The Retention Flywheel diagram: incentivize retention, identify signals, take proactive action, leading to enriched data, more confidence, and more proactive teams, centered on 97% retention

I get businesses to 97% retention.

Save thousands. Make customer service your strongest asset.

Hi, I'm Josh

Josh Koeller

I spent the last 15 years in the corporate world. 10 years at the billion dollar international beauty brand L'Oreal, taking the customer service department I led from $3M to $10M by simply focusing on retention.

Then as COO of a 97-team digital marketing agency, applying the same simple retention strategies, I helped transform their churn rate from 7.5% to 1.8%, saving them hundreds of thousands per year.

At every stage of success in these companies, the magic number was 97%. Things began to turn around for the department or business when we hit that 97% mark. Satisfaction scores, referral opportunities, upsells, even new business changed as a result.

At this point I knew I was on to something so the next natural step was to make this result repeatable and consistent. And so a new account manager incentive plan was born, one that focused on retention instead of sales. This was the key to the flywheel that I packed into my 5 retention playbooks.

These playbooks deliver unique insights and guidance to CX teams that show when you focus on retention, your business more profitable because your customers never want to leave. If that type of proven and repeatable system is something your business could use let's talk about what your business would look like at 97% retention.

Let me calculate how much I can save you. Book a free 10-minute audit below and I'll crunch the numbers for you.

Run your numbers

What's 97% worth to your agency?

Same math I'd walk you through on a call. Move the sliders and watch the number change.

Your numbers
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? Teams coached and incentivized to retain your customer base are the key to 97% retention.
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Live readout
Clients likely lost to churn this year 0
Annual revenue at risk $0
Potential annual savings with coaching $0

This is an estimate, not a quote. The capture rate reflects a real result: a CPE beta account caught churn signals sixty days out and saved three clients worth $7,500 in monthly revenue. Your actual number depends on where your team is starting from.

Results

This already happened.

+$40K
Added by one account manager, in a year

Coached while I was COO of a 97-person agency. The approach later spread across the whole team.

$6,000
Expansion spotted in week one

Surge Digital Marketing, first week of coaching. She said she wouldn't have seen it otherwise.

3 saved
Clients retained, $7,500 MRR

Churn signals caught sixty days before renewal, early enough to actually do something about it.

"The three sessions were truly an invaluable experience. I was genuinely inspired by your experience, insights, and practical advice. Each session left me with valuable takeaways, new ideas, and a greater sense of confidence in my own leadership development."
CX Team Lead, nVent
"Josh has been an invaluable influence in shaping my professional growth. He saw potential in me when I lacked the necessary skills and gave me the chance to not only enter the marketing field, but also to truly thrive in it, something I had struggled to do for years. Thanks to him, I was given the opportunity and the tools to chase my dreams. Today, I'm just five days away from completing one year in the role he blessed me with, and when I reflect on the past year, I see how much better my life is, both professionally and personally."
Gabriela Hernandez, Senior Account Manager at Location3
"I genuinely wouldn't be where I am without his guidance. Over the last few years Josh has dedicated his time coaching me and my team on his retention playbooks. Thanks to his coaching my team is laser focused on retention and making it so our clients never want to leave. We've successfully reduced client churn from 7.5% to 1.8% and he made it feel easy and rewarding for me and my team. I am truly grateful for his unwavering support and incredible experience giving me the confidence to lead this legendary team."
Madison McGinn, Director of Local Operations at Location3
Next step

Find out what 97% retention looks like for you.

Whether you're good with numbers or not, I'll help you understand exactly how 97% retention impacts your business in a quick 10-minute call.

10-Minute Retention Review