How AI Scores Client Relationships for Scaling Professional Services: Courtney Baker, CMO of KnownWell

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SuperMarketers.ai: Your Roadmap to AI-Driven Marketing

Gen Furukawa

33 episodes

5 days ago

SuperMarketers is a podcast for founders, marketers, and innovators shaping the next era of growth. Host Gen Furukawa talks with the people merging human creativity with intelligent systems to turn complex insights into scalable content that ranks and resonates. Each episode leaves you with clear, practical ways to build visibility, earn trust, and grow (with purpose) as AI continues to reshape discovery.

Marketing

Business

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All content for SuperMarketers.ai: Your Roadmap to AI-Driven Marketing is the property of Gen Furukawa and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Marketing

Business

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How AI Scores Client Relationships for Scaling Professional Services: Courtney Baker, CMO of KnownWell

SuperMarketers.ai: Your Roadmap to AI-Driven Marketing

26 minutes 22 seconds

7 months ago

How AI Scores Client Relationships for Scaling Professional Services: Courtney Baker, CMO of KnownWell

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

Find Courtney on LinkedIn

Knownwell