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The Limitless Leadership PodcastJuly 7, 2026 · 55 min

Ep 162: How Coachability Turned a Struggling Shop Into a $7M Business with Thomas Andrews

Leadership & CultureHiring & TrainingMarketing & GrowthIndustry Trends

With Thomas Andrews

Now playing — The Limitless Leadership Podcast

0:000:00

About this episode

In this episode, Josh sits down with Thomas Andrews, owner of CDT Automotive and Select Auto Pros, and a coach with Shop Fix Academy. Thomas…

Key takeaways

  • —Hiring a business coach is essential for growth and should be prioritized.
  • —Leadership is about going first in belief, standards, and accountability.
  • —Success comes from surrounding yourself with the right people and being open to learning.
  • —Accountability is a form of love and should be viewed positively.
  • —Transformational change often requires small adjustments that lead to significant results.

Frequently asked

What should I do if I feel overwhelmed as a shop owner?
Consider hiring a business coach to help you navigate challenges and provide guidance tailored to your needs.
How can I improve my leadership skills?
Focus on being coachable, leading by example, and fostering a culture of accountability within your team.
What is the importance of community in the automotive industry?
Community provides support, shared experiences, and resources that can help you overcome challenges and grow your business.
▸Full transcript

You can make money and do what brings you joy. It does exist, man. We didn't come this far to only come this far. Yeah. Not done yet. Like, what are we thinking, dude? Hire a business coach as soon as you can. Period. And don't tell me you can't afford it because I'm telling you right now, you can't not afford it. Amen. You're listening to the Limitless Leadership Podcast, the podcast designed to help automotive repair shops, learn how to lead, coach, train, and manage their team better by sharing proven techniques and thought-provoking interviews from industry leaders.

Are you ready to transform your leadership skills by tapping into unrecognized potential to achieve limitless results? Let's get ready for liftoff. It's time to go from great to greater. Here's today's episode. Hello everyone, and welcome back to another episode of the Limitless Leadership Podcast. Before we get started, don't forget to like, comment, share, subscribe, do all the things you need to on social media to help this podcast impact people and build leaders just like the one I'm meeting with today.

My friend is a multi-shop owner of CDT Automotive, Select Auto Pros. He's a shop coach— sorry, he's a coach with Shop Fix Academy. And as I shared, he is my friend Thomas Andrews. Thomas, thanks for being here, man. Awesome, man. I really appreciate it. I'm honored to be here. Well, man, I'm excited to have you on. I mean, uh, you know, I introduced you as my friend just because I'm gonna force that on, you know, on you.

Um, but truthfully, you and I are still getting to know each other. Um, you know, you might— you and I've been following each other on social media for a minute, and I see the things that you do. I really like the things that you do, and I'm excited for our audience to Um, to, to hear about that, but I'm, I'm, I'm selfishly also learning more about you on this, this, uh, this episode.

Um, I, I, I really admire and respect, Thomas, the way that you have, uh, for lack of better terms, picked up the torch and said, I'm going to, uh, make an impact in this industry. I'm gonna be an influence in this industry. And a question I encourage every one of my clients to ask themselves is, does my team feel the weight of my title or the influence or energy of my leadership.

And from afar on social media, what I'm seeing is a tremendous influence and energy about you. And I was like, I gotta get this guy on the podcast. So I'm excited for, for this to finally happen. If you would, man, share with the audience who you are, what you do, and how you do it. Promotive is tackling one of the toughest challenges in the automotive industry, finding and hiring great technicians.

Their team is built from people who know the aftermarket, understand technician roles, and recognize what actually makes someone a strong, long-term fit. Promotive builds recruiting pipelines for the shops they support. They uncover talent you won't find on job boards, run intentional and structured screenings, and guide candidates through interview prep and communication so shops can make confident decisions. Shops choose Promotive because their process creates consistency, momentum instead of waiting, clarity instead of guesswork, and a partnership instead of a transaction.

