Podcasts about knownwell

Skating to where the puck will be? Not enough. In professional services, it's all about anticipating where your client—the skater—is headed next. But how do you stay ahead when clients start zigging, zagging, and getting slammed into strategic pivots? This episode of AI Knowhow tackles that challenge head-on. Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to unpack how AI can empower service leaders to become true strategic navigators. They explore why staying close to clients, decoding digital breadcrumbs, and scaling the "trusted advisor" model are essential in today's AI-driven landscape. For our expert interview segment, Pete Buer sits down with Ardy Tripathy, AI lead at OpsCanvas, to explore how his team is using AI to automate infrastructure intelligently. Ardy shares a refreshingly honest rubric for evaluating AI use cases and explains how he turns high-potential features into real, verifiable products. All that PLUS Pete chats with Mohan about Meta's new AI assistant. Is it a friend or just surveillance dressed in chatbot clothing? They break down the privacy red flags and why Meta's approach is a cautionary tale for any business building customer-facing AI. Want to see your company's client intelligence in action? Visit Knownwell.com to learn how Knownwell helps professional service leaders move from reactive to proactive. Watch this episode on YouTube: https://youtu.be/jlZtX-u7HME 

You think you're delivering five-star service—but do your clients feel the same? In this episode of AI Knowhow, Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to tackle the thorny disconnect between service quality and client perception. They explore why perception often outweighs actual performance in professional services, and how leaders can use AI to measure, manage, and close that gap—at scale. Plus, in a clip from a recent Knownwell webinar, Pete Buer illustrates what a fully AI-powered client management operating system looks like—interconnected tools, real-time insights, and automated recommendations driving both efficiency and experience. All that PLUS Pete joins Mohan to unpack a revealing Duke University study that found AI users in the workplace are seen as less competent. Together, they discuss what leaders must do to publicly de-stigmatize AI use and foster a culture that values innovation over fear. From emotional signals in client conversations to proactive alerts on account risk, the future of client service is about more than delivery—it's about being felt. If your best work isn't recognized, does it even count? Watch this episode on YouTube: https://youtu.be/0w2CpPyEBMo  Sign up for Knownwell: www.knownwell.com 

This week on Fat Science, Dr. Emily Cooper, Andrea Taylor, and Mark Wright explore the expanding world of telehealth in treating metabolic issues. Dr. Cooper sheds light on both the promise and pitfalls of accessing medications like GLP-1s through online platforms. The episode dives into the effectiveness of patient-provider relationships, the importance of comprehensive and personalized care, and the potential red flags in impersonal telehealth services. After listening, you'll understand the benefits of telehealth and why thoughtful, thorough medical guidance is crucial for metabolic health.Key Takeaways:Telehealth has improved accessibility and convenience for metabolic care, but not all platforms offer the same quality of support.The lack of personalized interaction and lab-based assessments in many telehealth services can pose risks to patient health.Quick, transactional telehealth models often prioritize medication sales over holistic care and ongoing patient monitoring.Comprehensive care requires detailed history-taking, follow-up, and lab work—elements often missing in mass-market telehealth.Listeners should watch for red flags such as no direct provider interaction, absence of lab testing, and subscription models tied to product sales.Personal Stories & Practical Advice:Andrea reflects on her own journey and the difference a dedicated, whole-person approach made to her health.Dr. Cooper shares her experience testing a mass-market telehealth site, exposing the superficial nature of some programs.The panel urges listeners to seek out board-certified providers and reputable telehealth organizations for genuine care.Link to US National telehealth clinics with Board Certified Obesity Medicine providers: Knownwell (non-affiliated)Resources:Connect with Dr. Emily Cooper on LinkedIn.Connect with Mark Wright on LinkedIn.Connect with Andrea Taylor on Instagram.Fat Science is a podcast on a mission to explain where our fat really comes from and why it won't go and stay away. We are committed to creating a world where people are empowered with accurate information about metabolism and recognize that fat isn't a failure. This podcast is for informational purposes only and is not intended to replace professional medical advice.If you have a question for Dr. Cooper, a show idea, feedback, or just want to connect, email us at info@diabesityinstitute.org ordr.c@fatsciencepodcast.com.Science is supported by the non-profit Diabesity Institute which is on a mission to increase access to effective, science-based medical care for those suffering from or at risk for diabesity. https://diabesityresearchfoundation.org/

What if you had a digital partner that worked tirelessly, mirrored your work style, and even knew your blind spots? This episode explores the fascinating concept of your AI "work twin"—not a clone, but a true collaborator and digital chief of staff. Knownwell CMO Courtney Baker, alongside CEO David DeWolf and CPTO Mohan Rao, dives into how AI is revolutionizing the workplace—not by replacing humans, but by augmenting them. They unpack what makes an effective AI collaborator, why “training your twin” matters, and how AI tools thrive on manners, tone, and consistency. You'll learn how to onboard AI like a team member, iterate through conversations (not just prompts), and leverage AI memory to boost productivity. In the second part of Pete Buer's interview with Max Gabriel, CEO of Augmented AI, the spotlight is on why AI is “eating SaaS.” Max unpacks the rise of vertical AI agents, how they challenge traditional SaaS models, and why the future of enterprise tech may lie in intelligent, context-aware agents. From onboarding AI like a new hire to the market economics that favor lean AI startups, Max delivers a masterclass on what business leaders need to do now to prepare. Explore how to empower your human workforce with AI, avoid being left behind, and build a smarter, more responsive organization. Visit Knownwell.com to learn more or watch this episode on YouTube. AI Knowhow is brought to you by the team at Knownwell.

Managing client relationships shouldn't be a scramble. Courtney Baker and NordLight CEO Pete Buer reveal how AI-driven commercial management systems streamline client success for professional services - turning scattered data into clear, actionable insights in minutes. From operating system fundamentals to practical AI applications, this conversation shows how to level up client retention and growth. Plus, get the team's live reaction to breaking news: OpenAI's surprising decision to retain nonprofit control and what it means for the future of AI. Register for the May 22nd webinar at Knownwell.com/masterclientsuccess to dive deeper into building your AI-powered client success system. Watch this episode on YouTube: https://youtu.be/aF9AN4KYCJo 

In this episode, Banoo sits down with David DeWolf, President and CEO of Knownwell, to talk about what it really takes to move from AI experimentation to AI-powered transformation. With 75% of firms now supporting GenAI (per the 2025 SPI Maturity Benchmark report), the question isn't if—it's how you adopt it in a way that drives real results.David shares battle-tested insights and how Knownwell is helping service firms operationalize AI to strengthen relationships, prevent churn, and work smarter at every level. Here's what you'll learn:Why every relationship-driven firm needs a rock-solid operating model before layering on AI.How AI becomes your “Iron Man suit”—amplifying consultants with real-time sentiment and risk detection.Why the future of insight is natural information, not rigid data models.How businesses of the future will improve retention and growth over time.The winning formula: empower individuals from the ground up while transforming your operating model from the top down.Want more insights from David? Discover Knownwell and check out his podcast, AI knowhow. Hosted on Acast. See acast.com/privacy for more information.

