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

from SuperMarketers.ai: Your Roadmap to AI-Driven Marketing · host Gen Furukawa

Show Highlights:0:00 - Introduction: How AI is reshaping client management in professional services4:29 - Why professional service firms struggle with client data and decision-making9:00 - How KnownWell’s AI scores client relationships and predicts retention risk14:10 - AI vs. human intuition: Why gut instinct isn’t enough for scaling client relationships19:30 - How AI surfaces upsell opportunities and prevents churn before it happens24:45 - The future of AI in operations and why marketing firms must adapt26:00 - Closing thoughts: How AI can give your business a competitive edge Find Courtney on LinkedIn Knownwell

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This episode was published on March 11, 2025.

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