How AI Scores Client Relationships for Scaling Professional Services: Courtney Baker, CMO of KnownWell
Update: 2025-03-11
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Show Highlights:
0:00 - Introduction: How AI is reshaping client management in professional services
4:29 - Why professional service firms struggle with client data and decision-making
9:00 - How KnownWell’s AI scores client relationships and predicts retention risk
14:10 - AI vs. human intuition: Why gut instinct isn’t enough for scaling client relationships
19:30 - How AI surfaces upsell opportunities and prevents churn before it happens
24:45 - The future of AI in operations and why marketing firms must adapt
26:00 - Closing thoughts: How AI can give your business a competitive edge
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