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.
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.
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
Let us show you
how Knownwell transforms your
client relationships.