AI adoption hinges on one thing: trust. But how do you build it—and more importantly, how do you keep it from breaking? In this episode of AI Knowhow, CMO Courtney Baker teams up with CEO David DeWolf and Chief Product & Technology Officer Mohan Rao to unpack the critical security questions every organization should be asking before deploying AI. They break down the evolving attack surface of AI systems—from prompt injection and data poisoning to model inversion - and explain how to evaluate vendors for their trustworthiness and preparedness. Mohan shares a practical checklist for non-technical leaders to vet AI platforms, and David highlights the new responsibilities facing leadership in this AI-first era. Pete Buer kicks things off with AI in the Wild, where he explores Salesforce CEO Marc Benioff's provocative claim that today's CEOs may be the last to lead fully human workforces. With 84% of customer service requests already resolved by AI agents at Salesforce, Pete lays out what this shift means for how companies scale, innovate, and think strategically. Watch this episode on YouTube: https://youtu.be/4czftF3dhig  Sign up for Knownwell: www.knownwell.com 

Is it really possible to eliminate client churn in professional services? Knownwell's CMO Courtney Baker, CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao dive deep into the myths surrounding unavoidable churn and why too many companies accept it as inevitable. They challenge this mindset, exploring how AI-driven insights can shift businesses from resignation to proactive client retention strategies. Special guest Peter Kang, co-founder of Barrel Holdings, joins Pete Buer for a revealing conversation about "silent churn" — when clients slip away without warning. Kang shares how systems thinking, deeper client engagement, and recognizing early warning signs are key to building resilient agency relationships. And why when you start to hear, "All is good" over and over, alarm bells should start going off in your head.  In "AI in the Wild," Pete Buer breaks down new research from the Pew Research Center highlighting the gap between public and expert perceptions of AI's future — and what it means for businesses today. Ready to rethink your churn strategy? Visit www.knownwell.com to see how Knownwell's AI platform can help you keep more of the clients you've already earned. Watch this episode on YouTube: https://youtu.be/_KKLpnZsU0o 

As AI continues to evolve, how can marketing leaders ensure they're staying ahead of the curve instead of simply keeping up with it? And how do you navigate the complexities of using AI while maintaining a personal, human touch in your campaigns? Joining us today is Courtney Baker, Chief Marketing Officer at Knownwell and co-host of the AI Knowhow podcast. With a wealth of experience in marketing and AI, Courtney is leading the conversation about how artificial intelligence is transforming the marketing industry and redefining business strategies. She's here to share her insights on the next era of client intelligence and the five levels of AI that are reshaping businesses. Courtney Baker is the CMO of Knownwell, an AI-native Commercial Intelligence platform, and host of the AI Knowhow podcast. Formerly CMO and CRO at Full Focus, she led its transformation from a personality-driven to a product-led brand. With over 200 episodes as host of the popular Focus on This podcast and 50 on AI Knowhow, Courtney continues to pursue elevating humanity while leveraging transformational technology. RESOURCES Knownwell: https://www.knownwell.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

As AI continues to evolve, how can marketing leaders ensure they're staying ahead of the curve instead of simply keeping up with it? And how do you navigate the complexities of using AI while maintaining a personal, human touch in your campaigns? Joining us today is Courtney Baker, Chief Marketing Officer at Knownwell and co-host of the AI Knowhow podcast. With a wealth of experience in marketing and AI, Courtney is leading the conversation about how artificial intelligence is transforming the marketing industry and redefining business strategies. She's here to share her insights on the next era of client intelligence and the five levels of AI that are reshaping businesses. Courtney Baker is the CMO of Knownwell, an AI-native Commercial Intelligence platform, and host of the AI Knowhow podcast. Formerly CMO and CRO at Full Focus, she led its transformation from a personality-driven to a product-led brand. With over 200 episodes as host of the popular Focus on This podcast and 50 on AI Knowhow, Courtney continues to pursue elevating humanity while leveraging transformational technology. RESOURCES Knownwell: https://www.knownwell.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

As AI becomes more integrated into everyday business and personal life, the biggest question leaders face is: when should we rely on AI and when must the human touch prevail? In this episode, Knownwell CMO Courtney Baker joins CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to explore the fine line between AI augmentation and human intuition. The team uses a recent LinkedIn post from Ethan Mollick as a leaping off point to unpack how leaders can responsibly scale with AI while keeping people empowered, not replaced. In the post, Mollick shares the results of a recent study that shows students who use AI as a tutor benefit from it, whereas those who use AI to do their work for them end up faring worse on standardized tests. Special guest Richard Lin, CEO of Anyreach.ai, speaks with Pete Buer about how AI voice agents are transforming customer service and sales. Lin reveals how cloning the “top 1%” of reps isn't about replacement, but about elevating consistent performance while keeping humans in the loop to label, train, and improve AI systems. In our news segment, Pete dives into the fascinating world of AI therapists. A recent study shows that bots can actually help patients with anxiety and depression, raising the provocative question: are people more honest with machines than humans? See how Knownwell's platform empowers your team with actionable insights. Visit Knownwell.com.  AI Knowhow is brought to you by the team at Knownwell.

Does AI represent an extinction-level event for your business? In this episode, we ask the important question: how can your company become the bird, not the pterodactyl, in the age of digital Darwinism? Pete Buer sits down with Wolf Ruzicka, SVP of Strategic Advisory at Solvd and author of AI Driven: Staying Alive in the Age of Digital Darwinism. Wolf lays out a five-step roadmap to move from AI novice to AI-native, including how to reclaim your digital destiny, activate unstructured data, and prepare for generative AI's superpowers. They discuss why executive education is a key barrier to adoption, what “digital marines” can do for your team, and how out-of-paradigm thinking—like intelligent RFP matching—will define the next generation of AI impact. Also, in "AI in the Wild", Courtney Baker and Pete discuss the business implications of Deutsche Telekom's new AI phone and what it signals for device interaction and workplace productivity. Spoiler alert: if done right, AI-first hardware could transform user experience far beyond the consumer world. Don't miss Knownwell's platform showcase! If it's after April 15, watch the replay at www.knownwell.com/showcase.   Watch this episode on YouTube: https://youtu.be/RpNzJ257qTs  Learn more and sign up for Knownwell: www.knownwell.com AI Knowhow is brought to you by the team at Knownwell.

In this episode John Golden talks with Mohan Rao, Chief Product & Technology Officer at Knownwell. They explore how AI is more than just a tool—it's a way to rethink how businesses run. Key takeaways: Use AI across your whole business, not just in one area. Fix your processes before automating them. Let AI help your team grow, not replace them. Clean data is key to success with AI. Tune in to hear how Knownwell is building smarter platforms for professional services.

