First Slide

Commercial Intelligence for Marketing Services

Elevate Performance,
Boost Client Retention, and
Drive Consistent Growth

Using your company’s natural communications, Knownwell cuts through the clutter to reveal the truth about how clients see you—and offers ways to secure and grow these relationships.

02 / THE CHALLENGE

Challenges Facing
Marketing Services

In addition to high competition, Marketing Services companies face a paradox: the expertise and relationships that make them successful are also obstacles to growth. But the struggle doesn’t stop there.

Intense Competition

Your competitors tell the market the same thing you do—measurable ROI and strategic creativity are baseline expectations.

High Client Expectations

As your agency grows, maintaining that boutique-level service becomes a near-impossible juggling act that requires new ways of working.

Operational Complexity

More clients means siloed information and competing agendas, making it hard for the left hand to know what the right hand is doing.

Retaining and Growing

As more companies adopt tech-enabled approaches, standing out requires a clear focus on client outcomes and service quality.
Knownwell Platform Screens

03 / HOW KNOWNWELL HELPS

The Solution for
Marketing Services

  •   Understand Client Health—From Gut Feelings to Growth

    • Watch client health unfold in real-time, catching minor issues before they become deal-breakers
    • Turn casual client conversations into predictive intelligence
    • Spot upsell opportunities hiding in plain sight
  •   Enhance Strategic Decision-Making

    • Analyze client communication and campaign data to uncover trends
    • Know exactly when to reach out, what to offer, and how to frame it
    • Predict client needs and turn routine check-ins into strategic growth conversations
  •   Scale Without Losing the Personal Touch

    • Maintain boutique-level service with enterprise-level operations
    • Deploy resources with precision
    • Break down silos between creative, strategy, and account teams

Knownwell has fundamentally changed how
we run our business by bringing data-driven decision-making into client servicing.

-Dom Colasante, CEO of 2X, 88% 6-Year CAGR

04 / THE WHY

Why Knownwell for
Marketing Services?

Knownwell’s Commercial Intelligence Platform is purpose-built for agencies, addressing the
unique dynamics of the marketing industry:

Real-Time Relationship Insights

Track client sentiment and engagement as it happens, ensuring you’re always a step ahead of client needs.

Seamless Resource Management

Monitor workloads across teams to allocate resources efficiently and deliver campaigns on time and within scope.

Intelligence-Driven Growth Strategies

Identify cross-sell and upsell opportunities using communication insights, campaign performance data, and client goals.

Enhanced Collaboration

Breakdown silos between strategy, creative, and account teams with a unified view of client health and campaign progress

05 / THE IMPACT

The Impact
on Marketing
Services Firms

Knownwell empowers tech-enabled services companies to drive sustainable growth.

Stronger Client Retention

Improve satisfaction with proactive insights and personalized service.

Increased Revenue

Let Knownwell identify expansion opportunities while you focus on delivery excellence.

Operational Efficiency

Simplify workflows and reduce manual tracking, freeing teams to focus on creativity and strategy.

Predictable Results

Use real-time data to forecast client needs with confidence.

06 / OUR IMPACT

Proven Impact

  • Measurable Transformation

    • Enhanced client retention through proactive relationship management
    • Streamlined operations with unified client intelligence
    • Improved cross-team collaboration and resource allocation

Results in Real Time

Through real-time insights and AI-powered intelligence, agencies can spot risks early, identify opportunities faster, and make decisions with confidence.

By weaving together internal communications, enterprise data, and external signals, Knownwell connects the dots organizations rarely see, delivering real-time snapshots of our client portfolio’s health.

– Lisa Cole, CMO of 2X

Knownwell-MarkOnly

Let us show you
how Knownwell transforms your
client relationships.

Minimize churn

Maximize growth

Drive effectiveness

06 / CONTACT

Know how
you’ll grow.

Want to try Knownwell yourself?
The waitlist for our public beta is now open.

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