Your free permission kit

Build a Clearer Customer Testimonial Permission Process.

Use these practical resources to plan customer outreach, document permission, keep better records, and publish testimonials more responsibly.

Educational information only—not legal advice. Review the form with qualified legal counsel before use.

Territory.io

Customer Testimonial Permission Kit

Six practical resources for businesses that want a more organized testimonial permission workflow.

01Plain-English Testimonial Permission Guide

02Sample Video Testimonial Consent & Release Form

03Pre-Recording Consent Script

04Testimonial Consent Recordkeeping Checklist

05FTC Testimonial & Disclosure Checklist

06Bonus: Customer Testimonial Permission Email/Text Template

Inside the kit

From asking for participation to keeping the final permission record, each resource is designed to make the process easier to understand and repeat.

A practical guide to getting, documenting, and keeping customer permission.

A customer-friendly starting point to review with qualified legal counsel.

Simple language for making recording permission explicit before an interview begins.

A repeatable checklist for organizing permission records and published assets.

Practical reminders for authentic testimonials, incentives, and material connections.

Ready-to-customize outreach language for inviting a customer to participate.

03 — Pre-Recording Consent Script

Download the script as a PDF before your next testimonial recording.

Adapt the materials to your workflow, business, jurisdiction, customers, and intended uses.

Have qualified legal counsel review the consent and release process appropriate for your business.

Bookmark territory.io/kit so your team can return to the latest available resources.

Territory.io interviews your customer remotely and professionally edits the conversation into a polished testimonial video.