Is your SaaS business truly built to last—or are you growing a leaky bucket?In this episode of SaaS Fuel, we dive deep into retention, innovation, and customer-centric scale with Mohan Rao, Chief Product & Technology Officer at Knownwell. Mohan shares battle-tested strategies for building future-proof SaaS companies by focusing on retention before acquisition, solving churn proactively, and aligning teams around customer success.Key Takeaways00:00 - Why retention is the real goal of product-market fit03:00 - Welcome back to SaaS Fuel: growth ≠ scale07:19 - Mohan Rao joins the show11:10 - What founders get wrong about early product strategy14:27 - Avoiding the “hammer looking for a nail” trap18:05 - Preventing churn: retention as strategy, not support22:17 - How Knownwell is applying AI and LMS to fix it28:02 - Intervention signals: when a customer asks for a contract32:47 - Lessons from holding multiple C-level roles36:55 - Leadership evolution: empowering your next layer43:05 - Why customers must be part of your M&A strategy45:32 - Overlooked tech factors that kill acquisitionsTweetable QuotesProduct-market fit isn't about how many customers you can get—it's about how many stick around."– Mohan Rao Churn isn't a number. It's a warning sign your product isn't delivering value fast enough.” – Jeff MainsYou don't need 20 customers—you need 4 that never leave.” – Mohan RaoFounders obsess over acquisition, but real growth comes from retention.” – Jeff MainsSaaS Leadership LessonsIf users don't stick, you don't have product-market fit. Period.Validate the market need before building the product—market-product fit matters more.Not all feedback should make it into your roadmap—choose based on vision alignment.Retention is proactive—train your team to spot signals before customers churn.The fastest-growing SaaS companies obsess over activation, not just acquisition.Guest ResourcesEmail - mohan.rao@knownwell.comWebsite - http://knownwell.com/Linkedin - https://www.linkedin.com/in/raomohan/Episode SponsorSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

The flowers are blooming, the pollen is popping, and Courtney's wondering why corporate spring break isn't a thing (seriously though). While the AI Knowhow Team hits pause on the regular lineup, they're gearing up for something fresh, live, and full of Knownwell goodness. On April 15th, Courtney Baker and David DeWolf are going live on LinkedIn to peel back the curtain on what's new at Knownwell. If you're a professional services leader - or just someone who wants to ditch the guesswork and start driving business with data - this is your backstage pass to see how our native AI platform is evolving. To register, make sure to visit https://www.linkedin.com/events/7313305362961453125/. 

Want to unlock AI's potential in your organization? Skip the brainstorms and go all in with an AI Hackathon! In this final installment of the Applied AI series, CMO Courtney Baker is joined by CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao to break down why AI hackathons might be your best tool for driving adoption, sparking collaboration, and building lasting impact. Whether you're a tech startup or a professional services firm, this episode gives you the blueprint. Special guest Jeff Gallimore, Chief Technology and Innovation Officer of Excella, shares best practices from their GenAI-focused hackathons—including how engaging clients as judges and building cross-functional teams helped move ideas from prototype to production. From enabling constraints to cultural buy-in, Jeff explains how hackathons can be more than just a creative break—they can be a launchpad for real outcomes. Courtney, David, and Mohan reflect on their own hackathon experiences and offer strategic advice on making hackathons successful—from aligning with your roadmap to ensuring outputs are built to scale. Plus, how non-engineers can thrive in AI innovation thanks to tools like Canva and prompt engineering. All that PLUS Pete Buer breaks down the rise and fall (and jailbreak) of the Humane AI Pin. The big lesson? Innovation only sticks if it meets the market where it is. Whether you're running your first hackathon or looking to level up your next one, this episode is packed with practical tips, real stories, and a bit of good-natured competition. Want to see what Knownwell's platform can do with your data? Visit www.knownwell.com to get started.  Watch this episode on YouTube: https://youtu.be/Gu2jq1Ol_Z0  Show notes Connect with Jeff Gallimore on LinkedIn Learn more about Excella Connect with David DeWolf on LinkedIn Connect with Courtney Baker on LinkedIn Connect with Mohan Rao on LinkedIn Connect with Pete Buer on LinkedIn Watch a guided Knownwell demo Follow Knownwell on LinkedIn

Still think of AI as just a chatbot? It's time to reframe that mindset. Logan Kilpatrick of Google DeepMind joins the show to discuss the latest advances with Gemini, including long-context reasoning and native multimodal capabilities—and why UX, not chat, is the real frontier in AI. He shares examples from Khan Academy and others that show how smarter, more human-centered experiences are key to unlocking AI's full potential. Logan and Mohan Rao also explore why it's such an exciting time to be working in AI, with developers making groundbreaking discoveries daily, and how the next wave of AI in services businesses has so much promise, as we shift from real-time answers to asynchronous, reasoning-driven systems with humans in the loop. Next, CMO Courtney Baker teams up with CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to look at why, in the AI age, leaders need to think differently about how to deliver value with concepts like learning systems, compounding intelligence, and more.  They also join Logan in challenging the chatbot-centric mental model that many may hold about AI because it has been our introductory experience to the technology. They explore why simply deploying chat interfaces isn't the future—and why UX is key to making AI work for real business outcomes. Plus, Pete Buer breaks down Anthropic's $61B valuation from their latest funding round and looks at how businesses should evaluate LLMs for fit and function, not just from what they read in the latest headlines. Ready to stop having long, text-based discussions with a chatbot and start building smarter AI experiences? Us too.  Watch this episode on YouTube: https://youtu.be/4wHs_V96afE  Check out Knownwell's AI-native platform and see how your business can thrive in the new era: Knownwell.com Show Notes:  Connect with Logan Kilpatrick on LinkedIn Read the LinkedIn post about Mercor that David, Mohan, and Courtney discuss Learn more about Google DeepMind Learn more about Google AI Studio Connect with David DeWolf on LinkedIn Connect with Courtney Baker on LinkedIn Connect with Mohan Rao on LinkedIn Connect with Pete Buer on LinkedIn Watch a guided Knownwell demo Follow Knownwell on LinkedIn  

The best leaders don't wait for problems to arise - they anticipate them before they happen. But how do you shift from a reactive leadership style to a proactive one? AI might just be the key. In this episode, host Courtney Baker is joined by Knownwell CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao. Together, they explore how AI enables leaders to foresee challenges, manage risks, and reclaim time for strategic decision-making. From AI-driven notifications that predict client or employee concerns to tools that help leaders focus on what truly matters, they uncover how AI is reshaping leadership itself. Special guest Jess Hall, Chief Growth Officer at OpsCanvas and member of Knownwell's AI Advisory Board, sits down with NordLight CEO Pete Buer to tackle one of the biggest hurdles in AI adoption: trust. Drawing from her experience in product strategy and AI ethics, Jess shares a powerful framework for building trust in AI systems, explains why AI skepticism mirrors the early days of automated elevators, and offers practical steps for businesses to create AI-powered products that people feel safe using. Plus, in our AI in the Wild segment, we put AI itself on the spot. Can AI tell us how to turn raw data into actionable insights? You might be surprised by the answer. Want to stop reacting and start leading with AI? Visit Knownwell.com to see how our platform helps executives like you stay ahead. Watch this episode on YouTube: https://youtu.be/N5pD5rh5hRs 

