Industry: Marketing Services
Rapid Growth Brings
New Challenges—
and Opportunities
New Challenges—
and Opportunities
01 / FAVORITE FEATURES
Favorite Features
Operations Overview- At-risk clients show QA team where to focus efforts.
- Custom Portfolios
- Viewing clients by portfolio groups provides previously unseen insights.
- Client Recommendations
- Actionable next steps to improve service quality perception and customer satisfaction.
How Knownwell Helped 2X
Reach Their Goals
02 / THE COMPANY
The company profile
2X, Marketing-as-a-Service
2X, a fast-growing B2B marketing-as-a-service company, specializes in providing comprehensive marketing solutions to enterprise-level businesses globally. Founded seven years ago, 2X has quickly scaled to over a thousand employees, delivering a broad spectrum of services—from creative and marketing operations to analytics implementations and strategic campaigns. CEO and founder Dom Colasante recognized the challenge inherent in rapid expansion: keeping service quality consistently high and client retention robust.
At one point, as the founder, I knew every client, every person, every deal. As the business got bigger, we needed intelligence about what was happening on the ground—what clients love, and where we could improve. 
03 / THE CHALLENGE
Shifting from Gut Instinct to Intelligence−Driven Decisions
Intelligence-Driven Decisions
Initially, 2X relied heavily on traditional, self-reported client feedback methods—interviews, surveys, and informal conversations. This approach offered limited, delayed insights. Dom recognized the need for real-time, unbiased intelligence to proactively manage client health and satisfaction. Knownwell’s platform, leveraging artificial intelligence for customer retention, presented an ideal solution.
Knownwell transformed how 2X monitors and improves client relationships by analyzing real-time data from everyday interactions, enterprise metrics, and external insights, effectively turning the art of client service into a measurable and actionable science.
Rather than using the subjective reporting of Red-Yellow-Green statuses and customer surveys that rely on opinions, the Knownwell Score provides a clear and unbiased scoring system based on real-time data. 
– Dom Colasante, CEO of 2X
04 / THE SOLUTION
Proactive Quality
assurance at scale
Quality Assurance
Effectiveness
One immediate benefit was enhancing the effectiveness of 2X’s newly created Quality Assurance (QA) team. Previously, QA teams relied on reactive strategies, addressing client issues only after escalation. With Knownwell’s AI insights, 2X now proactively identifies “moments of truth”—critical client interactions such as onboarding, stakeholder transitions, and strategy reviews—enabling early interventions to prevent potential churn.
“Knownwell provides our QA team with an ‘air traffic control’ view,” Dom said. “They can spot issues before they escalate and deploy the right resources proactively.”
Transforming Executive
Decision-Making
Knownwell’s integration into 2X’s weekly executive meetings marked a significant shift towards informed, strategic decision-making. Knownwell’s dashboards and client health metrics have become essential to the way the company conducts business, empowering leadership with precise visibility into client satisfaction and operational priorities.
“Every Monday, our leadership team reviews client health alongside financial and performance metrics,” said Dom. “Knownwell has fundamentally changed how we run our business by bringing data-driven decision-making into client servicing.”
05 / RESULTS
Sustaining Growth through Strategic Client Portfolios
Using Knownwell, 2X adopted a sophisticated portfolio management strategy. By grouping similar clients based on service type, geography, or delivery teams, 2X gained deeper insights into trends and performance, refining resource allocation, training, and staffing decisions.
I’m obsessed with finding AI that doesn’t just tweak how we work—it rewrites the rules. Knownwell is that kind of disruptor. AI’s redrawing the map for us all, and Knownwell’s leading the charge.
– Lisa Cole, CMO of 2X
06 / PUTTING AI TO WORK FOR YOU
The Power of
Knownwell in Action
Partner with Knownwell to Drive Your Business Forward
Knownwell empowers professional services firms like 2X with advanced AI-driven insights, enabling them to strengthen client relationships, increase retention, and fuel growth. Ready to experience Knownwell’s AI platform for marketing services companies firsthand?
Sign up today for a complimentary demo and see how Knownwell can revolutionize your approach to client retention and business expansion.
“Knownwell is changing our approach, helping us confidently scale. We now have proactive visibility into client health, allowing us to act swiftly and strategically.”
07 / CONTACT
Know how
you’ll grow.
Want to try Knownwell yourself?
The waitlist for our public beta is now open.