If your shop is hiring or preparing for growth, head to gopromotive.com. You can schedule a discovery call, submit your openings, and see how Promotive supports shops nationwide. All right, folks, as you know, great leadership isn't about doing everything the best. It's actually about having the right partners in your corner to build your shop's success. It's about putting the right team in place.

It's about choosing the right vendors to make you a pro, making pro moves. And when I think about the pros, I think about Shop Marketing Pros. The know, like, and trust factor, that's a real thing, and Shop Marketing Pros understands that. That's why I wanna recommend Shop Marketing Pros to become your marketing partner in your shop. They get to know, like, and trust you and your business to then help your audience get to know, like, and trust you too, and bring your shop to the next level.

So when I talk about making pro moves, this is the kind of move I'm talking about. This is the kind of standard-setting partnership that's gonna elevate your shop. So if you're ready to become a pro in your shop, visit shopmarketingpros.com and partner with the best. Awesome. Well, thank you so much for the kind words, man. Likewise, I've been watching you as well.

It's been awesome to see the come up, man. I mean, it's great to see. I love to see my people succeed and really doing what you do. It's nice to be able to, you know, and share with anybody listening to this podcast, guys, I mean, Josh is a living testimony of you can make money and do what brings you joy. It does exist, right?

You can do it. Now, I'm not saying it's easy. It's not easy and it might not be for everybody. However, there is a way to do what you love to do and also make it your career. And so I certainly would encourage each and every one of you, if you're on that walking off the cliff at the edge of the cliff and you're like, ah, I want to stay at my corporate America job, or do I leap into this thing that brings me joy?

I just don't know how I'm going to monetize it yet. I would certainly encourage you to really, really, really put some thought into it and ultimately pray about it and really, really just think if this is, if this is what you're called to do, it's going to work out. Yeah. And you're gonna be able to inspire and impact so many lives doing that.

And it's just, it's incredible. So I appreciate you having me on here, Josh. Uh, just to give you guys a brief introduction, I, my name's Thomas Andrews. I am a multi-shop operator. Um, we, my, I have a business partner, his name's Mike Lyles, and him and I are, we like to call ourselves high school sweethearts. So we are best friends from high school.

And he is the master technician and I am the front of the house sales marketing guy. So that is basically how we worked in the partnership is he was the back of the house and I was the front of the house and we stayed in our lanes and that's how it worked, honestly. Because if we were both technicians, we wouldn't be here today.

And if we were both front of the house people, we wouldn't be here today. So it worked out because my strengths are his weaknesses and his weaknesses are my strengths. And it took— just because we're both males, it took us throwing away our egos and really understanding that, hey, we can't do this on our own. I would not be where I am today without that man, and he would not be where he is today without me.

And we understand that. We appreciate that and we respect that about one another. And I think that's super important in a partnership. Yeah, that's awesome. It's so multi-shop operator. We started out with a company called Carolina Diesel Trucks. It was a, um, truck club is how we, we formed this idea. I was working in corporate America as a cybersecurity engineer analyst, and Mike was a master technician, uh, at an independent repair shop.

And so he was doing that and I was working in cybersecurity and we both drove diesel trucks. And so we wanted to start a diesel truck, but there was a lot of car clubs, right? Like fast cars and supercars and things like that. But there wasn't really many truck clubs around. And so we started a truck club and we called it Carolina Diesel Trucks.

And we started selling apparel, t-shirts, hoodies, decals, hats, you name it. And we would go to truck shows and, uh, and we would set up a booth. What we didn't realize is that while we were doing this, we were building a brand. And that is a full circle moment that we've just now started to have that revelation of, oh my gosh, holy crap.

That's what we were doing. Yeah. We were, we were building a brand. Had he had no idea. Because we weren't, dude, we were selling t-shirts for $20. We had like $18 in 'em. You know what I'm saying? So we were just getting apparel out, getting apparel out. And what we were doing was we were building ambassadors that just walked around and told people about CDT.

