AI Knowhow

It's official: Knownwell is now part of 2X , and together we're building the leading human-agentic GTM services company, unifying B2B marketing, sales, and customer success. In this special in-person episode of AI Knowhow, Knownwell CEO David DeWolf and 2X founder Dom Colasante join host Courtney Baker at 2X headquarters to break down the news and what drove the acquisition, including: why softwar...

We're taking a quick spring hibernation to cook up something entirely new in the lab! A massive thank you for an amazing 120+ episodes. Catch up on past insights on YouTube and keep your strategy sharp at www.knownwell.com while we prepare our exciting next chapter.

Are you leaving your firm's most lucrative revenue source completely unmanaged? Courtney Baker, David DeWolf, and Pete Buer return to reveal why post-sales relationship management is often a massive blind spot for professional services leaders. They explore how AI can finally illuminate the unstructured "dark data" in your business, transforming the subjective art of account management into a scal...

Why does scaling a professional services firm eventually feel like you're fighting the laws of physics? David DeWolf and Pete Buer break down the painful reality of hitting revenue ceilings, exposing why the traditional model of bespoke delivery and "unicorn talent" is built to break. Drawing on hard-won lessons from decades building and scaling servies companies, the duo highlights how top-tier f...

Are you running your post-sale revenue on actual data, or just "vibes"? Following up on last week's foundation, Knownwell CEO David DeWolf and CMO Courtney Baker dive into the exact mechanics of building a powerful growth engine beyond the initial sale. They break down the three maturity levels every B2B services firm must conquer to stop playing defense against churn. Discover why customer succes...

What if the biggest growth lever in your business isn't actually new sales? What if the real difference between a stalling $200 million firm and a smaller competitor that doubles in size comes down entirely to growth and retention discipline within your existing account base? Knownwell CEO David DeWolf and CMO Courtney Baker present the first half of a recent Knownwell webinar called "Building a R...

When revenue is unpredictable, leadership is reactive. But what materially changes when your data finally stabilizes and your "revenue machine" starts humming? Courtney Baker, David DeWolf, and Mohan Rao wrap up our RevOps mini-series by defining the shift from departmental "counseling" to data-driven confidence. They explore how replacing anxiety with evidence-based discipline turns gut-feel deba...

Every leadership team craves alignment; no one wants the meetings. When executives hear "RevOps for Clients," they may picture more red tape and overhead. Courtney Baker, David DeWolf, and Mohan Rao argue that the right rigor doesn't slow business down—it slows bad decisions down. They unpack the "Minimum Viable Cadence," swapping hours of reactive fire drills for a single 30-minute triage, and di...

Predictable revenue doesn't come from a better forecast; it comes from better habits. If you are tired of searching for new tools while ignoring the daily disciplines that actually drive growth, this conversation is for you. Knownwell's Courtney Baker joins David DeWolf and Mohan Rao to move Revenue Operations from theory to the calendar. They break down the specific "battle rhythms"—like weekly p...

Why do forecasts look great right up until they don't? If your Rev Ops strategy stops at the point of sale, you aren't managing revenue—you're managing blind spots. Courtney Baker, David DeWolf, and Mohan Rao kick off a new series on Commercial Operations. They explain why the "lone wolf" days of account management are over and how AI turns "digital exhaust" into objective data—bringing the same d...

What happens when adaptation isn't a phase, but a permanent state of existence? Knownwell CMO Courtney Baker, CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao conclude our change management miniseries by arguing that resilience now beats optimization. The group explores why governance should actually accelerate speed rather than slow it down, and why modern leadership requires...

Most leaders have mandated AI pilots, but few can claim it's fundamentally changed their operations. Why is the gap between experiment and transformation so persistent? Courtney Baker, David DeWolf, and Mohan Rao discuss how to escape the "forever pilot" trap in part three of our change management series. They explore why tools start the change but rituals sustain it, and how to shift AI from a sp...

Is your team actually afraid of artificial intelligence, or are they terrified of being devalued? Courtney Baker, David DeWolf, and Mohan Rao return for Part 2 of our change management miniseries, arguing that resistance isn't obstruction—it's a vital information signal. The panel explores why psychological safety must precede AI literacy and how leaders can acknowledge the "grief" of outdated wor...

