222 - Ask Me Anything: Do Successful Shops Market Differently?
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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…
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Content Starts Inside Your Shop: What's Worth Sharing?
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 info@wearetheinstitute.com, 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 marketing@wearetheinstitute.com. 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, that was awesome. So g- let's go to Bu- Buckin Buckaroo's question. As a fleet mostly fleet shop, do you have any programs to help a shop be seen more by fleet owners and fleet managers? Melissa Patterson: Oh, that's a great question. Business to business. Melissa Patterson: This is... For me, a lot of that has to do with those personal connections, and bringing donuts, and having those in-person conversations. I love the organic marketing and guerrilla marketing. That's where I would go, absolutely. So staying connected with your local chamber, and out meeting people, truly. Melissa Patterson: It's all about that person-to-person contact. Jimmy Lea: Yeah. There, there was once upon a time I was in sales, in packaging sales, and I would take pastries and donuts and pretzels and donut holes and all sorts of things, and I would put a message on the inside of the box so that as they opened for their special treat, there was a message or a note from me, so everybody there in the office knew that Jimmy Lea was calling on 'em. Melissa Patterson: That's clever. That is guerrilla marketing. That is the organic... and LinkedIn is really important, I think, for business to business. That's quite a bit different than B2C. Jimmy Lea: Yeah. Melissa Patterson: Absolutely. Jimmy Lea: Yeah, for sure Melissa Patterson: So just staying out there Jimmy Lea: Yeah. We've gotta stay in front of our customers, stay in front of our clients. Jimmy Lea: And if there's a program out there that works m- with fleets and works very well with fleets, then we definitely wanna get that over to Buck and Buckaroo Bob. I know that NAPA and the NAPA Auto Care program has a fleet service program I'll bet John is already on that program- ... Jimmy Lea: That does find all of the fleets in his area. Jimmy Lea: And if we were to talk to John S- Sitzer, I know he creates his AI, his Claude every night it goes out and finds those businesses in his area, landscaping, HVAC, plumbers, electricians. He goes out to find those different businesses in his area to create a list for him. Oh. So that's another way that he's finding those people. Jimmy Lea: But yeah. Correct. And being here on social media It's where we get a lot of attention. Melissa Patterson: Absolutely, we do. Yep. You nailed it. I'd like to just talk more about content and where you find it, and it's not creating this list of 50 things to post. ChatGPT is great for that, and yes, a marketing calendar is fantastic too, but I'm not suggesting that you become a full-time content creator. Melissa Patterson: I want us to take a look at what's already happening inside your shop every day, and that is customer conversations, the repairs that are happening inside the shop, the wins that are small and sometimes big that no one outside your building ever hears about. And then of course, those weird, funny, completely ordinary moments that you probably are walking right past, but we wanna know. Melissa Patterson: We wanna see those things. So my goal is, by the end of this class, is that you would look around your shop and catch yourself thinking, "Wait, that's content?" Jimmy Lea: Yeah. Oh it's the moot. It's the mundane. It's mundane to us, but to everybody else it's something new. It's something they've never seen before. Jimmy Lea: Even showing the bottom of a car, the underside of a vehicle there's value in that. People don't get to see the underneath their cars. Melissa Patterson: Yeah. Jimmy Lea: They never get to see that, so if you're able to show that as the mundane, but for the rest of us, oh my gosh, I've never seen my car, the underside of my car. Jimmy Lea: Wait a second. Why is it so wet? That's the oil seal. That's the gasket that's now leaking everywhere. Jimmy Lea: That's oil. That's not water. It's oil all underneath your car. So i- it's such an eye-opening experience and that moot and the mundane for us is inquiry for everybody else. Jimmy Lea: They've never seen it before. Melissa Patterson: Big Jimmy Lea: time. So yeah, post it up. Yeah. If you only post the- Melissa Patterson: Yeah ... Jimmy Lea: unusual, the odd, you're gonna attract that unusual and odd to your shop. So if you are a shop that does wanna work on the- classics, then post up the classics. If you're a shop that doesn't wanna work in, on anything older than 2010 or 2005 or 20- 2000, don't post old vehicles on your socials because you will be put in that algorithm, and now you're showing up for everybody, and they're odd vehicles. Melissa Patterson: You nailed it. You nailed that. Jimmy Lea: Yeah. Melissa Patterson: Thank you. Yeah. And I hear this all the time from shops. If you've ever said it, you're for sure not alone, right? I don't know what to post. Jimmy Lea: Oh, all the time. What do I post? I've heard it yeah. I don't know what to post. Melissa Patterson: Yeah. And you sit down to do it, you open Facebook, you get that blank little column there, and the cursor's blinking, and all of a sudden you're drawing a blank. Melissa Patterson: You can't think- Yeah ... one interesting thing that happened in your shop. Does that ever happen to you? How often do you get stuck trying to figure out what to post? Jimmy Lea: I love working with shops and I hear this question all the time. What do I post? Where should I go? Where do I find information or content? Jimmy Lea: And I think Craig O'Neill will love this comment- ... talking about going to your DVI. Go to your DVI. What is a post that you can make about a front left tire? What's a post you can make about a front right tire? Melissa Patterson: There's Jimmy Lea: a- What's a post you can make about headlights, and a horn, and shocks, and struts, and a timing belt? Melissa Patterson: And Jimmy, we wa- don't wanna forget, people wanna see your face. So you gotta get- Yes ... you in there. Gotta get somebody in there. Jimmy Lea: You've gotta have people in there, yeah, for sure. Yeah. Relationships. We're all about the relationships, so the more we have people in the post, the better it's gonna be. Melissa Patterson: That's Jimmy Lea: right. Jimmy Lea: For sure. Melissa Patterson: Big time. Yeah. Jimmy Lea: So go to your DVI, start at the top, work your way down. If you've got a 75-point inspection sheet, there's 75 days. Sh- that's a few months. That's what? Three months? Three and a half months of content. Oh, my DVI is only 35. All right that's a month and a half worth of content. Melissa Patterson: It's a whole lot of content, that's right. And some days it feels obvious, but other days, people are, we're just drawing blanks. Jimmy Lea: Yeah. Yeah. No, i- it's right. Shoot, I think about my, my sister and in-laws and people that really don't understand cars. They know I put gas in the gas tank. Jimmy Lea: I turn the key, the engine runs, and I push down the gas pedal, and I can drive. They really don't understand more of the vehicle than that. It just works or it doesn't, and they have no, no idea how the rest of it works. Melissa Patterson: And then a lot of shop owners are thinking, "Oh, I have to come up with something clever," right? Melissa Patterson: Oh, let's do the holiday of the day or create some graphic. And if you're sitting there trying to invent content- Melissa Patterson: Really, ultimately- Just take- ... you have an entire shop happening just right around you. Jimmy Lea: Exactly. Just go out there and take a picture. Now here's a, here's an interesting question from Tanika with Brown's Automotive. She's also a podcaster with Downshift with Tanika. Her question is what's more valuable, pictures or video? Melissa Patterson: Boy, they are both valuable, but the videos, I think they're even better. If you can convince someone, Tanika, you're an incredible poster child for this, getting in front of the video, making that happen. Many shops, shop owners, they're possibly too busy to work to work on video content But really, that's where it's at. Melissa Patterson: Ultimately, I think video is for sure better, but photo content is incredible because you can use it even in the holiday posts, even if you're s- supporting something in the community. There's a lot of value in these still shots for your staple marketing. But boy, for interest, video all day long. Jimmy Lea: Yep. And I love that you have a shop dog in these photographs. Jimmy Lea: The shop dog gets so much attention. Dogs get a ton of attention. P- post pictures of your people, absolutely, and that shop dog gets a lot of attention. And what's funny in the marketing world that the dogs get more attention than the cats. It's just the way it is. Melissa Patterson: It is the way it is. This is one of the things that I'd like to talk about is content is already happening in your shop, and it's not these exciting days. Melissa Patterson: We'll take a picture of that day that the Lamborghini came into our parking lot and think that's content. But Jimmy, you called that earlier. If you don't wanna get these exotics or these classic cars, don't post about them. Post about something simple that happened yesterday, things that are happening every day. Melissa Patterson: Customers, they ask a good question, or a technician found something unexpected. People are solving your prob- these problems with their car, or maybe a service advisor simply just explained something very well. Or an, a mentor. Do you have a mentor in your shop that's helping out an apprentice or maybe it's you? Melissa Patterson: These are valuable content moments. Your team can be laughing about something ridiculous, getting photos of this, or maybe there was a win that no one will ever know happened. All of this is content. Jimmy Lea: Yes. Melissa Patterson: We just might not be naming it as content. Oh, it's... Jimmy Lea: Yeah, it's true. And Brett Failey's got a great comment here talking about pictures of his staff, of his people. Jimmy Lea: It gets so much more traction than any other post that he's doing. And it's so true. It's because you're posting up people. That's right. You're posting up pictures of people, and we're all relationship human beings. That's what gets the attention. Melissa Patterson: You nailed it. Thank you. Yeah. Not everything you capture needs to become a post. Melissa Patterson: That's okay. But paying attention and taking the time to notice the moment, that's a muscle that we really- Yeah ... want to develop. That's what I wanna talk about today. So just simply noticing that moment. And not every single one is for public consumption, right? You can decide what is worth sharing- 'Cause we don't- yeah Melissa Patterson: ne- necessarily think about being a marketer, or maybe things are inappr- inappropriate for public consumption that are happening in the shop, these internal jokes. Yeah. We wanna be mindful of what stays on the internet, right? Jimmy Lea: Yeah. Yeah. Tanika's got a great comment here about bumper stickers. Jimmy Lea: Some bumper stickers are appropriate to post, and it becomes a, a, a great post, but there are gonna be some bumper stickers that- ... aren't for human consumption. That's- Definitely ... not for delicate eyes. Love it. Melissa Patterson: Yep. So- So I just wanna... Yeah, my goal is to really bring this up. That inside your shop, these moments are happening all day long, but often we're so busy working that we're not even registering those. Melissa Patterson: Yeah. We're just so close, yeah. Sometimes you're blind to what's right in front of you. Jimmy Lea: So true. Buddy, I've got a question for you. How often do you suggest to your clients, "Let's look up and see the vehicles you work on the most. Let's work a, let's look up in your point of sale and find the vehicles that are the most profitable for your shop. Jimmy Lea: Let's focus on attracting those types of cars to your business"? Melissa Patterson: I Jimmy Lea: really- What do you do in those situations? Melissa Patterson: Yes, very much, and those are easy reports. One of the difficult questions that I'm finding is difficult for my clients that I ask the most is, "What are your most profitable services?" Melissa Patterson: And I, that gets confused easily. Melissa Patterson: It's I know what my most common service is, and I know what I want," but what is your most profitable service? Oh. This is a really important one to break down. Jimmy Lea: Oh, for sure. For sure. And to, to Bo- Buckaroo Bob, to John Firm and his fleet business- Melissa Patterson: Yeah ... Jimmy Lea: you know when a great picture to post up is today is box truck day, or today is the f- Ford fleet vehicle day, today's the, the Dodge truck day or the Chevy truck day, and you have a, a parking lot full of Dodge trucks or Chevy pickups or whatever the fleet vehicle of the flavor of the day is and you're posting up those type of pictures, it gives great content for your shop, but also you're posting up somebody's logo out there as well. Jimmy Lea: So you're giving dual content- Melissa Patterson: Cross. Jimmy Lea: ... Cross br- cross-pollinating in multiple different ways. Melissa Patterson: Big time. I love it. I'm just- Yeah ... seeing this comment here. Is there a better platform for different age groups? Boy, th- that's a great question. And throughout the generations, I think having exactly what you listed, TikTok, yes If somebody's gonna do videos, which is one of the challenges with a lot of shop owners. Melissa Patterson: Instagram, absolutely, yes. Twitter, that's important, and Facebook, for sure. That's kind of the fallback resource that we all come back to. So yes, absolutely. Yeah. And- Jimmy Lea: I tell you what I've di- discovered on this, Birdie. Yeah. And s- y- feel free to correct me on this. I find a much younger crowd in the Instagram crowd. Jimmy Lea: And mostly technicians, so I find a lot of technicians in the Instagram crowd. In the Facebook crowd is where I find the majority of shop owners. And why are they there? Because that's where their clients are. Melissa Patterson: Yeah. Jimmy Lea: That's where I engage shop owners is on Facebook. Yeah ... Twitter and Tiknoc, T- Tiknoc Melissa Patterson: TikTok? Jimmy Lea: TikTok and Twitter just really haven't been much on my radar yet. I know that it's a very addictive platform, specifically with TikTok and those seven-second, 15-second quick video clips. Melissa Patterson: So fun. Jimmy Lea: Yeah, it's a lot of fun, but it definitely attracts a certain, Melissa Patterson: Viewers ... Jimmy Lea: demographic. Melissa Patterson: Big time. Absolutely, yes. And- Yeah ... Tanika brought up a very valuable point, is posting on your Google business page, regular updates, super important. I encourage people my clients to do it three days a week. Jimmy Lea: Oh, really? A Monday, Wednesday, Friday type of deal? Yeah. Or what? Melissa Patterson: Yeah. Yes. Yeah, absolutely. Melissa Patterson: And Jimmy Lea: what types of posts do you suggest that they put on their Google business profile? Melissa Patterson: I want updates. I wanna, those most profitable services, I wanna know what those five are. I wanna talk about that. I wanna know what vehicles that you wanna see more of, wanna bring those up and create these posts. Melissa Patterson: Showing faces, that's what's most important, is I don't even start marketing until I have actual photo album of really it's- Oh wow, I just drew a blank. Lifestyle photos, that's what I have. I get lifestyle photo shoots into shops, and that's how I get this album. It's really important. Oh, hi there, Austin. Jimmy Lea: Yeah, Austin Redding says hello- Austin, how are you today? ... to his favorite birdie. I know. So when you talk about a, a lifestyle shoot, are you bringing in professional photographers, or are you just using your iPhone? Melissa Patterson: I bring in professional photographers if I can't wrestle my client to say yes to that, then, we find their, church friend, their f- family with a fantastic camera. Melissa Patterson: But generally, eventually, we get professional photos taken, absolutely, and I give them a photography shot list and explain, "We want this expressive. We wanna feel what it's like to do business with you. We want these photos to give a peek and a glimpse on the inside, but truly, we really wanna know what it feels like to pull into your parking lot, what your entry looks like, who is inside, and what that front counter looks like, what it's gonna feel like." Melissa Patterson: So there's already this familiarity. We're always, as humans, we're always looking for this what is the threat? We're not conscious of it, but if we feel comfortable and we're seeing this congruency, we feel, phew, our guard drops. We're more open and engaging and open to receiving that information and learning and taking the recommendations. Jimmy Lea: Oh, for sure. I love that. I love that we're taking pictures and getting professional content for these, these posts. And I'll be... Speaking of the Mars Conference, let's pull up a QR code here for the Mars Conference coming next week, Monday, Tuesday- ... Wednesday. There is still an opportunity. Jimmy Lea: We have, I think, nine seats left. There's only nine seats available. If you are in the area, even if you're not in the area, travel in. It's gonna be worth it. Be there for the conference. Be there for the Mars Intensive, because we're gonna talk about all these different marketing ideas. You're gonna come away with so much information, so much great content to help you in your social media posting a- and just in your marketing in general. Jimmy Lea: And Brett, you and I, we're gonna post a lot from the red hills of southern Utah, where it looks like we are on the planet Mars. Melissa Patterson: Yeah. All right, in those fancy jackets, I hope. Jimmy Lea: Oh, do they have fancy jackets on Mars? Melissa Patterson: The Martians maybe. Maybe. Jimmy Lea: They do if Jimmy Lea's gonna be there. Melissa Patterson: That's it. Jimmy Lea: All right, so what other content are we posting up here about the shop? Jimmy Lea: Things from the shop Melissa Patterson: W- this is where we talk about not noticing, right? Jimmy Lea: Yeah. Melissa Patterson: We're working inside our shops, and we stop seeing half of what's going on. L- and you touched on this earlier, right? Seeing a vehicle on a lift. That is, eh, it's just another Tuesday, right? Jimmy Lea: Yeah. Melissa Patterson: That wiring diagram that looks like a noodle mess, holy cow. Melissa Patterson: But how interesting is that to someone who doesn't know anything about a car? Jimmy Lea: Oh, yeah. Jimmy Lea: Here's the p- here's the picture of the wiring diagram. Oh, doesn't it look nice and neat and pretty? Organized. And it's all in order. And then here's an actual picture of the wiring harness. Doesn't that look like your spaghetti dinner? Melissa Patterson: Absolutely it does. And what about having an apprentice? Yeah. Teaching, teaching people. Having the leadership and the mentor and a mentee. Showing that i- within your team, that's special. Jimmy Lea: Oh, that is. And- That's your Batman and Robin. Here's your m- instructor, and here's Robin learning along the way. Jimmy Lea: Have Robin explain it so it connects with the public. Melissa Patterson: And Jimmy, you were talking about pets and how much traction dogs get, absolutely. Yes. So many of us are like, people, we have maybe even dog biscuits at the front counter. Yeah. Jimmy Lea: Yeah. But Melissa Patterson: w- we're not capturing those moments. That just is a regular Tuesday. Melissa Patterson: Yeah. It doesn't feel like content, but it is. It is. Ordinary is not useless. Things that are worth catching, that could be funny or helpful or a little bit weird. Jimmy Lea: Oh, yeah. I've got a story about this. I have to share it with you, Birdie. Melissa Patterson: Please do. Jimmy Lea: Gary Sapp Automotive in Pensacola, Florida. There is a beautiful black cat that has adopted the shop. Jimmy Lea: This is the kind of black cat that you don't get to adopt, it adopts you. And this black cat, named Diesel brings offerings all the time. Birds, lizards- Oh ... small alligators. Melissa Patterson: Small alligators. What a generous guy. He's taking care of his family, his chosen Jimmy Lea: family. Melissa Patterson: True story. Jimmy Lea: Brings them and leaves them at the front door or the shop door. Jimmy Lea: Thank you very much. Thank