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Get In The Green

One Day Process for Success Course

Audience: Owners, Managers, Technicians, Advisors, Bookkeepers
Description:

The processes of yesterday are not suited for today's success. To develop a client base you require client based processes. This course delivers proven methods to build a client base, generate required Gross Profit, and deliver on our professional responsibility to the client.

Course Name

One Day Process for Success

Duration

1 Day Session

Instructor/Facilitator

Rui Martins

Challenges

  • Line ups at 8am, crowding at noon or 5pm.
  • Running out of work at 3pm.
  • Not identifying all required work
  • Not having time estimate work found
  • Lack of maintenance related service
  • Lack of  client specific inspection copies

Objectives &

Goals

Learn:

  • The changing role of the advisor in 2016.
  • Technology changes that are affecting client satisfaction.
  • How the reservation process can build productivity.
  • Best practices in performing inspections for credibility.
  • The Changing Landscape of Service Intervals.
  • The Key Indicators affecting client Satisfaction.

Audience

Owners, Managers, Advisors, Admin Staff

Content Description

This course delivers proven methods to build a client base, generate required Gross Profit, and deliver on our professional responsibility to the client.

Provided Tools

Participants will be given a print package that will be used during class and also supplied with copies electronically. Participants will also be given access to the Vehicle Integrity Manager (for 120 days) to experience, at no charge, the benefits attained with an electronic, process driven tool.

Required Materials

❖     A Calculator

❖     Records for 5 transactions - The final Invoice, the working copy of the day (RO), inspection sheets used, parts order slips used, etc.

❖     Any paperwork related to that transaction. Each Student should have Five Records

❖     A copy of customer follow-up questions and a sampling of results - if a survey is used

❖     A copy of the daily appointments page

❖     Any forms or brochures used in the day to day operation -- such as Shop

❖     Scheduling, Inspections, Quality Control, Invoice Delivery, info Brochures

 

❖     They should be aware of this info :

➢     How many appointments are booked per day on average?

➢     What percentage of the day does Appointments represent?

➢     Sales per Invoice - in dollars and hours sold?

➢     What the sales levels are per quarter

➢     How does Jan, Feb, Mar compare to Oct, Nov, Dec

If possible bring a tablet or laptop to connect to your in house system. If not possible bring paper copy of examples of current appointments.