Practical guide

A testimonial-software requirement you can actually check

Last materially reviewed 2026-09-24

Quick answerDescribe the response, permission, reviewer and destination before writing a feature checklist.
What to know

Write one complete scenario

For example: a customer submits a short video, a reviewer checks its context and permission, and only an approved version appears on a specific service page. Label this as a fictional acceptance case. Add a second case where permission is unresolved and the item must stay out of public display. Both cases matter: a system that publishes everything or nothing has not passed.

What to know

Name the people and states

Identify who sends requests, who reviews factual claims, who approves publication and who handles removal. One person can fill several roles, but the responsibilities must remain distinct. Define what received, reviewed, approved and published mean for your team. Vendor labels may differ; compare the behavior rather than assuming the same word means the same thing everywhere.

What to know

Include the boundaries

Record expected new responses, retained files, separate clients or locations, and the formats needed. Include the case of a customer changing their mind or a service description becoming outdated. Requirements about deletion, privacy or regulated content may need professional advice; software features do not settle them. Keep uncertain requirements visible rather than silently assigning a default.

What to know

Make the purchase decision explicit

A must-have requirement should have a documented answer or a reproducible acceptance test. A convenience should not force an expensive tier without a reason. Compare the resulting shortlist with your maintained current process, including switching work and exit costs. Save the answers and their dates so a later plan or staffing change can be reviewed against the same decision.

What to know

An original decision example

Illustrative decision record: “A held response must remain unavailable through both the homepage widget and direct sharing until its attribution is resolved.” This states an observable boundary. “Easy testimonial management” does not. Record the expected result, the evidence needed and who can decide whether an exception is acceptable.

Continue when useful

Next: The customer-evidence publication checklist

Publish only when source, context, permission, version and destination have an accountable answer.

Open The customer-evidence publication checklist →

Sources used for this page

These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.

  1. Boast consent states and agreed terms — Merchant documentation · boast.io · Merchant-controlled · checked 2026-09-24
  2. Boast response visibility states — Merchant documentation · boast.io · Merchant-controlled · checked 2026-09-24
  3. Boast plans, billing and response allowances — Merchant documentation · boast.io · Merchant-controlled · checked 2026-09-24