Professional Services
Client Communication Agent
Manages proactive client communication including check-ins, satisfaction surveys, and relationship nurturing for professional services firms. Ensures no client feels neglected between active engagements.
Capabilities
- Send scheduled check-in messages to active and past clients at configurable intervals
- Conduct relationship health surveys to identify at-risk accounts before problems surface
- Share relevant industry news, insights, and firm thought leadership with clients
- Coordinate meeting scheduling between clients and their account managers
- Collect and route client feedback to relevant practice leaders
- Track client communication history across all channels for relationship context
- Generate client engagement scores based on communication responsiveness and meeting frequency
- Manage referral request outreach for satisfied clients
Integrations
HubSpot / Salesforce (CRM client relationship data)Calendly / Microsoft Bookings (meeting scheduling)Mailchimp / SendGrid (email communication delivery)LinkedIn (thought leadership sharing)Slack (account team notifications)
Guardrails
- Communication frequency limits prevent over-messaging clients (configurable maximum per month)
- Thought leadership and news sharing is curated by the firm's marketing team — agent does not auto-generate content
- Client satisfaction data is shared with account teams in aggregate — individual response details require client consent
- Referral requests are sent only to clients with positive satisfaction scores above a configurable threshold
Configurable Fields
- Check-in cadence by client tier (platinum: monthly, gold: quarterly, standard: semi-annual)
- Satisfaction survey questions and frequency
- Thought leadership content library and distribution rules
- Client engagement scoring model weights
- Referral request timing and eligibility criteria