Show Notes
Every leadership team craves alignment; no one wants the meetings. When executives hear "RevOps for Clients," they may picture more red tape and overhead. Courtney Baker, David DeWolf, and Mohan Rao argue that the right rigor doesn't slow business down—it slows bad decisions down. They unpack the "Minimum Viable Cadence," swapping hours of reactive fire drills for a single 30-minute triage, and discuss why exposing "dirty data" is the only path to shared accountability. Courtney also sits down with Alyssa Nolte of Ology to discuss AI in Customer Experience. Alyssa shares why the data you need is already there—just trapped in silos—and offers a "Kobe Bryant" approach to mastering the unsexy fundamentals of change management. All that, plus Pete Buer analyzes IBM's move to package its internal AI efficiency tool, IBM Consulting Advantage, as a client-facing product. Is it the ultimate example of productizing services? Get the resources to build your own RevOps for Clients discipline at our 2/25 webinar: www.knownwell.com/revops Watch the full episode on YouTube: https://www.youtube.com/watch?v=gwdcu54dfR4
More from AI Knowhow
It's official: Knownwell is now part of 2X, and together we're building the leading human-agentic GTM services company, unifying B2B marketing, sales, and customer success. In this special in-person episode of AI Knowhow, Knownwell CEO David DeWolf and 2X founder Dom Colasante join host Courtney Baker at 2X headquarters to break down the news and what drove the acquisition, including: why software and services are converging into a single category and what humans uniquely own in an agentic world. In this episode: The big news: 2X acquires Knownwell to build the first human-agentic GTM services company The trend permeating the services world: customers buy outcomes, not software or services Go-to-market fragmentation, and why marketing, sales, and customer success must run as one motion The 90/10 retention paradox every revenue leader should know Why all work should have a human in the loop Moving Knownwell's commercial intelligence up the stack into sales and marketing Show Notes: Read today's press release: https://2x.marketing/press-release/2x-acquires-knownwell/ Connect with David DeWolf: https://www.linkedin.com/in/ddewolf/ Connect with Dom Colasante: https://www.linkedin.com/in/domeniccolasante/ Connect with Courtney Baker: https://www.linkedin.com/in/courtbaker/
We're taking a quick spring hibernation to cook up something entirely new in the lab! A massive thank you for an amazing 120+ episodes. Catch up on past insights on YouTube and keep your strategy sharp at www.knownwell.com while we prepare our exciting next chapter.
Are you leaving your firm's most lucrative revenue source completely unmanaged? Courtney Baker, David DeWolf, and Pete Buer return to reveal why post-sales relationship management is often a massive blind spot for professional services leaders. They explore how AI can finally illuminate the unstructured "dark data" in your business, transforming the subjective art of account management into a scalable, data-driven science. Discover how to apply these exact strategies to your own data at www.knownwell.com.
Why does scaling a professional services firm eventually feel like you're fighting the laws of physics? David DeWolf and Pete Buer break down the painful reality of hitting revenue ceilings, exposing why the traditional model of bespoke delivery and "unicorn talent" is built to break. Drawing on hard-won lessons from decades building and scaling servies companies, the duo highlights how top-tier firms are bending the growth curve by automating client interactions and productizing core services. In this episode, you'll discover exactly how to transform your business model. The winners in the AI era aren't just selling billable hours—they're building scalable platforms you won't want to miss. Catch the full conversation and the supporting slide deck on the Knownwell site: https://knownwell.com/breaking-the-growth-barrier-ai-driven-strategies-to-propel-professional-services-firms-to-new-heights/
Are you running your post-sale revenue on actual data, or just "vibes"? Following up on last week's foundation, Knownwell CEO David DeWolf and CMO Courtney Baker dive into the exact mechanics of building a powerful growth engine beyond the initial sale. They break down the three maturity levels every B2B services firm must conquer to stop playing defense against churn. Discover why customer success can't survive on an island, why standard customer satisfaction scores are a trap, and how AI finally lets leaders measure the historically unmeasurable dynamics of true client health. Stop being just a vendor and learn how to become an indispensable partner. Watch the full deep dive on YouTube: https://youtu.be/5xPjaqftwPQ Watch the full webinar here: www.knownwell.com/revops