Scale with the clients
you already have

Automated client success and profitable growth system for established coaching businesses.

VIEW CASE STUDIES →

Kairos™

The Ultimate Client Success System

1

Increase revenue per client

Get more of your clients to the result they paid for, then stack renewals, upgrades, and backend offers on top of that success.

2

Cut churn and refunds before they happen

Detect stalled progress and disengagement early and trigger the right intervention, so clients stay, finish, and rave instead of canceling or charging back.

3

Acquire better clients from every channel

Train ads, content, setters, and closers on real high-value client data so you attract more people who look like your best buyers, not just any buyers.

4

Scale your client capacity without hiring

Give each role a single, prioritized queue of actions so more clients are supported, better, without adding headcount or more meetings.

5

Turn client wins into compounding growth assets

As more clients hit real wins, those moments automatically become referrals, case studies, and testimonials that keep driving growth.

6

See the true health and value of every client

Know instantly who's thriving, who's stuck, and who's at risk so your attention and coaching go where they have the highest payoff.

K

Good morning.

Tuesday, Oct 24

1 item needs attention
Active Clients
47 2
Rev This Month
$86.4k 12%
Revenue at Risk
$8.4k 1 Client
Avg HVC Score
6.8 0.3
Client Health Distribution
New (1)
Healthy (38)
At Risk (7)
Critical (1)
Ready for Renewal
12 Clients
$36k Potential ARR
New Wins / Assets
3 This week
Auto-sent to marketing

Priority Queue

Only the actions that matter today

3 of 7 completed

Intervention Required: Leroy Jenkins

Missed 2 consecutive check-ins. Health dropped to Yellow. Direct text reach out.

Backend Sales Opportunity: Sarah T.

Hit major milestone (+$10k MRR). Backend Sales Readiness Score: 85%. Initiate renewal conversation.

Capture Win: David L.

Posted a win in the community. Testimonial request drafted. Review and send request.

Routine Check-in: 4 Clients

Standard weekly touchpoints required. Status: Healthy.

Revenue Expansion

BACKEND SALES PIPELINE

Total Pipeline: $142,500
Identified 6
Alex M. Readiness: 92%

Completed program, HVC Score 8/10.

$15k Mastermind
Jessica R. Readiness: 88%

Month 5, high engagement, HVC Score 7/10.

$12k Renewal
In Conversation 3
Thomas B.

Renewal offer sent. Opened 3 times.

$15k Mastermind
Follow up today
Closed Won (MTD) 4
Sarah K.
+ $24k VIP Package

Six layers of intelligence, running on every client, every day.

Most client success systems just report data, that's it. They show you what's already happened, but they don't give you any insight on what to do with it. Kairos™ watches what your clients do, decides what should happen next, sends that work to the right person, and gets smarter the longer it runs.

Sees

Live signal on every client, at all times.

Kairos™ pulls together the inputs that actually matter: engagement, progress, payments, key touchpoints. No more guessing from scattered check-ins and Stripe exports. You open it and know, in one view, who's thriving, who's drifting, and where the program itself might be failing people.

Decides

Automatically assigns the highest value task.

Kairos™ looks at that signal and identifies the single highest leverage action for each client today, with the reasoning attached. Your team stops asking "who should I focus on?" and starts each day with a short list of prioritized moves grounded in data.

Routes

The right action lands in the right person's hands.

Each role gets its own Today queue, sorted by leverage. Big conversations and program fixes go to the Founder. Re-engagement and support go to the CSMs. System hygiene goes to the operator. This eliminates endless Slack messages, useless meetings, and disorganized spreadsheets keeping you from making more money.

Sequences

One continuous lifecycle in a single system.

Onboarding, delivery, and backend sales all run on one pipeline. Kairos™ knows where each client is in their journey and what's going to drive them to a case study and upsell the quickest. Nothing slips through the cracks, enabling your team to turn their brain off and do what the system tells them to do to make you the most cash.

Compounds

Client wins become growth assets by default.

When a client gets a win, most teams say "that's awesome!" and move on. Kairos™ turns that moment into money making moves: the renewal, the referral, the testimonial, the case study. The same work that delivers results is what drives more demand and more revenue.

Learns

The system gets smarter the longer it runs.

Kairos™ runs a quarterly analysis of all the data that's been produced inside of the system. It then learns what worked and what didn't and automatically adjusts the system to maximize the amount of revenue your client success department produces. Keeping your business up to date.

What one fully leveraged client is actually worth.

Most coaching businesses stop at the first sale. The ones that scale to 8-9 figures turn normal customers into high value clients instead of constantly chasing new ones.

Front End
$5,000

Initial program sale. Where most coaches stop.

Renewal
$5,000

3 more months of glorious profit from a client you already paid to acquire.

Referrals
$25,000

5 referred clients at $5,000 each. $0 extra ad spend.

Ascension
$25,000

They join your backend offer once they've converted to a case study in the core program.

Total
$60,000

You'd need 12 front-end clients at $5K to equal what one fully leveraged client can do on the backend.

The most successful coaching companies scale with the clients they already have.

Case Studies

Alexi Michael

Alexi Michael

View Case Study

2x monthly revenue from $200K to $400K in 90 days while cutting churn by 64%.

+1,566% Client Success
$2.9M Backend Pipeline
0% Refund Rate
Austin Dunham

Austin Dunham

View Case Study

From negative profit to his first $100K month.

$100K Record Month
20x+ First-Year ROI
2x LTV Increase
Dylan Gigliotti

Dylan Gigliotti

View Case Study

$15K/month to $97K cash collected in 3 weeks.

