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Knownwell Evaluation Overview

Most professional services firms are blind to 85-90% of the relationship signals available to them, leaving significant growth and retention opportunities untapped.

Our evaluation program demonstrates Knownwell’s ability to process natural communications at scale, highlight critical signals, draw important conclusions, and deliver recommendations that directly strengthen net revenue retention for your company.

OVERVIEW OF THE EVALUATION STAGES

The evaluation period follows a standard onboarding process to ensure firms have ample time to explore Knownwell. Here are the steps you can expect to start seeing your intelligence:

  • Access Sent. Knownwell will send an invite to launch your evaluation on Day 0.
  • Connect. Our guided onboarding walks you through launching your evaluation and connecting your company email in just minutes utilizing OAuth 2.0. If needed, you can loop in an IT administrator to help.
  • Ingest. Knownwell begins transforming your communications into intelligence. First insights will be ready in 2-3 days.
  • Explore. Your evaluation will showcase ten clients from your portfolio. You will have the remainder of the evaluation period free to explore all of Knownwell.

1 KEY TOUCHPOINTS

  • Quick Start. This is a 45-minute meeting after the Ingest phase to confirm access, align on success metrics, and showcase key intelligence Knownwell has uncovered so far.
  • Commercial Impact Report. This executive-ready synthesis of intelligence across all clients occurs with one week remaining in the evaluation period. It includes recommendations for defining impact and next steps.