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224 - Content Starts Inside Your Shop: What's Worth Sharing? October 20th, 2026 - 00:58:03 Show Summary: Great marketing starts with the everyday moments happening inside your auto repair shop. Melissa “Birdie” Patterson shares how authentic photos and videos can build customer trust and strengthen your shop's reputation. Discover how customer interactions and technician accomplishments can become engaging social media content. Learn how to involve your entire team in capturing meaningful stories that attract customers and showcase what makes your business unique.   Host(s): Jimmy Lea, VP of Business Development   Guest(s): Melissa Patterson, Automotive Trainer & Shop Growth Strategist Show Highlights:   [00:04:00] – Discover why effective marketing starts inside your own shop. [00:09:40] – Everyday repairs and customer interactions create valuable marketing opportunities. [00:12:30] – Turn digital vehicle inspections into months of social media content. [00:14:30] – Learn why videos create stronger engagement than photos alone. [00:18:45] – Focus your marketing on your most profitable automotive services. [00:22:00] – Authentic team photos help customers feel comfortable before visiting. [00:28:00] – Community involvement builds recognition and strengthens local customer relationships. [00:33:00] – Customer experiences and team accomplishments create compelling marketing stories. [00:42:30] – Adding context transforms ordinary shop photos into meaningful content. [00:49:00] – Empower your entire team to capture stories worth sharing.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode. 👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/CpK22rm1TQc   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Jimmy Lea: Hello, friends. Good to be here with you. Good morning, good afternoon, good evening, or good night, depending on when and where you're joining us from today. No matter where you're joining us from today, my name is Jimmie Lee, and I'm with the Institute for Automotive Business Excellence. Here with the Leading Edge podcast, as we're going to discuss some of those things that help you as a shop owner to make your business bigger and better and more awesome. Jimmy Lea: We're gonna lock arms together, and in this presentation, we're gonna talk about things that are gonna help you as a shop owner. It may be things that you need to hire out, it may be things that you can do yourself. Either way, it's really important that we pay attention to where our clients are, where our customers are. Jimmy Lea: So be part of that. If you're joining us live, we are live streaming on StreamYard, as well as Facebook and YouTube. Thank you for being here with us today, and my guest today is Bertie. Melissa Bertie Patterson. Peterson or Patterson? Melissa Patterson: It's Patterson. Jimmy Lea: Bertie Patterson. She is flying high. She's getting her pilot's license. Jimmy Lea: Congratulations on that. How's that going? Melissa Patterson: Oh, it's coming along, slow but surely, step by step. Next month I'm working on it real hard. Jimmy Lea: Oh, that's awesome. Yeah. Congratulations. How many hours have you clocked so far? Melissa Patterson: I currently have 17 hours, and hopefully I'll be in my mid-20s to 30s, and I'm starting ground school in October. Jimmy Lea: Ni- we in, are in October. Melissa Patterson: Oh, November. Jimmy Lea: So that'll probably be after Apex SEMA. Are you headed out for Apex SEMA in Las Vegas? Melissa Patterson: I totally missed that with my calendar. I don't get to attend this year. But I'm gonna spend a lot of quality time with my family, and I need to do that, so- There you go Melissa Patterson: that's my priority in November. Jimmy Lea: There you go. That's important. That's important. Melissa Patterson: FOMO. Jimmy Lea: Yep, yep. We will... You will be experiencing high levels of AKIMO. Forget about the FOMO. This is AKIMO. AKIMO is actually knowing you are missing out. Melissa Patterson: Ah, I like that. Yes, this is an intentional choice. Jimmy Lea: Yes. And- and good for you. Jimmy Lea: That's awesome. Congratulations. Spend time with the family. Be there with them. Have a really good time, because that's absolutely important. And to our presentation today, to our information today, as we lock arms as shop owners in this industry that we love, the automotive aftermarket, social media is where your clients are spending a tremendous amount of their time. Jimmy Lea: If you've ever wondered, check out your children, check out your spouse, check out your neighbors, your friends, and ask them to pull up in their cellphone and show how much time they spend screen time on their cellphone. Many times it's six, seven, eight, nine, 10, 11 hours screen time on their smartphones. Jimmy Lea: So where are they spending that time? Chances are it has to do with social media. And Birdie, that's why you're here, sister. Thank you very much. I'm excited for this information. And for our audience, Melissa is going to share a lot of information, so if you've got questions, type them into the questions box. Jimmy Lea: I'll be the voice for you. I'll ask those questions as, as we're going through. So if you have a question, let's ask it immediately. Don't wait till the very end- ... 'cause you'll forget. Ask it as it's happening, and I'll be the voice for you so we can ask these questions of Birdie. So with that, Birdie, let's go to your presentation, and let's hear this information you've got to share with us in anticipation of the Mars X- m- the Mars intensive that we're doing at, in Ogden. Melissa Patterson: I'm very excited about upcoming Mars class, and so I created a spinoff presentation about content that starts inside your shop. So yes, I'm Melissa. Most people call me Birdie, and of course there's a story behind that. But let's just go with that I've had this nickname since the day that I was born. I have spent the last 30 years inside the automotive industry working alongside shop owners, and I specialize in organic marketing. Melissa Patterson: I help shops get found, build trust, and become the shop that customers choose and recommend without relying heavily on Paid advertising. There's a time and a place for it, and I think it's important to use it, but I really do believe that this organic marketing and showing who you are as a shop matters. Melissa Patterson: So one of the things that I learned over the years is that marketing never s- stands alone. Everything inside your shop is connected. It's interactive. And the experience that your customers have, the way that your team is working together, the systems that are supporting your business, and really that's the culture that you're creating. Melissa Patterson: Ultimately, it's the kind of shop you're building for the future, which is a big part of my goal of growing shops. I want independent shop owners to have these practical resources. You don't have to feel like you have to figure it out alone. You have this huge supportive team, the Institute, thank you. We're all here for you. Melissa Patterson: So that is really the lens that I'm bringing into every class that I teach. It's practical, real world, and built for what is happening inside your busy shop. Which brings us to this class, because when we're talking about marketing, one of the very first places that I think we need to look is not somewhere outside of the shop, it is right here inside your base, at the front counter, at the conversations, these interesting repairs, the people, the team, and those are completely ordinary moments to you that are happening every single day. Melissa Patterson: So that's where I wanna start because the content does, it starts inside your shop Hey, Jimmy, before we get into it, w- I'd like to know who's with us. Jimmy Lea: I can tell you from the quick comments that are coming through, John Firm, Buckin Buckaroo Bob out of Fort Worth, Texas. He is here with us. Owner, Melissa Patterson: right? Jimmy Lea: Yep. Melissa Patterson: Shop owner. Jimmy Lea: Great. He is a shop owner. He does a lot of fleet business. Now, he does have a question, so we'll come to his question here in a second. We also have... Yeah, you can't put that up yet. Yeah. We also have AutoFlow. AutoFlow is here with us, and that is Craig O'Neill- Yay, Craig ... with AutoFlow joining us from from back east. Jimmy Lea: I- Wonderful ... believe Craig is in Michigan, if I'm- Yeah ... remembering Melissa Patterson: oh, Tanika. Hey, Jimmy Lea: girl. Tanika is here. Hey. Hey, girl. Auntie Tanika is in the house. Thank you for joining us, Tanika, and as we support Birdie here in, in this presentation, talking about social media, and the new queen for social media is definitely Tanika, talking about her 3:00 AM how do I turn my brain off at 3:00 AM post. Jimmy Lea: Did you see that this morning? I'm Melissa Patterson: so stinking proud of you, Tanika. Jimmy Lea: Oh, tha

223 - Retention Is Not a Roll of the Dice: What Actually Brings Customers Back October 14th, 2026 - 00:41:20 Show Summary: Customer retention is built through meaningful relationships rather than discounts. Marta Fuentes of Pitcrew Loyalty shares how automotive repair shops can increase customer loyalty through rewards programs and community involvement. Learn how personalized incentives encourage repeat visits while supporting local charities and strengthening customer relationships. Discover practical strategies for improving retention and increasing car count while protecting profitability.   Host(s): Jimmy Lea, VP of Business Development   Guest(s): Marta Fuentes, Director of Customer Development & Strategy Show Highlights:   [00:02:49] – Loyalty rewards encourage repeat visits without reducing service value. [00:04:35] – Community partnerships turn customer rewards into meaningful local connections. [00:06:35] – Charitable giving strengthens relationships and encourages greater customer spending. [00:11:15] – Customizable rewards programs encourage customers to return for future services. [00:13:20] – Proper financial planning protects profitability when implementing loyalty programs. [00:16:45] – Special rewards tiers recognize local heroes and strengthen community loyalty. [00:20:05] – Convenience often drives loyal customers toward competing repair shops. [00:22:00] – Easy appointment scheduling and transparent rewards improve customer retention. [00:30:15] – Starting small makes customer loyalty programs easier to implement successfully. [00:36:25] – Referral incentives help struggling shops attract new customers and increase car count.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode. 👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/IES8tCiqZvg   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript:  Jimmy Lea: Hello, friends. Super excited to be here with you again. Good morning, good afternoon, good evening, or good night, depending on when and where you're joining us from today on this live podcast. We are streaming across StreamYard as well as Facebook and YouTube. Super excited for us to have this conversation that we're gonna have here today. Jimmy Lea: It is live. I will be the voice for the audience. If you have questions, comments, concerns, put them into the comments section or the chat section of the whatever browsing device that you're watching this from. And to make sure that you know how to do that, those who are here live, go into those comments, type in your city, state, and the name of your shop. Jimmy Lea: Love to give you a shout-out for those who are here for the live event. Because today, joining us for this conversation, as we are going to be talking about customer loyalty And what is new in the customer loyalty realm, we've got Pitcrew Loyalty joining us here today. And joining is Marta. Marta, thank you for being here. Jimmy Lea: How are you? Marta Fuentes: Hello. Thank you for having me. I'm doing great. Excited to be here. Jimmy Lea: Good. Good. Good. I'm so excited that you are coming back again as we celebrate the demise and the death and the RIP of discounts. Was this- May they- This will be the, Rest in peace. May they rest in peace. Is this the second or third anniversary of that celebration? Marta Fuentes: This officially with the Mars community, it's the first- Second ... anniversary, so second time. Jimmy Lea: Yeah, second event that you're attending, and this will be the one-year anniversary that we announced that. The RIP is still in Cecil's office. He absolutely loves that, death of the discount. Yeah. Super excited that you guys did that at the Mars conference, which is happening. Jimmy Lea: Mars conference, October 26, 27, 28. Scan the QR code there, and let's get you to this conference. It is amazing. It's a conference where you as a shop owner can come in with your marketing department, or maybe you are the marketing department. Let's sit down and talk about your shop, your needs. We've got two days of instruction followed by a third day of workshop, intense workshop that we're sitting down and planning out an entire year of marketing for you, for your shop. Jimmy Lea: And because we sit down and we take time and we plan this out, it is in easy chunks, easy for you to do. And Marta will be there as well. So we're excited for you to join us in Ogden, Utah. So let's talk about that. Marta, you're coming to Mars. You're coming with Pitcrew Loyalty. What is new in the customer loyalty world? Marta Fuentes: So as we know, loyalty programs work. I've recently started joking that we're the Kohl's Cash of auto repair, right? And if you've ever used Kohl's Cash, you know you love it. So part of what is very cool about loyalty rewards is that they are earned. By the customer. And even though that's a very obvious statement about loyalty rewards, it's really powerful because there's a big difference in the perception of why you are getting what you're getting. Marta Fuentes: And it doesn't take the value of what you are doing and change that value every day and make it into this variable affected by the season, and what you received in the mail, or what you were able to capture on the internet. But instead it's about, hey, no, this is what you earned, and also we are rewarding you for being a great car owner. Marta Fuentes: Because at the end of the day, when people are taking care of their cars in the community, things are just better. We have fewer broken down cars on the side of the road. We're getting the kids to school on time. We're getting ourselves to work on time. Things look better. The air is cleaner. And so rewarding people for being a great car owner is such a different notion than discounting to earn their business. Marta Fuentes: And with this in mind, with s- this community lens, one of the things that we look at is how else can we involve the community and maybe make it a little bit fun? Because let's face it, nobody goes to the auto repair shop because they're ready to have a really good time, right? We unfortunately Jimmy Lea: have- Not usually. Jimmy Lea: They may show up for the good coffee and the great conversation, but for the good time? Marta Fuentes: So what we are doing with our loyalty program is we're also creating opportunities for people to engage in the community and make it a little bit fun, right? So there's things like let's involve ourselves in doing something good together, like a charity, right? Marta Fuentes: Yeah. So your shop picks out a charity, and then you can donate your rewards to the charity. Now you're doing something good. Now you're engaging with your repair shop, with your community. You're effectively donating somebody else's money. But you have choices of what to do with your rewards, and that's a really big part, actually, of a rewards program that's successful. Marta Fuentes: Are you giving people autonomy to make choices about what they wanna do? Do you want to apply this to your own RO? Do you wanna donate it to charity? Do you need to transfer it to that college student nephew that needs brakes? And giving people these choices creates a better sense of trust and loyalty, and also fun. Marta Fuentes: We help people have inside the community relationships with other locally owned businesses so that as a rewards holder at Bob's Garage, I all of a sudden also get a free cup of coffee every time I buy a cookie at Brenda's Cookies, and this is all because I'm a part of that loyalty rewards program. Marta Fuentes: So it takes it away from the transactional and brings it into relationships, into the community, and into a little bit of fun. Jimmy Lea: Oh my gosh. So you're talking- It's just great ... about such great things as community involvement. I love the community involvement side of it, whether we're supporting a, a homeless shelter or the animal shelter or domestic violence, victims of domestic violence and families that are broken. Jimmy Lea: What is your community? Where are your people? So I have a bunch of ideas running through my brain. So as clients come in and they purchase, what is the dollar amount that goes into their loyalty rewards program, a- and at what point do you say, "Okay this is $1,000 that we're gonna give to the Dove Center, and of that $1,000, you contributed, and you contributed. Jimmy Lea: You need to be there for this event because you're, this is your contribution making this happen"? Talk us through how does that work? Marta Fuentes: So it is... So what we see, first of all, is that a person who chooses to use their rewards for good through you by donating it to a local charity, they go on to spend 24% more than those who don't. Marta Fuentes: So this is good creating good, creating community. Now, the way that the whole thing works is as a shop owner, you are in control of how you're going to do this. How much do you want to raise? And what we also know is that it's

