AI Platform for Retention and Growth

Client growth is harder than ever.

So why are you still guessing?

Knownwell gives B2B services firms a clear, objective view of commercial health, allowing leaders to protect revenue, reduce churn, and grow accounts with confidence.

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Client growth is harder than ever.

So why are you still guessing?

Knownwell gives B2B services firms a clear, objective view of client health, allowing leaders to protect revenue, reduce churn, and grow accounts with confidence. Start making commercial decisions backed by real intelligence.

GET STARTED

01 / THE CHALLENGE

You Can’t Grow What You Can’t See

Too many services leaders are flying blind:

Client health scores are subjective
Data is fragmented across systems
Client risk shows up too late
Growth opportunities go unnoticed

Knownwell replaces fragmented signals with a unified view of your commercial reality.

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02 / THE SOLUTION

Act on What Matters
Before It’s Too Late

Knownwell uses advanced AI to synthesize your natural communications, enterprise systems, and external market signals into one unified Commercial Operating System.

No dashboards to babysit

No manual entry or scoring

No blind spots

Focus effort where it pays off.

See exactly where intervention or expansion will drive the biggest commercial impact.

Know where you stand.

Real-time portfolio health scores based on what clients are actually saying and doing.

Detect risk early.

Proactively surface churn signals before renewal conversations begin.

Cut through the noise.

Filter massive volumes of data into prioritized insights your team can act on.

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How can you improve what you don’t
accurately measure?

AI is reshaping professional services, but not by replacing people. By replacing guesswork.
Welcome to your Commercial Operating System, where portfolio health is objective, predictive, and built for action.

03 / THE ENGINE

Your clients are your growth engine.

Most services firms already have too much data and too little clarity. The problem isn’t access. It’s fragmentation and blind spots. Traditional data stacks fail because they:

Silo information across tools
Ignore unstructured client conversations
Miss external signals like leadership changes or market shifts
Deliver static reports instead of guidance

Knownwell sits above your data stack, turning signals into intelligence.

You need Knownwell

41

of “professional

services labor” will be

automated by AI

91

of leaders say

“the influx of data is

hurting performance”

93

of leaders say the

“right type of intelligence”

can make or break an organization

The costs of doing business without a
Commercial Operating System

Modern firms have built disciplined pre-sales engines, but the moment the ink dries, many return to subjective health scores and gut feel reporting. That creates a “ghost” in your revenue machine: under-monetized accounts, revenue leakage, and missed expansion opportunities hiding under surface-level retention.