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First Slide

Rev Ops for Clients

We install the precision-tuned cadence and infrastructure required to run a high-performing client services and commercial operations team, stabilizing forecasting, and driving growth.

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01 / the what

The 5 Core Disciplines

The best commercial operations teams don’t just leverage data — they apply discipline to it. By pairing intelligence with consistent operating rhythms, teams gain clarity, alignment, and control over revenue outcomes. These five core disciplines turn insight into action and drive durable net revenue retention (NRR).

Weekly Portfolio Triage

Identify and mitigate immediate account risks in real time.

Monthly Portfolio Review

A holistic health check across your entire client base.

Weekly Revenue Control

Align sales and finance on forecast movement.

Monthly Growth Forecast

Data-driven planning for expansion and renewals.

Quarterly Business Review

Validate outcomes and set the strategic roadmap.

02 / THE HOW

We don’t just define the disciplines. We run them with you.

The five core disciplines are the foundation. Our role is to embed them directly into your operating rhythym, standing up Rev Ops for Clients with clear ownership, repeatable processes, and the structure required to drive results.

LEVEL 1

  • Client Operations

    • We act as your dedicated analyst, establishing the baseline cadence and data integrity required for accurate reporting.

  • Scope of Delivery

  • Weekly Portfolio Triage
  • Monthly Portfolio Review
  • Risk and Opportunity Management

  • Business Impact

  • Clear Visibility

    • A consistent, shared view of client health across accounts.
  • Early Detection

    • Issues surface early enough to act — not after revenue is already at risk.

LEVEL 2

  • Commercial Operations

    • We act as your right hand, taking full ownership of the revenue forecast, internal alignment, and accountability.

  • Scope of Delivery

  • Everything in Client Operations
  • Plus Additive Services: 
  • + Weekly Revenue Control
  • + Monthly Reforecast Reviews
  • + Revenue Forecast Ownership

  • Business Impact

  • Forecast Confidence

    • Meaningfully reduced variance through disciplined ownership and cadence.
  • Cross-Team Alignment

    • Sales, Finance, and CS operate from the same forecast and assumptions.

LEVEL 3

  • Account-Based Enablement

    • We act as a strategic advisor, driving long-term retention and expansion strategy through systematic planning.

  • Scope of Delivery

  • Everything in Client & Commercial Operations
  • Plus Additive Services:
  • + 1:1 QBR Preparation
  • + Strategic Revenue Roadmap
  • + Executive-Ready QBR Decks

  • Business Impact

  • Proactive Growth Planning

    • Expansion and renewals are guided by strategy, not last-minute pressure.
  • Customer Trust & Credibility

    • Well-structured QBRs position account managers as strategic partners, not reactive vendors.
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“Knownwell is changing our approach, helping us confidently scale. We now have proactive visibility into client health, allowing us to act swiftly and strategically.”

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