And so that's why we ended up changing to CDT Automotive because Carolina Diesel Trucks is a mouthful. And you're also— so everyone was just like, CDT, we're just gonna say that. Yeah. Leading a shop can be isolating, especially when you're trying to grow and still take care of your people. The good news is you don't have to piece it together alone. TechMetric is the all-in-one platform built for shops and growing operators who want less chaos and more clarity.

Shop management, integrated payments, and built-in marketing all working together in one place. No bouncing between tools, no syncing issues, No missed opportunities, just a cleaner operation, a stronger customer experience, and a business that's built to grow. See how it works at techmetric.com or use the link in the show notes. Atlantic Automotive is an alliance of leading auto repair shops. They partner with, invest in, and grow exceptional auto repair shops throughout the US.

For shop owners looking to take things to the next level, Atlantic Automotive can help you scale with access to technology, people, growth capital, and operational support. For shop owners looking to transition into something new, Atlantic Automotive provides a trusted home for your business and a responsible steward for your legacy. Atlantic Automotive is not a franchise, a chain, or private equity group. It is a coalition of like-minded auto repair shops united by a shared vision and shared resources.

Atlantic Automotive is a faith-based, family-owned company building the number one automotive partnership organization. If you're interested in partnering, go to atlanticautomotivegroup.com and fill out the Start a Conversation form. Well, yeah, I mean, it's certainly easier, but yeah, what, what's also cool, Thomas, is not only are you building a brand, but you built a movement. Like you're building a community. It's, it's very much like what, what ShopFix has done in our industry.

Um, it's, it's a community. It's, it's a community of tribes of people. Um, and you can, you can speak, I'm, I'm, I'm gonna ask you to speak more on ShopFix later on, but, um, it, it truly is a community and it helps people understand I'm not alone. I mean, a lot of times we feel stuck, we feel like we're on an island, uh, we feel like, um, we just feel like we're going through things alone and we just can't get out of this grind.

But you and I both know that multiple minds are better than one, and we can go through it and we're going to grow through it. I'm going to ask you to keep on speaking about your, um, your, your background, your journey, your come up, how you got here. But also, I am going to ask you to touch on later on the grind that I'm, that I'm referencing and, and the way a lot of folks right now are feeling this, this grind and they just can't get out of it.

So let's, let's have a, that's a teaser moment, but, but pick up where you left off. Yeah, absolutely. So we, uh, Carolina Diesel Trucks then turns into 2016. So in 2012, we started Carolina Diesel Trucks in 2016. So 4 years later, um, that is when Mike left his full-time job. And went on, uh, out on his own with CDT. Okay. And so that was a scary moment, right?

You wanna talk about taking a leap, taking a jump. His concern was obviously ours, right? And so I told him, I said, Mike, I said, here's the deal, man. I sold this big job we were doing. It was like a, uh, 80-hour job. And, uh, and so I said, hey man, this will at least cover you for 2 weeks. And he is like, well, what about after that?

And I said, don't worry about that. That's my job. That puts the pressure on me. And I sold him hours ever since. Right. And so, but that moment we had 2 weeks of runway and it was either do it or don't. Yeah. And so I just want to encourage you guys, if you get that runway and also it had helped out, right?

I obviously was still at my job, so I had, I had some security there. I did not take a salary from what we were doing on the side. I was willing to just do it as a time investment for my future, knowing that the fruits would come at some point in time. But I was willing to take that. And so I would answer all the calls and I would sell all the work and then I would dispatch it to Mike.

My only concern was at the beginning, while it was just him, was like, nobody was at the shop. So I was like, what if this guy gets hurt? Yeah. Nobody's there. You know what I mean? Like, it was my biggest fear. And so But then we shortly after, I mean, he started in April full-time of 2016, and by August we had hired our first full-time employee.

Okay. And so, um, and then, and then we moved on from there. So that's that shop. Just so you know, we started in a one-bay shed in 2012. He built a 3-bay horse barn in 2014 for personal use. In 2016, we took it over as the company, and then we did, uh, Out of that 3-bay, we worked until 2018 when I left my job and we built our 10,000-square-foot commercial facility in Fuquay-Varina.

