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Shop Owner Coach

Why Us?

At Shop Owner Coach™, we care about you, your employees and your customers. You will receive individualized coaching and recommendations tailored to your specific situation. The automotive aftermarket is changing…
At Shop Owner Coach™, we know the automotive repair business. All of our coaches have vast business knowledge and specific areas of expertise that make them your best choice for…
Many clients have told us...we changed their lives! That is the greatest compliment we could ever receive, and we are truly grateful. We are not magicians, and there is no…
At Shop Owner Coach™ we believe in our people and our processes and offer a 90 Day Money Back Guarantee. Within the first 90 days of working with our coaches,…

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Shop Owner Coach Program Overview

To get you started in the right direction, and give you the best return on investment of time and resources,  we will help you to identify the "low hanging fruit" opportunities in your business and how to best harvest them. Once we have you started on the right track, we will work together through the following modules, based on your needs, to help you build a solid foundation on which your business will grow and flourish!

❏ Initial Interview with client - Initial needs assessment and baselines established
❏ Clifton Strengths Finder assessment (communication and leadership style)
❏ Establish current areas of need/opportunity for client (HR, Financial, Marketing etc.)
❏ Establish current level of performance (KPI’s): sales, gross profit, expenses, net profit. (Highest impact on sales, gross profit and bottom-line)
❏ Review Financial Statements and CMS Reports
❏ Repair Order Audit (uncovers gaps in your customer service processes)
❏ Establish Monthly Tracking/Reporting process (Actionizer™)
❏ Action Plan for Improvement (Actionizer™)
Your coaches will work with you to help you define the optimum business model for your market and your current situation. Over time, things will change and adjustments will need to be made, but you will always be one step ahead of the curve.
❏ Determine current level of staffing and requirements to achieve sales objectives
❏ Basic assessment of current employees skill levels and training requirements
❏ Establish position requirements and performance expectations for each position
❏ Establish recruiting processes for employee addition/upgrade/replacement
❏ Establish daily/weekly/monthly goals and tracking for each employees performance
❏ Action Plan for Improvement - (Actionizer™)
Your coaches will work with you to help set up and document all your primary procedures to ensure that each of your employees knows exactly what you expect of them in their current position. This will ensure a consistent and intentional application of your best business practices and make on-boarding and training new employees a whole lot easier.
❏ Assess currently established process/procedures and determine opportunity for improvement
❏ Focus on Customer Service, Vehicle Inspection, Sales, Technician Labor Management, Office Administration and Accounting.
❏ Assist in development of written Operating Procedures Handbook
❏ Action Plan for Improvement - (Actionizer™)
.
Marketing is a deep, wide and confusing subject, and one that most shop owners don’t understand very well. Your coaches will help you work through the basics of marketing best practices, and show you what’s working and what’s not in today’s, and tomorrow’s ever changing market.
❏ Determine current level of marketing knowledge and implementation and determine opportunity for improvement
❏ Assess current market opportunity and determine who the target customer is and what they are looking for.
❏ Competitive Analysis and market pricing survey.
❏ Establish tracking systems for accurate marketing results tracking
❏ Establish baseline performance for New Customer Acquisition and Customer Retention
Review/establish/update/implement essential elements of marketing for Customer
Retention, New Customer Acquisition, Image and Branding
❏ Written Basic Marketing Plan and Calendar
❏ Action Plan for Improvement - (Actionizer™)
Many shop owners have a difficult time planning and forecasting for success! Your coaches will walk you through the basics of planning and forecasting, and using the tools available to you through the coaching process, you will always know where you are heading and how you are going to get there!
❏ Annual Financial Forecasting and Budgeting
❏ Immediate, Short and Long Term Business Goal setting
❏ Debt Reduction Planning and Cash Reserves
❏ Property Acquisition and expansion
❏ Disaster Planning and Prevention
❏ Succession Planning and Exit Strategy
❏ Action Plan for Improvement - (Actionizer™)
.
An on-going part of the Shop Owner Coach program, is your development as a leader and a motivator, and developing a leadership team within your company.
Your coaches will provide you with guidance and tools that will help improve your leadership, interpersonal communication and accountability skills so that you can become the company leader you were meant to be!
❏ Clifton Strengths Finder
❏ Effective Communication Skills
❏ Company Meetings
❏ Delegating to your team
❏ Corrective Action Process
❏ Team Building events
❏ Action Plan for Improvement - (Actionizer™).

