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Level 1 · Foundations

Review sites

Getting your product on review sites like G2, Capterra, and the App Store is a foundational marketing play. Buyers use these sites for due diligence and to short-list solutions, meaning the traffic you get is high-intent and ready to convert. This playbook shows you how to systematically get listed, gather reviews, and turn these platforms into a reliable growth channel.

Effort
Medium
Cost
Free
Time to first result
2-4 weeks
Best for
SaaS, B2B, mobile apps
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Illustration of a person adding stars to a giant list of products on a clipboard.
Buyers use review sites to short-list products and validate their choices.

Why Listing on Review Sites is a Foundational Growth Play

People visiting review sites have high purchase intent. They are actively searching for a solution to a problem they have right now. Unlike advertising, you're not interrupting their day; you're placing your product directly in their path when they are in 'buying mode'. This is

bottom-of-funnel

Three real examples

B2B SaaSOver 20,000 reviews on Capterra

monday.com dominates Capterra's Top 20 lists

monday.com has a massive presence on all major software review platforms. By systematically encouraging users to leave reviews, they consistently rank in Capterra's 'Top 20' reports for project management and other categories. This visibility generates a steady stream of high-intent leads who are already comparing top solutions.

Source: Capterra
B2B SaaSFeatured as a 'Leader' on G2

Slack uses reviews to build social proof at scale

Slack's G2 profile is a masterclass in social proof. They have thousands of reviews that they leverage to validate their market leadership. For potential buyers, seeing this volume of positive feedback from peers makes choosing Slack a much easier, safer decision.

Source: G2
PLG SaaSTrusted by millions of users

Loom converts free users into advocates on review sites

Loom built a huge user base through its free product. They then activated this user base by asking happy customers to share their experience on sites like TrustRadius and G2. This turns product-led growth into a flywheel for social proof, attracting more users who see the positive reviews.

Source: Loom

Fresh reviews matter. According to G2, 86% of software buyers use reviews that are less than a year old when making a decision.

The step-by-step playbook

  1. 1

    Identify the Right Review Sites

    Start with the big three for B2B SaaS: G2, Capterra, and TrustRadius. For mobile apps, focus on the App Store and Google Play. Also, search for '[your category] + review' to find niche-specific sites.

  2. 2

    Create Your 'Master Profile' Document

    Create a doc with all your key info: company name, one-line pitch, detailed description, key features (as a bulleted list), pricing tiers, and high-res logos. This will save you hours of repetitive data entry.

  3. 3

    Claim or Create Your Listings

    Go to each target site and search for your product. If it's there, claim the listing. If not, create a new profile from scratch. Use the information from your master document to fill out every single field.

  4. 4

    Categorize Your Product Correctly

    This is crucial. Choose the most relevant and highest-traffic categories for your product. Being in the right category puts you in front of the right buyers. Look at where your direct competitors are listed for clues.

  5. 5

    Build an Initial Batch of Reviews

    You can't just list your product; you need reviews to get noticed. Reach out to your first 10-20 happy customers personally. Do not use a mass email blast for this initial, critical push.

  6. 6

    Automate the 'Ask' for New Customers

    Once a new customer has had a positive experience (e.g., they've used a key feature twice, or have been a customer for 30 days), trigger an automated email asking for a review. Make it easy with a direct link.

  7. 7

    Respond to All Reviews (Good and Bad)

    Thank users for positive reviews. For negative reviews, respond professionally. Acknowledge the feedback, apologize for the issue, and explain what you're doing to fix it. This shows prospective customers you're listening.

  8. 8

    Add Review Widgets to Your Website

    Most review sites offer 'trust' widgets you can embed on your own website (e.g., on your homepage or pricing page). This

  9. 9

    traffic that's ready to buy. A third-party review site with honest user feedback is more credible than your own marketing site. It de-risks the purchase for the buyer and acts as a powerful, independent sales tool.

Copy-Paste: The 'First Reviews' Email

This is a personal, low-pressure email to send to your first handful of happy customers. The goal is to get your first 5-10 reviews to give your profile credibility.

