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

  • 2025/03/11
  • 再生時間： 26 分
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How AI Scores Client Relationships for Scaling Professional Services: Courtney Baker, CMO of KnownWell

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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

    Find Courtney on LinkedIn

    Knownwell
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あらすじ・解説

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
続きを読む 一部表示

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