Break the $30M Ceiling Using AI Strategy

Professional services firms often face a growth ceiling — struggling to scale without losing client relationships or service quality. In this episode of the Measure Success Podcast, Carl J Cox sits down with Mohan Rao of KnownWell to discuss how AI can help break through that barrier.

Mohan explains how their platform turns everyday communication data into actionable insights, helping firms identify client risks, spot expansion opportunities, and strengthen account management. We also explore the “Playing to Win” strategy framework and how it applies to service-based businesses.

Tune in to learn how you can use AI to scale without sacrificing client experience.