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Service Advisor

To enroll in this learning track please purchase one of our programs or click on the link in your purchase confirmation email.


The Heart and Soul of the business runs through you. Being the best impacts everyone, personally and professionally. Here is how to be the best version of you, just do what the best do!

Keep the team engaged

  • Daily Huddle Video
  • Daily Huddle Survey
  • Weekly Meeting Video
  • Weekly Meeting Survey

Building the relationships

  • Customer post sale survey video

Profitability is everyone’s job

  • Proper inventory levels
  • Estimate all findings, matrix labor, check profitability
  • Using Daily Tracker – how to fill in
  • Using Manager Sheet – how to fill in
  • What to edit/add/include from Tech findings; How to kick back to tech if incomplete
  • Prepare ahead by ordering parts needed for future appts, while managing cash flow
  • (Importance of keeping parts purchases with Napa/Primary supplier)
  • How to effectively perform a standard DVI

Sales is the lifeblood of the business

  • Selling the Service
  • Overcoming objections
  • How to use/sell value added propositions (CCC, etc)
  • Peace of Mind Warranty – How to use it, and what are the “rules”
  • Tires at Cost Program
  • Free Brakes / Belt & Hose Programs
  • Peace of Mind Warranty – How to use it, and what are the “rules”.
  • POMW – Using as a selling feature (especially in transient areas)



What Our Clients Are Saying: An amazing organization filled with genuine, caring, and attentive people. They have created a unique, best practice coaching/marketing platform that is relevant to today’s challenges facing shop owners everywhere. I promise that if you implement & follow their SOP’s you will get to the next level!

Yecks Tire & Automotive