Industry: Marketing Services
Commercial Intelligence Results in Strategic Growth and Client Satisfaction
01 / FAVORITE FEATURES
Favorite Features
Energy Allocation Analysis- Direct view into which clients are getting the most time and energy, and whether the attention they’re getting is moving the needle.
- Portfolio Trends
- Viewing clients by portfolio groups provides insights beyond the individual account level, helping Concept identify broader trends in their client base.
- Client and Industry News
- Vital information for cross-sell and upsell opportunities that Concept might not have had, if not for Knownwell.
Energy Allocation AnalysisHow Knownwell is Helping Concept
Reach Their Goals
02 / THE COMPANY
The company profile
Concept, B2B Lead Generation Agency
Concept is a fast-growing B2B lead generation agency that provides a full suite of Sales Development, Marketing, and CRM services to their clients. The company was founded in 2002, and today they serve more than 120 clients, delivering a range of services from SEO and paid ads to marketing automation and web design. President Jeff Harsh and VP of Operations Joe Stephan have led Concept’s charge to leverage Knownwell’s intelligence and incorporate it into Concept’s core client operations.
Knownwell opened up the door into some opportunities that we probably wouldn’t have had before, with the potential to expand our relationship with a client based on Knownwell insights we received.
– Joe Stephan, VP of Operations
03 / THE CHALLENGE
Going from Telephone to Telemetry
Elevating Strategic Account Management
Concept serves more than 120 clients across multiple teams, each specializing in different service offerings, from outbound prospecting to inbound digital marketing. Ensuring seamless communication and strategic alignment across these diverse accounts was increasingly complex. Prior to Knownwell, account insights were fragmented, and proactive management required significant manual effort. Concept needed a streamlined solution to quickly identify at-risk accounts, prioritize resources, and leverage opportunities effectively.
A lot of times when we were trying to manage accounts previously, it required playing a lot of telephone, whereas Knownwell is now surfacing a lot of that information for us.
– Jeff Harsh, President of Concept
04 / THE SOLUTION
Harnessing Real-Time Insights to Drive Client Growth
Gaining Actionable Intelligence in Brand New Areas
By implementing Knownwell, Concept transformed scattered communications into actionable intelligence. Knownwell provides real-time visibility into account health, strategic recommendations, and industry developments that the Concept team simply didn’t have access to before. Now, Concept proactively identifies issues and opportunities, enhancing their responsiveness and strategic value to clients. Weekly strategic meetings leverage Knownwell scores to pinpoint accounts needing immediate attention, optimizing resource allocation and strengthening client relationships.
“Some of those accounts with issues we were aware of, but others it’s bringing to the top of the board, and it’s allowing our team to just make sure we’re comfortable that we have a plan.”
– Jeff Harsh, President, Concept
Sustaining Growth through Strategic Client Portfolios
Concept redefined its approach to strategic account management with help from Knownwell’s commercial intelligence analytics. The Knownwell platform enables Concept’s leadership to zoom out and assess broader trends across the entire client portfolio, revealing opportunities and challenges at an organizational scale. Energy allocation analytics further empower Concept to optimize team efforts, ensuring high-value accounts receive the strategic attention they deserve, supporting sustainable growth and client satisfaction.
“We’ve been using Knownwell to review what the score looks like, the strengths, the weaknesses. What do we need to prioritize? Just making sure the whole team’s on the same page.”
– Joe Stephan, VP of Operations, Concept
05 / RESULTS
From Insight to Impact
Knownwell has empowered Concept to shift from reactive client management to strategic portfolio optimization. With comprehensive, real-time visibility across accounts, Concept now quickly identifies and addresses broader trends, ensuring proactive management at scale. This holistic, wide-aperture perspective has unlocked previously hidden opportunities for growth and increased client satisfaction and retention.
We’re able to now zoom out, and not just look at the individual account-level information, but start to identify trends org-wide, portfolio-wide in terms of what’s going on and where there are opportunities.
– Jeff Harsh, President of Concept
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 Concept with advanced, AI-driven commercial intelligence, enabling them to strengthen client relationships, increase retention, and fuel growth. Ready to experience Knownwell’s AI platform for professional services companies firsthand?
Sign up today for a complimentary demo and see how Knownwell can revolutionize your approach to client retention and business expansion.
“With Knownwell, we’ve moved beyond individual client management. We’re now recognizing and addressing portfolio-wide trends, dramatically improving our strategic effectiveness.”
07 / CONTACT
Know how
you’ll grow.
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