First Slide

Commercial Intelligence for Client Services Leaders

Lead Your Portfolio  
with Clarity, Confidence,
and Control

Knownwell empowers Client Services leaders to triage, prioritize, and guide their client portfolio to success—every day.

EXPERIENCE KNOWNWELL

01 / THE CHALLENGE

Your Daily
Challenges

As a Client Services leader, you’re the tactical operator of your client portfolio. You need a clear picture of what’s really going on to guide strategic decisions.

Triage and Prioritization

Balancing client needs and internal resources to meet urgent demands.

Managing Trade-Offs

Making tough decisions about where to invest time, energy, and effort for maximum impact.

Escalation and Resolution

Putting out fires while ensuring long-term client satisfaction.

Strategic Oversight

Overseeing proposals, providing strategic guidance, and maintaining key executive relationships.

Knownwell for Client Services Leaders - 3

02 / HOW KNOWNWELL HELPS

The Solution For
Client Services
Leaders

Knownwell gives you the tools to transform how you lead your portfolio so you can go from playing defense to being on offense.

Triage with Precision

Use real-time insights to prioritize client needs based on health, value, and urgency.

Balance Resources

Gain clarity on team workloads and resource allocation to optimize performance across accounts.

Resolve Issues Proactively

Spot risks before they escalate and take decisive action to protect client satisfaction.

Strengthen Strategic Oversight

Access the insights you need to guide proposals, align account strategies, and maintain executive relationships.

03 / THE WHY

Why
Knownwell?

Knownwell is purpose-built to address the unique needs of Client Services Leaders.

Real-Time Visibility

Monitor client health and engagement trends across your portfolio.

Actionable Insights

Make informed decisions with clear, objective data at your fingertips.

Seamless Collaboration

Align your Client Partners and account teams around shared priorities and goals.

Effortless Accountability

Track commitments, follow-ups, and progress without additional overhead.

EXPERIENCE KNOWNWELL

04 / THE IMPACT

The Impact
On Your Portfolio

With Knownwell, you’ll get the intelligence you need to level up your strategic performance.

Reduce Firefighting

Spend less time scrambling and more time driving strategic outcomes.

Maximize Client Success

Ensure every account receives the right level of attention and resources.

Build Stronger Relationships

Strengthen your role as a trusted advisor for both clients and internal teams.

EXPERIENCE KNOWNWELL

Lead with confidence.
Drive client success.

REQUEST A DEMO TODAY

05 / CONTACT

Know how
you’ll grow.

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

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