Ask for a testimonial

I work in marketing at an accountancy firm. Help me ask a client for a testimonial we can publish.

Context: A testimonial from an owner tells readers something about that business's finances. The most quotable line is often about tax saved, which is the one that needs most care.

Before you start, ask me for anything missing from this list:
- The client and the outcome
- Where we will use it
- Our consent wording

Then:
1. Ask three questions that produce specific answers.
2. Explain where it will appear and how to withdraw it.
3. Draft a testimonial from their answers for them to approve.

Give me:
- The request
- Three questions
- A consent line

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- Written consent covering where it appears and for how long
- Any saving, refund or growth figure mentioned in it
- Whether the business is named, described or anonymous