Action Plans and Accountability

Once your Initial Assessment is complete, you and your coach will get to work on the areas of your business that will provide you the best return on investment for your time and money. These actionable items will be added to your Actionizer™ and you and your coach will review these items during your regular coaching calls, and help you work towards their completion. Just knowing there is someone else, besides yourself, expecting these items to be completed is quite motivating for a small business owner! Over time, you will get far more completed, and achieve better results than just working on your own, with no plan and no accountability. You don’t plan to fail...but you can fail to plan!

❏ Initial Interview with client - Initial needs assessment and baselines established
❏ Clifton Strengths Finder assessment (communication and leadership style)
❏ Establish current areas of need/opportunity for client (HR, Financial, Marketing etc.)
❏ Establish current level of performance (KPI’s): sales, gross profit, expenses, net profit. (Highest impact on sales, gross profit and bottom-line)
❏ Review Financial Statements and CMS Reports
❏ Repair Order Audit (uncovers gaps in your customer service processes)
❏ Establish Monthly Tracking/Reporting process (Actionizer™)
❏ Action Plan for Improvement (Actionizer™)
Your coaches will work with you to help you define the optimum business model for your market and your current situation. Over time, things will change and adjustments will need to be made, but you will always be one step ahead of the curve.
❏ Determine current level of staffing and requirements to achieve sales objectives
❏ Basic assessment of current employees skill levels and training requirements
❏ Establish position requirements and performance expectations for each position
❏ Establish recruiting processes for employee addition/upgrade/replacement
❏ Establish daily/weekly/monthly goals and tracking for each employees performance
❏ Action Plan for Improvement - (Actionizer™)
Your coaches will work with you to help set up and document all your primary procedures to ensure that each of your employees knows exactly what you expect of them in their current position. This will ensure a consistent and intentional application of your best business practices and make on-boarding and training new employees a whole lot easier.
❏ Assess currently established process/procedures and determine opportunity for improvement
❏ Focus on Customer Service, Vehicle Inspection, Sales, Technician Labor Management, Office Administration and Accounting.
❏ Assist in development of written Operating Procedures Handbook
❏ Action Plan for Improvement - (Actionizer™)
.
Marketing is a deep, wide and confusing subject, and one that most shop owners don’t understand very well. Your coaches will help you work through the basics of marketing best practices, and show you what’s working and what’s not in today’s, and tomorrow’s ever changing market.
❏ Determine current level of marketing knowledge and implementation and determine opportunity for improvement
❏ Assess current market opportunity and determine who the target customer is and what they are looking for.
❏ Competitive Analysis and market pricing survey.
❏ Establish tracking systems for accurate marketing results tracking
❏ Establish baseline performance for New Customer Acquisition and Customer Retention
Review/establish/update/implement essential elements of marketing for Customer
Retention, New Customer Acquisition, Image and Branding
❏ Written Basic Marketing Plan and Calendar
❏ Action Plan for Improvement - (Actionizer™)
Many shop owners have a difficult time planning and forecasting for success! Your coaches will walk you through the basics of planning and forecasting, and using the tools available to you through the coaching process, you will always know where you are heading and how you are going to get there!
❏ Annual Financial Forecasting and Budgeting
❏ Immediate, Short and Long Term Business Goal setting
❏ Debt Reduction Planning and Cash Reserves
❏ Property Acquisition and expansion
❏ Disaster Planning and Prevention
❏ Succession Planning and Exit Strategy
❏ Action Plan for Improvement - (Actionizer™)
.
An on-going part of the Shop Owner Coach program, is your development as a leader and a motivator, and developing a leadership team within your company.
Your coaches will provide you with guidance and tools that will help improve your leadership, interpersonal communication and accountability skills so that you can become the company leader you were meant to be!
❏ Clifton Strengths Finder
❏ Effective Communication Skills
❏ Company Meetings
❏ Delegating to your team
❏ Corrective Action Process
❏ Team Building events
❏ Action Plan for Improvement - (Actionizer™)

 Unlimited Coaching, Motivation and Resources

With Shop Owner Coach© you don't just get one coach...you get a whole team of coaches, each with a particular specialty area of focus that will help you get the maximum potential out of each area of your business. You will develop a vision with personal and business goals that will keep you focused and motivated to stay on track with your journey.  Through regular communication and accountability you and your coaches with make sure you set and keep the bar where it needs to be to stay on course to achieve your personal and business goals.

