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Courtney breaks down how KnownWell’s AI-powered scoring system helps professional service firms move beyond outdated red-yellow-green client tracking.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 change the way you think about AI’s role in professional services.
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