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

In this episode of The SaaS CFO Podcast, host Ben Murray is joined once again by David DeWolf, the President and CEO of KnownWell. David, a seasoned entrepreneur and former software engineer, dives into his transition from building a successful consulting firm to founding KnownWell, a company that's making strides in the realm of commercial intelligence for professional service businesses. His passionate journey from zero to nearly $200 million in revenue, and his focus on digital product development, set the stage for this insightful conversation. David shares updates on KnownWell's significant milestones, including their recent $4 million seed round, driven by unexpected commercial demand and market traction. With a mission to harness relationship data to empower service firms, KnownWell is making waves in the industry by offering innovative solutions that target operational challenges using AI. David's strategic approach to aligning with the right investors and the importance of cultural fit shines through as he discusses the company's ongoing growth. Listeners will gain valuable insights into the evolving SaaS landscape as David highlights the company's roadmap toward product market fit and their focus on scaling effectively. He reveals how KnownWell is leveraging thought leadership and a dedicated podcast to generate inbound leads and strengthen customer relationships. Don't miss this episode for a deeper understanding of how David and his team are navigating the complex world of SaaS, exploring new opportunities, and striving to build a platform for the AI era. Show Notes: 00:00 Journey from Engineer to Entrepreneur 04:47 Outsourcing Challenges in Finance 08:28 Strategic Growth and Efficiency Planning 10:57 Pioneering AI Business Solutions 13:57 Surging Commercial Demand Strains Capacity 16:35 "Cultural Fit Matters Most" 19:26 Ambitious AI Firm Launch Strategy 23:31 Strategic Roadmap for Business Success 25:50 Enjoyable Experience, Thank You Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/knownwell-raises-4-million-in-seed-round David DeWolf's LinkedIn: https://www.linkedin.com/in/ddewolf/ Knownwell's LinkedIn: https://www.linkedin.com/company/knownwell/ Knownwell's Website: https://knownwell.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

This podcast interview focuses on the critical decisions that define successful scaling. My guest is David DeWolf, CEO of Knownwell. After growing Three Pillar Global to 2000 employees across nine countries, David learned that sometimes the best way to scale is to deliberately slow down. During COVID, he made the bold choice to retain all employees despite revenue decline - a decision that led to tripling the business within a year. Now with Knownwell, he's applying these scaling lessons to build an AI company with intention, starting with 500 customer interviews before writing a single line of code. Their mission: To help professional services firms prevent "surprise churn” by elevating human relationships and experiences. And this inspired me, and hence I invited David to my podcast. We explore what it really takes to build an AI company that elevates rather than replaces human relationships. His approach challenges conventional wisdom about scaling, product development, and leadership - drawing from lessons that helped him grow his previous company from startup to 2000 employees and survive multiple market crises. But what's most fascinating is how he's applying these insights to tackle one of the biggest pain points in professional services: the struggle to see relationship problems before they become relationship crises. Here's a quote from David: We had an inbound lead that found us through the podcast and ended up signing a rather large contract before we even not only wrote a line of code, but before we had an engineer on staff. By listening to this podcast you will learn: How to secure major contracts before writing a single line of code (and why this might be smarter than building first) Why CEOs should never delegate customer relationships, even when scaling rapidly How staking your brand position before having a product can accelerate your go-to-market strategy Why implementing lightweight business systems early gives you an unfair advantage in scaling For more information about the guest from this week: David DeWolf Website: knownwell.com   Subscribe to the Daily SaaS Reflection Get my free, 1 min daily reflection on shaping a B2B SaaS business no one can ignore. Subscribe here. Yes, it's actually daily. And yes, people actually stay subscribed. (Just see what peer B2B SaaS CEOs say) My promise: It's short. To the point. Inspiring. And valuable.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Your data is trying to tell you something. Are you listening? AI isn't just about insights. It's about execution. In this episode of AI Knowhow from Knownwell, CMO Courtney Baker is joined by CEO David DeWolf Chief Product and Technology Officer Mohan Rao to explore how AI is reshaping execution in professional service firms. They discuss how AI can move beyond simple automation to orchestrate strategic execution, aligning teams, prioritizing tasks, and ensuring the right work gets done at the right time.  Our special guest, Daniel Marcous, Co-founder and CTO of April, sits down with Pete to discuss how AI is transforming tax preparation. He shares how April's AI-powered tax solution reduces complexity and risk while building trust in financial AI products. And in a brand-new segment, What's Up, Grok?, Pete breaks down the latest AI news—including Elon Musk's bold claims about Grok 3. Is it truly a game-changer or just more noise? Watch this episode on YouTube: https://youtu.be/BE25MAc5jlw  Want to see how AI can help you execute on your most important priorities? Visit www.Knownwell.com to explore our AI-driven platform.   

We're turning up the heat once again! After last year's sizzling Hot Takes episode, we had to run it back for 2025. Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product & Technology Officer Mohan Rao to deliver their boldest AI predictions yet. What shifts are coming in AI? Which trends are about to fizzle out? And what might shake up the industry in unexpected ways? In our expert interview segment, Pete Buer sits down with AI and digital transformation expert Dr. Henna Karna, a Harvard Fellow and former Google executive. She shares practical strategies for business leaders to ensure AI is solving real problems and not just creating new ones. From cost concerns to strategic adoption, Dr. Karna explains how companies can maximize AI's potential without getting caught up in the hype. Grab your milk, ice cream, or (according to Mohan) hot chocolate—this one's gonna be on fire! www.knownwell.com  Watch this episode on YouTube: https://youtu.be/0ST1zZV4MNU  Episode Highlights 00:00 Introduction 01:00 Setting the Stage for 2025 Predictions 02:18 First Hot Take: The End of AI-Powered Marketing 04:00 Second Hot Take: Data is Dead 06:40 Third Hot Take: The Decline of Open Source Models 08:41 Fourth Hot Take: OpenAI's Impending Implosion 13:47 Google's Edge in AI Integration 16:32 AI in Business Strategy 17:09 Interview with Dr. Henna Karna 18:38 AI's Role in Strategic Planning 24:08 Cost and AI Adoption 26:41 Customer-Centric AI Solutions 29:57 Conclusion and Future of AI Show Notes  Connect with Dr. Henna Karna on LinkedIn Connect with David DeWolf on LinkedIn Connect with Courtney Baker on LinkedIn Connect with Mohan Rao on LinkedIn Connect with Pete Buer on LinkedIn Watch a guided Knownwell demo Follow Knownwell on LinkedIn

Data is pouring into your business every second, but where are the insights you need to act on it? Just 27% of business executives in a recent Forrester study said their data and analytics projects produce actionable insights.  In this episode, we look at how AI can help bridge the gap between the overwhelming amounts of data available today and the actionable intelligence executives need to drive results. Knownwell CMO Courtney Baker, CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao kick things off by breaking down the journey from raw data to wisdom. They discuss why 60-70% of enterprise data goes unanalyzed and how leaders can leverage AI to surface hidden insights, not just confirm what they already know. Plus, they explain why vision is critical: if you don't know what you're looking for, your AI won't either. For our expert interview, Pete Buer sits down with Arman Eshraghi, CEO of Qrvey, to discuss how SaaS companies can embed analytics into their products, empowering customers with self-serve insights. Arman shares practical advice for SaaS leaders on turning data into a competitive advantage, plus a sneak peek of Knownwell's own Mohan Rao's recent appearance on Arman's SaaS Scaled podcast. All of that PLUS another installment of AI in the Wild with Pete Buer. Pete and Courtney dive into OpenAI's new deep research tool—an AI agent that might actually live up to the hype, according to Casey Newton of Platformer. Learn why it could revolutionize market research and competitive analysis but why it's also best suited for those with a foundational understanding of the topic at hand. Want to turn your business data into clear, actionable insights? Visit knownwell.com to learn more about the Knownwell platform. Watch this episode on YouTube: https://youtu.be/gNEMu_uLvGE  Show Notes & Related Links Connect with Arman Eshraghi on LinkedIn Connect with David DeWolf on LinkedIn Connect with Courtney Baker on LinkedIn Connect with Mohan Rao on LinkedIn Connect with Pete Buer on LinkedIn Watch a guided Knownwell demo Read The Human Impact of Data Literacy from Accenture, which includes a number of stats cited in the episode Follow Knownwell on LinkedIn Tags: #AI #DataAnalytics #BusinessIntelligence #AIinBusiness #EmbeddedAnalytics #DataInsights #SaaS #AIforExecutives #CustomerInsights #DataStrategy #EnterpriseAI #OpenAI #DeepResearch #AIApplications #BusinessGrowth