Your monthly subscription to the Shop Owner Coach program, includes 3 scheduled calls per month, to review your progress and establish new items that require your attention.

What makes the Shop Owner Coach™ program unique, is that you have unlimited access to your coach whenever you need help during the month.  E-mail, telephone, text, are all available direct connections to your coach.  Have a quick question about a specific situation happening today? Contact your coach!  Need a little motivation?  Contact your coach! Need more things to work on? Contact your coach!

❏ Initial Interview with client - Initial needs assessment and baselines established
❏ Clifton Strengths Finder assessment (communication and leadership style)
❏ Establish current areas of need/opportunity for client (HR, Financial, Marketing etc.)
❏ Establish current level of performance (KPI’s): sales, gross profit, expenses, net profit. (Highest impact on sales, gross profit and bottom-line)
❏ Review Financial Statements and CMS Reports
❏ Repair Order Audit (uncovers gaps in your customer service processes)
❏ Establish Monthly Tracking/Reporting process (Actionizer™)
❏ Action Plan for Improvement (Actionizer™)
Your coaches will work with you to help you define the optimum business model for your market and your current situation. Over time, things will change and adjustments will need to be made, but you will always be one step ahead of the curve.
❏ Determine current level of staffing and requirements to achieve sales objectives
❏ Basic assessment of current employees skill levels and training requirements
❏ Establish position requirements and performance expectations for each position
❏ Establish recruiting processes for employee addition/upgrade/replacement
❏ Establish daily/weekly/monthly goals and tracking for each employees performance
❏ Action Plan for Improvement - (Actionizer™)
Your coaches will work with you to help set up and document all your primary procedures to ensure that each of your employees knows exactly what you expect of them in their current position. This will ensure a consistent and intentional application of your best business practices and make on-boarding and training new employees a whole lot easier.
❏ Assess currently established process/procedures and determine opportunity for improvement
❏ Focus on Customer Service, Vehicle Inspection, Sales, Technician Labor Management, Office Administration and Accounting.
❏ Assist in development of written Operating Procedures Handbook
❏ Action Plan for Improvement - (Actionizer™)
.
Marketing is a deep, wide and confusing subject, and one that most shop owners don’t understand very well. Your coaches will help you work through the basics of marketing best practices, and show you what’s working and what’s not in today’s, and tomorrow’s ever changing market.
❏ Determine current level of marketing knowledge and implementation and determine opportunity for improvement
❏ Assess current market opportunity and determine who the target customer is and what they are looking for.
❏ Competitive Analysis and market pricing survey.
❏ Establish tracking systems for accurate marketing results tracking
❏ Establish baseline performance for New Customer Acquisition and Customer Retention
Review/establish/update/implement essential elements of marketing for Customer
Retention, New Customer Acquisition, Image and Branding
❏ Written Basic Marketing Plan and Calendar
❏ Action Plan for Improvement - (Actionizer™)
Many shop owners have a difficult time planning and forecasting for success! Your coaches will walk you through the basics of planning and forecasting, and using the tools available to you through the coaching process, you will always know where you are heading and how you are going to get there!
❏ Annual Financial Forecasting and Budgeting
❏ Immediate, Short and Long Term Business Goal setting
❏ Debt Reduction Planning and Cash Reserves
❏ Property Acquisition and expansion
❏ Disaster Planning and Prevention
❏ Succession Planning and Exit Strategy
❏ Action Plan for Improvement - (Actionizer™)
.
An on-going part of the Shop Owner Coach program, is your development as a leader and a motivator, and developing a leadership team within your company.
Your coaches will provide you with guidance and tools that will help improve your leadership, interpersonal communication and accountability skills so that you can become the company leader you were meant to be!
❏ Clifton Strengths Finder
❏ Effective Communication Skills
❏ Company Meetings
❏ Delegating to your team
❏ Corrective Action Process
❏ Team Building events
❏ Action Plan for Improvement - (Actionizer™)

Actionizer™

As soon as you get started with Shop Owner Coach, you will be connected to the best real-time management tool in the industry, the Actionizer™ .  The Actionizer™ requires NO DATA input from you, as it is directly connected to your point of sale system and updates itself regularly throughout the day.