222 - Ask Me Anything: Do Successful Shops Market Differently? October 7, 2026 - 00:56:52 Show Summary: Successful shops create steady car count through consistent marketing and strong customer relationships. Growth comes from combining digital visibility with community involvement and proactive follow up. Shop data helps identify the right customers while measuring which marketing efforts actually work. Strong service advisors turn those opportunities into appointments by clearly communicating value. Long term success depends on attracting loyal customers instead of relying on discounts or loss leaders. A diverse customer base also protects the business from losing too much revenue when one major account disappears.   Host(s): Lucas Underwood, Shop Owner of L&N Performance Auto Repair and Changing the Industry Podcast Cecil Bullard, Founder of The Institute   Show Highlights: [00:03:00] – Successful shops use multiple marketing strategies to maintain consistent car count. [00:10:00] – Existing clients can provide immediate opportunities when business gets slow. [00:16:00] – Proactive service reminders help customers stay ahead of needed maintenance. [00:23:00] – Small shops can compete through personal service and trusted relationships. [00:28:00] – Marketing investment should support growth and produce measurable returns. [00:33:00] – Long scheduling delays can waste marketing and drive customers elsewhere. [00:39:00] – Service advisors must believe in the process and communicate its value. [00:44:00] – Loss leaders attract price driven customers instead of loyal relationships. [00:49:00] – Use shop data to prepare marketing before predictable slow periods. [00:53:00] – Never let one customer become a dangerous share of revenue.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/ARmPzbVnvKw   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Lucas Underwood: Good afternoon, everybody. My name's Lucas Underwood. I own L&M Performance in Blowing Rock, North Carolina, a little itty bitty auto repair shop. I'm also one of the hosts of the Changing the Industry podcast. Today, Cecil Bullard and I are gonna be doing an ask me anything. We're gonna kick it off with marketing, but as you guys know, Cecil and I, we kinda ramble and go all over the place. Lucas Underwood: So it doesn't just have to be a marketing question. If you have a question about shop ownership, jump in in the comment section and ask your questions. Cecil, good afternoon. How are you, sir? Cecil Bullard: I am fantastic. If I, if I was any better, I'd have to be twins. Lucas Underwood: Oh my goodness. I don't think the world is ready for that. Cecil Bullard: No, it's not. Lucas Underwood: At least most of the people at the institute are like, "Oh no, not that." Cecil Bullard: Not that. Lucas Underwood: Oh, man. Cecil Bullard: Um- Probably most of my clients too, so. Lucas Underwood: Yeah. Yeah. I, I... Listen, I don't need any more butt chewyns than I get right now. Um, I, I don't need two of you at the same time- Yeah ... coming and, uh, and ripping my shop apart. Lucas Underwood: So, um- Cecil Bullard: Oh, I don't- Lucas Underwood: Cecil? ... Cecil Bullard: your shop apart. Come on now. You do that yourself. Lucas Underwood: I know, right? Hush. Um- Cecil Bullard: Shut your mouth, boy. Lucas Underwood: That's it. Yeah. That's it. Hey, so let's talk marketing here a little bit, and, and I think where we wanna go with this is let's talk about what differentiates a successful shop from, I don't wanna say an unsuccessful shop, but a shop that may not be as successful. Lucas Underwood: Is, is there something that you're seeing in the marketing? When we're looking at, at how they're marketing their shops, the things that they're doing, is there a tell? And, and here's why I think this is a, such a important topic, such an important question, is Cecil, you see these shops differently than everybody else does. Lucas Underwood: You kinda see them, um, in, in the worst of the worst way. You get to see what's broken, and you get to be part of what fixes it. And so you're able to see so many shops with that very, very precise macro, uh, lens where we can see the inner workings of the shop, and I'm just wondering, do you see trends? Do you see things that are like, "Hey, I keep seeing this in successful shops and I don't see it in unsuccessful shops"? Cecil Bullard: It's funny too c- 'cause this, I just had a conversation with a, with a client, um, who is struggling at this point a bit, and, uh, they were like, "Hey, is everybody else struggling right now?" Yeah. You know, we got an election coming up, et cetera. And- Lucas Underwood: Yeah ... Cecil Bullard: there are... Everything's on a bell curve. Like, all data is kind of thrown on a bell curve and kinda analyzed that way. Cecil Bullard: Yeah. Probably the top 10 or 15% of the shops that are on the curve- Mm-hmm ... are literally the same top 10 or 15%, give or take one or two shops. So you have shops that will move in there and stay in there. You'll have shops that move in and out a little bit. Um, there's a bottom 10% or so, and then there's the rest in the middle. Cecil Bullard: Yeah. And there is a difference, right? Lucas Underwood: Okay. Cecil Bullard: And, and, and let's, we're gonna, I'm gonna try to keep it on marketing, but I wanna make a statement here 'cause somebody is gonna come online, uh, one of the trolls is gonna say, "Well, we don't market our shop. We're busy," and all of that. And I'm gonna say- Yeah, I Lucas Underwood: don't need marketing Cecil Bullard: yeah, I'm gonna say, "God bless you," right? Yeah. You must be doing something right. Lucas Underwood: Yep. Cecil Bullard: And, uh, I will say that the shops that are consistently consistent, meaning I've got the kinda car count I want, give or take, um, they are doing multiple things in their marketing. So- Lucas Underwood: Yeah ... Cecil Bullard: it's not just one thing, right? Cecil Bullard: When you, when you talk about marketing, you know, uh, I don't know, go back 15 years, "Oh, I need a website." And, and if you had a website, you were ahead of anybody else no matter how bad or how good the website was. You were just ahead. Right. Right? And then it's, um, well, now Google, uh, is looking at keywords on the site, and there are things that Google likes and things that Google doesn't like, and so I need to understand what those are. Cecil Bullard: And, um, you know, kinda probably at that point, you know, having my brother-in-law do my site or having, you know, me doing it, um, got out of, out of our range. Yeah. Right? Um, and so we have shops that have these sites that are six, eight, 10 years old. The brother-in-law originally did it, the mother-in-law, whatever, and, um, it's no longer kind of valid, right? Cecil Bullard: Yeah. It's, it's not- Lucas Underwood: It's not effective in today's market ... Cecil Bullard: it's, yeah, the, the, the algorithm changes, uh, I don't know, last year 300 times or something. Yeah. And there were eight or 10 major changes. Major means, you know, minor is we made a little bump here and we decided that one keyword wasn't what this keyword is. Cecil Bullard: Yeah. Major is we're gonna completely almost restructure this and think about this differently. So, you know, you kinda move in and all of a sudden, uh, Google Maps has become probably the most important thing, and that's say, four years ago, maybe five years ago. Uh, I need to be on Google Maps, so I need a website. Cecil Bullard: I need, uh, I need to have the right keywords and keyword phrases, and I know that we've changed language a little bit, but we're, i- in a way, we're still talking about keywords and keyword phrases. Whether it's on my, on my website, on our reviews, on my replies to my reviews, on the blog that I have on YouTube or, or Facebook or on my site- Wherever and everywhere Cecil Bullard: and everywhere else or all of that, we're still in a way talking about keywords and key phrases that Google likes. And, uh, then, then all of a sudden it was kind of important that if I was on Google Maps and someone was recommended to my shop by Google, and that person came into my shop and then went on and, and, uh, did a review and did a good review with the right, you know, good keywords in it, blah, blah, blah, uh, that carried more weight, right? Cecil Bullard: And, and the way I, I look at this whole thing, marketing, even just running the shop in, in marketing You know, he who has the most toys wins, you know? Mm-hmm. Uh, when I was a kid, it's like, oh, if you have motorcycles and boats and, you know, money in the bank and a big house, and then you won. But in marketing for any business, whether it's shops or anything else, if you have the most, uh, keywords, if you have the most, um, reviews, if you have the- Yeah Cecil Bullard: best r

221 - AI Search Is Here: Is Your Auto Repair Shop Showing Up? September 30th, 2026 - 00:55:13 Show Summary: AI is changing how drivers search for automotive repair and Yelp is becoming part of that discovery process. Shop owners can improve their visibility by claiming their Yelp page and keeping business information accurate. Photos services reviews and messaging provide valuable context that can help customers find the right shop. A strong digital presence across Yelp and other platforms creates more opportunities to reach customers wherever they search.   Host(s): Jimmy Lea, VP of Business Development   Guest(s):   Melissa Underwager, Owner/Co-founder, Merrick Marketing Alexandra Goldie, Partner Account Director, Yelp Inc Show Highlights:   [00:08:00] – Yelp explains how its review system treats businesses equally. [00:13:00] – Yelp data can help inform local searches through ChatGPT. [00:18:00] – Claiming your Yelp page creates the foundation for visibility. [00:21:00] – Authentic shop photos help customers understand your business. [00:27:00] – Yelp visibility extends beyond people visiting Yelp directly. [00:34:00] – Faster lead responses can improve opportunities to book customers. [00:38:00] – Negative reviews can demonstrate how your shop handles problems. [00:43:00] – Accurate profiles help shops strengthen their AI search presence. [00:51:00] – Consistent business listings strengthen your overall marketing presence.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode. 👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/kq1nrxFwW3M   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Jimmy Lea: Hello, friend. It's so good to be here with you for our conversation and our discussion today. We have some amazing guests that are gonna have some awesome conversations. And hopefully, by the end of this, love it or hate it, but hopefully by the end of this, you fall in love with some new technology, some new information that is changing us, changing our industry, changing the way people find your shop today. Jimmy Lea: My name is Jimmy Lea. I'm with the Institute for Automotive Business Excellence, and you are lead- you are listening to the Leading Edge podcast. I am so excited to be here with you. For those that are here, type into the comments your shop, your city, your state. Would love to give you a shout-out. For those who are here for the live event, and for those who are listening to the recording, this is in every Wednesday at 1:00 PM Eastern, 10:00 AM Pacific, we are putting up with the Leading Edge podcast. Jimmy Lea: So if you are out there, I will be the voice for you. Type in your questions into the comment section now that you know where that comment section is. We're live streaming on Facebook, on YouTube, and here in StreamYard. So excited for our conversation. Today we are speaking with digital footprints and we are speaking with Yelp. Jimmy Lea: So this is gonna be phenomenal. My guest is from Merrick Marketing, Melissa. Melissa is joining us from Merrick Marketing. Melissa, thank you for being here. Good afternoon. How are you? Melissa Underwager: Good afternoon. Great. Excited to be here. Jimmy Lea: Oh, good. Melissa Underwager: First time, Jimmy Lea: I'm quite excited as well. Yeah. This is gonna be so much fun. Jimmy Lea: For so many years we talk about the digital footprint, and these shops, there's things that they can do themselves, there's things that they can do with some assistance, and then there's things that they need to hire a company to do- ... for them. And Melissa, I am so glad that you're here so we can have this conversation talking about marketing and all these things that help shops in- Melissa Underwager: Yeah Jimmy Lea: their local- Our Melissa Underwager: goal today is it's very educational. So- Yes ... they can have takeaways they can do themselves. Jimmy Lea: Perfect. Perfect. This, that's exactly where we wanna be. And joining us from Yelp is Alexandra. She is joining us as the partner for account director. Thank you, Alexandra, for joining us. So excited that you're here. Alexandra Goldie: Thanks for having me, Jimmy. Super excited to be here. Jimmy Lea: Nice. And Melissa, just like we were talking, this is things that shops can do themselves. And Alexandra, thanks for joining us and having this conversation, because there is a history between the automotive industry and Yelp that hasn't been pretty. Jimmy