you for letting me you being here. I permit you to continue your operations in my kingdom. ' Melissa Patterson: Cause we're such poor hunters. C- Jimmy Lea: clearly. Melissa Patterson: They're taking Jimmy Lea: pity on us. Clearly. My favorite picture is Diesel the cat eating from his cat bowl and across the top of the cat bowl it the, the cat food dispenser, it says, "Diesel fuel." Melissa Patterson: Oh. That's cute. Jimmy Lea: I love it. And any time Gary posts that up that's one of my favorites. Melissa Patterson: That's a great story. Jimmy Lea: Yeah. Melissa Patterson: And I'm so glad that he's noticing and capturing that. Jimmy Lea: Yeah, absolutely. And to, to that point, Tanika points up a, a great point here about the community, and I've seen Jared Fuller do this extremely well with his chamber. Jimmy Lea: Yes. Post up community events. Post up things that's happening in your immediate surroundings. You now become the source of truth. People recognize you, and they see you in public, and you become that demigod, if you will, that, that small recognized person, rockstar in the industry, and they come to you to know, "Hey, what's happening this weekend?" Jimmy Lea: "Oh it's the big pumpkin patch." Jimmy Lea: Or, "This weekend is the parade," and, "This weekend is Veterans Day," and, "This weekend is- Melissa Patterson: Music in the park. Absolutely. Yeah. Farmers markets, all of these things. Yep. You nailed it, Jimmy. That is so valuable, to be that source of truth, that, that resource. Jimmy Lea: Yeah, because it's more than just a Tuesday. Jimmy Lea: For everybody else, it's new news. Melissa Patterson: That's right. That's right. Yeah, and we all like, we get busy, and we stop noticing or remembering these m- moments that a new customer would really wanna know about, where w- our goal is to build this trust, build that personality. We want people to know and trust us, and they have to get to know us first. Melissa Patterson: We gotta show them, and that happens online these days. So we don't have- Okay ... to manufacture our marketing, just capturing those real moments. Jimmy Lea: Yes. Absolutely. Absolutely. Melissa Patterson: So this is a bit of the recipe- When we think, what happened? We wanna know what happened. So you, that's where you're interested. Take- taking a picture and documenting it. Melissa Patterson: And hopefully, like I said, getting a face in there. We all wanna see. We all wanna see you. And then what made it worth remembering? So documenting that, because not every time you don't post it live immediately. So if it's a team effort, bringing that through, what we'll wanna do is ... Maybe it's a, I don't know, a, a group Slack message. Melissa Patterson: How do you ever communicate within your team? Jimmy Lea: Yeah. Melissa Patterson: Could be Jimmy Lea: a chat. It could be a Google Chat message. It could be the Slack message. I've seen so many shops using so many different things. There's even some CRMs that have internal communication where you can communicate with the team. Melissa Patterson: And if you just upload, if you have one house for that, upload the photo, a little bit of context. Melissa Patterson: And that's content right there. Jimmy Lea: Yeah. Yeah, it is. And I love this content that you're showing. Here's a, a technician with a scan tool doing some diagnostic work on a vehicle. That's great information. Here, for us to be able to fix your car, we've gotta diagnose what's wrong with it first. Melissa Patterson: That's Jimmy Lea: right. Jimmy Lea: And this Melissa Patterson: is the process- That weird electrical issue you Jimmy Lea: know of. Yeah. This is the process we go through to, to find out what it is that ails your vehicle. Ah. Once we know what ails your vehicle, now we can make a proper recommendation for repair in the future. Melissa Patterson: Chasing down these intermittent electrical issues. Melissa Patterson: Ah. Jimmy Lea: Oh. Melissa Patterson: And what made it worth m- remembering wasn't the frustration, right? It's that the ve- it only happened when the vehicle was hot, or it already been to another shop. Something like that. Yeah. And the answer became this measly little damaged wire. Jimmy Lea: Oh, yeah. Yeah. Melissa Patterson: But you found it, right? Now there's a story, and that's not because you turned it into marketing language. Melissa Patterson: It's because we caught and captured the details that made the moment interesting. Don't forget that face. We gotta have faces in here. Jimmy Lea: Yes. And hopefully we can get our technician to look at the camera and smile. Melissa Patterson: You're asking. That's a tall order. Jimmy Lea: It is sometimes. Sometimes, but just don't that concentration face is good. Let's make sure it's not an RBF, and make sure- Yeah ... everybody is pleasant as we're working on our vehicles. Get ... The public wants to know that you love working on cars, that you love troubleshooting, you love put- putting together those puzzles and those pieces to make it work. Melissa Patterson: Yeah. Jimmy Lea: They wanna know that you enjoy your job, because they're gonna entrust you with their second most valuable asset. Melissa Patterson: Investment, absolutely. Melissa Patterson: They may Jimmy Lea: have- And for some people it is their most valuable asset You gotta make sure that y- they have the confidence and trust in you that you're gonna fix it right the first time. Melissa Patterson: Perfect, yes. So here's the lens right there, the moment, the story, and the content. And if we mix it up, it's like a random picture, and throw it out there and hope somebody figures it out, that probably won't translate into quality online, a, a great post. We have to have the moment and the detail behind it in order to have something you can really use. Jimmy Lea: Yeah. Melissa Patterson: So again, where should we be looking for these moments? We've been touching that. We don't have to capture every single oil change or half-eaten box of donuts. We... That's not what we're looking for. Jimmy Lea: No. Melissa Patterson: And we don't need fo- 14 posts about your coffee maker either. That, the coffee maker, that is a great feature, don't get me wrong, but if we take a look at this in categories It's the questions that your customers keep asking, something that you keep answering every day, or a conversation where something clicks Maybe your customer tells you why they have been loyal to you for the last 12 years, or you received a thank you note. Melissa Patterson: These are great moments, right? Or an a- advisor spending that little extra time helping a customer understand what's going on with their car so they can feel comfortable and safe. Those are the moments that give people a glimpse of what it feels like to be your customer And then there's team wins. Melissa Patterson: Going to ongoing, going training, getting s- a certification, celebrating birthdays, celebrating anniversaries. We talked about this earlier, technicians helping each other, or an apprentice and a mentor. Sticking through tough issues, all of this. Or what about a win, a new, an apprentice just nailed something for the first time? Melissa Patterson: Yeah. That's worth celebrating, right? We're bringing them up. It's not just for the customer. It can be for the team and the team morale, teaching them the, what you value. There's so many good people behind that RO, and these moments are worth catching. And then of course, there's all the repairs. Imagine you could talk about these, the problem-solving that goes into it. Melissa Patterson: And there's those weird failures or interesting diagnosis, diagnostics, or what about a deformed part, right? It absolutely should not look like that, and it was caught before it became into a bigger problem. The broken part- Oh, Jimmy Lea: yeah ... Melissa Patterson: right? The broken part's not the story, and for sure I'm gonna keep saying get faces in here. Melissa Patterson: You can see fa- faces in each one of these. But it's, the better story is what your team did about it. Jimmy Lea: That's what I think. Oh, I love it. Melissa Patterson: Yeah. Jimmy Lea: Craig Zale of Craig's Car Care in Allen, Texas, he has a hall of fame parts. All these parts that failed and broke and shattered and exploded and melted. Jimmy Lea: Oh. Whatever the scenario was, he has cabinets full of these failed parts. Melissa Patterson: Epic. Jimmy Lea: And it really helps in being able to explain it to a customer or client. You can come over and say, "Hey, thi- this control module right here, this is what broke on your vehicle. See how this one melted? Yeah, yours melted too." Jimmy Lea: "Just like that." Melissa Patterson: Wow. Wow, what a great idea. I've never thought of that, a hall of fame of broken parts. Jimmy Lea: Yep, and it usually ends up being a lot of the parts that he's replaced. There was one part that cost quite a bit, a few thousand dollars. It was not returnable, so it's now part of the hall of fame. Jimmy Lea: Because that wasn't the part that made the repair or fixed it. It was a, like you said, a small wire. Melissa Patterson: Yeah. Jimmy Lea: So they were able to keep their whole control module because they replaced the wire, but unfortunately this part now became unreturnable, and so it's now part of the hall of fame. Melissa Patterson: The hall of fame, an expensive lesson learned. Jimmy Lea: Yep. Yep, yep. Melissa Patterson: And then there's the things happening every single day, right? Everyday shop life, and we- Tend to overlook this, and it's often under- underestimated. If there is a regular, a, a puppy, like we talked about earlier, document it, take a picture, say they said hi. These ridiculous things that people are finding, and of course, it has to be appropriate, so there is a level of editing or choosing what belongs. Melissa Patterson: But things that are found underneath a seat, or a lunch that a customer brought in for the team, or maybe your team has a running joke. The little traditions that make your shop feel like your shop. And it can feel too ordinary for us to be sharing this. But that is what makes your shop feel real. We... Melissa Patterson: There's AI. We want real. We don't want perfect and polished. We want it a little bit messy. We want it a little bit awkward. This is what we're looking for. Jimmy Lea: Yeah. The- ... the buzzword is authentic. Melissa Patterson: Authentic, that's exactly right. We want that authenticity with our customers, our team, the repairs, and things happening every day- Yeah Melissa Patterson: in our shop life. Jimmy Lea: That's right. Melissa Patterson: So if you had to choose one that would be easiest out of these four, what do you think would be easiest in your shop? Jimmy Lea: Oh, I think doing the pictures of repairs would be easy. Melissa Patterson: Okay. Jimmy Lea: And I think second to that is the team or teamwork and getting people to do high fives in the shop. Melissa Patterson: Yep. Jimmy Lea: Hopefully you've got a Golden Lab that is as docile as it appears here. Yeah. But usually my experience with Golden Labs is that they are full of... They- they have more energy than the day is long. They Melissa Patterson: can fit three, maybe four tennis balls in their mouth. Jimmy Lea: Oh, they do. Melissa Patterson: Drooling, and they're sweet and lovable. Jimmy Lea: Yep. Melissa Patterson: The truth is, you don't have to hunt for content. You just need to know where to look, right? These little content- Yeah ... buckets. And when you start noticing this kind of moment, it gets easier to continue to spot more. Jimmy Lea: That's right. Send who pictures? Who gets the pictures? Melissa Patterson: You could have it in a, a Google Drive, you could have it in your Slack, in your messaging group. Melissa Patterson: You could have one appointed person that everybody sends these pictures to. Google Drive is easy for me, the content and the notes on the back end. You can do that. But it's always, the shops that tend, that I have been working with, they're often... I'm, feel like I'm chasing them, right? "Send me pictures. Melissa Patterson: What happened today?" Yeah. And that's where this professional photographer comes in, right? Because if I'm just asking, "Anything interesting come through?" You're limited with what you can share based on what you have for photos. You want it to feel authentic in your shop. Jimmy Lea: Yeah. Melissa Patterson: So sometimes, sometimes I'd get a picture and sometimes nothing. Melissa Patterson: Or of course, "Here's a picture," but no explanation. That looks like a greasy part. And it's not that nothing's happening in their shop, right? The technicians are fixing cars, solving problems. Customers are asking great questions, and they're doing good work, and, there's humor. The shop is full of stories, but they weren't seeing them yet. Melissa Patterson: And then of course, then I started getting photos, and they started noticing, "Hey, you're gonna want this one. Take a picture for Birdie." That is completely different. They weren't waiting for me to tell them what counted. They started noticing it. They started seeing it themselves. Did that shop become more interesting? Jimmy Lea: Oh, yeah. Melissa Patterson: Yes to the customer. It did. But inside the shop, the same things were happening every single day. Yeah. A repair didn't get more exciting. They started noticing. It's all been there all along. But now it's engagement. People are interested in that. You're right. Yeah. And that's the win Jimmy Lea: I agree. Jimmy Lea: So you Melissa Patterson: don't- Jimmy Lea: I agree ... yeah. Melissa Patterson: And I- We Jimmy Lea: gotta show 'em pictures. Melissa Patterson: That's it. And ideally, we don't want someone dependent on, "Take a picture of that. Take a picture of that." We want everyone to notice it. Jimmy Lea: Yeah. Melissa Patterson: Yeah. So it's the shop, they've started sending me these pictures. Now take a look at this. Melissa Patterson: That's a random picture on the left-hand side, right? Jimmy Lea: Yeah. Is that broken or is that brand new? Is that fresh out of the box? Did we spray it with WD-40? Here. Melissa Patterson: And then Jimmy Lea: you can- There you go ... take Melissa Patterson: a look at that picture plus story. Now that one, you can tell, that, that's what we need to know. Jimmy Lea: Yeah. That's it. Oh, I'm so glad Alex is working on this. What does Alex say? "The car is driving us nuts. For two days." Oh, no. Melissa Patterson: Right? Look at what we finally found. And it's- But- ... that they're keeping a story with that. There is a- Yeah ... story along that second photo. Jimmy Lea: Yeah. Even I'm looking at this going, "What in the world is he showing? Jimmy Lea: What is that part?" Melissa Patterson: Is it a CV maybe? Jimmy Lea: I don't- Oh, it's something with an axle. Melissa Patterson: Yeah. I was thinking it was a CV boot. Jimmy Lea: CV boot? Yeah. Oh. Boy, those are the death of many a car. Melissa Patterson: Ugh. Yeah. Yeah And the simple photo, there it is. The first thing that catches your eye, what are you noticing in this photo? Jimmy Lea: I'm noticing a big old tattoo forearm. Melissa Patterson: Big, that's so funny. Yesterday I was going through this presentation, and my girlfriend said that too. She was my test- Jimmy Lea: She was your guinea pig? Melissa Patterson: She was my guinea pig with this class, and the arrow's pointing straight at his tattoo. Jimmy Lea: Yeah. Melissa Patterson: Yeah, but it, the technician, right? The car, the tools, people are working. Melissa Patterson: Okay. And that, that's what's happening in this shop, but it's not telling us what's happening. Could be Jimmy Lea: that- Melissa Patterson: Yeah ... they're chasing that electrical issue we brought up or- Jimmy Lea: Oh, yeah. Yeah, I see the scan tool now. Melissa Patterson: The... Yeah, it's, the text is covering it. Jimmy Lea: Text is covering it up a little bit, but yeah. Melissa Patterson: Yep, and it's that s- silly damaged wire, but they had to chase it down. Melissa Patterson: Now, that's the context, right? Same picture. Yep. The photo captures the scene, but the context is what saves the story. This is what I wanted to share about. Because without context, you just have a tech working on a car. Jimmy Lea: Yeah, you just got a beautiful forearm. Thank you, Cody, for the forearm, and, Melissa Patterson: And then you can understand why that photo was taken, right? Jimmy Lea: Oh, yeah. Yeah. Okay. It wasn't to show off artwork. It was definitely- Artwork. Melissa Patterson: Some of it'll show personality, some of these photos, or how you're taking great care of a customer or of your team. Jimmy Lea: Yeah. Melissa Patterson: And what those stories can communicate, we can talk about that maybe with a different class. Melissa Patterson: But we simply don't want the good part trapped in a head. We want the context, the photo plus the context. So that's something you can use. And even- Yeah ... if you're here in class right now today, you could take a screenshot and say you're g- in attending ongoing training. Jimmy Lea: Yes. Melissa Patterson: I spent an hour today getting better at how we share our shop's story. Melissa Patterson: This is great. That's something there. You don't have to manufacture a marketing moment. You've always been doing it, just simply noticing it. Yeah. And it doesn't take big paragraphs of explanation. It can just be simple, three simple things. Melissa Patterson: The photo, show me that quick video maybe, hopefully. I'd love a video. That customer note, whatever it is that caught the moment, and then tell me what happened, right? It's not the polished version. Just tell me what happened. Or the customer brought her dog in Jake finally found that noise, that mystery noise that we've been chasing. Jimmy Lea: Or- it looks like Cody changed his shirt and he's now Marcus. Melissa Patterson: Oh. Jimmy Lea: And that, that beautiful forearm is still there. Melissa Patterson: It's... Jimmy Lea: And it looks like he's explaining something that he finally did find on the vehicle, and, ... the social media content manager is super excited to have this kind of information- Melissa Patterson: Yeah, that's- Jimmy Lea: because it makes for a fabulous post. Melissa Patterson: I love it. I love it. But a picture is worth a thousand words, and you just shared that. Jimmy Lea: Yeah. Absolutely. I think a picture's worth a thousand dollars. Melissa Patterson: Isn't that true? Isn't that true? Jimmy Lea: Yep. Melissa Patterson: You don't have to become a copywriter or decide where to put it. You just need to have that picture, the context, the detail- Melissa Patterson: Do we ha- have, would we like to give it a try? Melissa Patterson: I have the slide here. You can try it right here. Jimmy Lea: Try what? Try- Take a screenshot ... drop it in the Melissa Patterson: chat? Yeah. Jimmy Lea: One ordinary thing that happened in your shop this week. This week- Yeah ... or last week. Melissa Patterson: Yeah. A- Jimmy Lea: ... Anybody have an event that may have happened? Thank you, Darius. Thank you, Ethan, for showing up in your shop shirts. Jimmy Lea: You guys look great. What's an ordinary thing that happened in your shop this week? I wonder if anybody's able to download events. Jimmy Lea: Or pictures. I wonder if they can upload pictures in the comments. It might be a limitation- Maybe ... I don't know. Melissa Patterson: Maybe or maybe not, or, this could be just something you do with yourself as an exercise, right? Melissa Patterson: We're just trying to build a muscle. So you could drop the experience in the chat, what happened in your shop. Jimmy Lea: Yeah. Melissa Patterson: Or you could put it on your, open up Facebook, type it in there. Well- This context, right? Jimmy Lea: Yeah, and I can tell you one- ... that I saw here quite recently that Brett Faidley put up. It was a picture of gratitude. Jimmy Lea: He was feeding the entire shop, had smoked up some brisket, and w- it was a picture of the brisket and everybody sitting around having a great meal together. And it was Brett's way of saying, "Thank you for being here for me," while I had other business I had to take care of with his wife. She was in the hospital. Melissa Patterson: Yeah. Jimmy Lea: And it was just a gorgeous post about gratitude that he had for his people and people that was working on it. Wow. Oh, it was a prime rib. Thank you, Brett. It was an eight-pound prime rib. Melissa Patterson: Whoa. Jimmy Lea: He posted up pictures of it for everybody. Yeah, the, the... It was just gorgeous, beautiful. That was a great picture. Jimmy Lea: I remember that one as being one of those, Melissa Patterson: Poster child. That's great. Jimmy Lea: Yeah. Yeah. One that I've seen and this wasn't from the shop, Jared Fuller up at All Done, What's the name of his shop? All Right Auto in Emmett, Idaho, he posts up a lot of information about other businesses in his community. Jimmy Lea: He joined the Chamber of Commerce. Melissa Patterson: Oh. Jimmy Lea: And he'll post up pictures of other businesses and their ribbon cutting and stuff that they're doing. Jimmy Lea: I Melissa Patterson: love that. Jimmy Lea: Yeah, so he went from posting up information about the shop, DVI water pumps, timing belts, radiators, brakes, shocks, struts, things like that. Jimmy Lea: Then he switched and he went to- ... Facebook Lives that were about the community, about other shops, and about other businesses. And here we are today in front of Taco, and they just launched their brand-new menu, blah, blah, blah, blah. And miraculously, Taco was busy that day. Melissa Patterson: Yeah. Melissa Patterson: That's awesome. That's awesome. And I wanna bring up one other thought about this. Now, the community events, that is beautiful. And video, yes. Jimmy Lea: Yeah. Melissa Patterson: You nailed it with those examples. Thank you. Now, look at this. You have a whole team of eyes, but you can't be everywhere at once, right? So you can create this. Melissa Patterson: Three bays over, a technician could have found something that was fascinated, or maybe up front a customer says that's why I bring my car here." And nobody thinks to capture those moments, right? Those stories are walking right past you. Shop owners are wearing so many hats. People- Yeah ... customers, payroll, all of the things, parts, all the problems that we- no one else even knows about. Melissa Patterson: And being the only person responsible for noticing every good marketing moment sh- shouldn't have to be another hat you wear. Jimmy Lea: Yeah. Melissa Patterson: And it Jimmy Lea: gives a whole- That's a hat we can all wear. 