Professional Services · Growth

Industry / Regulatory Update Alert

Alert clients proactively when a regulatory or industry change is relevant to their specific situation.

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. Segments clients by industry/matter type and monitors for relevant developments as identified and approved by the professional team, not determined by the agent itself.
  2. Sends a firm-approved alert to the relevant client segment, via the CRM.
  3. Offers a consultation to discuss implications for their specific situation.
  4. Tracks which alerts drive the most consultation requests to refine future content.

Data sources

CRM client industry/segment data Professional-approved alert content

What it targets

  • Relevant clients reached with a timely alert Target 90%
  • Alert-driven consultation requests Target 15%