Lea: So hopefully with recent events and recent things that have been happening, hopefully we can now have a better understanding and fall in love with the new technology. So with that, Alexandra and Melissa, I'm gonna turn it over to you. Melissa Underwager: Great. Thank you. We are gonna address some of your concerns or things we've heard, as we- Yeah Melissa Underwager: have been out there in this industry. And, we've been a big part of educating, which helps change people's minds and see it a little differently. And and Yelp is a leader right now in, paid and organic AI. And we're excited to have Alexandra here. She's a partner. She's our partner at Yelp, and she helps us navigate it. Melissa Underwager: So she's the expert, so we're gonna let her do most of the talking. Alexandra Goldie: Nice. That's- Thanks, Melissa Melissa Underwager: Yeah. Alexandra Goldie: Good afternoon, everyone. Super excited to be here. As Jimmy mentioned, I'm a partner account director at Yelp. I work on the partner team, specifically with agency partners like Merrick Marketing to help local businesses grow, and I'm super excited to be here today with you all. Alexandra Goldie: We're gonna discuss AI's impact on local search broadly, what that means for the auto repair industry, and how you can take action on Yelp to best position your business. Please ask questions, interact in the comments. We wanna hear you. Jimmy will be moderating the comments. So to kick things off here I wanna make sure everyone can see my screen first of all. Jimmy Lea: It's coming up. It's coming up. There it is, buffering. Alexandra Goldie: Awesome. Igniting Jimmy Lea: AI's ground truth. Alexandra Goldie: Awesome. All righty. To kick things off, I wanna have a really brief video intro to Yelp for anyone who might not be familiar. So here we go. Alexandra Goldie: Highlights, Yelp is everywhere. Whether you need an oil change, an AC installed, a lawyer, or a place to grab lunch. But the way people are searching both on and off Yelp has shifted. Over 50% of consumers now use AI to discover local businesses, which is especially exciting for auto repair because drivers are often on the road when they realize that they need a service. Alexandra Goldie: In the past, if my check engine light went on, I'd likely wait until I got home to do retr- research and probably take a really good amount of time searching, reviewing, and contacting businesses before making a decision. Where now, I can simply ask my dashboard or ask ChatGPT while I'm driving, so I can focus on my safety while AI does the research for me Jimmy Lea: So I have a question. Yeah. Is there a, a deeper relationship with Yelp and AI that... 'Cause usually I'm not pulling up chat to search for something while I'm driving, but I might ask Siri, "Hey, Siri, find me something." Alexandra Goldie: That is a fantastic question. So Yelp has a many faceted layers of different relationships. Alexandra Goldie: So you mentioned Siri. We have partnerships with Siri, Alexa, Apple Maps. For more broadly, we also will get into this in just a little bit, but we've recently entered into a official partnership with ChatGPT, and then we also are featured in Dash, so in the navigation systems of several large car brands, as well as in Garmin. Alexandra Goldie: So especially relevant here for auto, and we'll touch on that in a bit. But I think broadly and what this slide here really conveys is how the AI models are trained. They don't actually know if an auto re- repair shop is reliable. Their results come from how that how that training is implemented into their system. Alexandra Goldie: Yelp has over 20 years of user-rich content, which is why Yelp has been so naturally prevalent in AI results over the past year. Yelp brings the human experiences that AI models do trust, and that is why largely we're taking that step back to talk about AI because no matter what AI you're using, no matter what large learning model, Yelp has been the most cited source pretty overwhelmingly this year. Jimmy Lea: Oh, interesting. That's fascinating. Alexandra Goldie: And while there are over one billion weekly users on, say, ChatGPT alone, many consumers haven't trusted AI. So while the adoption's rising, a lot of folks haven't trusted, especially early on. And so while these models are certainly impressive, like I said, they don't really know that th- it's reliable. They don't know where this comes from. Alexandra Goldie: And so some business owners, like many o

220 - Your Marketing Worked. Don’t Lose Them on the Phone. September 23, 2026 - 00:50:41 Show Summary: Strong marketing gets the phone ringing but the customer experience determines what happens next. Every inbound call is an opportunity to build trust and turn customer needs into appointments. Shops can improve results by answering consistently and following a clear call flow that keeps the advisor focused on solutions. Tracking missed calls and appointment conversions reveals where revenue is being lost. Regular coaching supported by call data and AI analysis can strengthen advisor performance. Better phone habits can increase car count and revenue while building lasting customer relationships.   Host(s): Wayne Marshall, CEO & Industry Coach Guest(s): David Boyd, Founder & CEO of Callinbound Show Highlights: [00:02:00] – The phone serves as the front door to your shop. [00:05:00] – Fast callbacks can recover missed customer opportunities. [00:08:00] – Answering more calls can dramatically increase car count. [00:12:00] – Learn the customer’s name and guide them toward an appointment. [00:16:00] – A call flow creates structure without sounding robotic. [00:22:00] – Clear expectations and regular measurement improve advisor performance. [00:25:00] – Assume the appointment and offer customers specific scheduling options. [00:30:00] – Track call volume sources response times and appointment opportunities. [00:36:00] – Ten additional appointments can create significant annual revenue. [00:40:00] – Consistent coaching turns phone calls into stronger customer relationships.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/GemSNtnPXuc   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Wayne Marshall: Welcome. Glad to have you here today for this podcast that we've put together. Today we're gonna be talking about your marketing work, so let's not lose 'em on the phone. Today we wanna welcome in David Boyd, who is the owner of Call Inbound, who is gonna be with us as we talk a little bit about some of the things that we need to be mindful of when we're dealing with those inbound calls, setting those appointments, some best practices. Wayne Marshall: And also, as we will do and what their company does, is taking advantage of some of that technology, and the things that are going on that can and make us more effective when it comes to the phone calls. David, welcome to our podcast today. David Boyd: Thank you, Wayne. Always great to see you. I realize this as you're introducing here, I'm jealous of your studio. David Boyd: I think I need to up my game. So I I appreciate the institute. Of course we go way back and I, I love what you guys do. It's great to be a part of it. Wayne Marshall: Today we're just gonna kick it off because we know as many shops and many owners out there, and managers of, we work hard. Work really hard to have good marketing. Wayne Marshall: We want our name to be recognized, we want people to see us, think about us, be top of mind, so that when that service is needed, obviously they call us first before they call anybody else. But we also know that with that process, and before anybody can have the great customer experience that as shop owners everybody wants to deliver, we gotta answer the phone. Wayne Marshall: We gotta get the appointment. So I'm gonna jump right in, and you talk about it. I know in your business when you talk to many people who are clients, customers of Call Inbound, you start off with the importance of why people even call. And what are some of the reasons or what are some of the things that happen on those first calls that come in, and your front desk people, service advisor, or might even be a receptionist, are answering the phone. Wayne Marshall: So let's just set the stage. Why is this important? What are we doing? David Boyd: Wayne it's a great question and I don't know that we talk about that with owners often enough. The, the phone is your front door in at least 80% of your interactions with customers. So what is, what does your welcome mat look like? David Boyd: And the way that we deal with customers on the phone says a lot about our business, our trustworthiness, our credibility, and how are we building trust and confidence with that customer to really set the stage for not just that particular moment that they're calling about a need with their vehicle, but for the next visit and the visit after that. Wayne Marshall: Very true. With that, and that phone rings- ... Wayne Marshall: What are some of the things that you've seen? 'Cause again, I know with your company a lot of calls are recorded. You, along with owners, listen to some of those, recordings or what those calls are g- or what's happening with them. What's one of the biggest common mistakes that you see that happens when that phone rings for the first time? David Boyd: The biggest thing that, that really catches my attention immediately is distractedness by the service advisor or the call handler. Maybe it's the manager, maybe it's the, the customer service rep if you have one of those in your shop. Maybe it's the service advisor. But the, the distractedness is the most obvious thing. David Boyd: Distractedness comes through on the other end of the phone and speaks loudly about what's going on in the shop. So distractedness sounds like they, the, the, the phone gets, it's picked up and I'm still finishing- Yeah ... a conversation somewhere else, and then it's "Oh, yeah. A- ABC Auto." And that distractedness is overwhelming in many cases and can really be off-putting for the customer Wayne Marshall: Yeah, I know. Wayne Marshall: I have my own pet peeve, and I know what... And it could be any service industry that we work within. And we've all called different people, and they answer, they identify who they are. "Thank you for calling. Will you hold please?" And before I can say yes, no, or anything else, it's, you hear yourself going on hold. Wayne Marshall: Bam. And I'm like wait a minute. And that hold, I don't know if that's gonna be a few minutes or I shouldn't say minutes. I don't know if that's gonna be 20, 30 seconds or that's gonna be two or three minutes. David Boyd: Yeah. Wayne Marshall: And you know what it feels like. Two, three minutes can feel like an eternity anymore because we're so used to that instant gratification. Wayne Marshall: And you're right. And the other thing that we see when we coach and talk to people is if you can't answer the phone, obviously it's gonna go to a voicemail. How do you manage those voicemails? How do you... What's the timeliness of? What are some things that you're seeing when it comes to that and how people are responding? David Boyd: We do at Call Inbound we do a fair amount with voicemail to try to drive efficiency and effective contact points back to the customer. One, being aware that a call was missed is super important. So we may we may flag or trigger that to the team at the shop and say, "Hey, there was a missed call." David Boyd: And because the other thing that happens often that can be pretty detrimental to our car count and our cash flow is customers that don't leave a message. Overwhelmingly, customers won't leave a message, so we need to know that they have called and identify that a call was missed, and then proactively notify the team. David Boyd: That gives us a good opportunity to contact them back. Typically, if we have the ability to get back to a customer within 5 to 15 minutes, we can we can salvage that, so to speak. If we are not aware and and/or responsive to a voicemail message, then we're likely to lose that customer, which is important. David Boyd: Even if they're a return or a repeat customer, if we're not responding- Yes ... to them it's true that we can't always answer every call. And when I talk to an owner that says we answer the phone every time." Do you? Wayne Marshall: Yeah. David Boyd: We answer the phone every time that I'm aware we answer the phone. David Boyd: The, the fact of the matter is we do miss calls. It happens. And while it might not happen very often, we wanna be aware that the call occurred, we wanna be aware that the call is missed. If the customer left a message understand that message. So what we do is we'll send that out to you as an email with an audio file and a transcription. David Boyd: What I find is driving, the efficiency and effectiveness for customer communication in the shop is when we send that email message with the voicemail the service advisor can read through it or the owner can see it and that's- Yep ... also used after hours. They... You can see it, scan through the transcript really quick and make a determination, what do I need to do with this, right? David Boyd: So we can manage workflow Wayne Marshall: Yeah, I, we had I, and it's always nice to be able to share stories and examples. But we had a coaching

