Professional Services · Growth

Client Alumni / Referral Network Engagement

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

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

  1. Maintains an engagement cadence with past clients through relevant updates, via the CRM.
  2. Matches content to their known matter history/industry rather than generic mass marketing.
  3. Introduces the referral concept naturally at appropriate moments.
  4. 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%