Subject: Quick question about {My Product}

Hi {FirstName},

Hope you're finding {My Product} useful. I saw you recently {achieved a milestone, e.g., created your first report}.

I'm working on getting our profile set up on {Review Site Name}, and reviews from our first users like you are incredibly helpful for a small company like ours. It helps others understand how {My Product} can help them.

Would you be open to spending 3-5 minutes sharing your honest experience? Here's the direct link: {Direct Link to Review Page}

No pressure at all, but it would be a huge help.

Thanks,
{Your Name}
Founder, {My Company}

Key Questions Before You Start

  • Which 3-5 review sites are most relevant to my category?
  • Where do my top 3 competitors get their reviews?
  • Who are my 10 happiest customers I can ask for an initial review?
  • What's a good trigger point in the user journey to automatically ask for a review?
  • Do we have a process for responding to both positive and negative reviews?

Start by analyzing your competitors. Knowing which sites they are on and have the most reviews tells you where your target customers are already looking for solutions.

Recommended tools

Use Tally to create simple feedback forms. You can ask for a private testimonial first, and if it's positive, then direct them to a public review site.

June.so

From $25/mo

Use June to identify your most engaged users. Create a segment of 'power users' who are most likely to leave a positive review and automate your email ask to them.

Jasper.ai

From $39/mo

Use Jasper to help draft compelling product descriptions and feature lists for your profiles, ensuring your copy is consistent and well-written across all sites.

borrows' their credibility and adds powerful social proof directly to your conversion funnel.

Prices are indicative and change - check the vendor before buying.

Do it faster with AI Prompts

Find Niche Review Sites

I have a {B2B SaaS product for social media managers}. What are the top 10 review sites, including niche-specific ones, where I should list my product? Include well-known platforms like G2 and Capterra, as well as smaller industry-focused directories.

Draft a Product Description

Draft a compelling 150-word product description for my software, {Product Name}. It's a {one-line pitch, e.g., 'no-code website builder for startups'}. Key features are: {feature 1}, {feature 2}, {feature 3}. The tone should be professional but direct. This will be used on software review sites like Capterra.

Draft a Review Response

I received a negative review on G2. The user said: '{The product is too complicated and the UI is confusing}'. Draft a professional, non-defensive response. Acknowledge their feedback, apologize for their poor experience, and mention that we are working on a UI redesign that will be released next quarter. Keep it under 100 words.

Brainstorm 'Ask' Triggers

My product is a {mobile app for language learning}. What are 5 positive user actions or milestones within the app that would be good triggers to automatically ask a user for a review on the App Store? For example, 'completing their 10th lesson'.

Mistakes that kill this play

  • Only listing on one site. You need to be where your buyers are looking, which is usually multiple sites.
  • Having an incomplete or outdated profile. A profile with no logo, old pricing, or a weak description looks abandoned.
  • Offering incentives inappropriately. Some sites (like G2) allow small gift card incentives for honest reviews, but many don't. Check the terms of service for each site.
  • Only asking for reviews once. You need an ongoing, automated process to keep a steady stream of fresh reviews coming in.
  • Ignoring negative reviews. It makes you look like you don't care. A thoughtful response to a bad review can actually win you new customers.
  • Forgetting to use review widgets. Not adding the social proof from review sites back onto your own website is a missed opportunity.

Your First 7 Days

  • Day 1: Research and select your top 5 target review sites. Analyze your main competitors' profiles on each.
  • Day 2: Create your 'master profile' document with all descriptions, features, pricing, and logos.
  • Day 3: Go to each site and either claim your existing profile or create a new one. Fill out every field completely.
  • Day 4: Identify a list of your 10-20 happiest customers. Draft your personal 'ask' email.
  • Day 5: Send the personal 'ask' emails. Stagger them in small batches if you prefer.
  • Day 6: Monitor for incoming reviews. Thank every user who leaves one.
  • Day 7: Set up the first version of your automated review request email for new customers. Set it to trigger after 30 days of sign-up.
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