P01
Expansion Revenue
Direct money
Find the upsell, cross-sell, and add-on signals already being said. Route them to the person who can close.
The Free Customer Profit Audit
How much profit is hiding inside your existing customer base?
We connect to your data, audit where the money lives in your customer base, and show your CSM team the exact plays to bring it in. Free audit. No commitment.
Watch: Where the money is hiding · 6 min
Josh + Brett walk through what we'll find in your customer base — and how the 5 Profit Playbooks turn it into profit.
Zero commitment·Built on a proven system·For agencies and recurring-revenue teams
The painYou're bleeding profit you don't even know about…
You're bleeding profit you don't even know about…
and it's hurting your growth.
This software is for you if any of these problems resonate with your business.
Client info lives in 6 different tools
“There's six things we use to communicate. We're burning time just finding info, not even acting on it.”
— Aaron, agency owner
Churn that came out of nowhere
“I'd just crushed it on sales. Then I'd go to L10 and see what we lost. I couldn't believe it.”
— Michael, CEO
CSM gut-feel as a 'health score'
“You can only scale as much as you can retain. You can't outsell churn long term.”
— Seth, business owner
Upsells sitting around uncultivated
“There's clients we could just do more for. They want to grow. It's just not being cultivated.”
— David, agency owner
A CSM leaves and the relationship goes with them
“If somebody had to pick up the account tomorrow, would they be able to? That keeps me up at night.”
— Starla, CSM
Founder is still the system that catches problems
“Half my week is sales, the other half is fulfillment and admin. I'm stretched extremely thin.”
— Rachel, CEO
Our system can help fix thisYour customer base is a goldmine.
Your customer base is a goldmine.
Your team just doesn't know how to mine it.
Raw signals — upsells, churn risk, referrals, sales intel — are scattered across Slack, email, ClickUp, Fathom, and your CSM's head. Years of data sits uncashed. We connect our software to where your conversations already live and show you exactly where the gold actually is.
Our proven process
The 5 Profit Playbooks
Built from 15 years leading corporate customer service teams. The same system that took an L'Oreal division from $3M to $10M ARR and cut a 97-team agency's churn from 7.5% to 1.8%.
P02
Retention & Renewal
Stop the leak
Catch churn 60–90 days before it happens. Renewal stops being a question mark.
P03
Referral Engine
Indirect money
Trust-built referrals from happy clients — captured systematically, not by accident.
P04
Sales Enablement
Feedback loop
What clients won't tell sales, they'll tell your CSM. Loop it back. Close rates climb.
P05
Cost-to-Serve
Margin control
Some clients drain you. Know the difference between good churn and bad churn — defend the right ones.
The software
The Customer Profit Engine pulls every signal from each of these playbooks — and translates them into actionable items that make you profit.
Centralized intelligence sitting on top of your existing stack. Your CSM team gets a daily, prioritized list of where the money is — without changing how they already work.
Real data
Proof the 5 Profit Playbooks actually work.
What this exact system has produced for the businesses who've run it.
Upsells (without new sales)
$3M → $10M ARR
Josh's team at L'Oreal — pure expansion revenue, zero new client acquisition.
Retention & LTV
7.5% → 1.8% churn
97-team digital agency — millions saved in retained recurring revenue.
Hidden profit found
$500K / month
Recent audit on a 7-figure agency — money everywhere, no one was looking.
How we work
Our 3-step process.
We'll find the money. And teach your team how to collect it.
The result is free money.
01
Step 01 · Harvest
We connect to where your conversations already live.
Your customer data is scattered all over the place — CRM, Slack, project manager, email, call transcripts. Our software turns that mess into cohesive intelligence using the 5 Profit Playbooks. This isn't just AI — it's swarms of AI agents working in the background, finding every opportunity and organizing it as actionable intelligence that tells you exactly where customers can be more profitable, immediately.
02
Step 02 · Audit
We show you exactly where the money is.
We review the intel with you and show you how much money is laying around your business — in the form of upsells you missed, churn you can prevent, referrals you can capture, sales intelligence your closers don't have, and lifetime value you're leaving on the table. Real numbers. Real accounts. Free.
03
Step 03 · Execute
We coach your team and hold them accountable.
Our team hops in with yours weekly. We coach your CSMs through the 5 Profit Playbooks — 15 years of CX experience leading teams with real results — and we hold them accountable to bringing you money, without eroding customer trust. Easy on you. Profit-focused for them.
Sign up for the audit now
See how much money is laying around your business.
Our Team
Josh Koeller
Co-Founder · CX Strategy & Coaching
15 years in corporate CX. Took an L'Oreal division from $3M to $10M ARR with zero new sales. Cut churn at a 97-team agency from 7.5% to 1.8%. Built the 5 Profit Playbooks.
L'OrealAgency COO5 Profit Playbooks
Omar Saadoun
Co-Founder · Technology & AI
20+ years building enterprise software, AI infrastructure, and AR/blockchain platforms. CEO of Replikte AI, Co-Founder & CTO of Intellex AI Protocol. Architected the Customer Profit Engine.
AI ArchitectReplikte AIIntellex AI Protocol
Brett Linnenkohl
Co-Founder · Fractional COO & Sales Architect
Fractional COO for 7-figure agencies. Author of The Freedom Formula and The Factory Formula. Runs the audit relationship from intro through install.
Fractional COOSales ArchitectAuthor
Testimonials
What real clients have to say.
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“It's insurance for your client success team. The Engine creates light-bulb moments without me having to be in every account.”
Seth
CEO
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“Even at 95% proactive, things slip. The Engine caught upsells I would've missed and gave me time to actually be excellent.”
Denechia
Lead CSM
Clip needed: Denechia on ‘caught what I would’ve missed’ (vertical / 9:16 cut).
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“You can bake a half-product. You can't achieve what the Engine is doing right now. The playbook layer is the moat.”
Khubaib
Operations Manager
Clip needed: Khubaib on ‘you can’t replicate the playbook layer’ (vertical / 9:16 cut).
Who this audit is built for.
Not every company is qualified for our free audit offer.
This is for you if…
- You run a 7-figure+ agency or recurring-revenue business
- You have at least 1 CSM, AM, or CX person
- Your client comms live across Slack, email, ClickUp, Fathom, etc.
- You suspect you're leaking renewal and expansion profit
- You want a CSM dept that's a profit center, not a cost center
Not for you if…
- You're pre-revenue or sub-$50K MRR
- You don't have anyone in a CSM/AM seat
- You're not growth-oriented
FAQs
The Free Customer Profit Audit
Let's find the money hiding inside your customer base.
Book a time. Costs nothing. No effort on your end. We'll show you exactly where you can bring in more profit.
Zero commitment
Proven system
60–90 min call