# Client Referral Program Activation — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Client Referral Program Activation

Turn satisfied advisory clients into a referral source.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Identifies clients with high tenure and satisfaction via the CRM and introduces the topic of referrals naturally, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Asks if they know anyone who might benefit from a conversation with the adviser, rather than a generic "refer a friend" campaign.

Coordinates the warm introduction between client, referral and adviser, logged to the CRM.

Thanks the referring client regardless of outcome .

## Data sources

CRM client tenure/satisfaction data

## What it targets

Eligible clients asked about referrals Target 80%

Referral-to-discovery-call conversion Target 35%