$130K AR Unlocked
5x Client Capacity
3 Day Work Week
Jessica Lawson

Jessica Lawson

View Case Study

$3K/month to $30K consistently.

10x Monthly Revenue
12 Views Outperformed 260K Followers
$0 Ad Spend
Corbin Felts

Corbin Felts

View Case Study

$5K/month to consistent $50K months.

$140K Cash Collected
18x ROI
$50K Record Month

How we turn client success into profit

Coaching is behavior change. The primary mechanism of behavior change is the environment. Not motivation, discipline, or accountability.

When clients don't do the work, it's because the program made doing the right thing the exception and the wrong thing the default option of the program.

Our method engineers the highest value client experience where the default path results in clients actually doing the work, continuing to work with you, buying again, and referring their friends to the program.

Phase 1

Audit

We critically analyze every component of your business to determine who your highest value clients actually are, what the true constraint is for each area of your business, and set the foundations for your custom tailored solutions.

Phase 2

Design the highest value client experience

Engineer the highest value client experience that minimizes time-to-value and maximizes lifetime value, making results, referrals, and backend sales inevitable. This includes designing and building a world class onboarding experience that sets clear expectations, eliminates buyer's remorse, and gets clients to ROI as fast as possible.

Phase 3

Install Kairos™

A combination of milestone and time-based pipelines that move clients through your program automatically, monitor their progress, identify at-risk clients before they become a problem, and drive conversion opportunities for backend sales. Eliminates the guesswork for your CS team with automated task assignment based on where clients are and what they need.

Phase 4

Client success training

Train your team to deliver transformational coaching that gets clients to confront what they're avoiding and do the work without hand-holding. Battle tested systems that have handled every niche and the largest client load in the entire info-product industry. Elite group call methods that deliver 1:1 level value at scale, without hiring and managing a large CS team.

Phase 5

Backend revenue architecture

Implement the systematic path that turns one-time buyers into lifelong clients worth 10x their initial purchase. Renewals, cross sells, down sells, upsells, masterminds, and other offers that only become sustainably possible after clients get results from your core program.

Hear from our clients

Zak Blake
Zak Blake Founder, Reverse Scaling

"We've worked with 50 to 60 coaches. I still haven't seen another service that helps coaching businesses as systemically as Alex's."
Jordan Armstrong
Jordan Armstrong Founder, Impact Ops

"The client acquisition flywheel hinges on the client success department. Bringing Alex into our accounts was the only way I could guarantee that would be a 10 out of 10."
Don
Don Systems Developer, Founder OS

"I've built systems for Eli Wilde, Chase Hughes, and Matt Gray at FounderOS. Alex's was, without question, the easiest implementation I've ever done."
Nick Morrison
Nick Morrison Founder

"Alex built the team, led the coaching, and ran the community. We went from 1,100 members to over 10,000 in about two weeks."
Jack Sicker
Jack Sicker Founder

"We lost $60K before working with Alex. 30 days later we made $172K from a new funnel. It turned out that client success was the foundation for everything on the front end."
Jacob Lee
Jacob Lee Founder

"Our backend revenue tripled from 8% to 25%+ and hit our record month."
Barret Vickery
Barret Vickery CSM, Founder OS

"I spent eight years in CS at VC-backed startups. The systems Alex built for our team were invaluable."
John Lloyd
John Lloyd CSM, Learn To Cut

"In four months, we fixed something I'd been trying to solve for more than 10 years."
Erwin Cronk
Erwin Cronk CSM, Founder OS

"I've worked alongside Alex in two organizations. I went from lost to coaching clients through frameworks that get them the best results in the shortest time."
Dawson Turkovich
Dawson Turkovich Client Success Director, Learn To Cut

"People are asking to buy more before they're even done with the program."
Lee Litvin
Lee Litvin Founder, Rapid Fire Music Academy

"I was staying up late at night wondering if my clients were having a good experience. Now I can actually work on the business instead of in it."
Zach Rana
Zach Rana Founder

"I'm on pace to double or maybe even triple our record month because I had the time to actually focus on the right problem the business needed."
Alex Kerr

Alex Kerr

Founder, Success By Default

For the last 5 years, I've been the guy behind the scenes helping some of the largest 7, 8, and 9 figure coaching businesses fix their most challenging client success problems.

I used to be the Head of Client Success for the fastest growing and largest coaching company in the world, doing over $500,000 per day. I was responsible for helping scale and manage $13.5M worth of clients acquired over just a 2 month period, across a base of over 6,000 active clients.

This created the largest fulfillment bottleneck that the coaching industry has ever seen and it was my job to fix it, and I did.

I personally ran over 1,000 1:1 coaching calls in under a year, led weekly group calls with 150-500 people at a time, and built, trained, and managed a team of 13 coaches to deliver results and drive backend sales at a 9 figure level.

I took everything that I learned from that experience and created one of the only Client Success agencies in the high ticket space.

And over the past 5 years of working exclusively with 7 and 8 figure coaching programs, I was able to scale my company to $155k/month at a 92% close rate with none of the things that everyone says is required to make that happen.

I didn't have a funnel, VSL, email list, or website. I never ran ads, I had less than 1,000 followers, and I barely posted any content at all.

How?

I had full access to the backend of the biggest coaching businesses in the world, so I know firsthand what actually scales and what doesn't.

And this is exactly what allowed our clients to get the results you see on this page.

If you've gotten this far, it would be an honor to have you become the next success story in our community. You know what to do, the link is down below. Let's make it happen.

Scale with the clients you already have

It's time to break the cycle and get off the revenue rollercoaster once and for all.

Get The System