219 - Turning Shop Phone Calls Into Customers for Life September 16th, 2026 - 00:50:47 Show Summary: Every phone call is an opportunity to earn trust and build a lasting customer relationship. A clear call process gives service advisors the confidence to connect with customers and secure appointments. Call recording and AI analysis make it easier to identify coaching opportunities and reinforce strong habits. Consistent communication and proactive updates create a better customer experience that keeps people coming back.   Host(s): Jimmy Lea, VP of Business Development   Guest(s): Jeannie Light, Owner of Lighthouse Automotive   David Boyd, Founder & CEO of Callinbound   Show Highlights:   [00:03:00] – Understand what happens when customers call your shop. [00:06:00] – Use real calls and AI to strengthen advisor training. [00:09:00] – Build confidence then guide callers toward an appointment. [00:13:00] – AI finds coaching opportunities without hours of call reviews. [00:17:00] – Reinforce strong behaviors instead of focusing only on mistakes. [00:25:00] – Status calls can expose broken communication processes. [00:29:00] – Proactive updates keep customers informed and reduce uncertainty. [00:34:00] – Advisors need a moment to reset before answering calls. [00:42:00] – Focus on what your shop can do for customers. [00:46:00] – Consistent call reviews create stronger habits and better service.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode. 👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/5TRFwwOYABE   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Jimmy Lea: Good morning, good afternoon, good evening, or good night, depending on when and where you're joining us from today. You can choose your greeting. Hello, friend, it's good to be here with you. We are gonna have a great conversation here today as we talk about communication. Isn't it... It's so important. It's so important that we communicate. Jimmy Lea: So excited to be here with you. Those of you who are here with us live, go ahead and drop in the comment section where it is you're joining us from. Give us your shop name and a city and state. Love to give you a shout-out and say hello. Joining us today as our panel of experts is David Boyd. David is with Call Inbound. Jimmy Lea: I was waiting for the Call Inbound. I was like, "Wait, no, he's got a logo." Is that a new logo? David Boyd: It's Jimmy Lea: good. David Boyd: Thanks, Jimmy. Yeah, great to be here. You know, I love your, uh, your intro, your greeting. Good morning, good afternoon, good evening, or good night. It's kinda like, uh, the, uh, the Choose Your Adventure books we used to read as kids, right? David Boyd: Yeah, yep. And it's, it- it's very much in line with what we're gonna talk about today with, uh, phone calls and training. It's very much, uh, choose your adventure. I'm looking forward to our time today. Jimmy Lea: Yeah, it's gonna be fun. Uh, e- 'cause, you know, we spend so much money on our marketing. We spend so much money to get the phone to ring. David Boyd: Right. Jimmy Lea: Man, we gotta make sure we optimize that phone and make sure we're taking care of business. TCB, Elvis Presley, taking care of business. And joining us today as our, uh, boots on the ground, our owner with, uh, the most, uh, is Jeannie Light. Jeannie owns a couple of shops out in North Carolina in the Outer Banks, Light House Automotive. Jimmy Lea: She is at the second floor on the original OG location. Jeannie, th- thank you for joining. Glad you're here. Jeannie Light: Thank you for having me. Jimmy Lea: Oh, super awesome. I, I was able to do a webinar once upon a time from Jeannie's HQ there- Yeah ... at the home office. That was super fun. Jeannie Light: You sat right here where I'm sitting right now. Jimmy Lea: Yeah. Uh, and I probably used that same microphone, the Yeti. Pro- Jeannie Light: yep. Jimmy Lea: Oh, so much fun. So if ever you are in North Carolina and you are out in the Outer Banks, y- uh, y- if you've seen the show, you'll know that it wasn't filmed there in North Carolina. It was filmed somewhere else, right, Jeannie? Was it in Virginia or something like that? Jeannie Light: Which one? Jimmy Lea: The Outer Banks show. Jeannie Light: Oh, yeah, yeah. Jeannie Light: The OG. It's filmed in South Carolina. Jimmy Lea: South Carolina. Yes. Well, go there. Visit Jeannie at her two different shops, and she'll take you to the OGs of all of those original Fisher fisherman boats and, uh, ex- Expedition people. Uh, my, my son still has a sweater. Um, and in fact- ... I need to get another one from you here this next time. Jimmy Lea: So we'll talk about that in a minute. Jeannie Light: Yep. Jimmy Lea: Super excited that you're here. Thank you, Jeannie. Thank you, David. And, and let's talk about communication. Let's talk about what we can do to help answer that phone and be better on the phone. What do we wanna talk about first here, David, with communication? David Boyd: Yeah, I think so, I mean, you, you, you bring up a good point. David Boyd: I, you know, how, how do we answer the phone? Do we know if we're answering the phone? There's so much that goes along, you know, it... Running a shop anymore isn't so much about, uh, just making the phone ring. The phone rings a lot. And I think, you know, Jeannie and I have had conversations about what's going on in the shop, what do we know about what's going on, do I have any line of sight to whether we're answering the phone. David Boyd: So, you know, most owners are spending a lot of time and energy to make the phone ring. And if, if it gets to s- be slow, the, then, you know, owners, uh, Jeannie, I'm sure you've never done this, but, you know, if it gets to be, like, a slow week, it's always, it's always introspection. Like, what am I doing wrong? Am I over pricing? David Boyd: Am I marketing properly? Am I doing all this stuff? So what do I even know about my call activity? And I think- Yep ... you know, one of the things that is important is to have line of sight to that, uh, to understand, um, you know, how, how many calls are we getting? Are we answering the phone? If we're not answering the phone, what's happening with those? David Boyd: What kind of technology can we use? And Jeannie, I'd love to hear your perspective about some of the things that are important to you as a shop owner. Um- Jeannie Light: Yeah, I mean- Go for it ... I think the cust- I mean, the, um, service advisor answering that call with the right greetings, using the customer's name, you know, that's the most important thing we can do, is really respect the customer and their time and just, you know, get through it as quickly as we can. David Boyd: How difficult would you say it is for you to know what is happening on the front line? If we talk about what's going on in the front office, how historically, maybe not so much now, 'cause I know some of the technology you're using through, through Call Inbound, but how, you know, what, how hard is it to know, uh, what's happening on the front line, those points that you made? David Boyd: Are we answering the phone? Are we using the customer's name? Are we asking for the appointment is another big one. How hard is that? Jeannie Light: It, if you don't, I will say, if you don't have the right equipment and the right provider, whatever, whatever you wanna call it, the right equipment, if your phone calls are not recorded, I think you don't know. Jeannie Light: You don't have a clue. Jimmy Lea: I- I- even more to that, Jeannie, uh, with coaching and training, when it comes to finding a phone call, even if your calls are recorded I can spend two to three hours trying to find a phone call that is coachable. So having it recorded is certainly half the battle, but the other 90% is finding that phone call. Jimmy Lea: Mm-hmm. And I, this isn't a commercial for Inbound, but let me tell you what, Inbound is what we use at the institute. I know it's what you're using as well, Jeannie. Yep. A- and the, the, the ability to have these calls sorted by missed opportunities, these are your really good calls, this is an angry or upset customer. Jimmy Lea: Oh my gosh, it makes it so much quicker and easier- Jeannie Light: Yeah ... Jimmy Lea: to get to those coachable calls. Are you... What do you do as a, a team with your service advisors in coaching phone calls with them, Jeannie? Jeannie Light: Well, we have, um, we have phone scripts. And actually, I sat down with, um, AI and there's, I know there's been a lot of talk about AI in the news lately, you know, it's gonna kill us all, but, um, Jimmy Lea: We have three years. Jimmy Lea: Three David Boyd: years down the road. Jeannie Light: Yeah. Three. Jimmy Lea: Three years, Terminator. Three years. Jeannie Light: Yeah. Jimmy Lea: Nine years according to iRobot, but carry on. Jeannie Light: But anyway, um, no, I, you can take those calls, you can take a

218 - What Your Opt-Outs Reveal: Your CRM Isn't Broken. It's Being Misused September 9th, 2026 - 00:55:22 Show Summary: Most CRM systems are capable of producing results but the way shops use them can weaken customer relationships. Mass messages often focus on filling bays instead of delivering value customers actually want. Strong retention starts by understanding communication preferences and earning permission before sending messages. Shops can build stronger relationships by creating meaningful reasons for customers to stay connected. Automation can support that process but it should never replace genuine human communication. Returning customers should become a primary measure of success because lifetime value matters far more than a single repair order. A retention focused culture can create steadier car count and stronger long term growth.   Host(s): Jimmy Lea, VP of Business Development   Guest(s): Craig O'Neill, VP of Training Autoflow   Show Highlights:   [00:02:45] – CRM systems work but shops often misuse their capabilities. [00:06:32] – Mass text blasts can create opt outs instead of appointments. [00:12:10] – Effective communication must focus on what matters to customers. [00:18:18] – Customer retention should create meaningful relationships built on trust. [00:21:08] – Customers should understand why your messages provide real value. [00:27:36] – Promotional mass texts require proper permission before being sent. [00:33:28] – Retention should become a goal across the entire organization. [00:35:02] – Returning customers can reveal more than traditional sales metrics. [00:41:12] – Give customers a compelling reason to return after every visit. [00:45:35] – Safe reliable vehicles provide a powerful purpose for follow up.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode. 👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/10RC8L1nKhM   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Jimmy Lea: Hello, welcome. Glad to be with you today. It is Wednesday, so excited for Webinar Wednesday. Coming to you live from the road. I'm in Eugene, Oregon, here at Brian Slater's shop in Eugene, Oregon. This is the North Eugene Auto Repair in in Eugene, and so coming to you from the road. Thank you, Brian. Jimmy Lea: Appreciate you letting me use your office today as we're out and about visiting shops. It's just an awesome, gorgeous weather here in northern U- northern... no. I was gonna say northern Utah. I'm not in northern Utah. I'm in Eugene, Oregon, and this is not northern Utah, but it is gorgeous weather. Jimmy Lea: So if you don't have gorgeous weather where you are, you wish you were here. We're gonna have a great conversation today. Those of you who have comments, questions, comments, put them into the chat section. That chat section comments allows us to have this conversation back and forth. I will be the voice for You've got questions, comments, concerns for our guest, want to make sure that those are voiced for you, put them in the comments section. Jimmy Lea: My guest with us today is ever-present, ever-linguist, Mr. Craig O'Neill of AutoFlow. Craig, how the heck are you, brother? Craig O'Neill: I'm really good, Jimmy. Really good. I was actually thinking northern Utah, as you mentioned Utah, even though it was Oregon. Both places are beautiful. I can't blame you for the distinction issue there. Craig O'Neill: That was- that's all right. Jimmy Lea: Yeah. Yeah. No it is absolutely gorgeous up here. Now, I will tell you that there is a large lack of mountains in Eugene, Oregon- ... Jimmy Lea: That northern Utah does have, is bounteous mountains. Craig O'Neill: Yeah. A lot of them. Yeah. I can't wait. Ogden, a couple, next month. Next month now is October. Jimmy Lea: Yes. October for the Mars Conference. Craig O'Neill: Yep. Jimmy Lea: Yes. Yes. Speaking of Mars Conferences we're gonna put up a QR code for the Mars Conference. If you scan this QR code, it will get you right onto our registration page, and those sticking around to the very end, there is this very special, very unique offer for anybody who wants to attend the Mars Conference. Jimmy Lea: So stick around, scan the QR code. Save that in your smartphones. We are gonna have a great conversation about marketing. Craig is one of our presenters at the Mars Conference, and super excited for Craig to be here. Craig and I have known each other for a couple of years now, and worked together at a couple of companies, and- Jimmy Lea: glad that we are able to still be friends here in this wonderful industry that we call home. Craig, what are we talking about today? Craig O'Neill: Jimmy, this is the, one of my favorite topics to go into. We're talking about CRM systems, of course. Now I have some opinions about CRM systems. Both of us come from a background that deals in these systems. Craig O'Neill: You have opinions as well, and you have some observations, and my observation is simply this: the systems themselves are capable of some pretty cool things- Jimmy Lea: Yeah ... Craig O'Neill: but we aren't using them very well. The it's not broken, they're being misused, is the title of our conversation today. Your CRM isn't broken, it's being misused. Craig O'Neill: And I don't like to walk into a conversation with "Oh, you're doing something wrong", or on the opposite side of it, I don't like to walk into a conversation as you guys are doing it right. You're just fine, but other people are doing it..." Like I, I've used stuff wrong. I've made mistakes in how I leverage the different systems and tools that are available, and I just believe, and I hope you just go along with us today, there might be a better way than our way that we're approaching it now. Craig O'Neill: Be open to that. Jimmy Lea: Yeah. Be open to it, because what they're, what you as a shop may be doing today is working. Craig O'Neill: Yeah. It's not even a debate. It is getting results of a certain level and type that are appearing to be adequate. Jimmy Lea: Adequate for today. And hopefully with this conversation that you and I are gonna have as we talk about the customer relationship management software Hopefully there's something we can expose shops to that might say, "Hey, maybe there is a different way of doing this." Craig O'Neill: Yeah. Jimmy Lea: So what are these ways? What are the five mistakes that shops make the most, or not the mistakes. What, how can we help these shops improve? Sure. I would call Craig O'Neill: them hurdles that we have to get over, right? Jimmy Lea: Yeah. Yeah. This one it's an opportunity for us to make it better. It's an opportunity to make it better. Jimmy Lea: This is what it is. It's not a mistake. You're not doing it wrong. Consider this. Craig O'Neill: Yeah. We're gonna talk about a lot of things on this, and I think before we even get into those hurdles, let's talk about the nature of communication today. Yeah. People's attention span today, because I think that there's a couple of different things that we need to understand. Craig O'Neill: And first off, let's talk about why we even wanna leverage a CRM system. And for many shops, you might have a sustainable s- sort of automatic practice here, but when you're a busy shop, you feel very successful, and then all of a sudden things are not as busy as they are. This happens to all of us. All the time. Craig O'Neill: We've ... shop, Jimmy, our transmission shop, family business that I came up, down into grew up in, and like we never had a slow spell. The shops around us always had those little slow spells, and we're like, "Yeah, we don't." And that was a good feeling until it happened to us, too. So we're all vulnerable to it, and the knee-jerk reaction that I see is this. Craig O'Neill: People as eventually hit that slow spell. They check, see if other people are experiencing it, too. We comfort ourselves with the fact that others are doing it, defining it as a, a market-wide symptom of broader events that we have no control over. And so then we can just comfort ourselves with another idea. Craig O'Neill: It's like, "Ah, it'll come back around." And I heard this over, and over again from my family who is owner of the business, my, my dad and my grandpa, because that has been the experience. It always comes back around. Why would we ever be okay with the fact that a slow spell also technically always comes back around? Craig O'Neill: And if our knee-jerk reaction to those moments is then to go into a, a degree of marketing or a degree of follow-up or a mass blast text strategy, like I see a lot of people fall into is like, "Huh, the work needs to be drummed up. We'll turn to our CRM system. We'll construct the perfect message and send it out, and then people will make appointments and fill our bays." Craig O'Neill: Sound familiar? Jimmy Lea: Oh, it does. It does. And if we know those, those times are gonna come back around because it's cyclical, what are we doing? We..

