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.

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.

01 / THE CHALLENGE

You Can’t Grow What You Can’t See

Too many services leaders are flying blind:

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

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

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 intelligence platform.

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.

Knownwell-MarkOnly

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 the era of Commercial Intelligence, 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.

41
41

of “professional

services labor” will be

automated by AI

91
91

of leaders say

“the influx of data is

hurting performance”

93
93

of leaders say the

“right type of intelligence”

can make or break an organization

How Disconnected Intelligence
Interferes With Growth

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

Increased Errors

Wasted Resources

Lost Opportunities

04 / THE ADVANTAGE

What Sets Knownwell Apart

Ops Overview
Focus on What Matters

Stop guessing which accounts need attention. See the real-time health of your entire client base at a glance.

Portfolio Health
Deliver High-Impact Work

Cut through the noise of daily data. Spend your time on the 20% of clients that drive 80% of growth.

Client Overview
Build Relationships that Last

Move beyond transactional interactions. Weave the relationship fabric that fuels enterprise growth.

05 / THE ECOSYSTEM

One source of truth for
your commercial
reality

Knownwell plugs directly into the tools you already use. No heavy lift. No disruption. Just a clear picture of how your clients see you.