# Client Satisfaction Survey & NPS Tracking — Professional Services AI agent | Mihu AI

Professional Services · Growth

# Client Satisfaction Survey & NPS Tracking

Systematically measure client satisfaction and identify promoters and detractors.

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

Sends a satisfaction/NPS-style survey at matter closure or on a periodic basis for ongoing clients.

Routes high scores toward a testimonial/referral conversation.

Escalates low scores immediately to the responsible partner for service recovery, separate from aggregate reporting.

Tracks firm-wide and per-professional satisfaction trends for practice management, written to the survey platform.

## Data sources

Survey platform responses Matter/relationship data

## What it targets

Survey response rate Target 35%

Low scores escalated within 24 hours Target 100%