217 - AMA: How the Best Shops are Confident in their Pricing September 3, 2026 - 01:03:32 Show Summary: Profitable auto repair shops build pricing around financial data instead of fear or competitor rates. Rising technician pay and rapidly advancing vehicle technology make strong margins essential for investing in people training and equipment. Confidence comes from understanding the true cost of doing business and recognizing the value a skilled independent shop provides. Customers are often willing to pay more when they trust the quality and experience behind the service. Strong systems and productive teams also give owners the foundation needed to grow without sacrificing profitability. Long term success requires clean financials clear value and the willingness to charge what the business needs to thrive.   Host(s): Lucas Underwood, Shop Owner of L&N Performance Auto Repair and Changing the Industry Podcast Cecil Bullard, Founder of The Institute   Show Highlights: [00:01:00] – Rising technician pay makes accurate pricing more important than ever. [00:07:00] – Setting prices based on competitors leaves shop owners flying blind. [00:12:00] – Great technicians use diagnostic data but often ignore business data. [00:19:00] – Confidence means explaining why quality automotive repair costs more. [00:27:00] – Low prices can actually make customers question service quality. [00:31:00] – Build operating reserves before expanding into another shop. [00:37:00] – Create a shared vision to earn staff support for pricing changes. [00:44:00] – Automotive pricing has failed to keep pace with rising costs. [00:53:00] – Independent technicians bring valuable diagnostic skills to complex repairs. [00:59:00] – Clean financials create confidence in what your shop must charge.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/bk5g3FjpoEo   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Lucas Underwood: Good afternoon, everybody. My name is Lucas Underwood from Changing the Industry podcast. I'm a shop owner here in Blowing Rock, North Carolina, own LNN Performance Automotive Repair, and today I have the honor to be joined by Cecil J. Bullard, and we are talking pricing here, uh, on today's show, and we're talking about confidence in pricing. Cecil, buddy, how are you? Cecil Bullard: I'm great. I'm Lucas Underwood: great. You're not a has-been yet? Cecil Bullard: Not yet, brother. I'm a still-was, I think, or maybe never was. I don't know, man. Lucas Underwood: I'm a something, right? Cecil Bullard: I'm something. Somebody knows who I am. Lucas Underwood: Man, I love it, and, and listen, we're talking pricing today, and it's really interesting. I'm, I'm headed up to Kentucky, uh, for the Survive or Thrive Thoroughbred Diesel event in October, and I was working on a presentation for them, and it's really about my story as a shop owner. And for those who don't know, I, I started in diesel performance. I was selling diesel performance parts, and one of the things that we faced in the diesel performance world is they had these MAP prices, and all of these online vendors were selling their parts for MAP prices, and I thought I had to compete with that. And one of the biggest challenges I ever faced as a shop owner was overcoming that fear of charging what I needed to charge. So Cecil, how do we get these shop owners who are listening, these shop owners who are gonna view this later, to the place that they're confident in their pricing? Cecil Bullard: It, it's, it's a, a combination of multiple things obviously. I mean, we, uh, I think if you understand, um ... So let's ... See, this is gonna jump around like it always does. Uh, you keep me on focus. Um- Bet. I'll Lucas Underwood: do what I can. No promises. Cecil Bullard: Right, right now we, we have this, this, uh, techs coming in. Uh, had one yesterday, uh, you know, uh, one of my clients is interviewing a tech, and the guy's saying, "I want 100 grand guaranteed." And, uh, you know, I would tell you two years ago that was probably 65 or 70 maybe. Yeah. And so now it's 100,000. And so we have this, um, uh, you know, the, the, the shortage, right? Lucas Underwood: Yeah. Cecil Bullard: And, uh, we have a demand, and we have, uh, a necessity of probably paying more. So if I understand, you know, what I'm paying and why I'm paying it and what I need to pay, then I also have to relate that to my pricing. Because- Yeah ... um, if I don't charge enough, I don't get paid enough to pay the person that I need to enough to buy the equipment, to buy the training. And y- you know, when I, uh, was, was working as a tech, which is a long time ago, um- Lucas Underwood: Yeah ... Cecil Bullard: and, and people will go, "Oh, wow, did the cars have wooden tires?" Yeah. "Or were they rubber?" I was Lucas Underwood: gonna say, I, I Cecil Bullard: can't believe- They, they were rubber, man ... we had Lucas Underwood: cars that long ago, you Cecil Bullard: know? They were, they were rubber, yeah. But, but, um, you know, classes were, uh, few and far between frankly. Mm-hmm. Uh, mainly manufacturers had classes. We didn't have a lot of the aftermarket stuff like Asta that's coming up where we could get great tech training there or- Yeah you know, great management training. Um, and it wasn't ... But it also was very inexpensive in comparison maybe to what training is today. And the cars, of course, were a lot simpler. So there's this idea that, okay, what I'm doing ... Uh, and I think this might be one of the core problems we have with shop owners. They do not understand the value of what they do- For sure ... their knowledge, right? Yeah. Most of them, you know, uh, we still have a, probably a higher percentage of people in our industry that were not ... You know, they don't have a college degree. They didn't, uh, you know, have a master's degree in, in automotive technology or- Yeah or, you know, engineering or whatever that is. Um, and many of these guys, I had a, again, a conversation, uh, Sunday with one of the clients that, um, you know, he's like, "I, I didn't even graduate high school," right? "I, I, uh, I got into drugs. I went to, I went to prison. Uh, I got out of prison. I started to be a mechanic 'cause I, that's, I could do that." And now he owns a shop, and a pretty successful shop. Now he owns a couple pieces of property. And, but- Lucas Underwood: Yeah ... Cecil Bullard: I think if we don't value what we do- Or we don't see the value in what we do. And I also think that, that we have blinders on as, uh- Mm ... shop owners because all we really see, uh, we, and, and how we interpret what we see is probably, uh, very limited. So I drive down- Lucas Underwood: Yeah, through our lens. Yeah ... Cecil Bullard: I drive down these five streets to get to work, and there are three shops, and I drive by, you know, Billy Bob's shop, who is the cheapest guy in town, and I know that, and man, he's got a lot of cars parked outside that shop. He's always got a lot of cars. And then my phone doesn't seem to be ringing, and it's- Yeah a real, it's a natural leap to go, "Well, my price must be too high," right? Lucas Underwood: For sure. For Cecil Bullard: sure. Uh, as opposed, uh, as opposed to, number one, I don't know what Billy Bob's costs are. Yeah. I don't know if Billy Bob, uh, is paying rent, you know, how much rent. Uh, I don't know what Billy Bob's- Yeah ... paying his technicians. Don't Lucas Underwood: even know if he's doing any marketing. Right? And frankly- Those could all be comebacks, right? Yeah, and, and- Like, we don't know Cecil Bullard: Yeah, and frankly, I don't even know if he's making any money at all, right? He might be losing three grand a month, and- Lucas Underwood: That, that's a- But- That's a great point, right? Because I, I've been- Right there, done that, right? Because I, I, I was the guy riding by the other shops, looking at the other shops saying, "Oh, look how busy they are. Look at what they've got going on," not realizing that some of those cars had been sitting there for weeks. They hadn't- Yeah, for months ... got anything done. Yeah. Right. And, and a, as I dug in and I started talking to these guys, I'm going and talking to them, I'm realizing, hey, listen, they're doing twice the amount of work for the same amount of money. I'd rather have an empty parking lot and make the amount of money I'm making as I would- Cecil Bullard: Oh, yeah, yeah. If I'm not gonna make any money, I'd rather not work. I mean- Lucas Underwood: Exactly ... holy smokes, right? Exactly, and look, here, here's what I keep seeing, and I talk to shop owner after shop owner, and this- You know, David gets frustrated because we keep having this discussion over and over again. And he said- Yeah ... "Why do we keep having this discussion?" I said, "Because all of these techs leave shops and decide to star

216 - Coach the Call: Using AI Insights to Develop Stronger Service Advisors August 26th, 2026 - 00:54:51 Show Summary: Strong phone skills can turn more incoming calls into appointments while building trust from the first interaction. Consistent call reviews give service advisors a clear path to improve without making coaching feel like punishment. AI call analysis reduces the time required to find useful coaching opportunities and helps owners identify patterns across their team. Positive reinforcement also matters because great calls give advisors examples they can repeat. Simple habits like smiling asking for the appointment and using the customer’s name can dramatically improve the experience. Better phone performance ultimately supports stronger customer relationships higher appointment conversion and long term shop growth.   Host(s): Jimmy Lea, VP of Business Development   Guest(s): David Boyd, Founder & CEO of Callinbound Tonnika Haynes, Owner of Browns Automotive, Downshift with Tonnika Haynes Show Highlights: [00:04:00] – Listening to real calls reveals missed opportunities that owners rarely see. [00:10:00] – AI identifies coachable calls without hours of manual review. [00:14:00] – Consistent coaching creates awareness before advisors answer each call. [00:17:00] – Replace a hard no with a plan focused on customer needs. [00:24:00] – Help advisors self coach instead of simply pointing out mistakes. [00:28:00] – Every missed appointment can represent significant lost customer value. [00:34:00] – Asking for the customer’s name immediately creates a stronger connection. [00:39:00] – Scheduled call reviews make coaching normal instead of threatening. [00:43:00] – Asking for appointments helped turn successful marketing into a fuller calendar. [00:49:00] – Call tracking connects marketing performance with actual appointment conversion.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode. 👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/fv9ewVBoSks   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Jimmy Lea: Good morning, good afternoon, good evening, or good night. Thank you for joining. So excited for us to have this conversation today with some really good friends. Everyone, this is to be an interactive webinar. So you're sitting there, you've got questions, you've got concerns, type them into the chat. We wanna be able to ask those questions of our panel today as we are talking about a very interesting topic. And with us today, first, is our good friend, Mr. David Boyd of Inbound Communication. David, how the heck are you, brother? David Boyes: I'm great. I, I, uh, I fully intended to have my jacket on, Jimmy. Jimmy Lea: Man. David Boyes: So excited to be here. We Jimmy Lea: coordinated on this and everything. David Boyes: I know. I, uh- Next time ... I, I was, I was lucky as, as busy as we've been at Call Inbound to, uh, uh, get up and, and organize and dress today. So I really, uh, it's always great to see you and of course, um, uh, we got to visit a little bit out at, uh, Worldpac STX and, uh, man, I tell you what, your wardrobe is always top notch. Jimmy Lea: Hey, thank you. Thank you. We're glad you are dressed today, just don't stand up. Thank you very much. David Boyes: Great. Jimmy Lea: And joining for us in our conversation today, David, is Tanika, Tanika Hayes with, uh, Haynes with Browns Automotive. Tanika, how the heck are you, sister? Tonnika Haynes: I'm doing good, guys. What's going on? Jimmy Lea: Staying alive. Good to see you. Great to see you. Also at STX, what did you think of the, the conference there with Worldpac? Tonnika Haynes: It, it was really, really good. I was not prepared for the size of it. There was a lot of people. People were peopling. So, um, once I got adjusted to all of the crowds and everything, I enjoyed it. I hadn't sat in a class in a really long time, like at an expo. Ooh. I'm usually just walking around and being nosy, but I picked up some good nuggets, so it was great. Jimmy Lea: Beautiful. That's awesome. Well, if, if the STX was a large conference to you, I would suggest that you really prepare yourself months in advance if ever you come out to SEMA and Apex in Las Vegas. Tonnika Haynes: I will be there this year. Oh, good. I keep hear- hearing that, so I don't know what meds I need to be on to take, To take it all in. But Jimmy Lea: we'll- You- Tonnika Haynes: I'm excited about it ... Jimmy Lea: we, we will talk about that because there is more than you can see within a week, and you really only have three days at Apex, four days at SEMA. You want to map out where you're gonna go, who you're gonna talk to, who you're gonna see- And for you, Taneka, schedule some time to sit down and chill Tonnika Haynes: Yeah. I'm gonna have to definitely do that. You're talking about, um, scheduling times. I'm gonna schedule time to go sit in the corner and recoup. Uh-huh. So where's Taneka? She's in the corner. Jimmy Lea: Yep, and, and I- It's David Boyes: scheduled time ... Jimmy Lea: I, I'm gonna work with you on that because I know the corners, I know the places where you can go and, and find some solitude. Tonnika Haynes: All right. Jimmy Lea: I am. Well, our conversation today is in preparation for making your shop better David, I'm gonna kick it over to you, brother. Let's start this conversation with Taneka. David Boyes: Yeah. Let's, uh, let- let's kinda move into this. You know, we're, uh, talking about communication, and there are so many facets that impact the customer experience. I think that it's important to know that, you know, there are tools and there are, uh, from an owner or, and manager's perspective and from a service provider's perspective, there are ways that we rally around making communication better. Um, you know, one of the things that is common at all shops is, uh, the customer phone call. Tonnika Haynes: Oh, yeah. David Boyes: So you winced a little bit. Tonnika Haynes: Yeah. David Boyes: Uh, how many times do we, you know, talk about our phone skills, uh, getting better on the phone, understanding the customer, understanding their needs, addressing their needs? And there's so much, you know, revolves around, uh, the phone calls and, and the way that our advisors and our front office team handles these. Maybe you have a CSR, maybe you have, you know, a service manager. Um, but people are, are answering calls all day long, and this becomes important that we understand who's answering the phone- Mm-hmm ... how they're communicating, what, what's the message that's being shared. Every time that phone rings, uh, that, you know, we like to say that's money calling. So Taneka, let me just ask you, you know, what, what are some of the challenges that you see or the, uh, the successes that you have with your team when it comes to managing and, and, uh, getting better on our phones? Tonnika Haynes: I wanna start by saying, um, I think I listened to my first phone call at my meeting with Jen- Jennifer, with the Institute. I'm currently coaching with the Institute, and that is life-changing- Yeah ... to listen to your team answer the phone. So if anybody's out there and they have not done that, they have not listened in on a phone call, figure out a way to do it. I don't know if it's gonna be a little paper cup and a string, but figure out how to do it. Um, and then I, listening to my own phone calls, and I- I'm the boss, right? I still cringe. And so you never know what's missing from those phone calls, what, what, what is standing out. You know, my team, we would not even ask for the appointment. Like, "Would you like to bring this in today?" You know- Oh ... you ask all the questions, they go through the scripts, but then we found that they were not saying, "Hey, would you like to get that done? Would you like to bring that in today or tomorrow? What works for you?" They were leaving it all to the client to say- Jimmy Lea: Mm-hmm ... " Tonnika Haynes: What's next? What's next?" Hmm. So they were answering the phone, and they were s- being very polite, but they were not closing. They didn't have a lot of words with closing. And so with inbound, I've been able to coach- You know, when you listen to yourself and you're like, "Ooh, ooh." And you can say, "Do you see what you did there?" Or even, 'cause you know, the team can listen to their own phone calls. "Oh, I see what I did there. I see where I dropped the ball." So that was, opened up a whole bunch of eyeballs around here. Well- It's like, "Oh, it's Monday, it's time to listen to phone calls." Like, "Ah." But you just increasingly get better over time. Jimmy Lea: Oh, it's so true. And, and the ability, Taneka, the ability to have calls from today- Tonnika Haynes: Mm-hmm ... Jimmy Lea: or from yesterday or, or even the day before. Uh, there was a time a decade ago when we would have to listen, as coaches, we would listen to calls. Listen, listen, l

