Show Notes
Skating to where the puck will be? Not enough. In professional services, it's all about anticipating where your client—the skater—is headed next. But how do you stay ahead when clients start zigging, zagging, and getting slammed into strategic pivots? This episode of AI Knowhow tackles that challenge head-on. Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to unpack how AI can empower service leaders to become true strategic navigators. They explore why staying close to clients, decoding digital breadcrumbs, and scaling the "trusted advisor" model are essential in today's AI-driven landscape. For our expert interview segment, Pete Buer sits down with Ardy Tripathy, AI lead at OpsCanvas, to explore how his team is using AI to automate infrastructure intelligently. Ardy shares a refreshingly honest rubric for evaluating AI use cases and explains how he turns high-potential features into real, verifiable products. All that PLUS Pete chats with Mohan about Meta's new AI assistant. Is it a friend or just surveillance dressed in chatbot clothing? They break down the privacy red flags and why Meta's approach is a cautionary tale for any business building customer-facing AI. Want to see your company's client intelligence in action? Visit Knownwell.com to learn how Knownwell helps professional service leaders move from reactive to proactive. Watch this episode on YouTube: https://youtu.be/jlZtX-u7HME
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