The Actionizer™  is a proprietary cloud based software that will constantly monitor the real time key performance indicators of your business throughout the day and provide you and your team with a Daily E-Mail Summary of their efforts for the Day, Month and Year to Date.  Your coach will also monitor these results through the coaching portal, and use the Actionizer™ to help you identify areas of opportunity and monitor improvements after changes are made!

Your coach will also show you how to use the SOC Actionizer™ to easily perform deeper analysis on the performance of your business processes, your Service Advisors, your Technicians and your marketing results.

❏ Initial Interview with client - Initial needs assessment and baselines established
❏ Clifton Strengths Finder assessment (communication and leadership style)
❏ Establish current areas of need/opportunity for client (HR, Financial, Marketing etc.)
❏ Establish current level of performance (KPI’s): sales, gross profit, expenses, net profit. (Highest impact on sales, gross profit and bottom-line)
❏ Review Financial Statements and CMS Reports
❏ Repair Order Audit (uncovers gaps in your customer service processes)
❏ Establish Monthly Tracking/Reporting process (Actionizer™)
❏ Action Plan for Improvement (Actionizer™)
Your coaches will work with you to help you define the optimum business model for your market and your current situation. Over time, things will change and adjustments will need to be made, but you will always be one step ahead of the curve.
❏ Determine current level of staffing and requirements to achieve sales objectives
❏ Basic assessment of current employees skill levels and training requirements
❏ Establish position requirements and performance expectations for each position
❏ Establish recruiting processes for employee addition/upgrade/replacement
❏ Establish daily/weekly/monthly goals and tracking for each employees performance
❏ Action Plan for Improvement - (Actionizer™)
Your coaches will work with you to help set up and document all your primary procedures to ensure that each of your employees knows exactly what you expect of them in their current position. This will ensure a consistent and intentional application of your best business practices and make on-boarding and training new employees a whole lot easier.
❏ Assess currently established process/procedures and determine opportunity for improvement
❏ Focus on Customer Service, Vehicle Inspection, Sales, Technician Labor Management, Office Administration and Accounting.
❏ Assist in development of written Operating Procedures Handbook
❏ Action Plan for Improvement - (Actionizer™)
.
Marketing is a deep, wide and confusing subject, and one that most shop owners don’t understand very well. Your coaches will help you work through the basics of marketing best practices, and show you what’s working and what’s not in today’s, and tomorrow’s ever changing market.
❏ Determine current level of marketing knowledge and implementation and determine opportunity for improvement
❏ Assess current market opportunity and determine who the target customer is and what they are looking for.
❏ Competitive Analysis and market pricing survey.
❏ Establish tracking systems for accurate marketing results tracking
❏ Establish baseline performance for New Customer Acquisition and Customer Retention
Review/establish/update/implement essential elements of marketing for Customer
Retention, New Customer Acquisition, Image and Branding
❏ Written Basic Marketing Plan and Calendar
❏ Action Plan for Improvement - (Actionizer™)
Many shop owners have a difficult time planning and forecasting for success! Your coaches will walk you through the basics of planning and forecasting, and using the tools available to you through the coaching process, you will always know where you are heading and how you are going to get there!
❏ Annual Financial Forecasting and Budgeting
❏ Immediate, Short and Long Term Business Goal setting
❏ Debt Reduction Planning and Cash Reserves
❏ Property Acquisition and expansion
❏ Disaster Planning and Prevention
❏ Succession Planning and Exit Strategy
❏ Action Plan for Improvement - (Actionizer™)
.
An on-going part of the Shop Owner Coach program, is your development as a leader and a motivator, and developing a leadership team within your company.
Your coaches will provide you with guidance and tools that will help improve your leadership, interpersonal communication and accountability skills so that you can become the company leader you were meant to be!
❏ Clifton Strengths Finder
❏ Effective Communication Skills
❏ Company Meetings
❏ Delegating to your team
❏ Corrective Action Process
❏ Team Building events
❏ Action Plan for Improvement - (Actionizer™)