'Cause we can share our photos. We can share pictures that we take. Melissa Patterson: That the whole... Yes, that's right. Your service advisors are gonna hear things that you're not gonna hear. Melissa Patterson: Your technicians are gonna see things that you won't. Your front office is catching moments with your customers, and sometimes the customer hands you the story. You don't have to have everyone creating these posts, but we do wanna ha- encourage more people to notice those moments, and that's a completely different skill set Melissa Patterson: M- and what is it gonna show about your culture, too? If you start talking about this in your team meeting, having it up on the whiteboard- Yeah ... or asking every Friday afternoon. And look at that. If one person noticed and took a photo and gave that context, dropped it in, there's five days worth of posting. Jimmy Lea: Done. Done. That's perfect. Melissa Patterson: You can spread it out. And of course, at first, people might stare at you with that blank look "What?" But then someone said, "Oh, you should have seen what Jake found on that Subaru." "Ah. Did you take a picture of it?" I want the answer- ... to be yes. 'Cause now it's not one person inventing content. Melissa Patterson: You have a whole shop learning to notice their stories. And then people come to you, "Hey, you're gonna want this one," and that is where it starts becoming this habit. Melissa Patterson: So it doesn't have to be one more giant list. We wanna make it ridiculously doable, 'cause you can't be everywhere Jimmy Lea: I love it. Five minutes. Jimmy Lea: That- Notice it, capture it, explain why it matters- Melissa Patterson: And share Jimmy Lea: it ... and share it. Melissa Patterson: That's it. 'Cause again your technicians are gonna see things on the vehicles that you'll never see. The service advisors with your customers, that front office with tho- those moments with your customers, that's never gonna be something that you can be everywhere all the time to catch. Melissa Patterson: But if you have that whole team of eyes and people catching those moments, then it doesn't have to be complicated. It can just be simple, "What happened this week that we should save?" Jimmy Lea: Yeah. Melissa Patterson: So yeah, now we know what to look for, right? It's not that I don't know what to post. Hopefully that feels a bit different 'cause everyone, everyone's pulling together, right? Customer solving customer, answering customer questions, solving problems with the vehicles, and there's funny things happening in your workplace every day, right? Melissa Patterson: And sometimes it's frustrating or weird or helpful. Those ordinary things to you, all of those things happened before lunch, and none of that c- became content because- Too good ... yeah, you nailed it. It was already there all along. So learning to catch that moment, how to keep enough of that story with it, and remember that you don't have to notice it all yourself. Melissa Patterson: You don't have to be the content creator. You just need to be a better noticer 'cause somewhere inside your shop, there's that moment that you could have walked right past before today. Catch it. Save the details. Keep the story. That's what I'm hoping, and I'm hopeful that the people outside your bays will learn about it. Melissa Patterson: And that's worth sharing. A good shop deserves to be seen for who you really are. They wanna feel that personality. They wanna build that relationship and the trust So that's really all I had today. Jimmy Lea: Oh, that's awesome. So what's this QR code for, Birdie? What have you got here? Melissa Patterson: That's for Shop Talk. Melissa Patterson: It's a complimentary 20-minute meeting, and I'd be happy to hop on a call with you. And hopefully, if you wanna look at your shop a bit differently, notice different stories, talk about what's going on in your shop, what you're trying to build, if it's a legacy or culture, love to hear about it from you. Melissa Patterson: Love to connect. Jimmy Lea: Yes. So everybody that's watching this, whether it's live or a recording, pull out your smartphones. Pull it out now. Pull out your smartphone. Pull open your camera- app. Scan this QR code. Let's get onto Birdie's calendar. Meet with her. Talk about your social media pl- posting, your social media outreach. Jimmy Lea: A, a free 20 minute with Birdie is just gonna be such valuable information to really help you focus your message, focus your marketing, focus your Tuesday so it becomes a post for the rest of the week. There's a lot happening before lunch. All you have to do is just pull out your camera and take a picture. Jimmy Lea: Capture it. Melissa Patterson: Yeah. And I'd love to Jimmy Lea: meet with you. Let's post it up. Melissa Patterson: Thank Jimmy Lea: you. Yes, and w- Birdie would love to meet with you. And in fact, if you would love to meet with her live, we have our Mars conference happening Monday, Tuesday, Wednesday next week. Here's the QR code for that Mars conference. Scan the code. Jimmy Lea: Let's get you in front of an amazing group of other shop owners. We only have nine seats left. After that, it is sold out. It is done. We're gonna have a lot of shop owners all together here for this conference. It is in Ogden, Utah, w- at the headquarters for the institute. You're gonna feel like this is a Men In Black experience because previously, the institute w- used to contain a sewing and quilt shop, and previous to that, it was a Goodyear tire shop. Jimmy Lea: So it it does fly incognito right now. It looks like it's a, a sew and quilt shop. You'll feel like Men In Black as you walk through the front doors, and then you'll see an absolutely gorgeous interior, very well laid out just absolutely gorgeous. So Birdie, I look forward to seeing you in Ogden starting Sunday. Jimmy Lea: It's gonna be good. Melissa Patterson: Looking forward to it very much. I can't wait. Jimmy Lea: Awesome. Awesome. And with that, thank you everybody for joining us. This is the Leading Edge podcast. We are here to lock arms with you so we as a group, as a crew, as a, a mob, that we make sure that we all make it together. We at the institute are committed to a better business, and that's for you, a better life. Jimmy Lea: That's the result of having a better business. You will have a better life, and our commitment is to help have a better industry. Better business, better life, better industry. Let's work together. Let's make this happen. Let's not left, leave anybody behind. We can do this, and we can do it together. My name is Jimmy Lea with the Institute for Automotive Business Excellence, joining today with the Leading Edge podcast, and joining me is Birdie. Jimmy Lea: Thank you, Birdie, for being here. Appreciate you so much. Can't wait to see you at Mars. Melissa Patterson: We're better together. Thank you. Jimmy Lea: Bye, everybody. Thank you.
223 - Retention Is Not a Roll of the Dice: What Actually Brings Customers Back
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 info@wearetheinstitute.com, 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 marketing@wearetheinstitute.com. 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 not about raising $10,000. Raise $250 and the impact is still there, right? Marta Fuentes: And let everybody donate a little bit. You don't have to let them donate their whole rewards, right? Hey, you can donate up to half. You set the limit of how much you want to raise. We make it really easy for your customer. Here's a text message. Click on the link to your own personalized thing. You donate your rewards. Marta Fuentes: You get a nice thank you message, and then the very cool thing that happens is that this charity starts talking about you in social media. So usually as a garage, posting on social media doesn't often result in a lot of shares and likes and loves. But when you're supporting these charities start posting about you, and you start posting about them, and we see huge numbers. Marta Fuentes: We've seen charities that have had 1,000 shares from an auto repair shop because of that connection. 1,000? Yes. Yes. Jimmy Lea: 1,000 shares? Marta Fuentes: 1,000 shares. Jimmy Lea: So their, th- their likes must have been in the five-digit range to get 1,000 shares. That's a lot. Marta Fuentes: Okay, so now that we're talking about it, I am gonna get back to that screenshot and make sure that I'm not lying to you. Marta Fuentes: Okay. And that it was shares versus likes. I wanna... I don't... I wanna get you the true numbers, so I will. Jimmy Lea: Okay. Okay. Marta Fuentes: But the impact is- Jimmy Lea: Either way, this is a really good result. 1,000 people saying, "Yes, we like this information," or it's 1,000 people saying, "This is such good information, I've got to send it to my family and friends and people in the neighborhood." Marta Fuentes: Yes. Jimmy Lea: Oh, that's Marta Fuentes: really good. And then your customers come to these events too. So there's a really fun one about to happen where that it's a turkey bowl where they raise funds for the community, specifically for the holiday season, by having a bowling competition down the frozen aisle of a grocery store with frozen turkeys. Marta Fuentes: And this shop is raising- I Jimmy Lea: am so in. I am so in. Marta Fuentes: And this shop is raising dollars for this. They raised over 50% of their goal already in the first day, and the invitation includes, "Come to this. Come cheer us on. Come participate. Come see it happen." And so I think that if it's related to an event, then your customers can actually come. Marta Fuentes: It just really brings the joy. Jimmy Lea: Oh, I love it. That is phenomenal. That is phenomenal. D- have you, do- is there any data that says it's best to give the check at the facility versus is there more ground for giving away the check at my facility, at my shop? Marta Fuentes: I think it is, the most effective is getting it out there. Marta Fuentes: Yes. I think the biggest thing is just get it out there, get your photos, get your videos. So in, in... If you're gonna do it, do one or the other. But what I see the most is the shop owner going to the charity and being present- Yeah ... there with them, as another sign of making it easy, right? Marta Fuentes: Yeah. We are doing something nice, something kind. We're gonna go to you. We're gonna bring this to you. We're gonna celebrate you. This is about the charity, not the auto shop. And framing it that way- Yeah ... I think is really important. But I think the most important part is get it out there on social media in any way at all. Jimmy Lea: Oh, I totally agree. And it might come down to the shelter or the facility that you're sponsoring. Are they comfortable being viewed? Because there might be residents who should not be out there on social media and maybe you can't do it at the facility because y- and at that point you do need to do it at your shop. Jimmy Lea: So it's case by case scenario. Absolutely. Marta Fuentes: Yeah. Yeah. That's a really good point. Yeah. Jimmy Lea: No I love that. So how are you rewarding points for dollars or points for online appointments set, points for on time appointments, they showed up? What do you reward points for? Marta Fuentes: Great question. Marta Fuentes: So everything is very customizable. Each shop is different, has different goals, has a different community, a different history with their customers. So y- you can set it up in whatever way makes the most sense to you. So there's flexibility in terms of percentages. We do work on percentages, but you can work it out of parts and labor, or just labor. Marta Fuentes: You can also do just parts, which I haven't seen yet, but you could. And then you can set all kinds of guardrails where you can make it so that customers can only earn a certain amount per RO. Customers can only have a wallet that's this big with repairs. But fundamentally, they're earning them as a function of bringing in their car. Marta Fuentes: So I earn rewards today, and that secures the next visit, which is such a contrast to a discount that is very much locked in time for that right there. Versus loyalty rewards, those are talking about the next visit. And bringing that customer in for that next time. And that's what keeps them coming back to you versus maybe exploring other options that might feel more convenient, right? Marta Fuentes: Also, we do cool things like help shops have deals that are centered around their loyalty rewards members. Hey, this month, with any RO over 250, we're gonna replace your windshield wiper blades complimentary, and we're gonna add $10 to your loyalty rewards account just for coming in for this. So you're able to add little bits and and incentivize people in that way. Marta Fuentes: There's also fun things that you can do where people can earn more rewards by spinning a wheel, and then you can just go in there and manipulate people's rewards because ultimately it's your loyalty rewards program. Your customers should never know the name Pitcrew. They should only know your loyalty rewards program. Marta Fuentes: You're in charge. You shape it. You change things when things need change. And we're here to support you. We're here to try to make it easy and to keep those customers coming back. We've been at it for 25 years. Jimmy Lea: Oh, I love it. I love it. And you're bringing up a really good point here, Marta, that I need to emphasize, and we haven't addressed it specifically. Jimmy Lea: The cost of this program, it needs to become part of your business program, your business plan. If you're not planning for this, then you're just pulling profit dollars out of your pocket to pay for it. It needs to become part of your business plan. So you may have to adjust your labor rate to accommodate for a Pitcrew loyalty program, which p- shop clients, customers are gonna pay 24% more for this program, which is great, but you still need to be able to account for every reward dollar that you're gonna give away. Jimmy Lea: It needs to come from an account. So if you need an analysis, if you need some guidance, if you need some direction, go to your coach, go to your business part- partner, go to your business consultant. Call us here at the Institute. We'd love to have a conversation with you to talk about your shop, your business. Jimmy Lea: Can you afford to do a loyalty program like this? The answer is yes, you can, but we may need to adjust a few things just to make sure that it's not coming out of your pocket, that you actually have an accounting for each one of these items that you want to reward. And I love this idea of Marta. Jimmy Lea: Let's reward the behavior that we want clients to exude. So if we wanna encourage online scheduling, they get points for that. If they get points for showing up on time and points for referring a friend What can we do to Marta Fuentes: incentivize? You can manually add points to anyone. Yeah. Jimmy Lea: Yeah. Marta Fuentes: And just coming back to what you were saying about can I afford to have this, what would it look like to have it, and having that conversation with coaches, there's a really valuable piece too there about how are we presenting this to our service advisors so that- they see the value in it that the shop owner does? So we know that having the loyalty rewards program is going to increase visit patterns by three times and lifetime spend by 40%. However, the service advisor is seeing a different day-to-day impact. They're, they might have a narrower view of it because the loyalty rewards scheme is the long game, and it's not coffee, right? Marta Fuentes: If I get coffee every day, I might earn a cup of coffee in a week, but I should definitely not be at your shop every day, right? So it's very much a long game. And so I think that adopting this requires having the service advisors be all in, and that takes skill. I think that it... we have to bring people into it. Jimmy Lea: Yeah. No, very true. And, speaking of service advisors, we have a phenomenal service advisor intensive three-day training for the service advisor. Oh, look at that. Scan this QR code. Those of you who are watching this, scan this QR code. This is the QR code for our three-day service advisor intensive. Jimmy Lea: It is amazing. Brian Daly, Aldo Gomez, they do a phenomenal job in taking your service advisor from a zero to a hero very quickly. This is super awesome. You definitely wanna be here. It's in November at headquarters here in Ogden, Utah. In November, it's gonna be absolutely gorgeous up here, so you definitely wanna have your service advisor show up. Jimmy Lea: This program will help them to sell more, which helps fund the program, which helps fund the community. What else have you seen as a successful program, Marta, inside of the loyalty rewards that develops that community? Marta Fuentes: One of the things that I've seen lately that has been really great and I've been guiding shops towards is a local heroes program. Marta Fuentes: So having different tiers is is something that we do for a lot of shops. Hey, everybody starts at 2%. Once you spend $2,500 in a year, you graduate to 3%, so on and so forth. But with one shop, we created a local heroes tier, where if you are a first responder, if you're a teacher, if you're a part of a group that is considered a local hero, you have your very own tier with a higher rewards and just a different set of things that comes for being that local hero. Marta Fuentes: And where sometimes having different programs can lead customers to feel like why am I getting one versus not the other?" When you see that it's for a local hero, you're actually excited for them. You're like, "Yeah, that's right." Yeah. My shop considers those people and gives them more. Yeah, I'm not getting it, but I want to support them because they are supporting those teachers. Marta Fuentes: They are supporting especially, all the medical people as we know from ... We're all so much more aware of our local heroes after everything that we've gone through together worldwide. Jimmy Lea: Yeah. No, y- and I love that idea. It reminds me of like a bronze, silver, gold are you an A-list member, are you A-list preferred? Jimmy Lea: You create those different tiers, now people want to develop because their loyalty is better. They know that they've been there longer. They ... There's a VIP- ... that happens because I am loyal to Jimmy's Super Shop. Marta Fuentes: Jimmy's Super Shop. Jimmy Lea: Yeah. That's good. I fly with Southwest, so I am a, I'm an A-list flyer with Southwest right now. Jimmy Lea: I'm not A-list preferred, not anymore. Not flying as much as I used to. Marta Fuentes: So- Jimmy Lea: But I... go. Marta Fuentes: As you're sharing about that, I just thought, last time that I traveled- Yeah ... I'm in the airplane checking my email, and I get an email about