What does an AI roadmap really look like? And how does a corporate AI roadmap differ from a personal one? In this episode of AI Knowhow from Knownwell, host Courtney Baker is joined by Knownwell's CEO David DeWolf, Chief Product & Technology Officer Mohan Rao, and NordLight CEO Pete Buer to break it all down. First, the team explores how business leaders can chart a clear AI strategy—starting with vision, linking it to business goals, and balancing customer feedback with long-term objectives. David and Mohan share insights on making micro-pivots, avoiding roadmap confusion, and the key decision every company must make: Is AI a tool, or is it your operating system? Special guest Dr. Joan Palmiter Bajorek, author of Your AI Roadmap, sits down with Pete to discuss how professionals can future-proof their careers with an AI strategy of their own. She shares why a strong personal brand, multiple income streams, and financial security are essential in the AI era and how workers can position themselves for long-term success. And in AI in the Wild, Courtney and Pete dig into AI-designed shoes. A new shoe combines AI-driven custom fitting with personalized footwear, raising big questions about AI's role in design, manufacturing, and consumer trends. Is it just a gimmick or a glimpse of AI-powered retail to come? Sign up for Knownwell's AI-powered platform for Commercial Intelligence: www.knownwell.com  Watch this episode on YouTube! https://youtu.be/FbmzNS1KV_0 

You're smart. You know your business. But do you know how to build the right AI team? It's harder than it looks, and the old playbook won't cut it. In this episode, host Courtney Baker is joined by CEO David DeWolf, Chief Product & Technology Officer Mohan Rao, and NordLight CEO Pete Buer to break down the key differences between AI innovation teams and traditional ones. Plus, we ask the real questions—does Amazon's famous “two-pizza rule” still apply in the AI era? And if so, can we all agree at least one should be supreme? But first, we dive into what might be the most game-changing week in AI since ChatGPT launched. With Producer Will Sherlin stepping in to help, Pete Buer unpacks the frenzy around DeepSeek's new open-source AI model. How did this Chinese startup manage to train a cutting-edge model at a fraction of the cost of Meta's? And why does this mark a "Sputnik moment" for AI development? From business leaders to investors, the ripple effects could be massive. Finally, Pete sits down with Ben Hafele, CEO of Lean Startup and host of The Lean AI Podcast, to discuss how to assemble the right AI team. They explore what skill sets are essential, how to balance technical and strategic talent, and why AI teams need a different structure than traditional innovation groups. Watch this episode on YouTube: https://youtu.be/sHmj55qkYR0  Sign up for Knownwell's beta: www.knownwell.com 

Is your organization held back by departmental silos where the necessary data and information doesn't always flow between them? AI might just be the key to breaking these silos down. Pete Buer kicks things off with an interview featuring Josh Okun, Chief Innovation Officer at Gravity Global. Josh shares how AI is helping global teams collaborate across time zones, optimize creative processes, and foster dynamic relationships within organizations. Discover how his team at Gravity Global leverages AI tools like custom GPTs and RAG to turn static brand guidelines into dynamic resources that streamline decision-making at every level. Pete and Josh also explore the transformative power of AI in creating "living brands," synthetic audiences, and innovative teamwork models. Next up, Knownwell CMO Courtney Baker dives into how AI is reshaping collaboration and creativity within organizations. Alongside Knownwell CEO David DeWolf and Chief Product Officer Mohan Rao,  they expand on Pete and Josh's discussion, touching on leadership's role in AI adoption and debating whether change must come from the top or emerge from empowered teams. David and Mohan weigh in on fostering innovation through AI clubs and cultural shifts.  Plus, Pete wraps up the episode with a segment on the growing potential of AI-driven "physical intelligence" and its implications for businesses in 2025. 00:00 Introduction: Breaking Down Silos with AI 00:53 Interview with Josh Okun: AI in Business 03:28 AI in Creative and Beyond 06:46 The Future of AI in Marketing 10:09 Leadership and AI Adoption 19:45 Empowerment and Innovation Culture 28:04 Physical Intelligence: The Next Frontier 30:42 Conclusion and Final Thoughts Watch this episode on YouTube: https://youtu.be/IxdukUrCDyw  Sign up for Knownwell at www.knownwell.com. 

Today, we're joined by Mohan Rao, Chief Product & Technology Officer of Knownwell, an AIaaS platform company that synthesizes an organization's natural communications, enterprise data, and public information into actionable intelligence to minimize client churn, maximize client growth, and drive operational efficiency. We talk about:The changing product development process with AI-native productsEliciting user feedback when the application output is unpredictableOvercoming the cognitive dissonance of using AI toolsSolving the challenges of scaling professional services relationshipsThe value of a ‘Digital Chief of Staff'

“The future of sales is to serve, not sell. Generative AI gives us guidance that's so personal and precise, we're always presenting the most relevant solutions — no pushing required.” — Marcus Chan. Today, I am excited for my guest and me to discuss how AI-powered commercial intelligence can transform sales by providing actionable insights that enhance conversions and boost customer retention. We will explore practical strategies for leveraging AI to optimize the sales pipeline, personalize customer engagement, and make data-driven decisions that elevate revenue and streamline sales operations. You will see how AI can be a game-changer for sustainable sales growth and a competitive advantage in today's market.   YouTube: https://youtu.be/h6OFdg9VwxQ   About David DeWolf: David is the founder and CEO of Knownwell, specializing in AI-powered commercial intelligence solutions. With over 16 years of leadership at 3Pillar Global, David grew the company to more than 2,000 workers and made the Inc. 5000 list ten times. He now leads Knownwell, where he empowers businesses to harness AI for smarter decision-making, optimized sales strategies, and sustainable growth, transforming how organizations operate in today's competitive landscape.   How to Get In Touch with  David DeWolf: Email: mailto:knownwell@knownwell.com Website:   https://knownwell.com/ Free Gift - 3 months free: Knownwell.com/demo     Stalk me online! LinkTree: https://linktr.ee/conniewhitman   Subscribe to the Changing the Sales Game Podcast on your favorite podcast streaming service or YouTube.  New episodes post every week - listen to Connie dive into new sales and business topics or problems you may have in your business.