Leadership and Team Development

You play a big part in the success of your business, and you need to be the best leader you can be. At Shop Owner Coach© we help you to improve your leadership and communication skills and to delegate responsibility to your employees. Through regular and effective meetings, you and your team will accomplish more in less time and with less stress and frustration.
You can’t do it all alone, so within the first year of your coaching program, we will interview your key people, and help you to establish a motivated leadership team within your business. Through regular communication and goal setting, you will develop a Strategic mid and long term business plan, with specific Goals for each area of opportunity in your business, and specific time-frames that will be worked towards for their completion. Using your Actionizer™ and the SOC Actionizer™, we will work with you to keep the ball rolling at the right pace and in the right direction for you and your team.

❏ Initial Interview with client - Initial needs assessment and baselines established
❏ Clifton Strengths Finder assessment (communication and leadership style)
❏ Establish current areas of need/opportunity for client (HR, Financial, Marketing etc.)
❏ Establish current level of performance (KPI’s): sales, gross profit, expenses, net profit. (Highest impact on sales, gross profit and bottom-line)
❏ Review Financial Statements and CMS Reports
❏ Repair Order Audit (uncovers gaps in your customer service processes)
❏ Establish Monthly Tracking/Reporting process (Actionizer™)
❏ Action Plan for Improvement (Actionizer™)
Your coaches will work with you to help you define the optimum business model for your market and your current situation. Over time, things will change and adjustments will need to be made, but you will always be one step ahead of the curve.
❏ Determine current level of staffing and requirements to achieve sales objectives
❏ Basic assessment of current employees skill levels and training requirements
❏ Establish position requirements and performance expectations for each position
❏ Establish recruiting processes for employee addition/upgrade/replacement
❏ Establish daily/weekly/monthly goals and tracking for each employees performance
❏ Action Plan for Improvement - (Actionizer™)
Your coaches will work with you to help set up and document all your primary procedures to ensure that each of your employees knows exactly what you expect of them in their current position. This will ensure a consistent and intentional application of your best business practices and make on-boarding and training new employees a whole lot easier.
❏ Assess currently established process/procedures and determine opportunity for improvement
❏ Focus on Customer Service, Vehicle Inspection, Sales, Technician Labor Management, Office Administration and Accounting.
❏ Assist in development of written Operating Procedures Handbook
❏ Action Plan for Improvement - (Actionizer™)
.
Marketing is a deep, wide and confusing subject, and one that most shop owners don’t understand very well. Your coaches will help you work through the basics of marketing best practices, and show you what’s working and what’s not in today’s, and tomorrow’s ever changing market.
❏ Determine current level of marketing knowledge and implementation and determine opportunity for improvement
❏ Assess current market opportunity and determine who the target customer is and what they are looking for.
❏ Competitive Analysis and market pricing survey.
❏ Establish tracking systems for accurate marketing results tracking
❏ Establish baseline performance for New Customer Acquisition and Customer Retention
Review/establish/update/implement essential elements of marketing for Customer
Retention, New Customer Acquisition, Image and Branding
❏ Written Basic Marketing Plan and Calendar
❏ Action Plan for Improvement - (Actionizer™)
Many shop owners have a difficult time planning and forecasting for success! Your coaches will walk you through the basics of planning and forecasting, and using the tools available to you through the coaching process, you will always know where you are heading and how you are going to get there!
❏ Annual Financial Forecasting and Budgeting
❏ Immediate, Short and Long Term Business Goal setting
❏ Debt Reduction Planning and Cash Reserves
❏ Property Acquisition and expansion
❏ Disaster Planning and Prevention
❏ Succession Planning and Exit Strategy
❏ Action Plan for Improvement - (Actionizer™)
.
An on-going part of the Shop Owner Coach program, is your development as a leader and a motivator, and developing a leadership team within your company.
Your coaches will provide you with guidance and tools that will help improve your leadership, interpersonal communication and accountability skills so that you can become the company leader you were meant to be!
❏ Clifton Strengths Finder
❏ Effective Communication Skills
❏ Company Meetings
❏ Delegating to your team
❏ Corrective Action Process
❏ Team Building events
❏ Action Plan for Improvement - (Actionizer™)