Can you ride a bike with reverse steering? It sounds simple, but it requires unlearning years of muscle memory. That is exactly what AI demands of modern business leaders: the ability to unlearn established rules to keep from crashing. Knownwell CMO Courtney Baker, CEO David DeWolf, and Chief Product and Technology Officer Mohan Rao kick off a new four-part miniseries dedicated to the hardest part...

89% of jobs will be impacted by AI next year. So what does that mean for services firms in 2026? Pete Buer is joined by Chris Barbin and Michelle Swan of Tercera to break down insights from The New Services Playbook —and why "Services as Software" is reshaping everything from pricing models to delivery. They explore why AI isn't an extinction-level event, how firms are taking share with smaller te...

Is client-centricity actually holding you back? The team challenges conventional wisdom in this conversation on the account-based enterprise —a smarter, more sustainable model for growth. Courtney Baker, David DeWolf, and Mohan Rao dig into why client-first thinking often falls short, how CRMs give you a rearview mirror when you need headlights, and what it takes to shift from episodic touchpoints...

What exactly is an "AI Control Plane," and why might it become an integral part of your business strategy in 2026? In this episode, Courtney Baker, David DeWolf, and Mohan Rao look around the corner to predict the major shifts coming to the enterprise in 2026. They discuss the move from isolated AI experiments to verticalized systems, the rise of the "AI Control Plane," and whether a Fortune 500 c...

Only 5% of companies are getting real value from AI—so what are they doing differently? Courtney, David, and Mohan unpack the "AI value gap," spotlighting what it actually takes to move from spinning up pilots to driving measurable outcomes, while Pete Buer checks in on Michael Burry's billion-dollar bet against the AI boom. P ete also sits down with Coframe CEO Josh Payne, who reveals how compoun...

Is it time to redefine the consulting playbook with AI as your new operating partner? From Cognizant's bold move with Anthropic to the shifting role of human consultants, the team looks at how embedded intelligence is reshaping strategy execution and value creation in professional services. This week, Pete Buer breaks down why Cognizant's enterprise-scale rollout of Claude AI to each of its 350,00...

AI pilots were hot in 2024—but by 2025, nearly half are being scrapped before they ever hit production. So how do you know when your AI initiative is a breakthrough in waiting… and when it's time to walk away? Courtney Baker returns with Knownwell's David DeWolf and Mohan Rao to unpack the signals leaders should watch for. From the 426-AI-projects horror story to the psychological traps that sabot...

The classic tech debate—build or buy—gets a high-stakes upgrade in the age of AI. Courtney Baker sits down with David DeWolf and Mohan Rao to unpack why two-thirds of vendor-led AI projects succeed while most in-house efforts fall short. Spoiler: it's not just about speed or cost—it's about compounding intelligence. You'll learn why the real question isn't "build or buy," but "what problem are we...

What if your business could actually get smarter the more it uses AI? Courtney Baker, David DeWolf, and Mohan Rao unpack what it takes to build a true learning organization—one that compounds intelligence, adapts fast, and reshapes its structure around speed, not silos. Forget one-off AI wins. This is about systems that evolve. Pete Buer kicks things off with a sharp take on the decline of college...

Best practices once drove growth. But in the AI era, they might be your biggest barrier to progress. Courtney Baker, David DeWolf, and Mohan Rao break down why rigid frameworks like Lean, Agile, and NPS are no match for real-time transformation. They explore how AI is rewriting the rules—and why success now depends on constant reinvention, not static playbooks. David steps into "AI in the Wild" to...

What if the biggest threat to next year's revenue isn't churn—but the quiet erosion of loyalty you never saw coming? With 85% of professional services revenue riding on existing clients, old tools like NPS and gut instinct just won't cut it anymore. In this special edition, we're taking you inside the Knownwell platform itself—no roundtable, no guests—just a front-row seat to how real-time commerc...

We're celebrating 100 episodes of AI Knowhow and asking: what have the last two years of AI actually taught us? Courtney, David, and Mohan rewind the tape to trace how far AI and executive thinking have come since episode 1 of the show all the way back in September 2023. What began as a curiosity is now a boardroom priority. But while the tech has sprinted ahead, the biggest barriers aren't techni...