How AI Scores Client Relationships for Scaling Professional Services: Courtney Baker, CMO of KnownWell

Show Highlights:

0:00 - Introduction: How AI is reshaping client management in professional services

4:29 - Why professional service firms struggle with client data and decision-making

9:00 - How KnownWell’s AI scores client relationships and predicts retention risk

14:10 - AI vs. human intuition: Why gut instinct isn’t enough for scaling client relationships

19:30 - How AI surfaces upsell opportunities and prevents churn before it happens

24:45 - The future of AI in operations and why marketing firms must adapt

26:00 - Closing thoughts: How AI can give your business a competitive edge

Find Courtney on LinkedIn 

Knownwell