Claim your complimentary gift of my exclusive mini weight care guide today!Link: Weight Care Guide — Dr. Francavilla Show (thedrfrancavillashow.com)Obesity Is Not an Temporary ConditionWhy do some still treat it that way?In this episode, I welcome Dr. Angela Fitch back to explain why obesity should be seen as a chronic disease that requires long-term management, not just a temporary challenge. She discusses the risks of using medications like Wegovy and Zepbound intermittently without proper guidance.Dr. Fitch, a physician and the immediate past president of the Obesity Medicine Association, brings years of expertise to the conversation. She also served on the Clinical Management Committee of The Obesity Society and is currently the Chief Medical Officer and founder of Knownwell, where she's helping reshape obesity care.We dive into why treating obesity as a short-term issue—where patients are expected to go it alone after receiving initial treatment—can be harmful. Plus, we explore what comprehensive, long-term obesity care looks like and why it's key to sustainable health.Hit play on the full episode to catch everything!Connect with Dr. Fitch:X: Angela Fitch, MDFacebook: knownwell healthWebsite: Knownwell.coInstagram:  knownwellhealthLinkedin: knownwellConnect with me:Instagram: doctorfrancavillaFacebook: Help Your Patients Lose Weight with Dr. FrancavillaWebsite: Dr. Francavilla ShowYoutube: The Doctor Francavilla ShowGLP Strong: glpstrong.com

What does it take to scale a technology services firm to $250 million and beyond in 2025? In this episode of AI Knowhow, Knownwell CEO David DeWolf and NordLight CEO Pete Buer share invaluable insights from their own journeys of scaling firms to exponential growth. They also explain just how AI is rewriting the rules. David and Pete delve into the challenges that tech service leaders face as they move from linear scaling to a steeper revenue curve. From the hunt for "gold-plated unicorn" talent to managing bespoke and complex delivery models, they unpack the unique obstacles and offer solutions rooted in AI. They explain how AI can streamline operations, elevate client relationships, and help leaders focus on strategy—not just survival. This episode also explores four game-changing strategies, including AI-driven commercial intelligence, which enables firms to identify client risks and opportunities earlier than ever. You'll also hear why top-down AI adoption, combined with value-stream mapping, is critical to achieving transformative, not incremental, change. Watch this full conversation at Knownwell.com/scaling.  

What AI strategies and tactics should you prioritize in 2025? And how can executives inspire their teams to embrace AI? In this episode, Knownwell's Courtney Baker is joined by CEO David DeWolf, Chief Product Officer Mohan Rao, and NordLight CEO Pete Buer to outline four key AI strategies every leader needs: adopting an AI-first mindset, fostering human-AI collaboration, leveraging predictive analytics, and prioritizing user experience in AI tools. David, Mohan, and Courtney share actionable insights for embedding AI into your organization's workflows. Special guest Christian Madsbjerg, author and co-founder of the Human Activity Research Laboratory, joins Pete to discuss putting humans at the center of AI efforts. From longitudinal studies in Brazil to reshaping relationships with technology, Christian reveals why balancing innovation with human impact is critical as AI evolves. Ready to power your company's success in 2025? Visit Knownwell.com to sign up for our beta waitlist. Watch this episode on YouTube: https://youtu.be/MuHZMsXxuv4   

Did David DeWolf's bold 2024 AI predictions hold up? And what's next for AI in 2025? Join Courtney Baker, Knownwell CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao as they recap last year's forecasts and dive into fresh predictions for the future of AI. From advancements in AI-first enterprise products to the rise of agentic AI, our panel explores what's real, what's hype, and how businesses can prepare. Special guest Andrew Abela, author of Superhabits:The Universal System for a Successful Life and Dean of the Busch School of Business at the Catholic University of America, joins Pete Buer to discuss how AI can complement human virtues, foster better decision-making, and help us grow into our best selves. His insights on humanity and technology offer a powerful perspective on aligning progress with purpose. All that PLUS, in a brand-new segment "Secret Agent Man," Pete breaks down the emerging wave of agentic AI. Learn how AI agents could revolutionize team structures and workflows, and why executives need to start planning for these autonomous tools. Don't miss out on this exciting episode filled with retrospectives, bold forecasts, and actionable insights. Find out more about Knownwell's AI platform at Knownwell.com and start transforming your business today: www.knownwell.com  Watch this episode on YouTube: https://youtu.be/z7Y4LKjZq2k   

Ever wondered what really powers LLMs like ChatGPT, Claude, or Gemini? In this episode, Courtney Baker, David DeWolf, and Mohan Rao are joined by John Fowler (Knownwell's Chief Science Officer) and Ramsri Goutham Golla (Lead Data Scientist) to break down the mechanics of large language models (LLMs) in ways that are accessible and relevant for all professionals, not just data scientists. John and Ramsri help explain how LLMs predict the next word in a sentence, what makes them so powerful, and the role of neural networks and attention mechanisms. They also dive into real-world applications, such as retrieval-augmented generation (RAG), and how it's replacing fine-tuning for more efficient and reliable AI performance. Ready to harness AI for your business? Learn how Knownwell's AI-powered platform can empower you to stay ahead at Knownwell.com. Watch this episode on YouTube: https://youtu.be/l1S3GGyo_o8  Show Notes & Related Links Watch a guided Knownwell demo Read "Here's what's really going on inside an LLM's neural network" in ArsTechnica Read the "Attention Is All You Need" research paper from a number of leaders at Google that's referenced in the episode Connect with Ramsri Goutham Golla on LinkedIn Connect with John Fowler on LinkedIn Connect with David DeWolf on LinkedIn Connect with Mohan Rao on LinkedIn Connect with Courtney Baker on LinkedIn Follow Knownwell on LinkedIn

Ever wonder what the difference is between explainable AI and understandable AI? In this episode, we break it down so you can sound sharp at your next meeting. Host Courtney Baker is joined by Knownwell CEO David DeWolf and Chief Product Officer Mohan Rao to explore why these terms matter and how they impact AI adoption in business. They discuss the importance of explainable AI for technical insights and regulatory compliance, while highlighting understandable AI's role in building trust and enhancing user experience. Our guest, Dom Nicastro, Editor-in-Chief at CMSWire, shares insights on AI's growing influence in customer experience and journalism. From empowering frontline agents to aiding journalists without replacing their expertise, Nicastro reveals how AI serves as a transformative but complementary tool. Plus, don't miss the debut of our new segment, Dragnet, where Pete Buer uncovers how AI helped the U.S. Treasury detect over $1 billion in fraud in 2024. It's a real-world example of AI's potential for good. Watch this episode on YouTube: https://youtu.be/txAJLP3iTvE  Want to shape the future of AI in your business? Sign up for Knownwell's early access program and beta waitlist at Knownwell.com.

