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Live Webinar for Professional Services Leaders

Master Client Success with an AI-Powered Operating System

May 22nd, 2025 | 12 PM ET | 60 minutes, with Q&A

Find out how a purpose-built client management operating system, super-charged by AI, can give you a real-time, 360-degree view of every account. Ready for clear next actions that improve client retention and accelerate growth? 

Clarity Across Silos - Dashboard - Knownwell Intelligence

Overview

When fragmented data and ad-hoc processes run your client portfolio, it’s easy to feel like you’re constantly playing catch-up. The answer?

A client management operating system, with AI at the center. 

I’m obsessed with finding AI that doesn’t just tweak how we work—it rewrites the rules. Knownwell is that kind of disruptor. AI’s redrawing the map for us all, and Knownwell’s leading the charge.

– Lisa Cole, CMO of 2X

Why Attend

Your Reality Today

  • Reliant on gut-feel decisions because CRM, finance, and ticketing data never line up
  • Hours spent prepping for important calls that still miss the full story
  • Hard to prove ROI on client-success spend

What You’ll Walk Away With

  • A practical client operating system blueprint built on five proven pillars—goals, roles, incentives, cadence, and data
  • A clear before-and-after view of what client management looks like with a mature operating system
  • Templates: maturity checklist, meeting framework, and KPI scorecard that you can deploy in a day
Knownwell AI Platform for Client Retention

What We’ll Cover

OS Thinking for Client Success

Why treating account management like an operating system outperforms ad-hoc tactics.

The Data Gap in Professional Services

Why SaaS-style telemetry doesn’t exist for you—and how AI bridges it.

Five Pillars, One Engine

Best-practice benchmarks and quick-win fixes for goals, roles, incentives, cadence, and data.

Meet the Speakers

Pete Buer

Pete Buer Headshot

Pete Buer is the founder and CEO of Nordlight, an AI advisory firm that helps executive teams gain alignment and drive momentum on their path to AI transformation. 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. Pete has also served as Chief of People and Operations with 3Pillar Global, Chief Growth Officer with Brightfield, and Chief Strategy Officer at Knownwell.

Courtney Baker

Courtney Baker Headshot

Courtney Baker is the CMO of Knownwell and the host of our AI Knowhow podcast. Courtney spent more than 5 years at Full Focus before joining the Knownwell team. She held the CMO role for nearly 4 years at Full Focus before serving as Chief Revenue Officer for more than a year. During that time, she oversaw a transformation of the business from the personality-led brand of former Thomas Nelson CEO Michael Hyatt to the product-led brand of the Full Focus planner and related products. Courtney hosted the wildly successful Focus on This podcast for more than 200 episodes, and she still uses the Full Focus planner every day to ensure she’s driving results for Knownwell.

Knownwell AI Platform for Client Retention

Sign up for the webinar

Register today to get tangible, practical takeaways on developing your AI-powered client management operating system.

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“Knownwell is helping us confidently scale. We now have proactive visibility into client health, allowing us to act swiftly and strategically.” 

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

Know how
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