the rewards program at a local crafting store, and as Jimmy knows, I like to make things. Marta Fuentes: And I went and got my rental car and mapped that on the way to the hotel. There was one of these craft stores, and I went and I got myself my crochet kit and used my $10 in rewards and came out of there spending 45. And, but, gosh darn it if I was gonna miss out on those rewards. Jimmy Lea: That is so true. Jimmy Lea: It's like those Kohl's dollars. You're, you've got $10 or $20 Kohl's dollars you end up spending $200 to $300 because you're getting all the other things as well. Yeah. No, that, that's very true. That's good. And we talk about this as a loyalty program and a, a ability to keep it loyal. Jimmy Lea: What about clients that are cheating? Oh. Oh, heaven sakes. Did I say that out loud? Yeah, I did. No, let's say it again. So what about what about- Our customers, our clients, the ones that we love, the ones that love us, but they cheat on us every once in a while. What can we do about that? Marta Fuentes: So yeah. So this notion of cheating is a framework that we've been talking about lately, and it... Marta Fuentes: and people just find it so relatable. We have our customers that really like us, and we know they really like us, and as a matter of fact, our amazing CRM just sent them a message saying, "Hey, you need brakes." So now, Jimmy, your favorite shop, let you know that you need brakes. You're aware of this, and then you're driving around and you see a place and it's not Jimmy's, but it's really convenient 'cause it's right there, and you're already there, and maybe they have a discount, and you know a friend maybe went there once. Marta Fuentes: So you end up kinda cheat- cheating on Jimmy at because this place was really convenient, right? Ouch. So what we need to do... I know, right? And our customers are not thinking about it as cheating, right? To them, it's their life. It's their convenience. They still love Jimmy. They still know they're eventually gonna go back to Jimmy. Marta Fuentes: But in that moment, they had a convenience factor, right? And so what can we do to overcome that convenience factor? We gotta give them something else, right? And so that something else is those reward dollars that they get to come in. That something else is knowing that when you go to see Jimmy, you're also gonna be supporting that charity, right? Marta Fuentes: Yeah. So giving them just that little bit extra of how can I be better than that inconvenience, right? Just that little convenience factor. Because it's true that sometimes, because we're an amazing shop and we're sending out these alerts in the CRMs, we're accidentally sending people to other shops because now they know what they need. Marta Fuentes: Yeah. And conveniently, they ended up somewhere else. Not what we wanted. Jimmy Lea: No. So is there a way in the loyalty rewards program or the app or the texting that we can say, "Hey, click here to set up an appointment. We have Thursday available"? Can you come in- Absolutely ... at 8:00 AM too? Marta Fuentes: Yeah, absolutely. Marta Fuentes: Whenever we set up your shops program, we get all your scheduling URLs so that- ... anytime there's a message out, they can click on it, and it doesn't go to your website. It goes to that scheduling window, right? So you're right there with a scheduling window just right away. Everything that we send out has the ways to get in touch with you. Marta Fuentes: And additionally, there is a very cool webpage that we help put on your website so that customers can look up their own rewards balances. So they can go on Jimmy's Auto Works and enter their phone number, see their rewards, and then there's another button they can push, and there's a whole portal that opens with the fun things, right? Marta Fuentes: So they can see your charities, they can see your cross-pollinators. If they're part of an oil change club, that's another reason to not cheat on Jimmy, right? Hey, Jimmy has an oil change club where after I buy three, I'm gonna get that fourth one for free. So of course I'm not gonna cheat on Jimmy. I know I need an oil change because I got that note from him. Marta Fuentes: And no, I'm not gonna go there. They're not gonna give me credit towards my next one. I'm going to Jimmy. So seeing in the portal, you can actually see your things like your oil change count and have competence over what's going on. So giving customers the ability to know what is going on is really powerful, and nobody knows this more than a service advisor, right? Marta Fuentes: If you are trying to explain to somebody why they need brakes, you have to actually explain to them why they need brakes and make them a little bit more of a technician just for that moment, right? So in that same way, when it comes to rewarding customers, when it comes to pricing, that transparency into their rewards is so important, and having that available on your website right there is just really great. Jimmy Lea: Oh, that's really good. The... Earlier this summer, I took my car. I was away from St. George. I was way, way far away from St. George in Idaho Falls. I took it to the Point S shop there in Ammon, Idaho, and I said, "Hey I need my tires rotated." D- I was 700 miles away from my shop. Was I cheating? Jimmy Lea: Maybe a little bit, but I really needed my tires rotated, which is true and my alignment was off, so I had to get the alignment done as well. So they did. Now, here's the good stews- n- news of this story. They said, "Y- your tires are getting close. They're... You don't need to replace them yet, but they're getting close. Jimmy Lea: You're at three-thirty seconds in the front, and you're five-thirty seconds in the back. So you're getting close, so watch this." And I said I'll probably just plan on getting my tires changed right before s- before the winter, before the snow falls," something like that. Because y- that's when you get into accidents, when your tread is too thin and you float on water, you float on ice or things like that. Jimmy Lea: What am I doing tomorrow? I'm getting new tires on the little car so that I back up to a really good tread, and I have really good adherence to the road, because I would like to keep the wheels down. Marta Fuentes: It's important. Jimmy Lea: Yeah. Yeah, it's important. So usually I'm not one that will cheat on my shop but you, to your point, yeah, it's the convenience factor. Jimmy Lea: How convenient are we making things like that for our clients to be able to bring them back into the shop over and over again? Marta Fuentes: There's the convenience, and there's also the feeling of having the same values. Yeah. That, and that's really important. As human beings, we are programmed to live in community. Marta Fuentes: It's part of how we became who we became. And so when you help folks be a part of your community by coming together on your values- ... now there's even more of a reason, right? Because being able to apply money to your own repair, to your own rewards, that's one thing, and that's what we call an extrinsic motivator. Marta Fuentes: That's so- that's like the carrot and the stick. It's like a sticker chart for kids. It works. If you've ever had a sticker chart with your kid, you know that it works for a week and a half, and then it stops working. Why? It's because that's just an extrinsic motivator. And it's as important as having a battery to get your car started, but then you gotta have that alternator. Marta Fuentes: You gotta have a reason. And aligning ourselves based on our values is so important. And so that's why we say, okay, pick a hyper local commun- charity. If there was a terrible thing that happened and somebody's house burnt down, that is the perfect kind of place to pop up. I don't like associating perfect with events like that. Marta Fuentes: But the... When we show our community that our values are there, and then we invite them to also show where their values are at, this is another place where that beats convenience every time. Because- ... Marta Fuentes: Our identity comes into it Jimmy Lea: That's so true. A- and I love that you're focusing this on hyper close. Jimmy Lea: There ... I had a very good friend in Santa Barbara, California, and his house did burn down. It was on the national news. When you saw that Santa Barbara was burning and you saw images of it, it was probably his house. Neil's a very good friend, and immediately I started putting out to help my community. Jimmy Lea: We work together. Neil and I, we work together. I wanted to help my friend, and so it ... from St. George, we loaded up the back of my F-150 with a ton of clothing and shoes, all sizes all male, female, boys, girls, men, women, all, all different sizes. There was one family, and they are amongst the giants. Jimmy Lea: I believe the father is 6'9", and one of the families in Santa Barbara was of the giant classification, and tall and skinny is not something you come by very often. Every single bit of that clothing was their new wardrobe. Marta Fuentes: Jimmy, are there lots of people in Santa Barbara with amazing jackets now? Jimmy Lea: Yes, and they've all moved away from Santa Barbara. Jimmy Lea: Yes, absolutely. There are. I, and I took my son with me and it was such a beautiful experience to be able to have this opportunity to share with my friends, with my family, with my people. Marta Fuentes: Yeah. You reminded me just now, there's, we have this great shop in Alaska, and they had a really interesting charity that it only happens in Alaska. Marta Fuentes: They have a local butcher who when you go out and hunt something in Alaska, as people do- yeah ... he comes to your house and butchers the animal and prepares it and everything. And this guy was in an accident- W- In your Jimmy Lea: garage? Marta Fuentes: I think so. That's what it looks like. Jimmy Lea: Okay. Marta Fuentes: Okay, carry on. I haven't done it myself. Marta Fuentes: I haven't participated yet. Jimmy Lea: You don't live in Alaska? Marta Fuentes: No. No. But yeah, my hunting record is also not existent. Jimmy Lea: Zero. I've shot a lot of paper. Marta Fuentes: Yeah, that's it. So the, the shop came together and brought the community together to help cover this person's medical expenses, and everybody knew him because- Oh, wow Marta Fuentes: this is the guy that came to your house, and the shop came together, put together a ton of money for this person's medical expenses. And the thing is that you don't actually have to do a ton of money for this to work. Yeah. It works whether you do $250 or 5,000. In this case, it was a really large amount, and I know that it went really far, but the SMS blast that went out about this was so beautiful. Marta Fuentes: Here's this, this guy, and he's actually holding this plant and these flowers, and he just looks so joyful, and they're trying to raise dollars for him, and they did. And getting to participate in making that happen is really the best part of my job. As I taught public high school for a long time, so the community is really what drives me to show up every day. Jimmy Lea: Oh, I love that. I love that. I love building the community and supporting. So if a shop was wanting to start by building a community, wh- what's a st- a starter kit, if you will, a very small starter kit that Jimmy's Super Shop... And by the way, thank you very much for making me an, a multiple shop operator. Jimmy Lea: I'm Jimmy's Super Shop. I'm also now a Euro shop with Jimmy's Auto Werks, W-E-R- Marta Fuentes: Oh, with a E, yeah. Jimmy Lea: E. Auto Werks. Thank you. Now I own two shops. What's a good easy starter kit to get started? 'Cause my- I think that- I'm... and I'm guessing that most shops have never done this before. Jimmy Lea: Why? Because it's a little bit daunting. It's a huge undertaking the first time you do it, but once you've done it once, becomes easier. How can I get started? Marta Fuentes: So I say sometimes you just gotta go slow to go fast. Jimmy Lea: Agreed. Marta Fuentes: So I say start off with one level. Just everybody gets 2%. It leaves it open for you to grow it. Marta Fuentes: Maybe you start with an oil change club, maybe you don't. And then let's do one charity and just see how that goes, right? The most important part here is you don't have to do everything at the same time. You can just start with one level and go from there. And then as you reveal more things, there's more room for excitement, right? Marta Fuentes: Starting with everything and then not being able to deliver on it because of the overwhelm is gonna work against you. So you know yourself, you know your shop, you know your people, and do it in the order that makes sense for you. But I would say the simplest way is let's just start with a basic percentage, maybe an oil change club, and then after that, just do one quarterly charity. Marta Fuentes: We don't want you doing charities all the time, right? One quarterly charity. Let it roll and see what happens. I have the folks doing the Turkey Bowl, they actually were onboarded about a month ago, and, Oh ... with Thanksgiving coming up and everything, they said, "Let's do it." And I could tell that there was nervousness about what this entailed. Marta Fuentes: But we do so much to hold you through it, right? From helping create the graphics and the blasts, having webinars available twice a week where yours truly is there to guide you through these things and help- Okay ... organize you and help with the communication. And even help with, "Hey, do you have a script for how you're going to approach this charity or this shop? Marta Fuentes: Look, here's your script," right? "This is how you can reach out." And just really meeting you where you're at. Some people are great at talking to other people, and some people have talents in other ways, right? So really meeting you where you're at and supporting you through it, and start small. Jimmy Lea: No you're exactly right, Marta. Jimmy Lea: I agree. There are different skills and the ability to answer a conversation from an inbound, it's c- somebody's coming to me, yeah, that's easy for me to have a conversation. To initiate, it's a different skill set. So yeah you're, you might be right. They might need that script to help them get through it, for sure. Jimmy Lea: And my thought was once a quarter might be a lot, and you're saying, "Oh, once a quarter is a good start." Okay w- let's do one event this year. Let's analyze that. How did it go? How did it work, right? I love the Turkey Bowl idea. Is this down a grocery store aisle? Oh, my gosh. Marta Fuentes: Down the frozen aisle. Jimmy Lea: Down the frozen aisle, of all things. The bumper pads are up. You're guaranteed to win. Marta Fuentes: And I think, what you're saying about having just one in a year, I think that's really powerful. I think that- we don't want to let great get in the way of good or- Yeah ... however that idiom goes, right? So if we can do one thing right now, let's just do that one thing, and that's great. Marta Fuentes: And a lot of times what we think is going to be really hard, once we do it, it feels fine, right? Yeah. It's the, it's that hurdle of let's go through this the first time. Let's do something that we've never done before, right? It's really hard to do new things, and this would be a new thing. And so it feels hard, and that's okay. Marta Fuentes: We're here to support you through it, and we can do hard things. Jimmy Lea: We sure can. We sure can. And when we get here to Mars, what are you presenting to the entire group? We're not gonna give away everything, but what's the teaser for Marta Fuentes: Mars? The teaser is that retention is not the roll of a dice, and that the, it's empowering you to see where are the things that you can control for retention, and it will be framed in a playful way. Jimmy Lea: I love it. I love it. This is gonna be a lot of fun. Retention is not a roll of the dice. I love it. I love it. I'm gonna have to find me a jacket with dice on it or something. Marta Fuentes: Ooh, we need fuzzy dice. Jimmy Lea: That was also on the list. Yeah. That's, ... it's gonna be up there. Oh, that's good. That's very good. So what, there, there's a a shop that's gonna be here, and they're gonna be sharing some of their experience as well. They, one of the challenges issued by the owner to the marketing department was, "Our October and November is very slow. I need you to figure out a way to turn that around." And they did, and it's amazing. Jimmy Lea: It's now their biggest quarter. Q4 used to be their smallest quarter. It's the quarter that they all struggled on. October was difficult. November was hard. Everybody's saving their money. They're going into Christmas. Now, Q4 is their busiest quarter, which is awesome. And those who are here will be able to hear this story, and those who are not here are gonna wonder, what in the world are they doing? Jimmy Lea: So I'm super excited for those who are here to reveal that. And maybe after we have our event, we can talk a bit about, more about those speakers that were here sharing information at the Mars event. So super excited for that. Marta, anything else that we want to share with our audience today as we talk about customers, customer loyalty, customer retention? Marta Fuentes: I don't think we're talking about the same folks, but I do have a client that I was talking to about three weeks ago. We scheduled a meeting, and we were talking, and they said, "Marta, I have never had car count like this. It is so low. What can we do?" And so we decided to put together a referathon month. Marta Fuentes: Ooh. So usually... So as a part of their rewards program, you can set a referral program that works out of your website so that people can just send out referrals that way and then earn more rewards when people actually come in and close an RO. And so we came up with a referathon, where usually his referral amount was $25 for the new person and the existing person. Marta Fuentes: We said, "Okay. This month we double it." Okay? Oof. And we recorded a video, and we sent it out, and sure enough, new customers and those customers that were new were not one time c- are not going to be one-time customers because now they have loyalty rewards. So being able to just very quickly be able to just double the rewards value. Marta Fuentes: You just log in, you double it, and put it out there to the world, and, it's actionable things that you can do right there. Now, I know that this is not the same shop that you're talking about, but this is another shop that was in that same position that everybody's in, where Q4 is just painful sometimes. Jimmy Lea: It's hard. It's hard, yeah. So those who are here for the Mars conference, you will be able to find out who it is that Marta and I are talking about. It is two different shops, and it is two different scenarios, two different solutions, both of which is definitely helping shops to produce more and better for their shops. Jimmy Lea: Marta, thank you for showing up here. I really appreciate it. This has been such a great conversation. Marta Fuentes: I love seeing you, Jimmy. Thank you so much. I'm honored to be here, and I can't wait to meet more of you. I actually can't tell who's here and who isn't, so super ex- I Jimmy Lea: can't tell either. Jimmy Lea: Great. No. R- Raleigh over here in the corner he can see what's going on, but I don't know what's going on, Marta Fuentes: that's fine. It's just you and I, Jimmy. Jimmy Lea: It's just you and I. We're having a great conversation. Having a good time. Yeah, so any questions, comments from our audience? If you've got scenarios that you wanna run past an expert, we have Marta here. Jimmy Lea: She is the expert when it comes to customer loyalty, customer retention customer rewards programs, community involvement. I love involving the community in these types of events. Yes, absolutely love this. This is such a good thing. Such a good thing. And I love the idea of hyper-focusing it on those community support programs that need the locals' community. Jimmy Lea: Super fan of that. Marta Fuentes: Me too. Me too. Jimmy Lea: Very cool. Thank you very much, Marta, for being here. Thank you for joining as we are the Institute, and this is the Leading Edge podcast coming to you from Ogden, Utah. This is our world headquarters for global dominance in the automotive aftermarket. And thank you for joining us early on Mars. Jimmy Lea: If you notice, Marta is joining us from Mars, the rover in the background. That just looks like backyard for me. That's St. George, Utah. Scan this QR code. Look forward to seeing you at Mars. Thank you very much. Have a great day. We'll talk to you soon. Marta Fuentes: Thank you, Jimmy
221 - AI Search Is Here: Is Your Auto Repair Shop Showing Up?
