AI Knowhow

Knownwell
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Jul 28, 2025 • 33min

Building a Churn-Proof Relationship Network

Client churn may be inevitable, but what if your relationships were strong enough to resist it? Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to dissect how AI can help build resilient, multi-threaded client relationships. They explore why single-threaded accounts are risky, how AI can map relationship networks, and the ways it enables proactive value delivery through real-time insights and signals. Special guest Matt Stauffer, CEO of Tighten, sits down with Pete Buer to share how professional services firms can responsibly integrate AI. Matt warns against AI maximalism and discusses the real ROI behind building AI tools—advising companies to start with the business problem, not the shiny tech. All of that, PLUS Pete unpacks insights from LinkedIn CEO Ryan Roslansky on how to AI-proof your career.  Want to turn insights into action? Download Knownwell’s white paper, “AI-Powered Strategies for Scaling Professional Services,” at www.knownwell.com/scalingwhitepaper.  Watch this episode on YouTube: https://youtu.be/geeqPMhGRcY 
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9 snips
Jul 21, 2025 • 32min

Getting Out in Front of the Next CEO AI Memo

Jeff McKay, Founder and CEO of Prudent Petal, brings insight into the evolving landscape of professional services affected by AI. He discusses his IC Triad model, which emphasizes the crucial alignment of marketing, sales, and delivery in the face of AI advancements. The conversation touches on how organizations can adapt their structures to maintain competitiveness. McKay also highlights the importance of human connection and expertise, even as AI reshapes traditional roles, encouraging proactive engagement for tangible growth.
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8 snips
Jul 14, 2025 • 28min

Reinventing Your Business with AI

Accenture's rebranding to 'Reinvention Services' hints at deeper shifts in professional services, as they grapple with margin pressures and the need for differentiation. The discussion highlights that AI is transforming from a toolkit to an operational backbone for companies. Experts emphasize that continuous reinvention is essential, urging smaller firms to adapt strategically. The integration of AI demands rigorous structural changes and the abandonment of silos, prompting businesses to rethink their approach to technology and strategy.
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15 snips
Jul 7, 2025 • 29min

Why Hyper-Growth Actually Starts With Your Existing Clients

Discover how businesses can unlock growth by nurturing existing clients rather than chasing new ones. Experts discuss the significance of net revenue retention as a key growth factor. The conversation shifts to Meta's ambitious quest for artificial general intelligence, prompting questions about the future of technology and business strategies. Enjoy a fun draft of must-have AI tools for 2025, revealing both indispensable resources and those that may fade away. This engaging discussion blends serious insights with light-hearted banter about the evolving landscape of AI in professional services.
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24 snips
Jun 23, 2025 • 35min

Lessons Learned from 30 Days of Company-Wide AI

Ardy Tripathy, AI lead at OpsCanvas, discusses the transformative impact of providing company-wide access to AI tools like ChatGPT. He shares insights on eliminating 'zombie resources' in cloud infrastructure, enhancing visibility, and streamlining CI/CD pipelines. The conversation emphasizes the importance of structured rollouts and practical tips for CEOs to manage AI experimentation effectively. With a mix of optimism and caution, the speakers highlight how AI can drive productivity and innovation while navigating its challenges.
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23 snips
Jun 16, 2025 • 35min

How Services Leaders Can Stay Ahead of Client Strategy Shifts

Ardy Tripathy, AI lead at OpsCanvas, dives into the innovative use of AI for automating infrastructure intelligently. He shares a practical framework for evaluating AI use cases and transforming high-potential features into tangible products. The discussion emphasizes the importance of proactive leadership in anticipating client shifts, enhancing advisory roles, and fostering trusted relationships. Additionally, insights on privacy concerns surrounding AI apps like Meta's raise important questions about data protection and ethical considerations in tech.
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8 snips
Jun 9, 2025 • 31min

Mind the Gap: Closing the Distance Between Service Quality and Service Perception

Explore the gap between perceived and actual service quality in professional settings. Discover how AI can enhance client management and improve emotional engagement. Hear about a Duke study revealing AI users might be viewed as less competent. The hosts emphasize the need for leaders to foster a positive AI culture. Learn about the transition to data-driven decision-making and the transformation of business management through interconnected AI systems. It’s not just about delivering great service; it’s about making clients feel valued.
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43 snips
Jun 2, 2025 • 37min

AI as Your Digital Twin

Max Gabriel, CEO of Augmented AI and an expert in AI agents, shares insights on the revolutionary role of AI as a digital partner in the workplace. He discusses the evolution of AI from being a mere tool to a collaborative 'work twin' that enhances productivity and creativity. Gabriel emphasizes the importance of training AI for effective collaboration and how emerging vertical agents are reshaping SaaS. Dive into how empowering your workforce with these technologies can lead to smarter business strategies and better decision-making.
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16 snips
May 19, 2025 • 34min

Is Every Company Now an AI Company?

Max Gabriel, CEO of Augmented AI, dives into the fascinating world of AI and its impact on the software landscape. He discusses how AI agents are reshaping the SaaS model, urging companies to rethink their technology strategies. The conversation also touches on the varied pace of AI adoption across industries and the significance of tailoring AI solutions to specific business needs. Additionally, they examine how AI is transforming search capabilities and the competitive shifts in digital marketing as new tools challenge established giants like Google.
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19 snips
May 12, 2025 • 29min

Working with AI: What Does an AI-Driven Operating System Look Like?

Pete Buer, CEO of NordLight, and his partner Courtney Baker dive into the world of AI-driven commercial management systems. They discuss how these systems turn scattered data into actionable insights, enhancing client success in professional services. The conversation covers the crucial elements for implementing an AI-powered operating system and the transformative potential of AI in managing client relationships. They also react to breaking news regarding OpenAI's shift towards nonprofit control, reflecting on its implications for the future of AI.

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