215 - Ask Me Anything: Car Count vs. Profit - Why More Cars Doesn't Always Mean More Profit August 5, 2026 - 00:53:54 Show Summary: Higher car count does not always create higher profit. Excess volume can lower repair order averages and increase mistakes while exhausting the team. Strong financial data helps owners find the right workload for their business model. Shops should improve margins and workflow before investing in more marketing or staff.   Host(s): Lucas Underwood, Shop Owner of L&N Performance Auto Repair and Changing the Industry Podcast Cecil Bullard, Founder of The Institute   Show Highlights: [00:01:00] – Higher repair orders can create less stress and a better client experience. [00:04:00] – Strong sales mean little when the business still loses money. [00:09:00] – Last minute work can disrupt promises and increase costly mistakes. [00:15:00] – Excess car count often lowers sales and employee satisfaction. [00:18:00] – Every shop must find the workload that supports its model. [00:20:00] – Clean financial data helps owners make sound business decisions. [00:22:00] – Fix weak margins before spending money to attract more clients. [00:28:00] – A thoughtful response can protect workflow without rejecting the customer. [00:42:00] – Adding technicians without strong processes can create greater chaos. [00:49:00] – Clear goals and accountability help employees understand how to succeed.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/7M70n_DfTDg   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Ask Me Anything Car Count vs. Profit - Why More Cars Doesn't Always Mean More Profit Lucas Underwood: What is up, everybody? Hey, y'all. It's Lucas Underwood from the Changing the Industry podcast and L&M Performance here in Blowing Rock, North Carolina. I am joined today by the one, the only, Mr. Cecil Bullard. We're gonna be talking about car count versus profit. Cecil, how are you today, buddy? Cecil Bullard: I'm doing fantastic as usual, Lucas. Lucas Underwood: Very good. Very good. So Cecil, one of the, one of the things I'll never forget, I taught a class at a industry event one time, and I had been in another class where the person was talking about do whatever it takes to get them in the door, and they'd been in a shop, and they were in their own shop, and the, the advisor had turned down a car at 4:00 in the afternoon that came in for a coupon oil change and wanted to wait. And so she chased the person back out into the parking lot and said, "No, no, no, no, no, we'll get you in. We'll make it work. I'm gonna pull a technician off something else. I'm gonna put them on this," and fired an advisor over it. And I've, I'd been in that class, and I'm talking about that in this training, and that person was sitting in the back of the class and I didn't see Cecil Bullard: him. Yeah. Lucas Underwood: And, and the thing that I said about it was this, is I said, "Listen, one of the most impactful things that I've ever experienced was being on the other side of an experience like that as an advisor, as a technician, what it feels like to feel that kind of pressure and why we shouldn't do that to our people And so I know there's been a massive movement, movement in the industry that's pushing people to say yes to every car that comes in the door. Doesn't matter what it is, just more cars, more cars, more cars, more cars. And I have had a very, very different experience than that. I am someone who has experienced a higher ARO with less stress and less pressure on our people, a better experience for the client, and I have found that that works best for me. And I'm not saying it works best for every organization, but I wanted to dig in with you and talk a little bit about this. Are you a say yes to every car man, or are you a balanced car count and balanced ARO man? Help me understand. Cecil Bullard: I think there's a, I think there's both, frankly. Um- Okay ... it, it has to make common sense, and I think you're really talking about two different things. So first of all- Yeah ... you know, before you fire someone for not doing what you want, does the person really understand what you want, right? Yeah. I mean, is that, is that well defined? Did the guy know that no matter what, I have to bring that car in? Uh, you know, so at 4:00, your service advisor made a decision. He'd made promises to other customers that they would have their cars. Yeah. And instead, now you're jumping in the middle of that and you're saying, "Well, I'm gonna fire this guy because he turned down a, a discount oil change or whatever." Yeah. Maybe a dis- and it- maybe a dis- you know, the guys, the discount oil change guys would say, "Well, yeah, but we do discount oil changes 'cause it leads to other sales." Lucas Underwood: Right. Cecil Bullard: But so that's one thing, you know? I- I- is the person who works at your counter... Um, I, I was in, uh, North Carolina. You saw me last week. I was on the road- Yeah ... for four da- after one of my meetings, and this happens a lot, one of the kids came up, young guy, uh, looked like he was about 14, but he was probably in his 20s, and he's like, "I'm a third generation. My dad runs the shop, but, but you know, my dad, he's getting in the middle of everything. It's really hard." And, and, uh, I, I always say you work for someone, they write you a check- You have to make a decision about what you're willing to put up with or not put up with, right? For sure. As an, as an employee, right? Lucas Underwood: Yep. Cecil Bullard: And so when you decide that I, I wanna work here and I wanna take the check, i- in a way you also decide I'm gonna follow the rules of the company, whatever those are. Yeah. Whether Cecil agrees with them or Lucas agrees with them or, or whatever. None of that really matters. What matters is that the person that's writing you a check is, is basically saying, "This is how I wanna do it," right? Lucas Underwood: Right. Cecil Bullard: And, you know, behind the scenes, we can have all the arguments we want. We can sit down and go, "I don't think that's correct." Um, a- a- but until the owner changes their mind about how we do this, then you gotta do- That's how business Lucas Underwood: runs ... Cecil Bullard: you gotta do how, what the owner wants. And so if that employee got terminated legitimately because- Yeah he knew better, then I'm, I'm fine with that. I, I, I think we have a craziness in our industry. I think we've all lost our minds because You know, you, you look at car count, car count. I mean, that's everybody's... That's like the mantra, right? More cars, more cars. I'll make money if I have more cars. Yeah. Well, that's, that's not necessarily true. It's never been true, frankly. Lucas Underwood: Right. Cecil Bullard: Right. You know, we have these shops. I mean, I can't tell you how many times, you know, having done seminars in the industry for well over 20 years and, and, and worked with automotive- thousands of automotive shops, we have these shops that come in, they're doing $2 million a year worth of business and losing money. Lucas Underwood: Yeah. Cecil Bullard: And, and so... And we also have shops, frankly, that are doing, you know, uh, 700,000 and losing money, and, and I'm pretty sure there's shops out there doing 10 million and losing money. Yeah. Uh, there's a balance and there's a way to run your business that is successful, right? Yep. Lucas Underwood: Absolutely. 100%. So- And, and look, h- I, I'm gonna, I'm gonna take a play directly from the Cecil Bullard playbook, okay? Hey- I'm gonna pull the play straight out of the playbook because you said something that I think we need to address right here and right now, okay? We Cecil Bullard: lost our minds in our industry? Lucas Underwood: Well, I mean, you would've had to have had one to have lost it, okay? You have to have something to lose it. So, I, the industry in that sense, we're in trouble. But, you know, th- this brings up something that's completely off-topic and, and I'm just gonna ask you what you think about it. There's all these technicians who are really upset right now, right? They're, they're very disgruntled, and it's primarily in the dealership space, right? You know I make these videos and they come out- Yeah every single Tuesday, Thursday, Saturday and Sunday. Yeah. And these videos come out, and all these dealership guys get so upset and so mad because they think that I'm talking about the dealership space. And I keep saying to them, like, you set the terms for what you're willing to accept in that, that job, in that role as an employee, and if you don't like the job, for God's sakes, leave. Cecil Bullard: Yeah, there's- And if Lucas Underwood: everybody leaves- Cecil Bullard: There's so many... There, I mean, you know, I, I think if you got a thousand shop owners in a room and you said, "How many

214 - The Future of Shop Training: Why Gear Group Acquired Today's Class July 29, 2026 - 00:47:05 Show Summary: Gear Group Holdings acquired Today’s Class to create a stronger training experience for automotive shops. The platform delivers personalized lessons in just a few minutes each day. Continuous reinforcement improves retention and reveals hidden skill gaps. Shops can develop stronger teams while improving productivity and customer satisfaction. Future updates will expand content and use AI to make training more effective.   Host(s): Wayne Marshall, CEO & Industry Coach Guest(s): David Boyes, Founder of Today's Class Show Highlights: [00:03:14] – Daily reinforcement helps employees retain and apply new knowledge. [00:05:38] – Personalized training adapts to each employee and role. [00:09:35] – Shared learning builds motivation and stronger team chemistry. [00:13:12] – Shops need one clear path for complete employee development. [00:18:35] – Investing in training helps shops attract skilled technicians. [00:20:33] – Better training improves efficiency and reduces costly comebacks. [00:24:03] – Training data reveals skill gaps that experience may hide. [00:27:42] – Employee development creates a stronger workplace and business. [00:31:03] – Shop owners must learn business processes and financial performance. [00:39:21] – Working interviews confirm whether technicians can apply their knowledge.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/16mXEg1aOZI   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Wayne Marshall: Say hello to today, to everybody that's joined us for Ask Me Anything. Uh, today, Cecil normally does these, but today it gets to be myself as Cecil is traveling, as he is out east on the ASTA Roadshow. But today we have the privilege to bring in David Boies from, uh, Today's Class to talk a little bit about some of the things we have going on here at Gear Group Holding, and some of the things that are changing as we continue to expand, try to be bigger, better, the things that we can offer out to the industry. So I welcome in David. It's great to see you again. Great to have you. David Boyes: Happy to be here. Wayne Marshall: So many of you have seen and pay attention, some of you guys I know have been involved with the Institute at different levels in the past and have seen our change and growth. Some of you are more new, and maybe some are just coming in today for the first time. Uh, for those of you who are newer or coming in for the first time, uh, just to help set the stage, so here recently, a few months ago, uh, the Institute, we created Gear Group Holdings, and it's the holding company that now owns the Institute and still does the things that we've always been doing. And with that, though, we have the privilege of being able to now bring in a cl- a business of Today's Class and the things that they do, which we think is a great fit for everything we got going on with our coaching and our other programs, and we're continuing to look because as we've always said and as our tagline has been, is we wanna create a better industry. And part of helping to create that better industry is we know and understand we need to continue to offer up better things, better content, better programs, better services that can help to elevate all of us in what we're doing. So today we're gonna talk just a little bit of why we have Today's Class, some of the things it does for us and why we're excited, things that it's going to help not only strengthen what we have to offer with the Institute and the holding company, but also how this plays in, and I'll let David even talk about his excitement toward what this does for Today's Class, and some of the things that we're seeing in the future and what we're trying to develop and what we're trying to do. So hopefully, uh, those of you that are with us, if you got a question, we know we have the ability, you can, uh, add those in. You can put them into the chat. We'll try to take a moment or two and answer if there are anything as you listen to what we're having to say and as we share. So anything, uh, opening words, comments, David? David Boyes: No, e-excited to be here, excited to share the vision. You know, since the press release went out a couple weeks ago, there's been some questions about how this all works, so happy to have an opportunity to, to talk through it. You know, explain where we think this goes, explain, you know, how the institute will continue to carry on what it can do and today's class as well, but then also explore some of those opportunities for collaboration to, again, help, help our, uh, shared customers Wayne Marshall: Yeah. So as, you know, one of the questions I know we've been asked, uh, early on when we started to do this was the, you know, well, why? I mean, why, why was the reasoning behind some of this? And when we first got into conversations, we started looking at all this, and one of the things that we know through research and through adult learning and other things that have been done, when we hold a session, and we've done, you know, uh, intensives on different subject matters or different things, we know that when you leave those, those classes, if you don't apply it in short order, it's only a matter of days, and they say within five days you lose about 70% of it. And as the days go on, you continue to lose a little bit more, a little bit more, a little bit more. And one of the great things about today's class is it's very interactive. It's mobile-based, as those of you who have seen it and maybe even use it. But being that it's mobile-based, it's a short three to five minutes a day that helps to keep top of mind the things that we're trying to teach and coach and develop in the content. And whenever you can reinforce it on a regular and daily basis, the knowledge and retention just goes up dramatically, and you start to use it and remember it so it makes a difference for what you're trying to do as a business. So talk a little bit, if you would, David. So most know, you know, people get coaching. We teach at different industry events, but talk a little bit about what today's class is, how it functions, uh, some of the benefits, the gamification of, and how it brings the team together, 'cause it is. Even Cecil and I compete against each other when we go on with some of the daily questions of who's gonna be right or not. But just give, you know, the people an overview on that if you could, please. David Boyes: Yeah, of course. So, so generally what we're trying to do is helping to impart knowledge, you know, for, uh, personnel at shops, whether that's a technician, a service advisor, a manager. There's a lot of information that we all need to learn to get better, whether that's new vehicle technology, uh, being reminded of shop SOPs, uh, learning more about finance. There's no shortage of opportunities where, where we need to learn. What we always question was, what's the best way to make that happen? Uh, traditionally, you know, there's the standup instruction, there's traditional online learning, and what we, what we began to explore was, what is a potentially more efficient way that we can connect with somebody? Can we consider how much information that they can consume in a single, you know, in a single session? Can we account for the fact that, as what Wayne just described a second ago, that people forget? Are there ways to, to shift that? Ways to remediate that? So our learning approach is really applied at, at solving those problems. We wanna spend three to five minutes with you each day. That training will flex. There, there's a lot of advanced tools, AI, machine learning, and so forth, that would take my training, given my settings, my role, and make it different than it would for Wayne's training or somebody else's. So it's personalized. So there's a lot of really advanced learning technology underneath that, and then we build content to, to help be delivered through that channel, for lack of a better term. So whether that's training on engine performance, suspension systems, or phone skills, or financials, we've got a great pipeline to be able to, uh, push that information to the learner. But then maybe more importantly, measure what they know. That has historically been a big snag in all learning and development, is to understand, okay, how much did this person really comprehend? Uh, the way that we've often worked around that is to do an end of class assessment or something like that. Uh, but doing that one time may limit the visibility that, that we get. So for example, I might get lucky answering a question. That might be interpreted as I know this, and I don't. On the other hand, maybe I read something too fast and I really do understand this concept, but I got it wrong. So, so our approach through this daily interaction allows us to,