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 info@wearetheinstitute.com, 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 marketing@wearetheinstitute.com. 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 of you here today I'm sure have been frustrated with Yelp's review software and haven't really understood the reason for it. And many think that advertisers get preferential treatment, or that most of the reviews are negative, and that Yelp just like simply doesn't want to get you to get more reviews. Alexandra Goldie: Has anyone felt that way maybe? Jimmy Lea: Oh, yeah. I've talked to many shop owners that, that really felt like their Yelp accounts because they weren't paying Yelp some monthly fee or whatnot, that all of the negative reviews went right up to the top and all the positive reviews were hidden. That's what I... Jimmy Lea: I've heard it repeated more than 100 times in the automotive industry. Alexandra Goldie: And that is completely okay. If any of you have felt this way many people and many business owners don't know that all local businesses actually receive identical treatment regardless of advertiser status, if you're paying, if you're not paying. Alexandra Goldie: And no one, not myself and not our CEO, can make any changes. So every business really is treated identically the same, and we're striving to support real experiences, whether that be good or bad. Although most reviews actually are four or five stars. And while it is true that Yelp doesn't allow review solicitation, it isn't because we don't want businesses to get more reviews. Alexandra Goldie: It's because we want neutrality. And Yelp does reach out when we think someone's used a local business, which is, I think, something that a lot of people also don't realize. So something along the lines of in an email of, "Did you visit Mike's Auto Repair Shop? How was your experience?" And so all of these factors are what has made our software so trusted and has allowed Yelp to have the advantage in AI. Alexandra Goldie: So while I hear you and I know that there has been some misconceptions and some concerns, we're also going to be linking we can share this after the session, but a link to our trust and safety where there's a lot more information on our recommendation software. And Melissa and I are also always open to further discussion on your business or any questions that you have regarding recommendations further reviews. Jimmy Lea: Here's a question for you. Yeah. With Yelp and reviews, usually, here we are in the automotive industry, it's either a five-star review or it's a one-star review, where they either love us or they hate us, and they hate us because we left a smudge on the hood or something like that. Yes, there are catastrophic and there's the badge that we earned, but there, it's usually a, a one or a five. Jimmy Lea: If there's one-star reviews that we didn't earn it's not a client, is there a way of challenging those one-star reviews on Yelp? Alexandra Goldie: Absolutely. So if it was not a client or if the review is inappropriate in any way and violates our guidelines, there is a channel where you can escalate the review. So while the software generally, so what's recommended versus not recommended, and most of that does have to do, I think in my experience, we'll never truly know 'cause it's out of our hands, but a lot of it has to do with solicitations. Alexandra Goldie: When I talk to clients of businesses and they say, I had five reviews come in today and they're all not recommended," typically it's because maybe they were using a software that reached out and asked for those reviews. And while I understand how that seems harmless to them because those were real folks with real experiences, we again just wanna keep that neutrality and Yelp's gonna be the one to reach out. Alexandra Goldie: But if you have any reviews that you feel should be reviewed by a person like I said, if it wasn't a client or if it's inappropriate in any way or there's any legal matter involved, there is a way to report those reviews. Great question. Jimmy Lea: Nice. And can a client leave more than one re- Yelp review? Alexandra Goldie: If they have multiple experiences, Jimmy Lea: Yeah ... Alexandra Goldie: we, they can edit reviews. So they can make an update on a review. Jimmy Lea: Updates, okay. So similar to Google reviews in that aspect, a client can have a single review, but they can update and add additional information. Here's the family fleet, I brought in my truck last month, and this month it's this, the family station wagon, and next month it's the minivan, and then it's the kid's car and... Jimmy Lea: So they can put in updates. Okay. Alexandra Goldie: Definitely. And we always encourage business owners to respond to those reviews, whether they're positive or negative. Jimmy Lea: Okay. Beautiful. Beautiful. Alexandra Goldie: Awesome. So like I said, this is really why Yelp's had the advantage in AI, because these AI models know that they can trust that the experiences from Yelp, they're real, they're true. Alexandra Goldie: There a- is no way to gamify it. Everyone's treated exactly the same, and it's the best way to train models to be helpful in those inform- pieces of information that they wouldn't know. If I'm asking ChatGPT, if I'm on the road and I'm asking my in car dash, it's midnight or 1:00 AM and I want to find an auto repair shop that's open late, those are the type of attributes that are being pulled in, or reliable service, that's coming in from reviews. Alexandra Goldie: And so when you're responding that also helps with the content that's being pulled in. Jimmy Lea: Okay. Alexandra Goldie: And I alluded to Yelp's partnership with ChatGPT a little bit earlier, but I wanted to just quickly touch on that. We do have a direct relationship with OpenAI, which is to utilize Yelp's content-rich data within ChatGPT, and also to integrate request a quote messaging, which is really a huge breakthrough for organic traffic and organic lead flow off of Yelp. Alexandra Goldie: So now users can actually reach out via message without leaving ChatGPT. They don't have to be on Yelp. They're in ChatGPT, they ask ChatGPT for a reliable auto shop near them. Chat gives them some great recommendations based on, they said near me and reliable. Chat pulled that in, and then they're able to request a quote. Alexandra Goldie: So on your side, on the business owner side, this would go into your normal Yelp inbox. But on the user side, they're actually not a Yelp user at this time. They're in ChatGPT Alexandra Goldie: Any questions on that? Jimmy Lea: No that's interesting. So even if I'm in my ChatGPT asking questions about automotive repair shop near me- Yes ... the information that I'm seeing in chat is coming from Yelp? Alexandra Goldie: That is correct. Jimmy Lea: Okay. Melissa Underwager: Often. Maybe not all, but often, yeah. Alexandra Goldie: Oh, yeah, not always. Not 100% of the time, of course. Alexandra Goldie: Yes. But it's utilizing Yelp's data, so it's using things, like I said, your business hours, your service attributes, the type of jobs you do, if you specialize in certain types of vehicles. Those are attributes that would potentially pull in if someone says, "I have a BMW, I'm looking for someone who really specializes in, you know, my car brand." Alexandra Goldie: Or if you have a more specialized request, and then all of the reviews, the photos, all of that content is being utilized to inform these results for ChatGPT. Jimmy Lea: Okay, so Alexandra, Melissa here, the question for both of you. How much of this does the shop owner need to optimize on their website or how much of this needs to be optimized on their Yelp profile? Alexandra Goldie: Fantastic question. So this is all coming from optimizations on your Yelp profile, and in just a couple of minutes, we're gonna run through actions that you can take today to optimize your Yelp profile and best position your business for success and visibility within AI, whether that be on Yelp or off of Yelp. Jimmy Lea: Okay. Melissa Underwager: Yeah. You still wanna optimize your website, though. Alexandra Goldie: Yes, agreed. Yeah, yes, of course. And Melissa has probably the expertise there on how to best optimize your website. But today we're more focused on your Yelp presence and how that flows- Yeah ... into AI results. Melissa Underwager: Okay. Alexandra Goldie: And so what we've put into other kind of what we've discussed thus far, users generate the content, Yelp verifies that content, which is then used to train AI models and results in high intent leads for your business. Now, you might be thinking, this is all great, but how does this really impact auto specifically? Alexandra Goldie: Historically, when you hear Yelp, you might have thought of restaurants or home service categories, but how does Yelp differentiate for your shops? And so I wanted to take a brief overview of Yelp's focus on the auto repair category. Yelp has integrations, like I mentioned earlier, in Dash with major car brands, as well as with Garmin, Apple Maps, Siri. Alexandra Goldie: And like I said, when someone's on the road, they can easily find an auto repair shop with Yelp's help without having to pull over, without having to wait till they get home to do research. Yelp also has recently acquired RepairPal to further support investment in the auto repair category. Jimmy Lea: Huh. Jimmy Lea: That's very interesting Alexandra Goldie: Any questions on any of these integrations or the acquisition? Jimmy Lea: I'm even seeing DuckDuckGo in there. That's quite interesting. It, does Yelp own that as well? Alexandra Goldie: So Yelp has partnerships and integrations, but Yelp does not own DuckDuckGo. Jimmy Lea: Okay. But a- and you just recently bought RepairPal. Alexandra Goldie: That is correct, yeah. And so Yelp's using the verified data from RepairPal to help inform things like reliability it, to build out a trust architecture to really be a s- to specialize in auto repair. What makes a good auto repair shop, Yelp wants to know. And part of that was what led to the acquisition of RepairPal, and then also informing things like pricing and things like that, which is especially relevant when it comes to request a quote messaging. Jimmy Lea: Okay. Very interesting. Alexandra Goldie: So we've talked about Yelp visibility for auto off of Yelp, but what about on Yelp? I want to briefly touch on this. So a search for auto happens every six seconds on Yelp, and 86% of users don't have a specific business in mind. So they've made the decision that they need new tires, but they haven't decided where to get them. Alexandra Goldie: Users take action on auto pages in under 10 seconds, meaning that they are highly engaged with, and over 80% ultimately move forward with a business that they found on Yelp. So the intent on Yelp is extremely high, and the goal is to make your businesses more visible to capture these customers Alexandra Goldie: So how can we do that? Let's take a look at how we can organically optimize your Yelp pages, actions that you can take today. So first and foremost, maybe we can get some comment interaction. Who's claimed their Yelp page? Can we get some claimed in the comments if you have claimed your Yelp page? Jimmy Lea: I- I'm monitoring the comments here. Jimmy Lea: We might have a shy audience today that doesn't want to volunteer their Yelp page. Alexandra Goldie: That's okay. We probably have a, a mix. We probably have some folks that have claimed their pages and- Yeah ... probably a lot who haven't. Alexandra Goldie: And so first and foremost, we want to make sure that your business page is claimed. Alexandra Goldie: We want to make sure that you're set up with a Yelp account and ideally that you have the app downloaded so that you can easily interact with leads from Yelp. From there, we want to make sure that you have up-to-date and accurate information, so things like your business name, your address, your hours, your phone number, your website, the services that you offer any special attributes to your business. Alexandra Goldie: We want to add content like photos. We want to reply to reviews. We want to turn on messaging. And so optimizing your page might take maybe an hour, maybe two but the benefits really are endless, and this is the data that the AI models are using when making recommendations. So the more that you optimize, the more likely you are to show up in those results. Jimmy Lea: So it sounds like a lot of the information we're putting in on our Yelp profile is information we probably have in our Google Business Profile, and it would be the same data, same information. How important is it to have the exact same spelling of 123 Main Street or Main S-T dot or S-T? How important is it? Jimmy Lea: Does that name, address, phone number need to match exactly? Alexandra Goldie: That's a great question. I, I don't know between s- St. and writing out Street, I think St. Is just fine. That's typically what I'll see, and we're gonna look at some Yelp pages in just a minute so we can take a look. I don't think there's much difference there. Alexandra Goldie: But it is very important that the actual address and the phone number and your website all matches identically to how you'd want customers to be finding you. Jimmy Lea: Okay. And what about photographs? Oh, Melissa, you were gonna say something. Melissa Underwager: Yeah. I was gonna say, when you are managing all of your listings, it is ideal to have them all exactly the same. Melissa Underwager: So from a local SEO standpoint, so Yelp's not gonna preference that probably, but from a local SEO standpoint, you wanna have them as accurate and closely listed as possible. Jimmy Lea: Oh, perfect. Yeah. Alexandra, you were talking about photographs high definition high resolution photographs in your Yelp page. Jimmy Lea: Would it ... Is there any good or bad? Should we have different pictures than we've got in Google? Or sh- can I post the exact same ones that I've got in Google? Is there any advantage of mixing up that, the realm of photographs? Alexandra Goldie: I think Melissa might be able to speak better to differentiating between your Google profile, but I would say on Yelp, just having high resolution photos that are reflective of real experiences tend to resonate really strongly with Yelpers. Alexandra Goldie: So rather than uploading a photo of maybe your logo or of just m- your truck or something like that, or just your shop on the outside, Yelpers love to see your team. They love to see jobs in action. Anything that you can do to story tell there and to show what they might get. Alexandra Goldie: So when someone's landing on the page, they want to see what that experience might be like when they're making the decision if they want to move forward. So happy, smiling team members, jobs in action, those are all things that help support reliability and help Yelpers want to move forward with your business. Jimmy Lea: Nice. Yeah. Yes. Building that relationship is key there. Exactly. Okay. Beautiful. Perfect. Alexandra Goldie: Awesome. So let's take a look at, I'm gonna share this tab here. So you should see now I'm on yelp.com. I just did a really simple search for auto repair in Boston, Massachusetts. That's where I'm located. I thought about doing where y'all are mostly located, but I was like, we don't want any Alexandra Goldie: who knows whose business is gonna come up on here. So probably best to just keep it in Boston. So this is a search page, a search result page. So we'll have a mix of sponsored results, which would be from paid programs, as well as organic. And so something, I know the audience might be a little shy, but does anyone just like immediately looking at this page, is there anything that anyone can notice? Jimmy Lea: I notice the photographs right away. And then the second thing that I'm noticing is the star ratings of those Auto Precision versus Weymouth doesn't have any star ratings that I'm seeing, nor photographs. Alexandra Goldie: Yes, that's a great call-out. And so the photographs here, these are actually portfolio previews. Alexandra Goldie: And so a portfolio is a paid page upgrade but it does really help with engagement and conversion. When shown side by side in search, 94% of Yelpers choose businesses with page upgrades in place, those, versus those without. So for these businesses like Auto Precision with Boston Auto Works, it will preview up to four portfolio posts. Alexandra Goldie: And portfolios are an opportunity to tell a story. So if you have a, like before and after photos, or it's also a great opportunity to intro your team or to have different specialty call-outs on certain services that you want to lean in on. If you want more car count for oil changes, you can do a portfolio post on oil changes. Alexandra Goldie: So we can take a look. And so for Weymouth, to your second point, if we have under three star review Yelp doesn't want to necessarily harm those businesses and deter folks from clicking in, and so that's why you don't see their rating here. And so when you actually click into Weymouth, and I can go ahead and share that one But you can see they have 2.6 stars and five reviews. Alexandra Goldie: And this really isn't too bad. And I will t- say one sto- one good anecdote that I just, we were just talking about with my team, is that Merrick Marketing actually was working with a client who had a couple of bad reviews. It happened to have been from a former owner, and they were really frustrated on it, and we were advertising, and it came to a early, very early on, the shop owner was like, "I don't know if we should do this. Alexandra Goldie: These reviews are gonna deter people. We're not gonna get any traction." And so I worked with Melissa's team to- ... k- give some optimizations and best practices on other things we can do to show the value, and that business is now a four and a half star rated business on Yelp. And so that's just something I submitted for a Yelp internal case study, but I figured I would share that here with the team as it's relevant right now. Alexandra Goldie: But you can see now their reviews, and you could go in and look, and like I said, reply to these reviews. And especially if they're negative always be professional, always be friendly. Don't challenge or get into an argument with someone here, but always reply. That really helps if someone is looking at the reviews to build trust. Alexandra Goldie: And people know some people are just, sharing a true experience, and some people are leading more with emotions and, might not be as representative of your business. Jimmy Lea: Nice. Nice. I- is there a sweet spot in Yelp for an automotive repair shop on the number of star rating? Where should they be? Jimmy Lea: What is that sweet spot? Alexandra Goldie: A- actually there isn't a sweet spot. It very much varies per business. And a lot of clients that I work with in auto repair have under 50 reviews and connect with m- many leads per month. It ultimately varies based on your location based on the competitiveness in your area, based on your organic, if you're focusing on organic presence- versus if you're running paid programs. So it really does vary, but there is no specific sweet spot where we can drive the most value. Jimmy Lea: Yeah. And I talk to a lot of shops that are saying, "Oh, Yelp just really isn't relevant in my area. There's not a lot of people using Yelp." And what I'm learning here today and just now is that anybody who's doing a search on ChatGPT or any other LLM, they're probably using a lot of the Yelp data to return information. Jimmy Lea: So- ... think of all the times you're using ChatGPT As your search engine, this is the results that you're getting. Alexandra Goldie: Exactly. And I think the in-dash piece, too, is another element that a lot of shop owners don't realize, and that has ac- has been in place for some time. So you might not think that Yelp's really relevant in your area, but when someone's in their car and they get a flat tire or their check engine light goes on, they're most likely, if they're interacting with any type of AI, whether they're asking Siri, whether they're asking App- looking at Apple Maps, whether they're using their Garmin or in their BMW nav, most likely they're pulling in results from Yelp and using the attributes and content from Yelp to fuel those results. Jimmy Lea: Nice. So the, the Yelp reviews does need to get its own attention now from shop owners, where we have focused a lot on getting Google reviews, on getting website reviews. Now we can add a third review source that has high energy and that is your Yelp reviews. Melissa Underwager: Yeah. Alexandra Goldie: Definitely. And I would say this is where it can get tricky, back to our conversation about shop owners being frustrated with the review software, 'cause we don't want you to ask for the reviews, whereas, say, with Google, it's, totally okay for you to reach out and try to get those reviews. Alexandra Goldie: So the best way to drive more reviews on Yelp is to focus on the things that you can control, which is optimizing your page organically. If you have certain goals or really want to grow your car count or expand your business, then adding paid programs like page upgrades or Yelp ads to drive more traffic to your page. Alexandra Goldie: But ultimately, the more business that comes through Yelp and the more you deliver an excellent experience, the more reviews that you're going to generate. So we can't guarantee, do this and you're gonna get five reviews, but we tend to see a flywheel that, when certain elements are in place and we're driving more business through Yelp, we'll tend to see more reviews uptick, like with one of Melissa's clients that I just mentioned. Melissa Underwager: Yeah. And I'm not sure if you're touching on it on this presentation, but so now with Apple Maps and Apple Maps ads, Apple utilizes Yelp reviews. So those are the reviews. Apple doesn't collect reviews, they use the Yelp reviews, and that's going to be very relevant as we're now launching Apple Maps ads. Melissa Underwager: So- That's a great point ... and ignore it. Jimmy Lea: Okay. So Alexandra, I have a question. Sure. Yelp doesn't want shop owners to ask for reviews or seek for reviews. H- what's a way to build those reviews organically that is acceptable to Yelp? Alexandra Goldie: So if you have a physical shop there you can, put ... We have signage "People love us on Yelp," that's very neutral, that's not asking for the review, it's not, giving 10% off or something if you write the review, but it's just neutrally there. Alexandra Goldie: So we have those options if you want it to be known that you are on Yelp. That is a great way in person to get those reviews and to encourage those reviews. But like I said, ultimately it's just driving traffic through your Yelp page, so driving business, connecting with leads on Yelp. Alexandra Goldie: Yelpers like to leave reviews, and even though it might seem like a lot of them are negative, majority of them are four or five stars. So people are leaving reviews, and they're leaving good reviews. And so like I said, focusing on all of the organic elements of your page, and if want to add any paid elements, and then making sure you're delivering an excellent experience to those users, and then the results tend to flow through. Jimmy Lea: Nice. So what about shops that that say, I've got hundreds of different Yelp reviews but they're being hidden from customers," and these customers are still coming into the shop to this day, but those reviews are hidden Alexandra Goldie: Yeah, so it's a great question. I don't wanna get too into all of the different reasons why something can be not recommended. Alexandra Goldie: Okay. And like I said, we can share a link to the trust and safety, so if you wanna learn more, you can. We won't always know. We can't always look at one client and say, or one, one client from a shop and say, "This is why their review's not recommended." But a few things I'll say is, one, it's dynamic. Alexandra Goldie: Yeah. Sometimes if it's a brand-new user and Yelp just doesn't have that, that credibility and that trust that's an actual user yet and it's not, Jimmy's Auto Repair's brother sometimes it'll go into not recommended. And then