FloQast has accomplished what so quite a few corporations try to: quickly populating authentic buyer critiques on G2.

In partnership with The Captivate Collective, their cohesive evaluate technology tactic resulted in a 312% increase in reviews when compared to the 12 months prior.

FloQast is a near administration remedy manufactured for accountants, by accountants, that automates, streamlines, and gives visibility into the a variety of action products that accountants have to go through just about every month. The Captivate Collective is an advocate promoting consulting agency that functions with customers like FloQast to develop their advocacy strategy from scratch. 

With each other they built a evaluate era technique that produced additional opinions than FloQast ever has before. 

We sat down with Victoria LaPlante, FloQast’s Head of Consumer Promoting and Group, and Kiely Monteiro, The Captivate Collective’s Senior Consultant, to find out a lot more. 

Building their evaluation selection strategy

LaPlante and Monteiro shared their playbook for creating the marketing campaign that drove hundreds of new reviews, and how they utilized those people evaluations following accumulating them. Their assessment collection technique consists of 4 significant steps, highlighted under. 

1. Focusing on segments

When FloQast to start with begun functioning with The Captivate Collective, they explored methods to broaden outreach and appeared at concentrating on buyers for evaluate asks when they were being most engaged (and as a result most probable to leave a evaluation). 

To begin, they seemed at admins and managers from providers that had renewed in the earlier six months, as properly as any individual deemed a item winner by their consumer achievements supervisors. They realized these people had plenty of practical experience with the system to give a detailed overview, and that they were actively leveraging FloQast at their corporation. 

Subsequent, they specific customers who had shared comments with them in numerous other channels and hypothesized that if they were willing to share comments in one particular channel, they would be probably to share it on G2 as well. They despatched review requests out to their NPS respondents, as well as anyone who had submitted a support ticket and left comments as a result of the stick to-up.

By growing their target viewers, FloQast was capable to seize a wide array of reliable evaluations from their most engaged customers. 

But they didn’t prevent there.

2. Soliciting reviews by means of more than a person avenue

In purchase to generate as lots of reviews as probable, FloQast also executed a multi-channel method to have interaction their comprehensive shopper base. They explored each buyer touchpoint and worked to integrate critique requests all over their customer encounter. 

This incorporated producing overview requests as a result of: 

  • In-application notifications
  • Product or service banners
  • FloQast’s software sign-in webpage
  • Social posts
  • Purchaser neighborhood internet pages
  • Electronic mail newsletters 
  • In-individual occasions

LaPlante shared, “Showcasing it in the application itself, which countless numbers of people are seeing just about every single working day, it underscores the price that we are putting on consumer comments.”

3. Engaging prospects

Just one easy approach the crew used to catch the attention of and interact prospective reviewers was theming their regular assessment requests. Whilst a little touch, it captured the attention of their prospects and saved the asks contemporary. 

Some instance opening strains included  “you are audit I need” in February and  “April showers deliver May perhaps flowers (and G2 testimonials)” in May possibly.

FloQast's customer engagement G2 campaign


Just about every e mail would open up with an accounting pun or holiday getaway concept, and then would incentivize reviewers to depart suggestions in exchange for an Amazon reward card. Consider it or not, accountants are funny people today!

4. Driving inside alignment

Lastly, to carry out cross-useful alignment and visibility across the organization for their strategies, an internal playbook was established.

LaPlante claims, “Making positive our crew understood that their involvement in the accomplishment of the campaign was significant, and acquiring that basic understanding of what we had been seeking to attain, was vital and section of the good results.” 

“Reviews are extremely vital to our fast-expanding corporation. We just take consumer comments extremely critically, and G2 knowledge aids us rapidly adapt to much better meet up with our client’s needs.”

Victoria LaPlante
Head of Buyer Promoting and Neighborhood at FloQast

Monteiro and the FloQast internet marketing leadership crew satisfied weekly to brainstorm the preliminary plan, and after receiving alignment, labored together to communicate that program to FloQast’s heads of aid and customer achievements. 

As soon as they were being purchased in, the campaign kicked off with 1:1 outreach from the CSMs to their clients. Monteiro and LaPlante also wished to guarantee that teams stayed motivated to continue their outreach. They started by exhibiting a ticker to visually exhibit how close they were being to their purpose.

LaPlante met with interior stakeholders on a weekly basis to align all various touch details and conversations that ended up occurring throughout the group. She also produced and leveraged an inner Slack channel devoted to ongoing campaign updates, tips, and benefits.

From selection to utilization

Now that they experienced produced a large vary of opinions from throughout their purchaser foundation, FloQast applied reviews the two internally, to construct trust with consumers, and externally from a marketing and advertising point of view. 

LaPlante shares,  “If you have a prospect who sees your badges and then results in being a buyer, a 12 months later on when you talk to them for a critique, they’ll don’t forget how reviews assisted them really feel validated in their invest in selection and be a lot more likely to depart a overview on their own. It is a steady loop that gains all events concerned.” 

“We’re very pleased to be named a Chief in our classification on G2, and the badges admit our place of dominance over our opposition.”

Victoria LaPlante
Head of Buyer Marketing and Neighborhood at FloQast

Internally, LaPlante and her crew take those opinions and make certain to reply to and occur up with critical themes that they are observing throughout opinions. When opinions are gathered, FloQast groups them into thematic buckets and significant variables for their organization, such as organization dimension, market, and geography. 

They are then packaged into quotebooks to be leveraged as advertising products by the gross sales improvement groups.

Embracing all comments

As a Director of Consumer Advertising and marketing, LaPlante acknowledges that outreach to all prospects can lead to some stress, primarily at the management degree, but notes, “you need to have to stand at the rear of your products. If you are resolute that you have a item that can make a distinction, and you know that clients are productive using it, you can be assured that they will give you that type of comments that you might be on the lookout for on G2.” 

LaPlante encourages firms not to be concerned of buyer testimonials, even if it is unclear where by their favor falls. When FloQast receives a destructive overview, which is exceptional, they make certain to reply to the purchaser, and share the suggestions with the inner crew with the aligning area of chance. 

“Negative assessments are a terrific prospect. Responding to detrimental critiques and changing whichever it is, if probable, is a opportunity to develop and change customers about.”

Kiely Monteiro
Senior Specialist at The Captivate Collective

This focus to the client is reflected in FloQast’s most latest recognition as the #1 seller in the Romance Index for Money Shut in G2’s Tumble 2022 experiences. When opportunity consumers are reading assessments and responses, they can really feel snug recognizing that if a worst-case circumstance transpires, they will be in great palms.

LaPlante displays, “One of the core themes that we were being in a position to pull away was how our shoppers are identifying the point that we are listening and they feel like we seriously are using their feed-back to heart and to the products. It was 1 of the spots they gave us a great deal of high remarks on.”

Ready to crank out much more testimonials and turn out to be a G2 Chief? Master how to lean into consumer-led growth with G2 Marketing and advertising Answers.

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