Here’s how it works: - Every month, it sums up all your team’s hours/salaries - Sends a Slack message to your admin to review everything - Once approved, it auto-pays everyone via Wise - No back and forth, no manual payments, just done. It’s clean, simple, and honestly... a lifesaver if you have a bigger team! If you're paying team members each month and still doing it manually — this is something you’ll want to steal. 👉 Watch the full breakdown here: https://youtu.be/mBE7RT_Z7RA If you are reading this and you are part of the community access the free template (Google Sheet + Make.com Automation Template) -> https://www.skool.com/scale-proof/classroom/723621da?md=7feaf6d829464e9991ff242ef35beedd

Let’s face it: client churn happens. You spend all that time onboarding, building rapport, getting things going… and then suddenly: “Hey, we’ve decided to move on.” Most agency owners react too late. In reality, there are 3 clear stages where churn can happen—and each stage requires a different strategy. I broke these down in a full video (link at the bottom), but here’s the quick rundown 👇 🔴 Stage 1: They Already Want to Leave At this point, you’re in the red zone. The client has said, “We’re leaving.” in one way or another Most people panic. Instead, book an exit interview. (an off-boarding call) ✅ Use this to gather feedback ✅ Dig into the real reason (they won’t always tell you upfront) ✅ Then present a tailored solution (e.g. trial a call centre, upgrade support, etc.) Even if you don’t save them, the feedback is gold. Use it to improve your service or tweak expectations going forward. 🟠 Stage 2: The Danger Zone This is when a client voices a concern. Things like: "Leads are slow." "Can we improve ROI?" "We’re not feeling supported." They haven’t left yet—but they’re close. This is where you hit your RRP button (Rapid Response Protocol): 🔧 Escalate internally 📈 Allocate more resources 📣 Over-communicate daily progress 💬 Rebuild the trust The faster and more transparently you respond, the better chance you have of saving the client. 🟢 Stage 3: Early Warning Signs (Best Stage to Be In) This is where great agencies live. The client doesn’t even know there’s a problem yet. But you do—because your systems spotted it early. ➡️ CPL creeping up? ➡️ No appointments last week? ➡️ Support tickets going unanswered? Build a Health Score Dashboard that flags clients before they complain. Then: 1. Understand the problem 2. Build a plan 3. Proactively communicate with the client 4. Give them updates (before they even ask) This is how you build trust that compounds. 🧠 TL;DR You can’t stop every client from leaving - but you can stack the odds massively in your favour:

Most agencies are sitting on a pile of dead leads or past clients with zero system to revive them. On a call with a director from a $160M/year company, she broke down a concept I’d never heard before — "Terminals." Think of them as dead ends in your lead or client journey. Here’s the problem: Every time someone becomes “unqualified,” “not ready,” or even finishes your service… if you don’t do something with them, that’s a terminal. And terminals = wasted spend. Instead, every branch in your journey should lead somewhere: - Not qualified? Drop them into a 6-month re-nurture email flow. - Past client? Add them to a referral campaign. - Cold lead? Tag and retarget with a new offer. I’ll be real — I had so many terminals in my own agency. These we spent $$ to acquire, then just left there to die. We are working on fixing this! 👉 If you're doing outbound, running ads, or even just posting content, don’t let those contacts go to waste. Start plugging your terminals this week. It’s one of the easiest wins you'll ever get.

getting into AI agents now. for my agency, my partner is building the fulfillment side of things, with custom AI..... other than the client work, what other things are we thinkng we can use AI Agents for? followup with clients when their card/subscription declines? brand research/analysis when they onboard What else?

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