213 - The Wealthy Tech: Building Value, Skills, and a Stronger Future July 22, 2026 - 00:59:59 Show Summary: A technician’s greatest long term asset is the knowledge they build throughout their career. Intentional learning helps strengthen confidence and improve problem solving while creating more opportunities for growth. Experience becomes valuable when technicians review mistakes and use those lessons to improve future performance. Small efforts repeated over time can produce major gains in efficiency and skill. The right tools support the work but knowledge determines how effectively those tools are used. Technicians who continue learning become more adaptable and more valuable in a changing industry.   Host(s): Kent Bullard, CCO, The Institute for Automotive Business Excellence Nick Pope, Industry Coach, The Institute for Automotive Business Excellence   Jim Cokonis, Technical Director, Today's Class Show Highlights: [00:00:00] – Technician wealth includes skill value satisfaction income and opportunity. [00:05:42] – Growth begins when you seek people who challenge your thinking. [00:10:12] – Experience creates wisdom when mistakes become useful lessons. [00:15:02] – Every workday provides another chance to improve your skills. [00:18:27] – Intentional practice transforms routine work into professional growth. [00:23:36] – Confidence comes from knowing how to find solutions. [00:29:08] – Focused daily learning can quickly strengthen technical ability. [00:34:04] – Repetition improves efficiency productivity confidence and performance. [00:42:06] – Tools support the repair while knowledge creates lasting value. [00:47:02] – Investing in yourself creates the strongest long term return.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/UUqQdK1xqPM   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Kent Bullard: Hello everybody. I am so excited for the topic we're gonna cover today, the wealthy technician. Today we're gonna dive into building your skills, building your value as a technician in the marketplace, and really building a solid future for you. Today we've got Nick Pope and Jim Kokonis, both incredible instructors. And I couldn't be more proud to work alongside these gentlemen today. Gentlemen, welcome to the webinar. Good Jim Cokonis: morning, Kent. Everybody. Nick Pope: Good morning, Kent. Good morning everyone. Thanks for having us. Before we- I was... real quick, as Kent said w- we're gonna be covering the wealthy technician, and we wanted to just quick touch base on what defines wealthy. Jim, what are some thoughts that come to your mind right away? Jim Cokonis: I guess that depends on the person. But value, skill, job satisfaction, pay, all of it. Nick Pope: Yeah, I like that. And you said value and building on that. Value creates opportunity. So Kent, could you please take this away? I- Kent Bullard: yeah, I honestly, just coming back to this wealthy. Wealthy has several different definitions, and I know that we're gonna cover a few of those today. Let's jump into our, this next slide here and kick this thing off So before we get started, we know we've got a lot of you out there. I think we ended up having 40 to 45. Let us know that you guys are here in the chat, and I'd love for you guys to introduce yourselves. So what's your role? Where are you from? And think about this, name one thing that you've been able to do this year that made you a more valuable technician. As you guys are answering those questions in the chat I wanna cover some ground rules for this webinar. If you guys have any questions, please ask them in the chat. I'm gonna be your voice for this webinar. I'm gonna be p- paying attention to the comments and asking Nick and Jim your questions. Let's keep it as positive and constructive as we can. I know that sometimes these conversations can get very heated. We're very passionate. We care deeply, but let's try to put this in a positive forward perspective. And take notes, key takeaways, and most importantly, like all of us were having before we started this webinar, is to have fun. Nick, I'm gonna hand it back to you, sir. Nick Pope: Perfect. Thank you, Kent. So as we talk about what builds a, a valuable technician, Jim made some ex-excellent points and, the, the one thing that really stands out to me is every day we have the opportunity to build on where we were. And as we move on to our next slide here, we're gonna talk a little bit deeper about that. There's many areas that we can dive into, but before we do that, I want to start out with a little bit of a story. And, t-to take back myself in time, back when I was an early technician, a lot of what I knew then I do not know now, right? Over time, there are things that we're going to pick up along the way, but when we're at a certain point in our lives, we really don't have the capacity to look at things through a certain perspective. And what I mean by that is for most of us that were, or are right now young- ... early technicians, we're learning the ropes, right? We may be in a new role in a new business and understanding what the dynamic is there. Where do we fit in? We may have a family, and we're trying to figure out how to be, a good husband or a good wife and then, a good father or a good mother. Our focus is on a lot of other things, and a lot of the time, naturally, we're just trying to make a living to get by, and that's extremely understandable. Now, the one thing that I wish I would have known then that I know now is if I would've just opened my mind a little bit earlier, sooner in my career, I would've had the ability to learn a little bit more that would really add up over time. Just a little bit, versus just doing the same thing over and over again. Jim, can you think of a story back in your time when you can put yourself back into, in your early careers as a, or your early career as a technician when you were first starting out? What was your mindset like then? Jim Cokonis: My first job out of trade school was working in a fuel injection shop. And That that environment where one piece of dust can ruin a rebuild or destroy a piece of equipment gave me an extreme attention to detail and cleanliness. And it took me a long time to figure out that w- the way I need to do a fuel injection pump is different from what I need to do on an engine rebuild or a transmission repair. Because I would use the same really detail-oriented, super clean approach to everything I was doing, and there comes a point when you hit a spot where the customer's not willing to pay for that attention to detail on that job. So I had to learn that pretty early on in my career. Nick Pope: Yeah. Was it ever a thought in your mind to get yourself in a place to expand your mind and challenge yourself and find new things that you can use and apply in your career. Jim Cokonis: Wow. Okay, here's a quote we haven't talked about in the past, Nick, but, I heard a piece of advice from somebody a long time ago that says, "If you wanna keep growing, if you find you're the smartest person in the room, find another room." And I still find it very easy to be in a room where people are smarter than me. And I seek that out because, I like to be challenged and learning something every day. Even with all these experience highlights I still try to learn something every day. So yeah, I definitely would challenge myself, take on something new. Nick Pope: Yeah, I love that. Nick. And, yeah. Kent Bullard: Nick, we've got a question for you, by the way. Sure. From Michael on Facebook. Do you think you, younger Nick, would have listened? He says that, "I think this industry has to have some pivoting moments to even prepare their minds for that upgrade." Nick Pope: That's a great question. And I really think that if I was exposed to it in a way where it struck curiosity within me, yes. I was not, and, that's a big driving force why we're here right now, quite frankly to begin. But I only knew what I knew, and, I was surrounded by people who were very skilled. I had some great mentors that really elevated my game. As Jim stated, the, the people around you are going to shape you in one way, shape, or form. And ideally, it is a, a great honor to be around people that are extremely knowledgeable because you can pick up so much. You don't realize what you catch when you're around people of that stature and it's priceless. The moment you understand what's happening and you pick that up, and you're intentional about really paying attention to the details of how they carry themselves, how they think, how they respond upon certain situations and approach things, how they use the resources around them it's remarkable. Yeah, I th- I like to think if younger Nick had someone that planted that seed or maybe knocked me on the head and said, "Hey, we gotta look at it this way," I probably would've at lea

212 - Think Like the Circuit: Mastering Electrical Diagnostics June 23, 2026 - 01:02:01 Show Summary: Electrical diagnostics become much easier when technicians understand the fundamentals instead of relying on guesswork or the parts cannon. Jim Cokonis and Nick Pope share real shop stories that highlight how critical thinking and a solid understanding of circuits lead to faster and more accurate repairs. They explain how wiring diagrams voltage drop testing and logical troubleshooting can eliminate costly misdiagnoses. The discussion also explores continuous learning teamwork and building stronger communication inside the shop. Finally they challenge technicians to close the gap between thinking they know the answer and proving it with proper testing.   Host(s): Kent Bullard, CCO, The Institute for Automotive Business Excellence Nick Pope, Industry Coach, The Institute for Automotive Business Excellence   Jim Cokonis, Technical Director, Today's Class Show Highlights: [00:00:00] – Learn why electrical knowledge is essential for every repair today. [00:05:05] – Jim shares a blower motor misdiagnosis that changed his testing approach forever. [00:08:00] – Nick explains how one corroded ground created a lasting lesson. [00:11:45] – A transmission replacement failed because the real problem was electrical. [00:20:05] – Learn how wiring diagrams guide faster and more accurate diagnostics. [00:24:10] – Follow current flow instead of guessing where the fault exists. [00:31:30] – Free circuit simulators help technicians visualize electrical theory and testing. [00:39:20] – Small daily learning habits create top performing technicians over time. [00:44:30] – Think like a circuit to improve communication across the entire shop. [00:49:55] – Strong fundamentals create confident technicians and accurate diagnostics every time.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/iMqCrP4N6JU   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Kent Bullard: Hello everybody, and welcome to today's webinar. We are s- kicking off our technical training series. I gotta tell you, the content that we have today is awesome. We've got some incredible instructors with us and some really fun stuff we're gonna cover. So to get things started, I'd like to introduce the webinar. Here we go. Today we're gonna be covering mastering electrical diagnostics, as well as some critical thinking skills. Where's everybody coming from? I'm out of Utah today. We've got some people on the East Coast. Our trainers, instructors are on the East Coast. Let us know in the chat. We're gonna be watching that as we go through this. Our real goal with this series was to dive into a lot of the technical skills, but at the same time some of the critical skills that you need to be a good technician in the shop, to work well with your the skills that you need to develop, the team that... and relationships you need to develop. And so we had a mashup of technical and business training, some development training here, and it's awesome. I've loved to see how these guys have put this content together. Today what we're gonna do is we're gonna dive into some technical content, some critical thinking skills. At the end of this training, we're gonna open up for a Q&A, and we'll actually hang on a few minutes past, maybe 10, 15 minutes after the hour, to answer any additional questions that you guys might have. So first off, we're gonna be asking some questions throughout, so let's practice this. What tool do you guys tend to start with or rely on more when starting electrical diagnostics? And type in the chat either a one or a two to answer the poll. One, a scan tool, or two, an altimeter. Let us know in the comments section. So looks like we've got Southeastern Tennessee, we've got Wyoming, South Florida. Oh my gosh, Milwaukee, Brookfield, Wisconsin, New Jersey. My goodness. So we've got that poll going. Let us know do you tend to start with a scan tool or with your multimeter when you start electrical diagnostics? At the same time, if you guys have any questions I've been in- involved in a lot of these trainings. I've done-- gone and taught classes. I tend to enjoy open discussion and conversation. Now, in this type of circumstance it can be a little challenging, but hey, that's what I'm here for. I'm gonna be your guys' voice with the instructors. So if you have questions or comments or you wanna add to the dialogue, I strongly urge you guys to let us know in the chat, and I'm gonna answer those questions for you or ask those questions for you so we can get them answered. At the same time, let's keep things positive and constructive. We wanna make sure that questions get answered. We don't wanna, maybe punish somebody who, if they don't know what's going on or they do have those curious questions, that's what this space is for, right? So we wanna keep things positive and constructive and again, take notes, key takeaways, and most important, we want you guys to have a lot of fun. So before we introduce our instructors, what I'd like to ask is, what would you rather leave with today? Actually, do we have poll results for that? Can you post those for the first question? All right. Let's try this one then, guys. What would you rather leave with today? Number one, one big idea that you can take back, or number two, several practical tips that you can deploy in the shop. While you guys answer either one or two in the chat, and I think it's just a one or a two. I'm not quite sure how the poll system works, but there we go. We've got a few there. Several practical tips. Love that. The guys that we have on here, we've got Jim Kokonis and Nick Pope. These guys have been some incredible instructors. I'd love to bring them on and introduce them. I'm very excited for the content they're gonna share with you today. We've got a lot to dive into. Welcome guys. Thank you for joining us. And Jim, I'm gonna hand things over to you. Jim Cokonis: Awesome. Welcome everybody. For those that don't know me, Nick and I had a conversation, and I always start off classes with, "My name's Jim Kokonis, and I don't know everything." We were joking about making the title under my name Eternal Student. But I have a question for you, and this is an official poll, but just give us a yeah or a no. Has anybody in the room ever had their hind end put in a bucket and carried out of the shop by a car that was being difficult? I have. I have, and I'm gonna share a story with you early on. But when we think about electricity, i- is there anything on the car that isn't controlled, monitored or communicated with electrical anymore? You don't, you can't even do suspension work and brake work without understanding electricity and systems and how those components work. I'm seeing some yeses in the chat. W- if you're, if you say no to that, I'm like, "What are you working on? Wrought iron gates? I don't know." We've all been humbled by a car, right? Nick? We've all had that, and what I wanted to share with you is that I had a long time ago in my career, I've got a experience highlights. I was diagnosing a vehicle with an inoperative blower motor, and I had bought one of those new-fangled logic probes. You hook it up to power, and you go around and you touch places on the circuit and right? If you touch something that had power, it goes meep, gives you a green light, and you touch something where it's supposed to be on the ground side of the circuit or the low side of the circuit, it goes merp, and it gives you a red light. So I go to the blower motor, and I get my meep, and I get my merp, and I call a blow- call a blower motor. And I put the blower motor in it, and it didn't fix it. For the longest time I had that logic probe. And it was great for some uses, but I had that thing in my toolbox with the pigtail cut off of it to remind me that electrical testing has other aspects of it that we've gotta keep in mind. So with that said- This slide was just an introduction to that conversation. But here's a, here's an interesting one. This is an example of one of the questions, not how it's presented, but the basic question that's on the platform. And this question is- questions aren't designed to test with today's class. They're designed to teach through the question. This particular question is looking for an understanding, and Nick and I had a conversation about that, and he's gonna chime in here in a minute. But the question basically says, which of the following choices apply to testing a circuit or a device with an ohmmeter? And these are the four options. Now, this is what we call a multi-answer question. And so on the real platform, it's always gonna say select all that apply. And it's gonna indicate through a couple different ways that there's more than one answer here. So the- there are two correct answers on this. And a lot of people get this