Adopting AI thoughtfully is key to balancing innovation with quality and maintaining that human touch customers value. AI can streamline tasks and personalize customer interactions, but over-reliance can risk making engagements feel impersonal. The most successful approaches often blend AI with human insight, where AI handles repetitive tasks or data analysis, freeing up human team members to focus on creativity, relationship-building, and nuanced decision-making.  https://www.youtube.com/watch?v=-cQso7HsPlI Courtney Baker is the CMO of Knownwell, a company that provides AI-powered intelligence solutions for professional service firms. She is also the host of the AI Knowhow podcast, where she explores the deployment of AI in business. Courtney has led the transformation of a personality-driven brand into a product-led one, and now she is focused on helping organizations leverage AI to elevate their customer relationships and operational efficiency. Today, Courtney discusses the exciting potential of AI to transform businesses, particularly in the professional services industry. Stay tuned! Resources Knownwell: AI Platform Company for Client Intelligence. Spot At-Risk Clients Before It's Too Late. Courtney Baker on LinkedIn AI Knowhow Podcast on Apple Podcasts

Jacob sits down with Dr. Angela Fitch, the Founder and CMO of knownwell. knownwell has raised $25 million from investors like a16z and Flare Capital Partners to provide weight-inclusive primary care and metabolic health care. They discuss the future of obesity care, where we are with GLP-1s, the need to expand coverage, and more. [0:00] Intro[1:06] Current State of Obesity Medicine[2:47] The knownwell Approach[6:06] Challenges in Obesity Treatment[7:23] The Future of Obesity Medication[12:40] Insurance and Access Issues[32:19] Supply Chain and Distribution[35:38] Final Thoughts and Resources Out-Of-Pocket: https://www.outofpocket.health/

Can a simple update to a 75-year-old decision-making framework give your business an edge with AI? To answer that, Knownwell CMO Courtney Baker, CEO David DeWolf, and CPO/CTO Mohan Rao discuss enhancing the classic OODA (Observe, Orient, Decide, Act) loop with a new step: "Inspect." They explain how "Inspect" can empower companies to evaluate, learn, and refine decision processes in the age of automation, with real-world examples such as autonomous vehicles and medical AI applications. Check out www.knownwell.com/OODAI to download your own copy of the OODAI Loop.  Also, Michael Harnum of ESG Success shares insights on how AI is helping tech firms scale customer success without massive personnel increases. Michael illustrates how digital customer success tools, like automated monthly reviews and even virtual customer success managers, enable companies to nurture a broad customer base efficiently. All that PLUS Pete joins Courtney for AI in the Wild, diving into Ernst & Young's $1.4 billion investment in an in-house AI platform that now supports 96% of their workforce. Known as "Client Zero," this pioneering system is boosting operational efficiency and enhancing customer service—serving as a testing ground before client deployment. Make sure to check out www.knownwell.com/demo to get a look at Knownwell's AI-powered platform for commercial intelligence. 

Are the days numbered for popular business intelligence tools like Tableau, Power BI, Looker, and Qlik? In this episode of AI Knowhow, we talk about AI's transformative impact on data and analytics, exploring why traditional business intelligence tools may be approaching obsolescence. Knownwell CEO David DeWolf and Chief Product Officer Mohan Rao join CMO Courtney Baker to dive into the ways AI is shaping a new era, moving from static data reporting to dynamic, proactive intelligence that's reshaping business decision-making. They argue that as AI matures, its capabilities in real-time insight and contextual understanding will supersede what BI tools can offer, creating a future where intelligence—not just information—guides business. In a compelling conversation with Max Votek of Customertimes, Chief Strategy Officer Pete Buer explores the American public's surprising optimism about AI in healthcare. Max reveals insights from a recent Customertimes study, highlighting the public's openness to AI diagnostics and potential improvements in efficiency and costs. The two also discuss the limits of AI in healthcare and why patients still prefer AI as a tool rather than a replacement for doctors. All that PLUS a new segment, "In the Year 2032," where Courtney and Pete look at the World Economic Forum's take on AI's impact on the workforce, including predictions that up to 90% of jobs could be affected by AI within a decade. With high-level analysis and engaging discussions, this episode sheds light on how AI is reshaping industries and what leaders need to consider for the road ahead. Curious to see if Knownwell can boost your team's AI capabilities? Email us at Knownwell@knownwell.com with the subject line "AI Knowhow Offer" to see if you qualify for three free months of Knownwell's platform. Make sure to check out www.knownwell.com.  

In the digital age, what does it take for marketing firms to stay ahead? AI Knowhow host Courtney Baker explores this with highlights from an exclusive marketing roundtable featuring insights from Knownwell's Chief Product Officer, Mohan Rao, 2X CEO Dom Colasante, and Cognitive Path co-founder Geoff Livingston. Together, they tackle how AI helps agencies enhance their creativity, gain precise customer insights, and uncover new market opportunities. Later, Pete Buer catches up with Jeff Mason, CEO of Power Digital Marketing, to discuss AI-driven customer experiences and how his team leverages advanced tools to help brands scale effectively. From analyzing data for real-time insights to running AI-enabled customer service, Jeff shares his team's innovative approaches and discusses AI's role in elevating marketing precision and personalization to new heights. And don't miss our Halloween-inspired game, “Trick or Treat,” where Courtney, David, and Mohan tackle quirky AI-themed questions and compete for the top score. Tune in to learn how marketing firms are reshaping themselves with AI, and what lies ahead for the future of data-driven creativity and strategy! Visit Knownwell.com/demo for an inside look at AI solutions for marketing.

As AI continues to revolutionize industries, why are so few organizations prepared with AI policies and procedures? And what role should HR leaders play in this transformation? In this second part of AI Knowhow from Knownwell, Chief Strategy Officer Pete Buer and CEO David DeWolf pick up their conversation about AI transformation in middle-market professional service companies. They dive deep into the strategic role HR should play in the next 18-36 months, advising that HR must be involved from the beginning to influence talent management, strategy, and change management. David shares a fascinating story about using ChatGPT to draft Knownwell's first OKRs in under an hour, showcasing the practical impact of AI in leadership decision-making. We also hear from Tamarah Usher of Slalom, who explains how they're enabling enterprise-wide AI transformation and scaling AI-driven innovations across their teams. HR's readiness, she explains, is pivotal to navigating the fast-moving skills gap and workforce adaptation. Don't forget to check out Knownwell's AI Transformation Readiness Assessment to see how prepared your organization is for this new era: www.knownwell.com/assessment. Also, be sure to check out Nordlight at www.thenordlight.com.  Watch this episode on YouTube: https://youtu.be/QjxMJRX8OAc  AI Knowhow is brought to you by the team at Knownwell.

AI is reshaping every facet of business—but which departments are least prepared, and what's the biggest challenge CEOs face in leading this transformation? In this special two-part episode of AI Knowhow, host Knownwell CEO David DeWolf chats with Chief Strategy Officer Pete Buer about the AI transformation mandate. They explore the critical role HR plays in preparing for this shift and the challenges middle-market companies face in aligning leadership and vision. Pete shares insights from his research on AI readiness, highlighting the key pain points faced by investors, CEOs, and HR leaders as they navigate this complex transformation. Later, Pete sits down with Jon Evans from Impact Networking to discuss how companies can become AI-enabled. John shares his experience building a team dedicated to AI transformation and breaks down the steps to move from AI vision to practical implementation. Together, they dive into the importance of empowering employees and aligning AI initiatives with business outcomes. Don't forget to check out Knownwell's AI Transformation Readiness Assessment to see how prepared your organization is for this new era: www.knownwell.com/assessment. Also, be sure to check out Nordlight at www.thenordlight.com.  Watch this episode on YouTube: https://youtu.be/4S1cvu6hfTE 

How well are you using all the data flowing through your business? While businesses are familiar with using data from CRM, ERP, and business intelligence tools, Courtney, David, and Mohan explore the untapped power of unstructured data—emails, Slack messages, and Zoom calls. This new era of commercial intelligence uses AI to digest these communication streams and make smarter business decisions. David breaks down the five pillars of commercial intelligence—revenue intelligence, market intelligence, client intelligence, engagement intelligence, and value stream intelligence—while discussing how AI can transform professional service firms. Guest Chris Sorel from Catalyte joins Pete Buer to discuss how AI's potential goes far beyond generative models, improving everything from productivity to customer engagement and platform services. In the "What's Your 9-1-1?" segment, Pete highlights a fascinating New York Times story where AI correctly diagnosed a medical condition missed by doctors, sparking a conversation on how businesses should start considering AI as part of their customer engagement strategies. Watch this episode on YouTube: https://youtu.be/KtEHBz8B-jk  Learn more about Knownwell's commercial intelligence platform at www.knownwell.com/demo.