We built that in 2018 and we opened January of 2019. What was it like for you to leave your corporate job? You know, that you're talking about leaving safety and security, and I don't even call it a leap anymore. I just call it a step. It's one step. It's one step. Uh, I mean, biblically, even the Bible talks about God's word is a lamp unto our feet and light unto our path.

So to me, it's enough to take one step and I keep on trusting the process. I keep on having faith over fear, and then I can take another step and then another step. Talk to us about what it was like for you to leave your corporate job and do this. Yeah. So honestly, man, like you have to, it's, it's, it's a lot of trusting God, right?

It's, it's a lot of understanding what it's like to be on his assignment and Um, you know, I really thought back to the pivotal moment was, I mean, I had many conversations with my wife and to be completely transparent with you, she wasn't, uh, the most excited. Oh, I can imagine. She was obviously going to, she, she was obviously going to do whatever she was going to support me.

Yeah. But she was going to let me know how she really felt too. Right. Yeah. So she was going to make sure that I really had thought through things. I prayed through things and And this was very important for us because, I mean, this was a huge impact on my family and my wife. Fortunately for me, she was a CPA for a public accounting firm.

And so she had steady income. And so it was, that was a little bit great for us because I was leaving steady income for no income. So, I mean, I was, I was making close to $150,000 a year. To zero. Yeah. It's a, I mean, talk about a big step, a big step of faith, right? And the only, honestly, one of the biggest reasons why I was able to do that was because of my wife, because we had her stability with her income, but I didn't want my wife to have to work at that job her whole life.

So the goal was, hey honey, you sacrifice now for our family and I'll make it up to you. One day, right? The problem was, is that day just kept getting pushed and pushed and pushed, but we'll get into that later. Well, I want to pause for a moment, Thomas, because I think this is important. You just said a keyword, and it's a word I was actually thinking about before you said it.

When you talked about how you're leaving a steady income, your wife thankfully has a steady income, so there's a bit of a cushion, if you will. But the word that comes to mind is sacrifice because while a lot of us as business owners or entrepreneurs, we think that yes, it's a sacrifice that we're making, but you and I both know the entire family is making this sacrifice to some degree.

And, and so this, it's a, it's a big pivotal moment. And, and I'll say when the pressure's on, we don't rise to the occasion, but we do fall to our highest level of preparation. I'm curious, what were you doing to prepare for the unknown? Like, for example, when, when it was just you and Mike and, and you guys had a 2-week, uh, uh, uh, runway, what were you doing to prepare for the next 2 weeks and then the next 2 weeks and then preparing even after you left your corporate job?

What did, what did preparation look like for you back then and what does it look like for you now? Yeah, so back then it was, it was all in. So we, we did, we, we, it was Mike and I decided We were going all in on this thing. Okay. And so it, and, and I, I talked to my wife about, I got her full support.

She knew there was gonna be early mornings, long days, and late nights. She knew it. Now, I told her it was gonna be a season. Don't know how long the season's gonna last. Right. It lasted a lot longer, a whole heck of a lot longer than I thought it was gonna last. And I can relate to that too. But we can joke about it now, right?

Yeah. Yeah. Uh, because we're through that journey and that season. However, during that season, it was, uh, wake up in the morning, go to work. I would work 8 o'clock until 5 o'clock, leave work. I would drive to the shop to meet Mike. I would pick up Chick-fil-A, bring it to him, because I couldn't fix cars, but I could certainly feed the man, right?

And so, and I was the parts guy, so if I, I'd ask him if I need to stop by a parts house, get by a dealership, by Advance Auto Parts, or O'Reilly's or NAPA or any of those guys, right? And grab parts to bring 'em out there to be able to help, you know, speed along the process from an efficiency perspective, right?

Mm-hmm. Because he's only one guy. And so, and we would stay there until the job was done. And some nights it's 7:30, 8 o'clock, some nights it's 2, 3 in the morning. And that was just part of it. And that, and it was tough, man, because in that time I had my first child in 2017. My son was born in 2017 and my daughter was born in 2020.

