Your CSMs are sitting on churn signals… …they just don’t know it yet. I built a simple system that makes your calls snitch on themselves: Call ends → transcript pulled → AI analyses → automation routes it 3 outcomes: ✅ No problem → log it 🛠️ Feedback suggested → DM the CSM with coaching 🚨 Escalation necessary → post in Success channel with the exact next steps It’s like having a Head of CS listening to every call. Minus the salary. 😄 This exact approach helped a company cut revenue churn by 20% (not churn rate… revenue churn). Stack is simple: Fathom/Fireflies + Make + OpenAI + Slack + Google Sheets If you want the full walkthrough + build: https://www.youtube.com/watch?v=aL5umKCr1H8 If you are reading this, you have access to the free automation template in the classroom https://www.skool.com/scale-proof/classroom/723621da?md=a2c9f3b951e54083bb03dfb8317bd138 Enjoy!

1hour+ video going over two simple systems you can set up in your agency TODAY to decrease your churn rate. This is the same thing we do for clients when we first start working, and that's because both items are super high leverage If you are struggling with fulfilment, then spending 2 hours going over the video, copying the systems and using them in your agency today will help you! If you are reading this, you are also part of the community, so access the free automation templates in the classroom so you can literally copy and paste the automations in your account🙌 https://www.skool.com/scale-proof/classroom/723621da?md=e574bdcff0e5402d9d5f1ce971c489c6 Drop any questions below!

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:

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