# Cross-Sell to Existing Clients (New Practice Area) — Professional Services AI agent | Mihu AI

Professional Services · Growth

# Cross-Sell to Existing Clients (New Practice Area)

Introduce existing clients to other practice areas at the firm they may not know about.

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

Identifies existing clients whose profile suggests a genuine need in another practice area , via the CRM's matter history.

Sends a relevant, specific introduction rather than a generic "we also do..." blast.

Coordinates a warm introduction to the relevant specialist if there's interest.

Tracks cross-sell conversion by originating practice area in the CRM.

## Data sources

CRM client matter history Practice area offering mapping

## What it targets

Genuine cross-sell opportunities identified and offered Target 100%

Cross-sell-to-new-matter conversion Target 20%