Amanda Verdino

#reviews - January 27, 2026 at 01:52 AM

My biggest thing was we had had essentially no new reviews since the fall, so I was concerned we would sink in rankings in the next reports. I was hoping we'd get a decent number of new positive reviews but this far exceeded my expectations

#reviews - January 27, 2026 at 01:48 AM

We've teetered between a 4.8 and a 4.9 for the whole time I've been here. So we stayed consistent!

#reviews - January 27, 2026 at 01:43 AM

Posted my experience in the channel!

#reviews - January 27, 2026 at 01:41 AM

Hi everyone! Thanks for bearing with me. Between the huge launch we have next week and all the snow that hit us over the weekend, I've been buried.

⭐ This is exactly how I got 80+ new G2 reviews in the last 10 days.

Background: At Forma, we have customers, who are the admins and champions within the HR and benefits teams we work with directly. And we have members, who are the employees at our customer organizations and the people who are accessing their benefits through our platform. For context, we have 300+ customer accounts but almost 1 million members globally.

Step 1: Collab with Customer Support
I connected with our head of Support and asked if her team could pull a list of members from the last 3-4 months who had a positive interaction with CS. She was totally on board and pretty soon after I received a sheet titled "Good Satisfaction" with 700+ member contacts we could reach out to who gave our Support team a high rating.

Step 2: Add Funds to Incentivized Campaign
We knew we wanted to incentivize reviews to maximize our results, but we didn't want to overspend. We landed on $20 as a good incentive. We had the landing page already set up so I just added extra funds to that campaign in G2.

Step 3: Prepare the G2 Review Request Email
Our G2 rep recommended that we send our own email vs. use G2's email campaign; she said clients tend to get better results doing it themselves. I drafted a simple email to send out on a Friday. (ChatGPT and Claude both said a Friday or a Monday would be ideal for sending an email like this to members.) This was my exact email copy:
> Subject line: 2 minutes of feedback, $20 for you
> Hi {First Name},
> Quick favor before you head into the weekend: We're asking real people who use Forma (like you!) to leave a review on G2 about your experience with our flexible benefits platform.
> Spend just 2 minutes answering a few questions, and as soon as your review is published, we'll email you a $20 gift card.
> [[Review Forma on G2]]
> Why does this matter? Your honest feedback about Forma will help employers to make informed decisions that bring exceptional benefits to more employees around the world.
> Thanks for being part of the Forma community!
> The Forma Team
Step 4: Activate!
The email was scheduled in our member comms tool for 1/16 at 12pm EST. We got 47 new reviews that same day!!! And the rest have rolled in over the following days. I did have to add more funds to my campaign last week because I underestimated the response we'd get. But other than that, it has been a great success. We are sitting at 777 reviews and a 4.8/5 star average rating.

Now we're going to run this same play every other month to keep new reviews coming in from members who have had good interactions with our support team.

Let me know if you have any questions or if this sounds crazy or anything in between!

#reviews - January 21, 2026 at 11:11 PM

OK awesome I will write it up to share!

#reviews - January 21, 2026 at 10:33 PM

A former teammate used to manage our G2 program and I recently inherited it. Over the last week I ran a new play and cracked the code on generating quality reviews. We got 70 new reviews between 1/17-1/22! Before I write it all up, is this something people might be interested in hearing about?

#7-case-studies-stories - January 07, 2026 at 02:27 PM

I usually start in NotebookLM to assess transcripts and build a mind map to see an example of how the topics the customer covers look laid out. I find NotebookLM is better at identifying (and not making up) quotes that I can weave into the narrative and use as pull quotes.

I'll often use Claude to draft the case study itself but then heavily refine it on my own afterward.

I've been working on a custom GPT that sort of helps address gaps in the content library. I load our customer stories into the knowledge and then you can query it, e.g. "Show me all the customer evidence related to X use case." Then, if we don't have anything that satisfies the ask, we know it's a gap. But this tool is primarily to quickly serve up customer proof when the GTM team needs an example to point to

#7-case-studies-stories - December 12, 2025 at 07:29 PM

I love Notebook LM for analyzing call transcripts. I find it's an awesome AI tool to map out key points a customer shared so I can use the strongest quotes in my customer story package

#7-case-studies-stories - December 12, 2025 at 07:27 PM

Here are some things that tend to work well for me:
• If you have a strong customer success and/or account management function, try to join QBRs or check-in calls to get in front of key customers. Having marketing be on the agenda and coming to the call with a reason why you want to build the story is key. So something like "I've heard from the team about how you've [use case / result / etc.] and I know other [role]s would be inspired to learn from you. I've recently worked with [customer examples] to capture their stories and would love to explore this with [account]. Here's how the process typically works..."
• Anticipate the questions PR/comms/legal will have and give the customer the answers so it's easier for them to get a yes. A kind of case study FAQ to show it's a low-risk, high-value opportunity.
• If a customer has done something else with you, e.g. spoken on a panel or presented at a CAB etc., proactively draft a case study based on the inputs you've got so they have a clear sense of what you intend to produce. This helps get to yes more easily too.
• Play the long game! I have one customer who is at a very large enterprise company who loves us, however they've got a serious approval process for this sort of thing. I had one of the champions speak on a panel with us in April and I've been in touch with her ever since. We are co-designing the process so that we are working with the company's timelines and I'm keeping her engaged along the way, providing info, checking in on how their expansion is going, etc. Our plan is to publish a case study around March 2026, and despite the long timeline it's what's best for the story since the account has expanded and grown with us quite a bit.

#reviews - December 04, 2025 at 03:51 PM

Hi! Has anyone run a "refresh reviews" campaign with G2? We have a lot of reviews that are decaying and I want to get some of those happy users to update their reviews alongside our efforts to generate net-new reviews. Any ideas/guidance?

#general - December 04, 2025 at 01:18 AM

<@U0806J8HHHR> it’s so wonderful to reconnect! Working with you and the team at Blackbaud was such a career highlight and honestly building customer stories was such a meaningful part of that

#general - December 03, 2025 at 11:38 PM

Thank you for the warm welcome!

With nails, it's hard to choose favorites...

#jobs - December 03, 2025 at 11:05 PM

I recently met their head of field marketing in NYC so may be able to make an intro there