Rethink how your meetings drive growth.

Meetings are where strategy meets execution. But too often they become time sinks and boxes to check instead of growth engines. Knownwell’s Purpose-Driven Meeting Cadence workbook helps professional services leaders assess and redesign their meeting rhythms around what truly drives performance, alignment, and client engagement.

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The heartbeat of any company is its regularly-scheduled meeting cadence. Compare your schedule of meetings and objectives against our daily, weekly, monthly, and quarterly templates to see where it aligns and where there are gaps to fill.

What You’ll Learn

Installing a Purpose-Driven Meeting Cadence - 1

01. The Commercial Management System Overview

Get actionable steps you can apply right away to strengthen client retention and close common gaps in service delivery.

Installing a Purpose-Driven Meeting Cadence - 2

02. The Proven Cadence That Yields Results

See the direct tie between meeting cadence and execution, alignment, performance, growth, and engagement.

Installing a Purpose-Driven Meeting Cadence - 3

03. The Gaps in Your Existing Cadence

Identify where your current approach is working and where you have gaps that should be addressed.

Installing a Purpose-Driven Meeting Cadence - 4

04. The Universal Meeting Models

Deploy detailed meeting templates that guide you through the process of elevating your meeting cadence.

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

Actionable steps you can apply right away to strengthen client retention and close common gaps in service delivery
How to harness AI and data-driven alerts to catch early signs of at-risk relationships
How meetings tie to execution, alignment, performance, growth, and engagement
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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