Most service departments don’t have a sales problem
… they have a process consistency problem.
When the process varies by advisor, by day, or by workload, results become unpredictable…even in otherwise strong dealerships.
The upside is simple… consistency can be improved without turning your operation upside down…just some examples of process ‘leaks’ that we see that can be repaired:
• Appointments set without clear expectations
• Pre-visit prep happens sometimes… not always
• Walk-arounds and discovery vary by advisor
• Recommendations get rushed, skipped, or poorly explained
Technology doesn’t replace the process.
It makes the right process easier to follow.
The 7 steps that drive Fixed Ops performance
We evaluate how consistently each step is defined and executed… then help you focus on the steps that create the fastest lift.

These seven steps reflect how high-performing service departments operate
… the opportunity is improving how consistently each step is executed.
1. Customer Contact & Appointment Flow
How appointments are handled and expectations are set.
2. Pre-Visit Preparation
How well advisors are prepared before the customer arrives.
3. Check-In & Walk-Around
How customer needs are confirmed and non-requested repair opportunities are identified.
4. Maintenance Communication
How non-requested required and recommended maintenance services are explained and presented.
5. Inspection Results
How additional findings are communicated once the vehicle is in the shop.
6. Delivery & Next Visit Setup
How value is reinforced and future service is planned.
7. Follow-Up & Retention
How consistently customers are brought back.
7 steps × process, compliance, and quality
= 21 opportunities to improve
Make it easier to present
Tools that support clear, consistent maintenance communication.
Make it easier to follow the process
Structure and reinforcement… without adding friction for advisors.
Make it easier to sustain
Training and support to prevent performance from slipping back.
Programs that support the process



Digital Service Menus
A modern presentation tool that helps advisors explain what’s needed and why… clearly and consistently.
Training & Implementation Support
Online Courses, Live Online Training and Workshops, and even Onsite…ongoing support to improve compliance and execution.
Retention & Value-Add Programs
Programs that reinforce trust and loyalty after the visit.
No-Questions-Asked Money-Back Guarantee
Use the Digital Service Menu program in your dealership… and if it’s not a fit, we’ll refund the program fee.
Want a clear next step?
15 minutes. We’ll identify your biggest opportunities.
What improves when the process becomes consistent
Higher approval rates on required and recommended services
More consistent advisor performance
Stronger customer trust at write-up
Stronger customer trust at write-up
What dealership service teams tell us…every day
Services sell themselves
“My advisors don’t have to sit there and explain for 10 minutes…it sells itself.”
Customers understand…and say yes more often
“The biggest advantage is that the customer sees what they’re getting…it’s an easier sell.”
Immediate business impact
“We saw a meaningful increase in profitability within the first couple of weeks!”
