Overview
RevOps for Clients is an optional service for Knownwell customers who want more than insight—they want execution.
The Knownwell Platform provides you with insights into portfolio health, risk, and opportunity. RevOps for Clients is how that intelligence gets operationalized inside your business.
We embed directly into your post-sale motion to help you:
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Run a disciplined operating cadence across your account base
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Surface and act on risk earlier
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Align Sales, Client Success, Delivery, and Finance
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Turn Knownwell signals into predictable retention and growth
This service is designed for leaders who want confidence that the revenue in their client base is actively managed, not reactively defended.
The 5 Core Disciplines
High-performing teams don’t just look at data — they run it through consistent operating rhythms. RevOps for Clients installs and runs five core disciplines powered by Knownwell intelligence.
Engagement Levels
RevOps for Clients is modular. Customers can engage at different levels depending on maturity, urgency, and internal capacity.
Client Operations
We act as your dedicated analyst, establishing the baseline cadence and data integrity required for accurate reporting. Designed for Knownwell customers who need consistency and visibility across post-sale execution.
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Scope of Delivery |
Business Impact |
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→ Weekly Portfolio Triage → Monthly Portfolio Review → Risk and Opportunity Management |
→ Clear Visibility • A consistent, shared view of client health across accounts. → Early Detection • Issues surface early enough to act — not after revenue is already at risk. |
Commercial Operations
We act as your right hand, taking full ownership of the revenue forecast, internal alignment, and accountability. Designed for customers who need tighter alignment across CS, Sales, Delivery, and Finance.
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Scope of Delivery |
Business Impact |
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→ Everything in Client Operations. Plus: → Weekly Revenue Control → Monthly Reforecast reviews → Revenue Forecast Ownership |
→ Clear Visibility • A consistent, shared view of client health across accounts. → Early Detection • Issues surface early enough to act — not after revenue is already at risk. |
Account-Based Enablement
We act as a strategic advisor, driving long-term retention and expansion strategy through systematic planning. Designed for customers ready to move from managing accounts to systematically growing them.
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Scope of Delivery |
Business Impact |
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Everything in Client & Commercial Operations. Plus: → Account plan drafting (strategic and standard) → 1:1 QBR Preparation • Strategic Revenue Roadmap • Executive-Ready QBR Decks → Quarterly Revenue Roadmap |
→ Proactive Growth Planning → Expansion and renewals are guided by strategy, not last-minute pressure. → Customer Trust & Credibility → Well-structured QBRs position account managers as strategic partners, not reactive vendors. |
Why RevOps for Clients
Knownwell already gives you the intelligence. RevOps for Clients ensures that intelligence turns into action.
→ We don’t just show signals — we help teams act on them
→ We don’t add noise — we create operating clarity
→ We don’t replace your team — we make them more effective
This is the difference between knowing what’s happening in your accounts and running them with confidence.