Boast testimonial widget on client's website homepage and service pages.
  • 2.Connect client's Google Business Profile and Facebook page to Boast for review publishing.
  • 3.Test form submission flow with a sample video to verify 1080p capture and 10-minute limit.
  • 1.Launch automated sequences to a pilot segment of recent customers.
  • 2.Monitor first responses in Boast dashboard; adjust email timing based on open rates.
  • 3.Set up Zapier integration to push new testimonials to client's CRM or email marketing tool.
  • 1.Review collected testimonials, curate top videos for social media and ads.
  • 2.Deliver monthly response report: count, video length, and source breakdown.
  • 3.Train client staff on accessing Boast dashboard and approving testimonials.
Agency cost: $100/month (annual Team plan) or $119 month-to-month. Client pricing: $450/month retainer, covering setup and ongoing management.5-7 days
ROI Logic

At $450/month client fee against a $100 tool cost, gross margin is 78% before labor. With 2 hours monthly management, effective hourly margin exceeds $175, making it profitable even for small client rosters.

Deliverables
  • Boast account configured with branded forms and automated email/SMS sequences.
  • Embedded testimonial widget on client website with Google and Facebook review integration.
  • Zapier automation routing new testimonials to client CRM.
  • Monthly response report with video metrics and curated social-ready clips.
  • Client training guide for Boast dashboard and testimonial approval workflow.
Definition of Done

Client has live Boast forms collecting video testimonials, with automated sequences running and first responses visible in the dashboard.

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