# Client Alumni / Referral Network Engagement — Professional Services AI agent | Mihu AI

Professional Services · Growth

# Client Alumni / Referral Network Engagement

Keep past clients engaged as a referral source through relevant, non-salesy content.

Set up this outcome

## Apps this needs

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

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Maintains an engagement cadence with past clients through relevant updates, via the CRM.

Matches content to their known matter history/industry rather than generic mass marketing.

Introduces the referral concept naturally at appropriate moments.

Tracks engagement to identify past clients ready for a relationship-building call from the professional.

## Data sources

CRM past client matter history/industry data

## What it targets

Past clients engaged with relevant content Target 40%

Referrals generated from past-client engagement Target 100%