Show Notes
You think you're delivering five-star service—but do your clients feel the same? In this episode of AI Knowhow, Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to tackle the thorny disconnect between service quality and client perception. They explore why perception often outweighs actual performance in professional services, and how leaders can use AI to measure, manage, and close that gap—at scale. Plus, in a clip from a recent Knownwell webinar, Pete Buer illustrates what a fully AI-powered client management operating system looks like—interconnected tools, real-time insights, and automated recommendations driving both efficiency and experience. All that PLUS Pete joins Mohan to unpack a revealing Duke University study that found AI users in the workplace are seen as less competent. Together, they discuss what leaders must do to publicly de-stigmatize AI use and foster a culture that values innovation over fear. From emotional signals in client conversations to proactive alerts on account risk, the future of client service is about more than delivery—it's about being felt. If your best work isn't recognized, does it even count? Watch this episode on YouTube: https://youtu.be/0w2CpPyEBMo Sign up for Knownwell: www.knownwell.com
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