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Two Simple Systems That Cut Agency Churn to 5% in 2026
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!
⚠️Why Clients Leave (and How to Stop It Before It Happens)
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:
How to Automate Payroll in Your Agency
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
112 Leads. Client Still Left. Here’s Why.
Most agencies guess what “success” looks like. But the truth is: if you’re not measuring the right things, you can’t fix what’s broken — and you won’t know when things are slipping. That’s how churn happens. Clients don’t leave because of one bad week —They leave because there were red flags for weeks… and you didn’t see them. Your job? Find these red flags (your client's 'success' metrics) and TRACK THEM! For example if you run a lead gen agency, here are the 4 core metrics I recommend tracking for every client, every week: 👉 CPL (Cost Per Lead) 👉 CPA (Cost Per Appointment) 👉 Lead-to-Appt % 👉 Show-up % Compare them weekly against your targets or benchmarks so you can spot when performance drops before your client feels it. Sounds simple. And it is. But almost no one is doing it—not until a client ghosts them, and it’s already too late. Want to take it even further? 🧠 Go back through your exit interviews or client complaints.Then turn those into metrics you track. - Unqualified leads? → Track % of qualified leads - Low ROI? → Track ROI % per client - Clients in the dark? → Build a feedback loop This is how you spot red flags early. This is how you actually retain clients. And this is how you scale without wondering who’s about to churn next. I break the full method down in a video I just dropped — including how to use this to literally predict churn. Check it out -> https://www.youtube.com/watch?v=dMmvcr3cAbM Let’s stop losing clients over stuff we could’ve easily prevented.
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