211 - It's Not Just Oil: Understanding Modern Lubricants & Service Recommendations July 8, 2026 - 01:00:14 Show Summary: Modern engine oil is far more than a viscosity rating. Jim Cokonis and Nick Pope explain why manufacturer specifications additives and certifications matter just as much as the oil weight. They break down how oil life monitoring systems actually work why using the wrong lubricant can void warranties and how service information protects both the shop and the customer. The discussion also explores brake fluid engine design and the importance of staying curious as vehicle technology continues to evolve.   Host(s): Kent Bullard, CCO, The Institute for Automotive Business Excellence Nick Pope, Industry Coach, The Institute for Automotive Business Excellence   Jim Cokonis, Technical Director, Today's Class Show Highlights: [00:00:00] – Modern lubricants require facts over myths and better technical decision making. [00:05:00] – Oil weight alone never determines the best protection for an engine. [00:11:00] – Wrong oil specifications can void warranties and cost thousands. [00:21:00] – Reading oil certifications helps match products to manufacturer requirements. [00:29:00] – Lubricant standards vary because every engine has different engineering priorities. [00:35:00] – Service information beats assumptions when selecting the correct lubricant. [00:42:00] – Even oil filter installation procedures can vary by manufacturer. [00:49:00] – Modern engines rely on advanced lubrication systems and specialized oil formulations. [00:53:00] – Oil life monitors calculate service intervals using real operating conditions. [00:57:00] – Confidence grows through experience but curiosity keeps technicians improving.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/fhJAnd9ZKI8   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript:   Kent Bullard: Hello everybody, and I am excited to welcome you back to our technical webinar series for you technical, uh, gearheads out there. Very excited to cover some great content today. Today we're gonna be talking about lubricants, the services there, uh, a lot of great stuff. What I'd love to do is just invite some fantastic trainers, Nick and Jim, on stage with us. They've got some fantastic content for you, uh, talking about oil lubricants plus the service recommendations. It's not just about oil. Nick, Jim, welcome to the stage. Nick Pope: Glad to be here. Thank you, Ken. Glad to be here. Kent Bullard: Hello everybody. Uh, just so that we can get some ground rules laid down, uh, our goal with this series really is to, to provide some of the technical skills plus the critical thinking skills that'll help you be better at your job. There's a few things that we wanna keep in mind as we go forward into this. The first is that we're gonna be asking some questions, and we would love your participation. Those of you out there, let me know that your chat is working, 'cause this is how we'll do the polls later on, by giving me a one, two, or a three in the comments section. As we put these polls on screen, they're gonna have some answers to different questions, and the best way for us to see those is to just answer one, two, or three in the chat. Are you guys excited for some of the content you're covering today? Nick Pope: Absolutely. Jim Cokonis: Absolutely. Kent Bullard: Wonderful. Anybody out there in the, in the comments? Michael, I saw you, uh, jump in there. Let us know you guys are here. Hi, everyone. Um, as we get into it, I wanna make sure that we are, uh... We got a comment that said, "Sound stop," by the way. Uh, just to make sure that we keep things positive and constructive, there's a lot of things we're gonna cover today. Make sure that you guys are, uh, taking notes, taking key takeaways here, but most importantly, we wanna have a lot of fun with this. Tyler, I see you in the chat there. Michael. Awesome. With that said, I'm gonna give the time over to the, to the real experts here, to Nick and Jim Jim Cokonis: I just put a, uh, comment out there that says please ask questions, and we'll get to them as time allows. Because Nick, I think you'd agree, we would much rather speak with everyone than at them for- Nick Pope: I, I do agree. I, I think that we should make this conversational, have some good takeaways at the end of it, but by all means, everybody, please chime in with any questions, experiences, stories. We would love to hear about them. Kent Bullard: As we go into this, I'll be your guys' voice, uh, for the audience. I'm gonna be monitoring the comments for the most part as these guys go into this content. Uh, just we're here to help Jim Cokonis: So that being said, disclaimers. Um, I don't get into... In this short of a format, we're not gonna get into the difference between cenostoke and cenopoise and, and all those, um, terms of the tribologist. There you go. There's a piece of homework if you don't know what a, what a tribologist is- Tribologist ... you can go look that one up. Had the opportunity to speak to a couple of them. They're fascinating people, uh, and they're full of good information. But what we wanna do is, one of the things that I have enjoyed in my career, Nick, I don't know about you, is, is busting myths. Um, sometimes we hear things and information gets passed along by rote, and then we go look up information and look up data, and we go, "Well, that doesn't work the way I thought it did." And so we're not trying to call anybody out, tell you what oil to use, or anything else. Um, this is us calling ourselves, and hopefully everyone else, up to, you know, increase the level of professionalism and fact-driven decision-making as we take care of the motoring public. So you got anything to add to that, Nick? I mean... Nick Pope: I do. You know, we're just talking about oil right now, however, this is universally applicable to all fluids, right? Jim, I remember way back when Ford came out with Mercon V and, you know, they superseded it where you could use it to, uh, any product that used Mercon. And, you know, this is a really good informational s- you know, uh, part of our series where we're gonna really talk about concepts that are going to apply to other fluids, and there will be a lot of takeaways. You know, for me personally, I'll show some vulnerability. I've been in positions where I thought something and I was completely wrong. And, um, you know, for me, the takeaway was I, I learned that I was wrong, and I was aware more moving forward where I needed to keep up with things to keep on that cutting edge. Jim Cokonis: I have a, I have a good friend of mine says, "You know, I was about 10 years into the business and I was getting to the point where I was getting pretty confident and I was learning a lot of things, and I thought it all... I had everything figured out." And he said, "The longer I go, the more I realize I don't know." So that's that perpetual student. Um, l- so now that we've gone through that disclaimer, let's get back over into some of the things that we're going to talk about. Um- We're gonna talk about oil life because it's a big topic out in the field, and, you know, what manufacturers recommend, and I hear the chatter all the time. Um, but can oil last 10,000 miles? Do the maintenance systems work? How do they work? Are there any differences between them? You know, is the maintenance minder on a Mercedes the same as it is on a Toyota? Here, preview. No. Um, oil is oil. Just put that stuff in it. If it says 530 on the cap, put some 530 bottles in it and you're good to go. Is that true? Um, what are the facts? How, how important is the weight of the oil compared to the specifications that the oil meets? And then what does the car know? A lot of modern cars know a lot of things, and some of these sy-systems are quite sophisticated. But there's also things in service information that give us the details behind those recommendations, and we're gonna share some of those, uh, with you as well. So I'm just curious, I don't know if you have a poll for this one, Kent, but have you all ever had a conversation like this in your shop? Yes? No? Um, oil doesn't last that long. The manufacturers aren't building cars to last. They wanna sell you a new car, so they don't care if it, you know, if the oil doesn't last that long and the engine life isn't there. Um, cars will run low on oil before the service interval is reached. Can that be true? Yeah. Could it be because of the oil we put in it? There's a question, and I'm letting that sit out there for a minute. Um, I talked to a tribologist one time because one of the oils that I have been using for years personally, I'm not gonna even tell you what it is, but I'm like, it's a product and the base stock of it is what is used to lubricate jet turbines And then it has additive in it, and one of the additives that

210 - Ask Cecil & Lucas The 5 C's of Effective Vehicle Diagnosis & Repair Documentation July 1, 2026 - 00:59:46 Show Summary: Strong repair order documentation protects the customer the technician and the shop while improving efficiency and profitability. Cecil Bullard and Lucas Underwood explain the Five Cs of repair documentation and why every repair order should tell a complete story from the customer's concern to the final verification. They share real court cases shop experiences and practical examples that show how better documentation reduces liability improves communication and builds customer trust. They also discuss accountability shop culture and why consistent processes create better teams and better results.   Host(s): Lucas Underwood, Shop Owner of L&N Performance Auto Repair and Changing the Industry Podcast Cecil Bullard, Founder of The Institute   Show Highlights: [00:00:00] – Repair orders protect the customer the shop and the technician. [00:03:00] – Ask better questions to fully understand every customer concern. [00:07:12] – Confirm every complaint before diagnosis begins to prevent wasted time. [00:12:05] – Complete documentation can protect your shop during legal disputes. [00:18:28] – Use a two arrow diagnostic process to prove the true cause. [00:22:10] – Technicians should document the repair plan and final verification. [00:31:02] – Accountability and quality control keep repair order standards consistent. [00:36:08] – Leaders must follow shop processes before expecting employees to. [00:42:18] – Strong culture grows from systems training and customer focused communication. [00:53:05] – The Five Cs create better documentation stronger shops and happier customers.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at [email protected], and you might be featured in an upcoming episode.   👉 Unlock the full experience - watch the full webinar on YouTube: https://youtu.be/cIbTInGm09Q   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at [email protected].   Episode Transcript: Lucas Underwood: Good afternoon, everybody. My name is Lucas Underwood with the Changing the Industry podcast. I own an auto repair shop here in Blowing Rock, North Carolina, called L&M Performance Auto Repair. And today I am joined with one of the elite of the industry, Mr. Cecil Bullard. Cecil is the founder and chairman of the Institute in GEAR Group. And one of my very first classes on writing repair orders was with Cecil. And I'm just gonna tell you right here and right now, I know that we just think that fixing the car is about fixing the car, but when I took that class with Cecil, I really understood the importance of writing a repair order. Because not only is it a repair order that tells you what to fix and tells the consumer what's wrong with the car, but it's a repair order that it's a legally binding document, and it helps us explain and convey information to the client, but it also protects us. So Cecil, how you doing today, buddy? Cecil Bullard: I'm great, Lucas, as always. I'm doing fantastic. Lucas Underwood: Very good. Very good. So we're talking repair orders today. The s- the idea of it is the five Cs, but I think that we need to talk through the process of writing a repair order. So many of us show up at work every single day, and we jump in and we start working on cars, and we focus on fixing the car. But who writes the repair order, who does what part of the repair order, and what information is on the repair order is mission critical to the success of the shop. Because it impacts the close ratio, it impacts liability, right? So if you've ever had to go to court you know how important it is to have some information on there. But it impacts the effectiveness of the shop. So I have seen a difference in productivity and efficiency all the way around by getting the correct information on the repair order at the right time. And so Cecil, I'd like you to kick it off and tell us, guys ask me all the time, "What are the five Cs?" You wanna jump in and tell us what they are? Cecil Bullard: So the five Cs so let me get there in a sec. I wanna- Yeah ... step maybe two steps backward. The repair order starts with the conversation with the service advisor and the consumer- Lucas Underwood: Yeah ... Cecil Bullard: the client. And if I have good canned jobs good descriptions of what I'm doing. For instance, if I'm gonna do a mill light, a diagnostic, or a a electrical diagnostic, I wanna have a really good description of all of that builds value for the client and gets information for the technician. So let, let's think about this- it really starts there. Yeah. I've seen techs spend hours and hours go- because they didn't get the good information in the front. Lucas Underwood: For Cecil Bullard: sure. Going after, going after- Lucas Underwood: It's one of the primary complaints, Cecil. One of the primary complaints- Yeah ... is I just spent four hours looking for this- Cecil Bullard: Yeah ... Lucas Underwood: and you didn't give me the information. And then Cecil Bullard: y- yeah, and then they go up to the service advisor after th- all that frustration, and the service advisor says, "Oh, no. That's n- that's not really what I meant," right? Yeah. And so creating really good CAN jobs to start, which gives us a good heads-up on creating value for our client and give- giving the technician the information that the technician needs to move forward is kinda where this starts. And that really is in a way, that's the first C. What is the complaint from the consumer, right? Yeah. The client. So the first C is the complaint, and we need to document that complaint fully and completely. A- so I can't have a car runs rough. That's not enough for my technician, because my rough, and the consumer's rough, and the technician's rough could be three different things. So I really wanna ask the questions as a service advisor, how often, when, is the car cold? Is the car hot? Is it going uphill? Is it going downhill? Is this only on Tuesdays on a certain road at a certain time- Yeah ... of day? I need to be asking questions of the consumer so that I can get my technician the information that will help them create a problem. So I'll give you an example. Consumer comes in. I'm- I happen to be the service advisor, and I used to be the tech, and says, "I've got a rattle." I happen to jump in the car, and, I write it up, and I'm gonna end up giving it to a tech. But I jump in the car to pull it in the back, and there is just the most ungodly rattle in the trunk. And I- I open the trunk as a service advisor, and there's a bowling ball rolling around. Lucas Underwood: That'll Cecil Bullard: do the trick- And seriously ... Lucas Underwood: won't it? Yeah. Cecil Bullard: Yeah, seriously. And so I take the bowling ball. There's a towel in the trunk. I wrap it in this towel, and I put it in the backseat, where it's gonna be secure, and I test drive the car, and there's no rattle. There's no noise, right? And so I basically finish the work order, and the tech never sees the car. And I figure I got her whooped. And so I write the customer up. It was, I don't know, it was probably at the time it was an hour diag. I think I charged him half of the time and said, "Oh, yeah, we got her found, and, isn't this kind of funny? You have a bowling ball." There's actually dents on the inside of the trunk from this bowling ball rolling around. And the consumer pays the bill, drives out, the client, and not three minutes later, he's back in my- ... in the bay in my face. And, you Lucas Underwood: know- This sounds so Cecil Bullard: familiar. And he goes you didn't get the r- you didn't get the rattle." Yeah. And I'm like, "Oh, really?" Could you- Lucas Underwood: How could that not be the rattle? Cecil Bullard: Yeah, how could that... You- you ignored that completely, and now there's some minuscule... So I go for a ride with the guy, and it's actually a squeak coming out of one of the struts. Going over a bump, right? I didn't ask enough questions. I didn't, as the service advisor. And so now, the customer's already paid. They didn't pay enough 'cause I discounted it because it was so easy to, you know- Yeah ... fix, and I felt bad. And now I've gotta give it to a tech and track, put ears on it and track the noise down, and we end up replacing struts. But that's an example of not really understanding the customer's complaint, and that's- For sure ... that's the first, that's the first C. For sure. Lucas Underwood: And look, I'm gonna tell you, this is something that, that I have been through with my team over and over again. We're not just talking about understanding the complaint alone. We're trying to understand their desired outcome. Yeah. We're trying to understand what it is they're trying to accomplish. Yeah. Because if you knew the number of times that I have been working with a client, and they're like, "Hey, I have this noise." And we're talking, and we go all the way through it, and I fix the noise, right? I call them and say this. And I found out later