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

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.

This one simple automation has completely changed the way our clients handle communication at scale Now, I usually don’t recommend automating client messages — real communication is very important when it comes to building real relationships (especially in the agency space) This is more so about improving their experience by making sure clients actually see progress being made on a consistent basis, without draining resources from your team Here’s the key idea: People are more motivated and feel more secure when they see visible progress. This comes straight from a book called The Progress Principle — and it makes total sense. Think about it like this…If you hired a construction team and saw them working every day, you’d feel way more confident in the outcome, right? It’s the same thing for your clients. If your client gets a short email or Slack message every time you complete an important task, it builds trust, reduces stress, and gives them confidence that you’re actually delivering. We set this up in a way that: ✅Triggers only when you want it to ✅Pulls task + project details ✅Uses ChatGPT to generate the update ✅Sends it via email or Slack ✅Looks clean and professional — no AI weirdness You can either auto-trigger it when a task is completed or use a button so your team can choose when to send an update (my personal preference). If you want the full breakdown, including: - The exact Make.com setup - The ChatGPT prompt I used - How we built the “Send Update” button in Noloco - A free template you can copy... 🎥 The full tutorial is now live in the classroom — go check it out! https://youtu.be/uwqEZE76Opg?si=yfgAZtzUETbkSi1_ And as always, if you have any questions, drop them below. I read every single one.