as that user uses Yelp more, it will flow into recommended. Alexandra Goldie: Ah. Oh. Another thing, like I said, is when you're using a review recommendation software, sometimes that's as simple as a software that pushes out emails to recent clients, which again, I know seems harmless. But something like that, our software can pick up on and put reviews into not recommended. Alexandra Goldie: Yeah. We really just want to focus on the neutrality, and while I understand that can be frustrating for shop owners, Yeah ... I, that is what has m- made Yelp have this advantage in AI and what have Yelped made Yelp so trustworthy. So while the reviews are probably a lot less than, say, Google, I hear from people all the time of, "I have 500 five-star reviews on Google." Alexandra Goldie: People trust Yelp reviews more and AI trusts Yelp reviews more. Jimmy Lea: Interesting. Here, so if what I hear w- was if I'm a, a one-time Yelp reviewer, I've only left one review, or two reviews, or three reviews I'm still taking baby steps with Yelp reviews, I, what's the number that I need to get to that makes me more credible as a Yelp review leaver as opposed to just having one? Alexandra Goldie: That's a great question and that I don't think that we, fully know the answer to. Okay. I think a lot of reviews, a lot of clients that I've looked through this with, sometimes it's, that's their first review, and then they left a second review somewhere else, and now it's recommended. So I don't, because our software is something that we is so dynamic- Yeah Alexandra Goldie: that's not something we'll always have the specific answer to. But typically as they use Yelp more, so they're using Yelp again, it will drop out of recomm- re- recommended versus not recommended. Jimmy Lea: Oh, interesting. I- is there some sort of like a 30-day or a 60-day or a 90-day algorithm that Yelper needs to be leaving reviews? Jimmy Lea: Is there a, a consistency of reviews that need to be left? Alexandra Goldie: No, I don't think s- I don't think that there is. This is very dynamic, so it could be today, tomorrow, et cetera. And it's also, I think, different ways that you're just verified. If you're, uploading photos or if you're taking other actions to show you're really a real person, and that's part of it. Alexandra Goldie: And like I said, I think the algorithm, the software is always changing, always learning. Trust- ... as we're here, trust is our top priority. So we'll never really know, and these answers can change each day. But like here's where you'd see if it was recommended versus not recommended. It looks like this business doesn't have any not recommended reviews and they're not advertising also. Alexandra Goldie: I'll say that. They're definitely not advertising, which is why I pulled up this page. I wanted to show an example of an organic page that is pretty well built out. The page is claimed. They do have a category here. You can have up to three categories depending on what you offer. They have 73 photos. Alexandra Goldie: They have some good photos. Their business information is all correct. They do have messaging turned on, so this is what the messaging experience looks like on a web d- web browser. And so what you can see here is they have excellent response quality, which would be really exciting to me as a customer, so they're probably gonna address my p- my project details. Alexandra Goldie: They're probably going to really be helpful, but it takes a day for them to respond. And this is why working with Merrick Marketing is really beneficial because they have an AI responder that helps respond within seconds, so your response time is always gonna be really low, which w- in many categories, especially with more urgent services for auto, speed to the lead is important Jimmy Lea: Oh, so true. Jimmy Lea: So true. Yeah, that's a great looking Yelp Melissa Underwager: account. I think Andrea she talked about it a little bit, but what I've had happen, and I'm not, as an agency, I'm not allowed to leave reviews now but what I've had happen is I look at a restaurant on Yelp or any business on Yelp, and then I may go to that restaurant, and then I get that email saying, "Did you go here? Melissa Underwager: Did you have an experience? Will you leave a review?" That's... They follow... They're able to, ping me somehow and, they can see that I've taken that action. They wait a day, and they ask for that review. Those are the reviews they're looking for. And so then they know that was a verified Yelp user. Melissa Underwager: I did my searching on Yelp. I went into your shop. I booked a service. They reached out for the review, and I left a review. So those are the ones that they're looking for. And when you have a more optimized, Yelp page, you're going to get more of those, and those will be the ones that show up and don't get, moved over. Melissa Underwager: So I do think it is a lot of times that there are some of the programs out there in this industry where they ask for reviews, and you can put your Yelp and your Google business, and you put them all in there. And then, they're leaving the reviews that way, and Yelp knows they never even searched for you on Yelp, so it's not verified. Melissa Underwager: And so it takes a bit for Yelp to say, "This is a true review from someone that we know went to your shop." So they're verifying that you went into the shop. Melissa Underwager: Is that helpful? I think that's... For me, that's helpful when I experienced it, how that happens and how they can tell that I have had that experience and I did the searching. Melissa Underwager: And so that's what they're looking for, but that's why Apple is trusting them and the other, programs that we talked about, we may not all love it, and nobody likes to get their reviews removed. And so we just, we're trying to show you how to navigate through that because it is so relevant now. Melissa Underwager: Just saying, "I'm just gonna ignore Yelp," doesn't work anymore. You're just doing yourself a disservice and your shop a disservice by trying to ignore it. And we don't like every sandbox we play in the beginning, but we learn it, and we understand it, and we do it better, and then we can see how it can build our business, Jimmy Lea: yeah, this is another tool in our toolbox. Melissa Underwager: Yep. Yep. Jimmy Lea: And we need to know how to use it, how to utilize it. Yeah, you can use a screwdriver as a hammer, but you shouldn't. You should use a hammer as a hammer- Exactly ... and a screwdriver for a screwdriver. Exactly. Melissa Underwager: Yep. Alexandra Goldie: That was a really fantastic overview, Melissa. Alexandra Goldie: Thank you so much for walking through that. I think it's really helpful to hear how what's changed like things for you too, and I, that's- ... such a fantastic point that when Yelp does reach out and we get reviews that way, those are going to, be recommended versus the not recommended. Alexandra Goldie: One other thing I- Jimmy Lea: Wait, hold on one second. You're saying that Yelp can ask for the reviews, but a shop owner can't? Alexandra Goldie: Yes, that is true. Yes. Yes. Yeah. So Yelp is reaching out, and the reason is neutrality. So Yelp, when a shop owner or when a r- business reaches out for a review sometimes they also might offer "Hey, leave us a review and get, 10% off," or something like that. Alexandra Goldie: So sometimes there's an incentive piece to it. Alexandra Goldie: But even if there isn't an incentive, it's, there's still implied there's implied- Not, I don't want to say they're guilting you, but when you reach out, like you want them to leave a good review. You're not reaching out to a business and saying, "Hey, leave us a review," even if it- Good or bad Alexandra Goldie: was a bad experience. So when Yelp reaches out, it's much more neutral and they feel more safe and more comfortable sharing their experience. So we don't want you to to be reaching out, but when Yelp sees that you've taken a lead action, we will reach out and say, "Hey, it looks like you visited this auto repair shop. Alexandra Goldie: How was your experience?" And so like I said, focusing all, on all the things we can control and trying not to focus on the reviews you can leave it to Yelp, and we should see those reviews flow through. Melissa Underwager: Yeah. And a lot of those programs do gatekeeping, where they say, "Leave us a ... If you had a great experience, leave a review. Melissa Underwager: If not, email us." Or, if they send them over through there, and so then it does filter out the negative. And you want ... I always say don't do that, because you need those negative reviews too, because it gives you a chance to explain your business and how you handle issues. Because people have had issues with their car, it's why they're looking for a new shop sometimes, and they want to see how you handle objections and problems. Melissa Underwager: And so you need to be able to show them that online when they're doing their research as well. Alexandra Goldie: Exactly. No business is perfect, and so if you have 100 five-star reviews on Yelp, that seems almost unbelievable. I completely understand, especially on other platforms why that's the goal, but on Yelp just focus on what you can focus on and deliver the best experience possible. Alexandra Goldie: One other page I wanted to quickly show was an optimized page for someone who is running some paid programs. So the page upgrades features. So what we show, saw previewed in search are these portfolio posts, and that's what takes up more space in search. And so here they have a before and after. They also have some custom colors and finishes for wheel repairs, which is pretty cool. Alexandra Goldie: And then they have these updates from the business, which is like a social update. So if you have a social strategy and you were running page updates then you can use Yelp Connect to mirror that strategy. And so they have 15% off. We're looking for safety to reiterate that safety. Alexandra Goldie: So these are just all ways to reinforce your credibility and make users more engaged with your page and drive conversion. Any questions before I hop back into the presentation? Jimmy Lea: So what is the range of paid ads? What can a shop expect? Is this like $5, $10, $50, $400, $1,000? Are there different packages? Jimmy Lea: What- Alexandra Goldie: Yeah, that's a great que- Is there- That's a fantastic question. And so the... Typically, I recommend starting off at a pa- a bundled package. So working with Merrick Marketing, you would get bundled rates, which includes the page upgrades at reduced cost or no cost, depending on your budget- ... to really help drive traffic and then also drive conversion. Alexandra Goldie: So I typically recommend a 630 as the starting budget, and then it really depends on the local opportunity in your area. If you reach out to Merrick Marketing Melissa and myself will take a look at that local opportunity, and we'll make a strategic informed recommendation. So we'll look at the amount of searches in your area for your services. Alexandra Goldie: We'll look at y- the peer spend in your area. And some folks might be launching with a 630 campaign. Some might be launching with 2,400. Some might be launching with, 5,000 or 10,000. So it really varies- Wow ... based on your location. Jimmy Lea: Okay. Alexandra Goldie: And so that kind of segues into where I wanted to lightly touch on next, and I know that Melissa will have more time at Mars to go through Yelp ads and further discuss with anyone who wants to take those next steps on working with Merrick Marketing. We also have at the end of this presentation a QR code where you can book some time. Alexandra Goldie: I'm always happy to audit your business and to make recommendations. And if you're looking to grow, whether your goal is higher c- car count or just to expand your services or you want to more efficiently acquire new customers, Yelp CPC ads and page upgrades can help your business reach those goals. Alexandra Goldie: But really, whether or not you're ready to invest in paid programs, an organically optimized page will establish a solid foundation for your business That being said, if you are interested in taking your business to the next level, I highly recommend working with Merrick Marketing when you are ready to learn more. Alexandra Goldie: Merrick's a premier partner. They've been recognized by Yelp for their expertise in the auto repair vertical, as well as for their excellence in client services and innovation. Melissa and her team are really, truly fantastic and they're leading the way for auto repair on Yelp. A few partner benefits, like I mentioned, would be those bundled pricing, the exclusive promotions, proactive campaign management from Melissa's team as well as from myself and my team, advanced tracking and access to their AI responder for messaging. Alexandra Goldie: So going back to those response times that we were looking at, instead of a day or two hours, the AI responder replies in seconds. Melissa's team trains up that responder to sound like an auto repair expert and alleviates that that bandwidth for your team to be able to focus on what you guys do best, rather than on those me- messages. Melissa Underwager: Yeah. One thing we also do with those, so when the AI responder responds, we take that lead. We try to get their phone number. We take that then and we can forward that into your CRM where you're texting, so then now you have it right there. You can pick up the phone, call them, and you didn't have to be watching or monitoring your Yelp page to do that. Melissa Underwager: So that also helps, 'cause it's right in front of them. It's, most of us have a CRM now, and you can, see it in real time right when it comes in. You get a phone number, you can just pick up the phone and call them and try to get that appointment booked, Jimmy Lea: oh, very nice. Very nice. Oh, I love it. Jimmy Lea: I love the optimization here and these are all things that shop owners can do. I love it. Alexandra Goldie: Yeah, definitely. So to summarize, we highly recommend that each of you leave here today, make sure your Yelp page is claimed first and foremost, and then take action to increase your visibility in AI search by confirming or updating your business information, adding photos, responding to review, and enabling messages Any other questions? Alexandra Goldie: Jimmy, anything coming in? Anyone feel free to jump in on comments. Jimmy Lea: C- I'm surprised, I'm shocked I'm baffled I'm excited, I'm energetic of knowing a little bit more about Yelp and about how integrated it is into my life where I didn't even think it was integrated before. But now I'm discovering every time I'm asking Siri for information, it's probably a Yelp review. Jimmy Lea: Every time I'm asking for ChatGPT, J- ChatGPT for some information it's probably posting up some Yelp information. So yeah, it's, this is interesting. It is a tool that we need to understand. Jimmy Lea: And the more we understand it, the better we can utilize it because it is being used quite a bit. Jimmy Lea: Yeah. So Alexandra, thank you very much. Yeah. I very much appreciate that. And what's this QR code that's coming up here, Melissa? What are you offering here? Melissa Underwager: What... We just put a way to contact us if there are questions, they can... That goes to the website, so theamericauto.com website. Jimmy Lea: Oh, very nice. And from the website they can request an a- Yep Jimmy Lea: appointment to meet with you guys- Sure, yep ... and have a conversation, talk about- Yeah ... their website, what they can do to improve it? Melissa Underwager: Yeah. Website. So we are full service, and we believe we like being full service because everything's connected. And so just like we said if we help manage a CRM, then we can make sure that leads are getting over to the CRM, even if they didn't originate in the CRM. Melissa Underwager: So just that your ecosystem is, easy to do business with is what we really focus on, and that your lead funnels are strong. You're not missing any opportunities. And, we're invested in Yelp because it is something that a lot of people ignore, and we want to, we've always wanted to educate ourselves on anything that's out there, and then find the best solution for each shop. Melissa Underwager: Because, Yelp, if you're in the middle of, California in a highly, Lots of rooftops, right? It, those, there's a huge amount of opportunity. But there's still opportunity in smaller places in Mississippi or, so what is that? And we try to help you find that balance. Melissa Underwager: And for us, because we're not focused on one thing, our goal is just to find you, or not just, but to find you the things that work for you in your shops. And so we have a lot of multi-location shops that, you know, if they may have two rural shops that we probably wouldn't spend a lot of money on Yelp, but they have sometimes have another two shops that are in, you know, metropolitan areas that have a lot of Yelp usage, and that might be a solution there. Melissa Underwager: So we don't ever say it's a one-stop solution for everybody. It's- ... what's the balance? And where should you be putting dollars or resources, which could be team resources by taking pictures and getting them posted, what, where is it the most important and will have the most impact? Melissa Underwager: And so I think that's- That's what we're trying to provide is, everybody should be doing the things though that Alexander said. There... Right now you need to claim your page, you need to update it, you need to be, encouraging people who do find you on Yelp to have a great experience so they go back and leave those reviews. Melissa Underwager: And so it's not something we should ignore. It's out there. And so how much you invest in it, like Alexander said, we do a deep dive. We run, we see what your com- competitors... If you have competitors spending $5,000 on Yelp, and we can note that, we can't see who they are, but we can have a report, then they're getting all those leads. Melissa Underwager: And so do you wanna, at least test them, test that water, those waters and see if you're gonna pull in leads? Because everyone shops a little differently. We all use different platforms, and we have preferred platforms. So not all of our leads are gonna come from Google Ads. They're not all gonna come from Meta. Melissa Underwager: They're not all gonna be just return. You have to worry about your attrition rate. CRM is important to be optimized and probably your lowest hanging fruit, let's get people in multiple times. But it's good to educate yourself on all of this. And not putting up walls and just knowing what's out there and where you should put your time, I think is really important. Melissa Underwager: And and as AI is creeping into this, we have to pay attention to that now as well, Jimmy Lea: oh, it's so true. It's so true. All right, so everybody grab out your smartphones right now and let's put up that QR code so you, everybody who is here, everybody who is listening to this webinar, you have a strategic strategy session to talk with Merrick Marketing. Jimmy Lea: Take out your smartphone, scan this QR code, set up your appointment so you can meet with Merrick Marketing and talk about your Yelp account, your Yelp presence and what you can do in that strategy. Because there's a lot you can do on your own, and then there might be an opportunity that you work a little bit more with Merrick Marketing and get on with them as a client And then we also talk about, mentioned right here on that slide, MARS, the Marketing for Automotive Repair Shops happening here in Ogden, Utah, October 26, 27, 28. Jimmy Lea: Keep that smartphone out. After you finish setting up your appointment with Merrick Marketing and that strategy session, scan this QR code. This is for your entrance into the MARS conference. Scan this QR code. That'll take you to our website so you can sign up for the marketing intensive that we're doing here in Ogden. Jimmy Lea: You want to be here. We're talking about such great marketing ideas, advice. Two days of impact information into your your head and your brain, ideas that are just absolutely amazing. And on day three, that is the implementation phase. That's where everything you've learned over the past two days, we're gonna sit down and workshop three different workshop classes as we spin and work this into your shop and your existence, your business. Jimmy Lea: And Merrick Marketing will be there to talk about Yelp and to talk about how you can implement this in for your shop. So you've got your smartphones out. Scan these QR codes. This is to help you as an industry and as a a- as a shop owner. With that, Alexandra, thank you so much. I really appreciate you being here. Jimmy Lea: Appreciate the Yelp information, the Yelp insight. Alexandra Goldie: It was great to be here, Jimmy. Thanks so much for having me. Jimmy Lea: Yeah. Any last bits of advice for shop owners in this modern era that we are here today? Alexandra Goldie: Like I said, local auto repair search is shifting. It's already shifted gears, and you wanna make sure that your business is well positioned to continue to stay relevant or to become more relevant. Alexandra Goldie: Whether you have a shop that's been around for 50 years or whether you just opened up your shop, a month ago, Yelp and all of the organic features as well as the paid features can really help elevate your business, make sure your search is high on Yelp and off Yelp. And like I said, working with Merrick Marketing is the premier partner for auto repair that I recommend, and I'm always here too. Alexandra Goldie: So if you reach out to Melissa and you set up some time with her, I'm happy to join that session or to answer any follow-up questions. We also have some resources, too, that Jimmy, I can share with you if you wanna share around, but this is really basic resources like how to claim your Yelp page, a step-by-step setup guide, a checklist for maintaining your Yelp page, tips for responding to reviews, the recommendation software overview like I mentioned earlier. Alexandra Goldie: So these are all things organically that you can do today to help elevate your business, and then I also have some more information in here on Yelp's AI relevancy from Yelp's blog, but really from a bunch of third parties like Forbes, Axios, Foundation Marketing. So feel free to take a look and, like I said, always feel free to reach out if you have any questions. Jimmy Lea: Oh, yes. Alexandra I would love to have a copy of all those links so we can, so I can look at it, 'cause I'm super interested. But then anybody that is here watching this webinar, listening to this podcast, reach out to me, jimmy@wearetheinstitute.com. We'll get you a link to all of this information so that you can also optimize this tool for yourself. Jimmy Lea: Thank you so much. I appreciate that. You're welcome. And Melissa, last bits of, words of advice for the automotive industry. Melissa Underwager: I think it's, op- optimizing everything right now, right? Your, all of your listings. Your business listings need to be accurate, they need to be up to date, and at Mars we're gonna talk about how those all connect back to your SEM. Melissa Underwager: So you know, your Google ads, your Meta ads, your Yelp ads, it's all connected now. And if you can claim those pages now and start working on them, I think that's, you're one step ahead of most of the competition. Jimmy Lea: Yeah. Oh, I love it. Number, stage number one, go in and claim your Yelp page, 'cause if you don't, if your competition goes in and claims your Yelp page, it's gonna take you a little bit to get that fixed. Jimmy Lea: You're probably gonna have to come- Hopefully ... and be talking to Melissa and Alexandra on how to, "How do I get this fixed?" Might take a minute, but yeah, we can work together and make that happen. So with that, thank, thank you so much. I appreciate you being here. So excited for the future. AI is helping us in so many tremendous ways. Jimmy Lea: This is interesting, and thank you for Yelp and the, the steps that you're taking forward here in helping the automotive industry as well. Thank you very much. Melissa Underwager: Thank you. Thank you so much.
