AI Knowhow Episode 89 Overview
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Make NRR Your North Star. Visibility into expansion and churn must be as important, if not more important, than new logo pipeline.
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Instrument Client Health Like You Instrument Sales. Continuous sentiment and signal tracking can (and should) take the place of quarterly surveys or NPS.
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Treat AI as a Retention Catalyst, Not a Shiny Object. Use AI to unearth friction, personalize service, and expand within existing accounts.
What Got You Here Won’t Get You There
For decades, the default playbook for professional services firms has been simple: pour fuel on the sales engine, land as many new logos as possible, and trust that the top-line curve will keep rising. But in 2025’s softening market, and amid the steep cost of new-logo acquisition, that playbook is running out of runway.
On this week’s episode of AI Knowhow, Courtney Baker sits down with Knownwell CEO David DeWolf and Chief Product & Technology Officer Mohan Rao to unpack a growth lever most firms under-utilize: the customers already on the books. The team discusses why real, sustainable growth starts with keeping and expanding relationships with the clients you already have.
The “Leaky Bucket” Problem
David DeWolf sets the problem up this way:
“If you’re trying to fill a leaky bucket and the leak is the same size as the hose, you’re not growing. You’re going backwards.”
The team walks us through some basic math to prove the point. If industry churn averages 16 percent, every percentage point you save by shoring up retention compounds predictability, frees working capital, and stabilizes talent planning. Firms that systematize client-health management are posting net revenue retention (NRR) north of 120 percent—the surest indicator of hypergrowth in a services business.
Retention Economics 101
Mohan Rao offers the data that kills the “new logo first” mindset:
“A new client costs between five and twenty-five times more than just keeping one.”
Lower acquisition cost isn’t the only upside. Existing clients already trust you. They are more open to tech-enabled services, personalization, and strategic co-creation. They can also become your loudest advocates in a skeptical market.
Measure What Matters, Not What’s Easy
Most firms still rely on three “Band-Aid” metrics to measure client satisfaction: spreadsheets with status updates, episodic NPS surveys, and quarterly CSAT pulses. David calls these “quasi-measurements” that lead to reactive firefighting instead of proactive growth. The fix: deploy an always-on commercial management system that surfaces friction signals in real time and empowers account teams to intervene early.
Listen to the Episode
You can tune in to the full episode via the Spotify embed below, and you can find AI Knowhow on Apple Podcasts and anywhere else you get your podcasts.
Show Notes
- Connect with David DeWolf on LinkedIn
- Connect with Mohan Rao on LinkedIn
- Connect with Courtney Baker on LinkedIn
- Connect with Pete Buer on LinkedIn
- Watch a guided Knownwell demo
- Follow Knownwell on LinkedIn