So both of these children were born in complete and utter chaos. Yeah. From that perspective. And then you had COVID obviously in 2020, which is a whole nother, you know, ordeal. Right. Sure. But it was honestly like, it was a testament to the strength of our marriage. It was a testament to the strength of what Caroline and I could do, uh, if we could do these hard things, we can do anything.

Love that. Yeah. And she really took, I mean, she was working full-time and she took care of the kids full-time. We had 'em in daycare, but at nighttime, I mean, she knew, I mean, she, there was many a nights we didn't eat dinner together. Many a nights she went to sleep before I even got home, you know? And it was a season and it was a tough season.

Don't get it twisted. And I'm telling you all this, you know, that are listening, that it's, it's not easy. And I'm not, I'm not saying that. I'm not trying to make light of that. That was a very difficult season in my life. However, if I were to interview my wife today, who no longer works, she's a stay-at-home mom and she gets to do what she loves to do.

She would tell you it was all worth it. Thomas, can I ask you, there's a, you know, I'm gonna put you on the spot for a moment because in, in my own journey that I've experienced, uh, ironically today, like literally today makes 3 years of entrepreneurship for me today. Let's go. And, and, and I, and I thank you. And I, I look back at the last 3 years and it's been very much of a, you know, if, if you're listening to this episode, feel free to watch it.

Go to YouTube at The Bearded Leader. You can see my hand going up and down, up and down, cuz it's very much like a roller coaster. Um, but when you scale back and look at the big picture, that, that, that up and down, there's still slow and steady progress being made. And what I've, what I've identified over the last few years is when I think that I, I'm ready for something or I need something, and whether that be another client, whether that be another speaking, uh, opportunity or training to do or something, uh, whatever it is in a particular season or moment, I might be thinking I'm ready for this or I need this, and

then it doesn't happen. Or maybe, maybe I'm, I'm anticipating, I mean, I have a great discovery call with, with a large organization and we talk about getting like 20 of their team members signed up for leadership coaching. And I'm thinking, this is great. This is exactly financially what we need right now. And developmentally, this is perfect for the company. I can scale the business and so forth and so on.

And then another call happens and they're they're kind of on the fence and another call happens and then it just, things fizzle out, right? And so I thought I was gonna get this and then I don't get it. And I let, you know, 6, 7, 8 months go by and then something even bigger pops off and it allows me the time, the space, the freedom to be able to build and create and develop.

And I know that had I gotten that last job that I thought I was gonna get that I didn't get, things would not be able to work out the way that I— that they're working out now. And I'm saying all that to say this: I'm learning each and every day still, I'm learning this to this day, how important God's timing really is.

Because truthfully, God's timing is perfect. Like, in my own life, this is my own opinion, my own testament, God's timing is perfect. He's not often early, but he's never late. And I'm curious, Can you relate to what I'm sharing? Like, were there things that happened in your journey where you're hopeful for one thing, it doesn't occur? Your plans can't be forced, but God's plans can't be stopped.

Can you elaborate on what I'm sharing? Yep. So, and you're exactly right. It's in entrepreneurship a lot of times we as people that are in entrepreneurship typically are people that Um, run towards obstacles and not run from them. And we are very stubborn individuals that, uh, will just do and do and do and do and do. And we don't accept no for an answer and we don't like to lose.

Right. Yep. So, but the reality is, is, uh, God has a funny way of, uh, you know, giving you a reality check every once in a while, you know, one of those little gut checks. Right. And so that was me, you know, obviously in 2016. Mike went out on his own. Uh, well, at that point in time, I was like, I didn't want him to do that alone.

I wanted to be there right with him, right? But, uh, I knew, I kept, I kept, I kept saying, all right, you know, I'm gonna quit my job. I'm gonna go be with Mike. We're gonna start this thing up. And, uh, and I'm like, I'm talking about it and praying about it. And I'm just, I'm feeling the Lord tell me, Not yet.