220 - Your Marketing Worked. Don’t Lose Them on the Phone.
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 info@wearetheinstitute.com, 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 marketing@wearetheinstitute.com. 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 client and I was working with the young man and this was, I don't know, probably five, six months ago. We just started and we, he started telling me about his car counts. Wayne Marshall: He just wasn't getting car counts. He wasn't getting appointments. And we started analyzing. I said let's talk about this." Is it the questions that are being asked, the conversation that the advisor's having? And when we finally dug in and looked at the data, 40% of his inbound calls were not being answered. David Boyd: That sounds Wayne Marshall: like a problem. 40%. And I told the gentleman, I said, "First off, you've gotta start answering the phone. If my car's broken and you don't answer the phone..." You just said it, and I love it 'cause I, he noticed this too. They weren't leaving voicemails. Wayne Marshall: If my car's broken, I'm going to number two and number three. Wayne Marshall: I'm finding somebody who can get me in the next 48 hours, get my car looked at, get it fixed, get it back so I can go to work, take the kids to their events, whatever it is. He worked on this and he fixed that, and all of a sudden he started answering his phone with consistency- Sure ... and changed up, if the first person can't, it had a rollover after three rings, it goes to the next person. Wayne Marshall: Car count went up dramatically. Revenue went up dramatically. Success, and he's maintained that over the simplest of things. He never was looking at the KPIs or the data of how many calls weren't being answered. David Boyd: There's a lot to unpack- And so he- ... in what you just said. The knowing that the call is happening, where is it coming from, who's handling these calls, how quickly are we answering the phone. David Boyd: These are all pretty important metrics and, there's a lot kinda gets back to that front door idea, right? W- if we don't answer the, the phone it's like somebody's knocking on the front door and we just ignore it, right? Or we might be in the back- Yes ... and not even hear that somebody's knocking at the front door. David Boyd: It's not these delivery services these days that they'll ring your doorbell and your package is sitting at the front door and they've turned around and left. Customers don't do that with a bag of cash, right? Saying, "Knock, knock. Here's my bag of cash. Take care of my needs." David Boyd: Yeah. They might drop their vehicle off, but we still have to interact with them. So this is the important part. Be ready. Be capable of answering the phone. Make sure that we've got the process understood and the expectation's been communicated to our call handlers. It needs to be a priority. David Boyd: In, in so many cases historically, Wayne the, the phone has just been a commodity. And it's been, in some cases, dare I say, it's been a nuisance, where it's like, "Oh, that phone just never stops ringing." That's money calling. And once we- Yeah ... once we take that from, the annoying little noise maker that sits over on the counter, and the commodity service provider in days gone by, and we transfer our way of thinking into a workflow, and process, and marketing, now it becomes so much more relevant. David Boyd: And it's actually, it's exciting and it's entertaining to see how we can drive the performance of our shop just by simply what we're doing on that phone Wayne Marshall: We at the Institute, we have a lot of conversations of what happens, from the time that customer arrives. And there's a lot of just delivering a high level of experience. Wayne Marshall: So one of the things, and we've worked with many customers, clients, and we can have all this conversation of having a beautiful intake process. Wayne Marshall: We greet the customer, we get the keys, we understand what's going on. We get their RO written up. We get everything so they're just... The, the expectation is being delivered at a high level so that at that point you can go and give it to the tech, who the tech can now do a great inspection. Wayne Marshall: And with that inspection, we can write up a awesome estimate because no one can buy anything if they don't know what it's gonna cost. And we do all that, but we fail to, going back to the gentleman I talked to, 40% of the phone calls weren't even being answered. You'll never even be able to do the intake if you don't get the appointment. Wayne Marshall: And I say all that to say this, 'cause I'm sure and I'd be curious of what you observed. I've listened to calls with coaching clients, and it's amazing how many people call up and ask, "Hey, do you do front end alignments?" "Yeah, we do front end alignments." And they go, "Okay, thanks. Okay, thanks. Goodbye." Wayne Marshall: And they hang up. And it's like, why didn't you ask, "Yeah, we do front end alignments. When can we get you in?" Simple things like this that get missed. I'm sure and listen to that, and that's probably also part of your conversations. David Boyd: It very much is. And I do wanna clarify. We don't we don't do call coaching. David Boyd: The institute, your team over there does. I know. You guys have a phenomenal program for call coaching. That said, I'm still part of a lot of calls- Yes, you are ... that are looking at service advisor behavior, call handling, the process behind this. So I definitely hear all of these pieces, and there are certain, moments that can really grate my process engineering mindset. David Boyd: One is what you just said. Yes. How can I very quickly move into creating a relationship establishing trust, and getting a commitment from this customer to come in and see us? "Hey, do you guys do front end alignments?" "Hey, I can help you with that. My name's David. What's your name? Wayne. Great. David Boyd: How did you-" Yes ... "how did you get to familiar with ABC Auto? Perfect. What's going on with your car that y- that you wanna have us help you look at it?" We're now we're talking about we're working on this iss- issue together. I know your name, and if there's any one thing you're gonna love to hear from me in our conversation is your name. David Boyd: We don't wanna overuse it, but I it's important- ... that I know who you are. And this is the other thing, it's not just answering that simple question on the front end and never asking for the appointment, but not even knowing who this, this person is. I might have a two-minute conversation as a service advisor with somebody and never even know their name. David Boyd: Maybe I've not asked them for the appointment, I've not asked them for their name. These are two important things that really help establish trust and really equity in the marketplace Wayne Marshall: Yeah, and I appreciate what you just said about what we do here at the institute and our coaching and training, advisor training programs when it comes to the coaching up of phone skills. Wayne Marshall: But at the same time, I do know, and this is the beauty of our partnership and relationship that we have with you, you can have all the best tools and technology, and we talk about this. You can have the best lift, best tools, but if you don't have people that know what to say, what to do, and how to use the tools- Yeah Wayne Marshall: you're not gonna get the revenue. You're not gonna have the success that you wanna have. With that, and I know you talk about it, so we can install the technology and have the things that you want, but it's also knowing how, and we talk about a lot, is phone scripts. Wayne Marshall: And it's not that... Look, I don't want... Wayne Marshall: And, I've got notes here. Yeah. And you've seen me glance. It's not, "Hey, let me read this and give you things" We're not making robots here, David Boyd: Wayne. Wayne Marshall: No but it is so important, and we talk about it a lot, and I know you talk about you can have all the great technology now and the best equipment, but if the people haven't practiced with a script of kinda knowing what to say and how to do. Wayne Marshall: Going right back, I answered your question. "Sure, we have an alignment rack. David, tell me about your car. Why are you asking if we do alignments?" "Oh, it pulls to the right." Let's make sure there's not suspension issues or other problems-" Yeah "... besides it's just out of alignment. Why do you think it's out of alignment?" Wayne Marshall: "Oh I hit a curb." You maybe did some damage." "It didn't just-" Yeah, right "... knock it out. We got other things to consider." Yeah. That helps us now do a better intake, better inspection, and a better estimate. Yeah. All the things that helps us move it forward to get to a good RO and a good experience for you as a customer. Wayne Marshall: So I tell people all the time, and I'm sure you do, too, but develop some type of a script. Wayne Marshall: Have a- have people practice it. Have people do things that when they feel comfortable and it comes off as being very genuine. Every one of us have had an experience where we've called into one of our other providers or a retail store, whatever, and you know you get into a call center, and it just sounds so scripted. Wayne Marshall: And it's like this person on the other line doesn't have a clue. They're just reading- ... canned answers- Yeah ... canned responses, and you don't feel the trust or genuine connection that you wanna get. David Boyd: It almost has the opposite effect, wouldn't you say? Wayne Marshall: I think it does. David Boyd: Yeah. Wayne Marshall: I know it does for me. David Boyd: Yeah. So I, Wayne Marshall: I can't speak for others David Boyd: I agree with you that, you know establishing the script. I'll tell you, I I've, in the last couple years, started to use a nuance of that term. I would refer to it as a call flow Scripting can feel a little robotic, and it's kinda that example you used in some national call center, right? David Boyd: You call your internet company and, you can tell they're reading bullet one, bullet two, bullet three, and they're following this decision tree. That's a script. When we empower our advisors and train them well, like what you guys do with the institute and your service advisor success programs where you're talking through that call handling and the expectations and the training aspect, it starts with a call flow and it gives us the guide rails and allows us to move down and be conversational with my customer. David Boyd: But understand I'm gonna be in control because I'm the service advisor and I'm the expert here. That's why you've called my shop I'll be in control of this conversation, but we're gonna, we're gonna move down the way in a, we're gonna move down the path in a way that allows us to get to know one another. David Boyd: I'll answer your questions. I'm gonna guide you down the direction. Typically, when somebody's calling, they have a need, we wanna get that appointment scheduled. Yes ... they might want a price, and the old adage here is that, why does a customer ask for a price? David Boyd: Because they don't know what other question to ask. They're not car repair experts. "Do you guys sell tires?" "Yeah, absolutely." And if that's the end of your conversation, you've done a disservice to the customer and the business. "Do you guys sell tires?" "I can help you with that. My name's David." W- okay, and y- you've heard me say that before. Wayne Marshall: Yeah. " David Boyd: What, what's going on with your tires?" Yep. I got my, my, one of my front tires is bald on the outside." Oh that tells me a lot, doesn't it? Tells me a whole lot. I'm not diagnosing over the phone. I'm not gonna diagnose that car over the phone. Yeah. That's another pit or another ditch that a, an advisor can get in. David Boyd: But I t- I tell you what that's unusual. We absolutely sell tires, but let's get your vehicle in here to have it inspected and figure out maybe w- if there's something else causing that, and make sure it's safe to drive. And if we bring this back to, we wanna protect you, understand what's going on- David Boyd: And make sure that your fix is the right fix the first time. There are a lot of companies out there that, that will throw a set of tires on a vehicle, and maybe in, 5 to 10,000 miles, that front tire is bald on the outside again. It's Wayne Marshall: wear- Well- ... worn uneven, and it's, yeah- Yeah ... you didn't do, you did a disservice. Wayne Marshall: I do say we did s- we did get a question from, Yeah, great ... Link, and I appreciate it. His question was, "What specific comments would you recommend a service advisor use as a script outline call flow?" Great question. Yeah. We do have some resources, and we do have some different tools, Link, and you can even, you can find some of these even on our website. Wayne Marshall: But the way I started off, and we already talked a little bit of it, is, yeah, first you p- you thank 'em. You ask for a name. You start asking for what is the specific reason. And understand there's really, there's only two real reasons that anybody ever calls your service center. They have a need, their car's broken, and they need to get it fixed right now, or they have a want. Wayne Marshall: And when I tell you it's a want, the difference is I want to get my car serviced because my oil needs changed, my transmission fluid. You need to do maintenance. It's not immediate. I have flexibility in schedule. I wanna get that done. Where others call and they go, "Yep, it don't start," or whatever it is. Wayne Marshall: I have a real need, and I need to address that now. And I always tell people when we talk about it from a coaching standpoint, ask a couple of those questions. Why, thank you for calling. You've already said it. You're asking those questions. It's pulling to the right. Okay. Is it-- It's not unsafe. Wayne Marshall: I'm asking those things, and if someone says it's broken, some of the other questions I tell people to ask right away is, "Is the car in a safe spot?" Because I've had people, we talk to service advisors, somebody calls up and they're like, "No, I'm on the side of a highway." Great. We have a partnership with a towing company. Wayne Marshall: Let's get you safe, and we can bring the car in. We can diagnose what the problem is, why it quit running, on and on. But Link, you can come up with a variety of these type of things, and we can look at this and you can build it out. The biggest thing I would always say is practice this. If you've got a service advisor at the front desk who's maybe newer or is unsure, sit down and just say, "If I was a customer and I asked this, what would you say?" Wayne Marshall: And kinda run through that and do some role-playing that allows you to practice. And the other thing I always say is, 'cause it never fails. Somebody calls up, they have a need. My brakes are squealing, they're grinding, they're whatever it is. What's it gonna cost? And you've gotta move away from the price to a value proposition. Wayne Marshall: And we never-- I tell people, "Do not quote prices over the phone when someone's just calling and asking." Start having a different conversation saying, if I was talking to David, "David, it could be a variety of things," or, "I have a shimmy." That's a common thing you're gonna hear. Is it a warped rotor? Wayne Marshall: Or maybe you've got bushings or some other suspension parts that's creating that shimmy or wobble in that front end. We won't know until we do a good inspection and explain, "Here's what we do and here's the value of that inspection, that when I'm done, we're gonna give you a true number. We're not gonna guess. Wayne Marshall: I'm not gonna just throw a range of price at ya, but I'm gonna be able to break this down and give a true number of what's going on." And it starts to take away from this conversation into what's the value of the service of what we're gonna do and how we're gonna do it at a high level to bring that value back into play. Wayne Marshall: So you're always gonna have some who will just never care about all the other, and they're just gonna go, "Can't you just tell me what it's gonna cost? Just give me a price." And I know we don't wanna lose a customer, but when that's the type of customer, that might not be the customer you ultimately want. David Boyd: Yeah. Wayne Marshall: Because they're not gonna value what you do, and you want these people to come back time after time so we can build trust and build the experience and the different things where they do value. And they're-- they want a fair price. We all do. But I know I have, and I could probably go down the street on my own vehicle and get it done somewhere else and get it done cheaper, but I don't wanna get it done cheaper. Wayne Marshall: I want it done well. We've all- It's- ... invested a ton of money in our vehicles. They're not cheap. I want it done well, and I wanna know it's safe for when my wife gets in, and I'm not gonna worry about it if I jump in and I take 1,000 mile car trip. David Boyd: Yeah. Link, one of the other things I would add to that, I agree with what Wayne has said and, u- understand what you want. David Boyd: What, what objective do you want as the owner? And then either document it and communicate it or work with a coach. A, a call coach, a training coach to get that documented so that you have a clear understanding because once you understand what you want, then you can clearly communicate and establish that expectation with your team. David Boyd: So and then do some simple things. Print it out on a little card and, stick it- Wayne Marshall: Yes ... David Boyd: right by the phone or r- right on their monitor. Whatever they're looking at when they answer the phone. While we are training and retraining, it's super important to have those visual reminders. Oh, that's right. Wayne Marshall: Yeah. David Boyd: And then you can really get into kind of the nuance of this, right? Before I answer the phone, I wanna take that half a beat, right? Take a breath, clear my mind of the technician that might've just chewed me out- Yeah ... a second ago. Wayne Marshall: Yes. David Boyd: Finish the conversation a- and make sure that my mind is clear when I go to reach for that phone. David Boyd: And while I'm reaching for that phone, now I'm gonna see my little cue card, so to speak, that has my call flow on it. And then measure it. Ultimately, we want to, the, again, the adage here is that what is measured is managed, what's managed is improved. Yeah. And when we can measure the effectiveness of the service advisor performance and the effectiveness of the training and we have a management expectation around how am I reviewing calls, how many calls a day or a week am I reviewing, how are we providing feedback now it's gonna be improved, and it creates that normalcy of training and coaching for your team. Wayne Marshall: So just just to kinda wrap that up, and hopefully that's helping you, Link and anybody else that's out there or everybody else that's listening or will listen to this later since it is being recorded. I use a simple thing. If someone calls up and they say right out of the box, "Hey I'm just asking you, a brake job starts at whatever. Wayne Marshall: Can you tell me what that price is?" Instead of saying that, say something that's some, "Hey, I'd be happy to help, but before I talk about any pricing or anything else, tell me a little of what's happening." Yeah. And we have, and I've even written them down 'cause I wanna make sure I state them right, is just start asking simple question. Wayne Marshall: What is the vehicle doing? Why are you asking about brakes? Let's figure out what the vehicle's doing. When did you first notice the problem? Has anybody looked at it yet? Is the vehicle currently safe to drive? Is this your primary vehicle? Do you have a deadline for getting it back? Maybe it's his primary vehicle and needs it for his job. Wayne Marshall: Yeah. These are important things. Maybe you have a loaner program that you can help sell and that brings it in, gets the appointment because of the things you're doing. All of those things are great, and then at the end of it simple thing. Make the assumption that you're gonna get the appointment. Wayne Marshall: Don't ask them if they want an appointment. I always tell people, "Assume you are." And I finish all that with saying, "David, I have an opening on Wednesday or Thursday. Which day works best for you?" A simple question like that will get people to go, "Oh I'm open Wednesday afternoon." "Great. How about 1:00? Can you drop it off? Wayne Marshall: Do you need a ride?" You've got the appointment. You've got David bringing the car in. And if you finish all that and use the words would you like an appointment, David?" You just gave him an easy out to say, "No, but thank you for all your information." I'm assuming David wants an appointment, so I'm always ending that conversation with, "Hey, David, I'm looking at my schedule. Wayne Marshall: Tuesday and Wednesday is open. Which day works best for you?" Wayne Marshall: Yeah. Those simple things seem to move the needle and seem to get those just extra appointments. And we'll talk a little bit about this from a revenue end, what this means. When you move the needle just a little bit, the amount of revenue it can generate in the course of a year is huge. Wayne Marshall: All starts with that phone call, and all starts with getting the appointment and having the right dialogue. David Boyd: Exactly. Yes, I agree. It's important to, to have it defined, communicate that, measure it. And the more that, the more familiar our phone call handling process is, again, the more credible we are as an organization. David Boyd: And the the easier it is to get, like Wayne had said, right to the appointment, right? And I'm not gonna confuse the customer with things that don't matter. I have a couple of, cliche sayings is, Yes. ... let's talk to the customer and let's tell them what we can do instead of what we can't do. David Boyd: A lot of times I'll listen to calls with shops and, we hear a lot of what we can't do. "I can't get you in until next week." I've got a technician out today." I I'm going through all the reasons why I can't have this person come in and see me, and none of it's relevant. David Boyd: It really isn't. What does the customer care- I don't care ... what I can't do? Wayne Marshall: I'm the customer. I don't care. David Boyd: Yeah. What, none of it Wayne Marshall: matters. Just tell me what you can do. David Boyd: Yeah. Wayne Marshall: That's what's important. David Boyd: And if we have that perspective of, again, we're gonna drive the conversation I'm a subject matter expert, I'm an authority- Yes David Boyd: I'm an, these are the, the mental shifts that we can help our advisors take. And then, when we spend the money on the marketing I don't, we may talk a little bit about Mars here today a- as well, Wayne, but- Oh, yeah ... when we spend the money on the marketing, and we make that phone ring- How well are we handling that? David Boyd: Because we always wanna say yes to the customer. And yes doesn't mean in an hour. Yes means I can help you with your need, right? So the the unders- And I think a lot of times an advisor will say, "I can't get you in till next week," 'cause they're really trying to, almost be empathetic with the customer, but it has a very negative effect on our conversation. David Boyd: And seldom, if ever, do those statements end in an appointment. So- Wayne Marshall: Correct ... David Boyd: be an authority. Guide the conversation. Tell 'em what you can do. Avoid saying what you cannot do, because the cannot statements have no, no relevance on that customer, right? Wayne Marshall: I think we a- again, I appreciate the questions. Wayne Marshall: If there's others out there who wonder and wanna talk a little bit more, and have us take some dives into some best practice I'm gonna shift a little bit here, David, as I... we're already 30-plus minutes into this. Yeah. Time flies. But I think there's some key things I wanna make sure we talk about, and that's KPIs. Wayne Marshall: Because we, as, as shop owners, and what we see, and everybody's out there, most everybody has a shop management software. That shop management software can be linked into your technology. It's in other things. And we collect a lot of data points. And we're looking at a lot of data points. But some of the things that I know that I talk to when we're doing coaching comes into, and I'll ask, these are some of the questions I ask. Wayne Marshall: They might not have all of these, but sometimes they do. And I'm just going and I said, "Do you know..." And I wrote down some of the things I ask. How many calls has your shop received today or weekly? Just give me a- ... give me an indicator. They're knowing what's coming in. Of those, how many go unanswered? Wayne Marshall: That's how we found out through discovery of the gentleman about, five, six months ago, that 40% of his calls weren't even being answered, and then he wanted to know why he had a car count problem. Wayne Marshall: I'm like I can pretty much tell you why." Then what, then if they are being answered, how many of 'em are just, true opportunities? Wayne Marshall: 'Cause sometimes people are calling up, and all they're asking is what are your hours? Simple things or where are you located or stuff like this, but how many are true opportunities? And of those true opportunities, how many became appointments? Because if we can start tracking this and measuring it, going back to what you said, what gets measured gets managed. Wayne Marshall: And then it comes back to when we talk about the SA, what are we doing to coach them up, train them on good phone skills that then you can come back and look at this. And then you can sit here and also say, as to... 