Ever wondered how AI can transform commercial intelligence? This week, Knownwell's CEO David DeWolf and Chief Product Officer Mohan Rao dive into the release of their AI-powered platform for commercial intelligence, now in private beta. They explore how this technology helps professional service firms improve client satisfaction and prevent surprise churn. David and Mohan kick off with exciting news about Knownwell's recent $4 million seed round, which will accelerate product development. Mohan shares the breakthroughs that have led to the latest beta product, highlighting major improvements in user experience, scoring insights using LLMs, and the platform's real-time unstructured data analysis capabilities. Together, they unpack the complexities of integrating AI into commercial operations and why early customers are already seeing transformative results. Later, Courtney Baker and Pete Buer join the show for another AI in the Wild, discussing how JPMorgan Chase is equipping 140,000 workers with generative AI tools, projecting $2 billion in value through productivity gains and cost savings. Watch this episode on YouTube: https://youtu.be/tNFjRrCLjgM  Sign up to see Knownwell in action: https://knownwell.com/demo/   

What if AI could anticipate your needs without you even having to ask? This episode explores the emerging world of ambient AI and how it will revolutionize business operations. First, Courtney Baker, David DeWolf, and Mohan Rao discuss the shift from AI as a tool you go to, to AI that seamlessly blends into your day-to-day activities—delivering insights and taking actions in real time, all without prompting. Later, Pete Buer talks with AI and innovation keynote speaker Dan Chuparkoff about why AI is like a piñata, bursting with potential once you break through the surface. Dan shares his insights on how AI will fundamentally change teamwork, decision-making, and even personal productivity, revealing new layers of efficiency. Also, in a brand new segment, Pete and Courtney dive into Canva's bold move to raise prices by 300% with the introduction of new AI features. Will this strategy help or hinder its market dominance? Tune in to find out how AI is reshaping the tools we rely on and what it means for your business. Watch this episode on YouTube: https://youtu.be/OcLjuyu3Mdk  Make sure to get the exciting news from Knownwell at www.knownwell.com.    

With AI seemingly everywhere, how can you distinguish between true AI-native products and AI-infused ones? In this episode,Courtney Baker, David DeWolf, and Mohan Rao clarify the differences between AI-native products built from the ground up and AI-infused products that simply incorporate AI features. They explore how this distinction impacts business decisions and what to look for when considering tech solutions for future-proofing and innovation. Later, Pete Buer sits down with special guest Peter Armaly, a partner at Valuize and author of Mastering Customer Success. They discuss how AI is revolutionizing customer success management and its role in predicting customer behavior, aiding decision-making, and increasing customer retention. Watch this episode on YouTube: https://youtu.be/tm0C4AawmfY  Ready to reimagine your business with AI? Visit www.Knownwell.com.  

In the second quarter of 2024, a staggering $24 billion in venture capital flowed into AI startups. But where exactly is all that money going, and what does it signify for businesses navigating the AI landscape? Courtney Baker, David DeWolf, and Mohan Rao break down the three major categories where AI investment is focused: vertical AI applications, horizontal AI applications, and AI development infrastructure. David and Mohan highlight why business leaders should care about this surge in funding, emphasizing how it signals the next wave of AI innovation and practical ROI for companies that strategically invest. Also, James O'Brien, co-founder of Ducky.AI, shares insights into how his AI-powered customer support platform is transforming knowledge management in businesses and explains how AI is augmenting—not replacing—human tasks. All of that PLUS another edition of AI in the Wild! Pete Buer discusses a major partnership between Accenture and Google Cloud, exploring how their joint efforts in generative AI and cybersecurity could inspire confidence in skeptics of AI's ROI timeline. Watch this episode on YouTube: https://youtu.be/UKKMD0C7ekw Sign up for Knownwell's beta: www.knownwell.com

Can you believe it's been a year? AI Knowhow is celebrating its first anniversary, and we're marking the occasion by taking a nostalgic look back at an incredible year of AI insights and innovations.  In this special anniversary episode, host Courtney Baker is joined by Knownwell's CEO, David DeWolf, and Chief Product Officer, Mohan Rao, to reflect on the episodes, surprises, and even debates that made the past year so memorable. The trio delves into the unexpected twists in AI's evolution, from the powerful impact of generative AI on software development to the surprising lack of enterprise-wide AI orchestration. Courtney challenges David and Mohan to share what surprised them the most in the AI landscape over the last year. Later, Pete Buer joins with a fascinating "What Is Your Flavor?" segment, revealing how AI is revolutionizing the alcohol industry. Watch this episode on YouTube: https://youtu.be/K9mMhAhEtxQ Sign up for Knownwell's beta: www.knownwell.com Knowhow is brought to you by the team at Knownwell.

Can OpenAI's "Five Steps to Artificial General Intelligence" (AGI) be applied to business strategy? We think so—and we're ready to break it down for you. Courtney Baker is joined by David DeWolf and Mohan Rao to delve into OpenAI's recently unveiled five-step roadmap to AGI and compare it with Knownwell's own five altitudes of AI in business. Are we really just at the tip of the spear with AI or are we closer to significant business transformation than we think? Pete Buer speaks with Blake Morgan, customer experience futurist and author of "The Eight Laws of Customer-Focused Leadership." Blake and Pete discuss how AI is transforming customer interactions and what businesses need to do to stay ahead in this evolving landscape. All that PLUS Courtney and Pete take a look back at some of the most impactful guest interviews from the past year, with Pete sharing the conversation that left a lasting impression on him. Watch this episode on YouTube: https://youtu.be/zqE5GUvHj9g  Visit Knownwell's website to learn more: www.knownwell.com 

How do you sell AI across a company with a diverse workforce—ranging from the skeptical finance team to the enthusiastic Gen Z in HR? In this episode of AI Knowhow from Knownwell, CMO Courtney Baker is joined by CEO David DeWolf and Chief Technology & Product Officer Mohan Rao to discuss strategies for getting everyone on board with AI, even those resistant to change. First, they dive into the challenges of driving AI adoption, sharing insights on how to identify champions, showcase early wins, and frame new AI initiatives as low-risk experiments. Then, Chief Strategy Officer Pete Buer speaks with Philipp Mueller, Chief Analyst and Product Officer at Outsell, who shares his expertise on overcoming resistance within organizations and driving meaningful AI adoption. In our AI in the Wild segment, we explore the inspiring story of U.S. Representative Jennifer Wexton, who, after losing her voice to a neurological disorder, uses AI to regain it—showcasing AI's transformative power in personal and professional lives. Watch this episode on YouTube: https://youtu.be/e6zFS5diz1Y  Sign up for Knownwell's beta: www.knownwell.com