The TESTIMONIAL TOOLKIT
The complete system for collecting, organizing, and putting your best testimonials to work — built for women running AEC firms who are done leaving their strongest marketing asset on the table.
13 Email TEMPLATES
2 Notion Databases
3 Asana Project Templates
2 Complete SOPs
Quick start tech guide
Implementation Guide
Your Work Speaks for Itself. Except When You're Competing Against Someone Whose Clients Are Speaking for Them.
You've Meant to Ask for Testimonials After Every Single Project. How's That Going?
You're doing exceptional work. Your clients love you. Some of them have probably told you to your face that hiring you was one of the best decisions they've made. And then that moment passes. Nobody writes it down. Nobody follows up. You move on to the next project, and the most powerful words anyone could say about your firm — the real, unscripted ones — vanish.
Meanwhile, the firm down the street with half your talent has a website full of glowing testimonials, proposals packed with social proof, and a Google presence that makes them look like the obvious choice.
This isn't a marketing problem. It's a systems problem. And that's exactly what we're here to fix.
Not a template. An entire operational system.
EASY ENOUGH TO IMPLEMENT ALONE. BUILT TO HAND OFF TO YOUR TEAM.
Fractional COO-level systems. Digital product price.
Not a single "Dear Client, please leave a testimonial" in the bunch. These are thoughtfully written for real scenarios you'll actually face — post-project asks, mid-project check-ins, following up without being pushy, requesting Google and LinkedIn reviews, reaching out to professional colleagues, and even circling back to clients from months or years ago. Each one is designed to guide your clients toward the kind of specific, meaningful language that actually wins you work.
Every testimonial tagged by project type, space type, quality rating, and where it's been published. Need a bathroom renovation testimonial for tomorrow's proposal? Filter and find it in seconds. This is the difference between having testimonials and actually using them.
Here's What's Included:
13 Email Templates
2 Notion Databases
Written , sequenced, and
ready to personalize
Your Testimonial Library, Organized and Searchable
Three options depending on how your firm runs. Add testimonial collection as a section in your existing project template, use a standalone master tracker, or set up a dedicated professional testimonial campaign. Assign tasks to your team, set automated reminders, and stop relying on anyone's memory — including your own.
3 Asana Project Templates
So Collection Happens Without You Thinking About It
Step-by-step standard operating procedures for client testimonials and professional endorsements. These are written so clearly that anyone on your team can execute them without asking you a single question. That's the whole point.
2 Complete SOPs
Train Your Team Once, Then Let Them Run It
LET'S BREAK it DOWN
This is the piece that makes everything else work. It walks you through every phase of implementation, includes troubleshooting for common hiccups, a team training guide, and a quarterly review checklist so your system stays healthy long after you set it up.
Implementation Guide
Your Complete Roadmap From Setup to Launch
New to Asana or Notion? This guide gets you set up and confident with both platforms — which are free to start — so technology never becomes the reason this system doesn't get implemented.
Quick Start Tech Guide
Because Tech Should Never Be the Barrier
Women in AEC are held to a different standard.
The work you do is high-stakes, high-budget, and deeply relationship-driven. Testimonials aren't just marketing — they're one of the most powerful tools you have to change the way people see you before you ever walk into the room.
They reduce the "prove it" tax.
When your work is questioned more quickly or scrutinized more intensely, third-party proof helps you skip the exhausting part where you have to over-explain your expertise. Let someone else say it.
They build earned credibility fast.
A portfolio shows taste and capability. A testimonial shows the experience — your communication, your leadership, your calm under pressure, your problem-solving, your boundaries, and your outcomes.
They sell the invisible labor.
In AEC, the magic is often in what clients never see: the mistakes you prevented, the tension you smoothed, the scope you managed, the timelines you protected. Testimonials make that value visible.
They help you charge what you're worth without apologizing.
Strong social proof backs up premium pricing and helps you hold your ground when someone tries to negotiate you down.
They attract better clients and repel the wrong ones.
The right testimonial language — "clear process," "strong boundaries," "felt supported," "decisive leadership" — pre-qualifies clients who want professionalism, not hand-holding chaos.
The best testimonials don't just say "she was great." They say: "This made my life easier. I trusted her. I could breathe." And that supports everything we're building toward — businesses that work for the women running them so that more women enter and stay in the AEC industries.
They reinforce the mission: women belong here.
I'm Catherine Shuman, and I run Ratio Solutions Group — where I serve as a fractional COO for women-led AEC firms.
I've spent years inside the operations of architecture, engineering, and construction businesses. I've seen the 11 PM emails, the proposals thrown together on a Sunday, the incredible project that nobody thought to document because everyone was already onto the next one.
