02 / THE BACKGROUND
Why Do We Need Commercial Health Scores?
A strong score means
your client is engaged
The goal of a commercial health score? Moving beyond subjective labels like “green” or “yellow” and instead getting ahead of issues before they become emergencies or cancellations.
A strong score means your client is engaged and likely to stick around. A mid-range score signals strain, making it the perfect time to step in and realign. A low score? That’s a sign the relationship may be at risk—but also an opportunity to course-correct before it’s too late.
Weighing the Most
Important Factors
The best way to track client health is through a layered model. This means looking at different factors—like service quality perception, communication strength, and business alignment—and weighing them based on what matters most to your company. Instead of a one-size-fits-all approach, this method clarifies what’s working, what’s not, and where to focus your efforts.
When done right, a commercial health score isn’t just a number—it’s a roadmap for strengthening relationships and driving long-term success.
03 / THE KNOWNWELL SCORE
Introducing the Knownwell health score:
The Key to Future-Proofing Client Relationships
The future of client relationship management isn’t just about collecting more data—it’s about understanding the data and information you already have better. The Knownwell Score represents a new era where businesses can:
04 / HOW THE SCORE WORKS
How We Calculate
The Knownwell Score
The Knownwell platform is powered by a proprietary, in-depth model that continually monitors communications, client data, and public information to help you take the guesswork out of client relationship management. Data is updated daily so that Knownwell Score users always have up-to-date information on customer health.
Think of your Knownwell Score as a credit score for your client relationships. Just like a credit score helps lenders assess financial trustworthiness, the Knownwell Score helps businesses gauge the strength and stability of client relationships.
Real-Time Insights- A credit score changes based on your financial behavior, while the Knownwell Score evolves based on client interactions, engagement, and satisfaction.
- Predictive Power
- A low credit score signals potential risk for lenders; a low Knownwell score signals potential churn or dissatisfaction.
- Actionable Steps
- If your credit score drops, you know to pay down debt or avoid hard inquiries. If a Knownwell Score drops, businesses can proactively address concerns, strengthen relationships, and realign services to customer needs.
Real-Time Insights
05 / A NEW ERA IN PROFESSIONAL SERVICES
Paving the Way for the Future of Commercial Health
Partner with Knownwell to Drive Your Business Forward
Manual, siloed, reactive, incomplete, and subjective processes fail to provide reliable insights for decision-making. We now have the intelligence to stop surprise client churn, missed growth opportunities, and inefficient operations.
New enterprise platforms like Knownwell enable proactive engagement, personalized client experiences, increased client loyalty, and scalable solutions.
Organizations that embrace AI-powered relationship intelligence gain a key element of future success—understanding and responding to customers’ needs in real-time, not after they’ve decided to go elsewhere.
Ready to transform your client relationships? Let us show you your data on the Knownwell platform.
06 / CONTACT
Know how
you’ll grow.
Want to try Knownwell yourself?
The waitlist for our public beta is now open.