Tue Mar 11 2025

What if you could predict client churn, identify upsell opportunities, and strengthen relationships—without relying on gut instinct? That’s exactly what Courtney Baker, Co-Founder and CMO of KnownWell, is doing with AI. In this episode of SuperMarketers, Courtney breaks down how KnownWell’s AI-powered scoring system helps professional service firms move beyond outdated red-yellow-green client tracking. Instead of guesswork, firms can now make data-driven decisions about retention, growth, and account strategy. What You’ll Learn in This Episode: * How AI makes client relationships measurable—and why most professional service firms struggle without structured data. * The real difference between AI-native platforms and SaaS tools with AI add-ons—and why it matters for business growth. * How professional services can scale relationship management—without losing the personal touch that makes them successful. If your business depends on strong client relationships, this episode will cha...