'Cause I still believe we get people who are no-shows. And if they're calling up, make an appointment, they're not showing, we need to figure out why and how we can do the callbacks and the other things, and that's a whole nother conversation for dualistic scheduling and other things to help manage that to keep your shop running at high productivity even when you get a no-show. Wayne Marshall: But if we can't track some of this stuff, we're never gonna know where the break is and why we're not getting car counts and increasing these When you look at, and I know from conversations and when you're setting up your services and the technology in the shops, what are some of the things that you talk about that you find are really key KPIs, things we really wanna be measuring so we know if we're improving or where there might be breaks in the process? David Boyd: You identified most of them actually, the, the phone handling and call tracking performance indicators, right? The things that we look at just simply by plugging the call inbound communication system into a shop is immediately having access to total call volume call volume by lead source. David Boyd: This could be a marketing indicator, right? Do we have a marketing campaign that's driving certain traffic today? A lot of marketing companies are providing those tracking numbers, and then it- to your shop, it looks like any other call. So we actually allow you to take that in-house and know where those calls are coming from, how long is it taking us to answer the phone, who's answering the phone, how long are we talking on the phone, and we're giving you a lot of visibility to metrics on the actual call handling component. David Boyd: And then we move into the training development and coaching aspect of this. What is that type of call? Wayne, you touched on a number of these. Is it an appointment setting call? Is it a sales call? David Boyd: We can get equally many sales calls inbound as they are outbound. So appointment setting calls are almost always incoming calls. David Boyd: And sales calls are almost 50/50, right? I might call somebody to give them the results of their inspection, and I've done up my estimate. I'm ready to have the sales conversation and presentation with them, and they don't answer. It's very common that people don't answer, and then they'll call back in 30 seconds and say, "I missed a call from you." David Boyd: They haven't listened to the message that you left. They don't know who you are. Yeah. I just missed a call from this number. Yeah. Oh, okay. So that's an incoming call, right? How are we handling that call? Do we recognize the opportunity at hand? But that's a sales call, and then there's a status call. David Boyd: A- as, as an owner, we want to, I think as far as best practices go, as an owner, you wanna know are customers calling in for status. It doesn't always mean it's a fail, but there are, are, Every status call is an opportunity to understand why did this customer feel like they needed to call us to get an update- Yes David Boyd: on the status of their vehicle. Yes. How can we get in front of this and remove that de- Oh that unfamiliarity with the, the workflow operations of my shop, right? They don't if they don't know something, then they might be confused. When a customer is confused, that's introducing fear, and it always comes back to I gotta get... David Boyd: gotta get out of here, right? Just, finish up my vehicle. Only do the minimum required, this kind of a thing. So we wanna break up the calls and understand what those are, and then if it's an appointment setting call, what happened on that call? Did we schedule an appointment? Did we hit, a certain number of metrics? David Boyd: And that gets further into the analysis capability of what we do with our... we hear about AI everywhere. AI is in marketing, AI is in selling- Yep ... AI is in appointment scheduling, all of these things. Yeah. Customer service is heavily leveraging AI now even in our industry, right? In the automotive repair industry. David Boyd: So we use AI in a very responsible way. It happens in the background, but it's listen- effectively listening to these calls and analyzing them. Just, Wayne, just like you or I would sit down and listen to a call. It's taking notes, it's going through- Yep ... the scorecard. Yep. What happened, what didn't happen, what could happen differently, what's my training point? David Boyd: It does all of this for us. The nice thing is it does it times 100, and I haven't had to sit down and listen to a single call. So then we deliver that, and it gives you, now the shop owner, the ability to take these calls, sit down and have a meaningful, informative conversation with your service advisor. David Boyd: This assumes a couple of things, of course. That, you've established the process, you've communicated the expectation. They know what's required of them when they're handling calls. But then you have the opportunity to sit down with them and go through what went well on a call and where do we have some learning opportunity. David Boyd: If you do that two to, two to three times a week every week, you'll see that, the... All, all ships rise with the tide. Here's another cliche for you. They do. All ships rise with the tide. As you do this with your service advisors, that customer experience begins to elevate. Your car count is going to elevate. David Boyd: Maybe your car count even stays the same, but you're ef- more effective in those the cars that you have. It's sometimes it's not car count, it's making the cars you have count. So when we're selling and presenting, making sure that we get those appointments, all of these things matter, and this is now how we're using technology to push out those metrics. David Boyd: How many calls did we get? Where did these calls come from? Who's talking on the phone? How long are they talking? And then pushing out the analysis of what actually happened on the phone. That is where the rubber meets the road. When I'm talking on the phone, I'm having a customer interaction, where do I have the opportunity to do that better, and how can I capitalize on the things that my advisor's already doing well today? Wayne Marshall: That's really good. And it ties in because we have these conversations when we do our advisor training- ... and we're looking at different metrics or KPIs. We do it at same with the coaching. And as I look at this and I sit down and I start talking to folk- folks, and I go, if we start seeing these certain trends," and I'm just... Wayne Marshall: And these are some hypothetical numbers. Everybody out there knows what their car count is, what appointments are run in a month and so on and so forth. But let's just look at this hypothetical. And these are real-world numbers, and we've seen this type of stuff. If you start doing a better job on the phone, you answer it, have the right conversation, identify, ask, and get those appointments, most people, if they get 100 calls, opportunities that come in, on average, we're seeing about 60%. Wayne Marshall: What if you could raise that just 10%? 10 more appointments in a month That's not much. We typically, a shop is open, Monday through Friday. You're open about 20, 21, sometimes 22 days, depending on how the calendar runs. So that's only one extra appointment every other day. But here's where it gets really cool, I think. Wayne Marshall: And I tell this. When we look at most people within our a group of people we work with and we see all the g- overall data, most people are doing $800 average RO or more. So let's just use 800. If we get an extra 10 appointments on the average RO of $800, that's $8,000 that came in that we didn't have because all we did was answer the phone and had better conversations. Wayne Marshall: That $8,000 over a full year, 8,000 times 12 is 96,000. Almost $100,000 because we just worked a little smarter. David Boyd: Yeah. Wayne Marshall: And we're a little more effective. So these KPIs, we watch, and I get into talks with many shop owners, and they get all excited and they said, "Oh, my techs are very efficient and I get this much per hour. Wayne Marshall: My effective labor rate is this, and my gross profit per hour is that." And I'm like, "That's all great, but what would you do if you had another 100,000 a year?" "Oh. How would I do that?" Answer the phone. David Boyd: That's right. Wayne Marshall: Have a good conversation. You can have all the great marketing, but if you don't do it and connect it together, as we just talked you're missing. Wayne Marshall: You're leaving money on the table, and nobody wants to leave money on the table when you can do the simple. There's enough hard work in our business. Yeah. We don't have... let's take care of the easy stuff first. So that's- It's- and David Boyd: that doesn't- It's a great Wayne Marshall: way to get the David Boyd: whole team rallied around that as well, Wayne. David Boyd: Oh. The, the technicians are gonna have more billable hours. Your service advisors may be compensated on GP. Yep. That's another basis for them, right? Everybody can realize that because as an owner, what I see a lot of times is we have to answer the, the what's in it for me question. David Boyd: It doesn't always get asked but whenever we're establishing the expectation and introducing something that might be perceived as change we have to sell that to our teams, right? Wayne Marshall: Yes. David Boyd: I think that when we commun- i- if I come in and I just say, "Do this, and if you don't, I'm gonna fire you," well- It's hard to, it's hard to increase morale with that approach. David Boyd: When I come in and I say, "He, I I just took this class. I just went to Mars. I just, I've- Yeah ... I've learned about this service advisor training program that's put on by the institute. I would like to go down this path, and here's why." And the why is not just 'cause I'm gonna get another 100 grand as a shop owner. David Boyd: As a technician, this is what you're gonna get. As a s- as a service advisor, this is what you're gonna get, and this is why. And it creates a better experience. So now we're going to help people understand it's not just my boss or owner coming and telling me, doing the finger wag and I, "I expect you to do these things." David Boyd: It really- Yep ... is the- Yep ... "We're i- we're a team. We're going to work on this together. We're going to improve our customer experience together. And in that, this is what's in it for you." Wayne Marshall: Nope. It, and it's all good. And, as we're coming fast to the end, man, the time goes by really quick when we get into some of these conversations. Wayne Marshall: I know you, we've had a chance to talk a lot in our careers in doing what we're doing, and we both get excited and get very passionate about this industry. Yeah. But it's so important we don't lose these people when they call in. And having that right experience. So as we are fast approaching the end of this session what advice, what's one thing that you would tell a shop owner about, turning those phone calls into customers? Wayne Marshall: Is there something you would say to be mindful of? David Boyd: Yeah, I would be aware and n- not to parrot too much of what I said earlier, but make sure that you have a clear expectation, you've communicated that with your call handlers about how do you want those calls handled? And then use those as opportunities to train and develop. David Boyd: Have we met the expectation? What can we do differently? Wayne Marshall: Yes. David Boyd: This is where AI comes in for you as a shop owner that it's not a big heavy lift of time anymore, Wayne. This is the biggest resistance historically, is that I had to go in manually listen to call after call just to find one or two examples. David Boyd: Let technology do that for you. Go run your shop, but, y- get these every day or every other day and then just take five minutes to review it with your service advisor. It does a lot to improve their call handling creates their awareness of what's happening in the process of this call. David Boyd: It's not just a nuisance, but there's, there's something real happening. We're impacting somebody's life. Not to sound philosophical about it, but- Yeah ... it really, we are changing lives because people could almost be in near crisis when they have something go wrong- Yeah ... with their car. David Boyd: And if I'm professional, I'm reassuring, I'm the expert I can convey this message of trust to that customer. That happens through training and development. I need to know what the expectation is. If I have a flow to follow, are we following along with that? And then sitting down as a service advisor with, the owner or manager several times a week. David Boyd: I usually shoot for two to three times a week Wayne Marshall: I'm gonna go back to the hypothetical we talked about of just getting 10 more appointments- Yeah ... what the value could be. It could be bigger than that if your RO is higher. But it comes back to what you also said, and it reinforces, it's not just what they do and what you bring in today. Wayne Marshall: What's the lifetime value? Lifetime value. What's that long-term value because you delivered that high level experience, you delivered trust, you've got them to connect and call back again because you're doing it with consistency. Yeah. And that's the real key is consistency. And you- and those of you out there who have multiple SAs, take a look. Wayne Marshall: We see it in the dashboards. Yeah. We see it in the shop management software. There's ways that you can look, depending on what software, shop management or POS system you have, you're gonna be able to see what this service advisor's doing compared to this. What's their average RO? What's their average gross profit? Wayne Marshall: What's their... And that's coming back to how that conversation and they set the right bar of expectation with the customer, which again, great marketing, get the appointment, get 'em in, start 'em down, do all the things we talked about so they have that experience. Yeah, again, so as I think about this I'll share this with. Wayne Marshall: We say this all the time. Not every customer's gonna be your customer. So when the phone rings, y- it's not to make sure everybody comes in and sees you. It's about creating that experience, which I'm gonna come back to. Having the right conversation, setting the right bar of expectation, and then build through this. Wayne Marshall: That builds better confidence not only with the person who's answered the phone, but throughout everybody that's there. And when you do it and you start with those consistency of conversations it's gonna naturally become more appointments, and those appointments will become those long-term relationships and customers. Wayne Marshall: I see we got Jennifer just shared another quick question. Yeah. "Our CSR responsible for answering phone, when she performs her tasks away from her desk, she does not bring the cordless phone- Yeah, that's a tough one. And- David Boyd: We, so we work with Jennifer, and I'm familiar with the setup here, and it's not necessarily unique. David Boyd: I think it what Jennifer is highlighting can be problematic on call handling, right? When somebody walks away from their desk, if they're the call handler, and they don't have a method or mechanism to answer the phone it can be problematic, so creating awareness and then providing, the tools and technology. David Boyd: Certainly, a cordless phone is an option. A headset is an option. If I'm not taking those things with me, then what, right? Mobility is an option, and Jennifer, this isn't necessarily saying go do this, but there are certainly options available for you. We can have mobility where we're, we're actually, we're not handling a call through our cell phone. David Boyd: It's an app on the cell phone, so it's part of my shop's phone system. We have other technology that we can leverage, and then, things like overhead ringers. Sorry, technicians I don't mean to make you hate me 'cause I'm gonna make the, the- Yeah ... the overhead ringer ring every time a call comes in. David Boyd: But these are things if it's problematic, there are there are ways to create the awareness that call is happening and then reinforce the awareness, "I've gotta take these tools with me as I'm moving around the shop." So great question, Jennifer. Definitely something to think through and work through. Wayne Marshall: Thank you. Hey, I say we're, like I said, we're reaching the end of this podcast and this session. I thank everybody that shared some of the different questions and comments, and the listeners that we have out there. I say thank you, David, for coming and being part of this today. It is just such a critical thing, and sometimes we miss this, of even how everything starts that customer journey. Wayne Marshall: So it was good to ba- be out here today reinforcing how important it is. As great as your marketing is, if we don't answer the phone, nobody knows what's going on or can get that appointment and bring it in and experience all the things that we wanna deliver. ... Any final comments you wanna share with the groups? David Boyd: This is a piece of the total picture, right? There's, there... if we're doing great on marketing, and we're not looking at anything to do with our phone handling or those skills, we're gonna fall on our face. If we- Yes ... are looking at lots of other performance metrics, Wayne talked about some of those, but the phone call and that customer interaction, that front door conversation is in part of my business management metrics. David Boyd: I'm missing a significant piece of how I manage the daily operations in my shop. The phone is significant. It's not just a nuisance, and it's not just a utility. It's the need for visibility to calls, call handling, advisor performance, and leveraging all of that for training and improvement on our front counter is a critical part of maximizing your your commitment to your community, maximizing the trust that your shop has maximizing the dollars that you're spending already- Yes David Boyd: on your marketing activities. So let's go get it. Let's make it better on the phone for our customers. Wayne Marshall: Amen. Let's go. As they always say, giddy up, let's go. All right. Hey, again, thanks for everybody. Thanks, David. I look forward to seeing you in a couple days at ASTA, and I share that. If there's anybody that's out there listening or listen to this in the next day or two, David and I will both be in Raleigh, North Carolina, here coming up on Friday, Saturday. Wayne Marshall: I don't know, are you s- teaching? I know I'm teaching a course. Are you speaking or just attending? David Boyd: I'm I'll be there. We're exhibiting. I'll be there walking around, networking- Okay ... meeting with people. I won't be directly teaching a class, but you can expect that I'll pop into a class or two for sure. Wayne Marshall: Of course you do. Yes. But I share that. If there's any of those people that are out on the East Coast, in the North Carolina and surrounding areas, if you're gonna be at ASTA, come say hi. We'd love to talk more, and d- discuss this in any level you wanna do. David Boyd: Yeah. Wayne Marshall: With that, we'll sign off. Thank you, David. Wayne Marshall: We'll see you here in a couple days. David Boyd: Thanks, Wayne. We'll see you.