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EXPERIENCE KNOWNWELL

Drive Client Retention and Growth in the Age of AI

How AI can make or break your ability to attract and keep clients

How can you put AI to work to keep your existing customers AND drive continued growth? Download The New Retention Playbook today to find out.

Get the Playbookeast

Stop bleeding customers. Start driving growth.

AI for All

The New Retention Playbook provides leaders with three key plays that any Professional Services company can run to ensure their existing customers keep coming back.

For each of the plays, you’ll find a worksheet with five questions you can answer to help lay the foundation for how and where AI can be best utilized to drive client retention, loyalty, and growth.

Download the Playbook Noweast

About the Author

Pete Buer Headshot

Pete Buer

Knownwell’s Chief Strategy Officer

Pete Buer is Knownwell’s Chief Strategy Officer. With over three decades of experience crafting strategy, systematizing operations, and scaling culture in fast-growth company settings, Pete has held a variety of senior-most line and administrative leadership roles, and has extensive Executive Committee experience. Pete spent his professional “growing up years” at CEB (now Gartner), where he held such roles as Head of the Sales and Marketing Practice, Chief Administrative Officer, and Chief Culture Officer. After CEB, Pete was Chief of People and Operations with 3Pillar Global; and, prior to joining Knownwell, he was Chief Growth Officer with Brightfield. Pete counts among his greatest loves his family (which includes triplets), all things Norway-related, reading and writing, pinochle, car shows, fishing and the Pittsburgh Steelers (with apologies to friends in New England).

What You’ll Learn

  1. The confluence of forces that are driving customer loyalty off a cliff
  2. What you can do immediately to address these forces and ensure you retain clients
  3. How and where AI can come into play to provide an early warning system when client relationships are at-risk

Get The New Retention Playbook




 

 

 

 

Drive client retention and growth in the age of AI

The New Retention Playbook can show you the way

The New Retention Playbook Hero Image
Download the Playbook Now

How can you put AI to work to keep your existing customers AND drive continued growth? Download The New Retention Playbook today to find out.




02 / the challenge

Stop bleeding customers. Start driving growth.

The New Retention Playbook provides leaders with three key plays that any Professional Services company can run to ensure their existing customers keep coming back.

For each of the plays, you’ll find a worksheet with five questions you can answer to help lay the foundation for how and where AI can be best utilized to drive client retention, loyalty, and growth.

What You’ll Learn

The confluence of forces that are driving customer loyalty off a cliff
What you can do immediately to address these forces and ensure you retain clients
How and where AI can come into play to provide an early warning system when client relationships are at-risk
Solutions - Strategic Operations
Solutions - Strategic Operations

03 / the how

About the Author

Pete Buer

CEO, Nordlight

Pete Buer is the CEO of Nordlight, an AI insights and advisory services company. With over three decades of experience crafting strategy, systematizing operations, and scaling culture in fast-growth company settings, Pete has held a variety of senior-most line and administrative leadership roles, and has extensive Executive Committee experience. Pete spent his professional “growing up years” at CEB (now Gartner), where he held such roles as Head of the Sales and Marketing Practice, Chief Administrative Officer, and Chief Culture Officer.

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