This toolkit exists because I kept seeing the same thing: brilliant women doing extraordinary work with zero systems to capture the proof. And I kept thinking — if I could hand them the exact system I'd build for them as their COO, but at a price point that doesn't require a retainer... that would actually change something.
So I did.
This is built the way I build everything for my clients — with the same level of operational rigor, the same attention to how AEC firms actually work, and the same care for the person who has to implement it.
Because I don't just care about your business running better. I care about you — the person doing the work.
The woman behind the system
You're running an AEC firm (architecture, engineering, construction, interior design) and you're tired of your work not being represented by the people who experienced it.
You're tired of proving yourself twice in an industry that should already see your value — and you're ready to let your clients' words do that work for you.
01. HOW IT WORKS
Purchase and get instant access to every component — email templates, Asana project templates, Notion databases, SOPs, Quick Start Tech Guide, and the Implementation Guide.
Open the Implementation Guide first. It walks you through setup phase by phase, starting with the email templates (under 30 minutes), then your Asana workflow, then your Notion database. The whole system takes 2–4 hours to set up. After that, testimonial collection runs inside your existing project workflow. You maintain it in minutes per project.
2. What You'll Need
A computer and an internet connection. That's it!
The toolkit runs on Asana and Notion, both are free to start and the Quick Start Tech Guide walks you through setup if you've never used either one. Email templates are provided as Word docs you can customize for your firm and drop into whatever email platform you already use — Gmail, Outlook, whatever works for you.
3. Technical Specs
- 13 Email Templates (Google Docs, fully customizable)
- 3 Asana Project Templates (direct import links)
- 2 Notion Database Templates (direct duplication links)
- 2 SOPs (PDF)
- 1 Quick Start Tech Guide (PDF)
- 1 Implementation Guide (67 pages, PDF)
- Works with any email platform
- No paid software required
ON THE FENCE?
JUST READ THESE:
“Two came back within the week!"
"I've been in business for eight years and never had a system for collecting testimonials. I set this up on a Saturday morning and sent my first three requests by Monday. Two came back within the week!"
"Now I open my Notion database, filter by project type, and it's right there. Fifteen seconds."
"I used to panic every time I needed a testimonial for a proposal. Now I open my Notion database, filter by project type, and it's right there. Fifteen seconds."
"I handed the toolkit over to my operations manager and she runs the entire system now."
"I handed the toolkit over to my operations manager and she runs the entire system now. I haven't personally asked for a testimonial in three months and they're still coming in."
"The Notion database changed everything."
"I used to have testimonials scattered across emails, texts, and Google reviews with no way to find the right one when I needed it. The Notion database changed everything — I pulled three perfect quotes for a proposal last week in under a minute."
"Turns out the asking was never the problem. It was everything around it."
"I almost didn't buy this because I thought — how hard can it be to just ask for a testimonial? Turns out the asking was never the problem. It was everything around it. The timing, the follow-up, the organizing, the actually using them. This fixed all of it."
shop / TOOLKITS
THE TESTIMONIAL TOOLKIT
This is the same operational framework I build for firms paying monthly retainers for fractional COO services. You're getting the system for less than most firm owners charge for a single billable hour.
13 Email TEMPLATES
2 Notion Databases
3 Asana Project Templates
2 Complete SOPs
Quick start tech guide
Implementation Guide
BUY NOW
$297 USD
The toolkit is built on them because they're powerful, free to start, and widely used in AEC. But the logic behind the workflows and databases translates to other tools if you have a strong preference. The Quick Start Tech Guide will get you up and running on both platforms at no cost.
The opposite, actually. Solo firm owners typically start with one Asana template and the Notion databases, which is about an hour of setup. The system grows with you. Start small, add complexity when you're ready.
That's exactly what the SOPs and Asana templates are designed for. Assign tasks, set reminders, and let your team run the system while you focus on the work only you can do.
If you can send an email and use a spreadsheet, you can set this up. The Quick Start Tech Guide and 67-page implementation roadmap walk you through every single step. If you try and you're still stuck, please reach out!
Because this is a digital product with immediate access, all sales are final. If you're not sure whether it's the right fit, email hello@ratiosolutionsgroup.com before purchasing and we'll help you figure it out.
Your Clients Already Trust You. Your Next Client Deserves to Hear Why.
Stop proving yourself twice and let the work speak — through the people who experienced it.
Get the testimonial Toolkit - $197
Founding member pricing closes March 1, 2026. After that, $297.
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Not sure where to start? Let's figure it out together. No pitch, no pressure — just a conversation about where you are and what you need.