Not yet. It's not, it's not your time, right? And you still have more work to do in the cybersecurity and, you know, in industry and all of those things. And, you know, and, and honestly, case in point, what happens in 2016 to 2018, I take a different role within the same organization and I start to work with the FBI. And I start to work with our local municipalities and I'm doing some ethical hacking slash forensic work on, um, children that go to, uh, public schools here in, in our area.

They all have computers now. So they all give them, they give them a tablet or a computer. Of some sort, right? And, uh, which is awesome because it gives us something to trace. And so I got really, really involved in a few cases of, uh, with the FBI of, of abduction. And I was able to work quickly, promptly, and effectively to save, uh, some children's lives.

Wow. And I would not have done that Or been called to do that if I would have said no to God. That's powerful, man. And not answer the call, right? So in that two years, I truly believe that that was God saying, "No, no, no, no, no. I need you for this." I got a couple. I got a. I got a couple things for you to take care of.

And then in 2018, when we got our loan approved, when we went to the bank and said. Hey man, I need a million dollars. And they were like, hey man, let me see your P&Ls. And we're like, what's that? And they're like, uh, profit and loss statement. I'm like, yeah, never heard of her. And they're like, oh really? Like, I'm like, hey man, I got bank statements.

I can show you my bank account, but I don't know anything about profit and loss. All I know is I have money, I spend money, and I have money, and I spend money, and I still have money. Right? I don't know how much money I'm making, losing, or whatever. Right? All I know is that I have enough money in the bank to keep going one more day.

Yeah. Right. And so, but we get that and that's a pinnacle thing. And then it realizes where Mike finally gets to the point where he's drowning and he calls me one night and he's never done this. And he was like, Thomas, I need you. I need you. And I'm like, all right. So I talked about it. Talked to my wife, prayed about it and realized, okay, now's, now's, now's the time.

It feels, it feels right. And that was 2 years, right? So then when we moved on from that, we went from '18 full-time to 2021. In 2021, we were turning, we were doing $3 million out of an 8-bay operation and we were losing money. Annually. Mike and I were working 15 to 18 hours every single day. We had no freedom, hadn't taken a vacation in 3 years.

Marriage is nonexistent. Uh, it, it was just awful, right? I had 2 kids, never home, missed Donuts for Dads, Muffins for Moms. I missed, missed all that stuff, you know? No, no, no going to school to see my kids' class, you know, artwork and school plays, all that stuff. Don't have time. I don't have time, right? Didn't have time. Um, which in reality I did have time.

I just didn't prioritize that. I prioritized my customers over my family. And, uh, and so 2021, Mike and I get to our breaking point and we're like, Dude, what's the point? Like, I'll just go back to cybersecurity and you just go back to being a master technician. We'll sell, we'll sell the land. We'll sell the building. We'll sell the assets. Hopefully get back what we have in it, pay off all our debt and move on.

And, uh, we had that conversation on a Friday and Saturday and Sunday really just took some time to really just think about things. And when we did, uh, it was just one of those moments where it's like, man, we didn't come this far to only come this far. Yeah. Not done yet. Like, what are we thinking, dude? We're not giving up on this.

We're not quitters. We don't quit. We don't quit anything in life. Why would we quit now? And so then we have this spark where we're like, you know what? Maybe we need to reach out and find someone or find a coach or find some type of business development because we can't figure it out. We're, we're not there yet. So we find Aaron Stokes and, uh, we joined ShopFix Academy in June of 2021 and we attended, uh, the Hackers event in June of 2021 for our first event.

And, um, and it changed our life, man. I mean, completely transformed us. And I'm not saying that it's like the magic pill or it's the easy button. I know. I'm just saying that we were given a playbook and we chose when we signed up to throw our egos in the trash and say, you know what? Somebody else has it figured out. We don't.

Stop making excuses and start making adjustments. And so we dove in, we implemented systems, we got rid of people that were best friends. We got rid of people that didn't need to be in the organization. We got rid of people that weren't producing. And when we started making changes, and it took about 6 to 12 months to really make these changes, well then in 2022, we do $4 million.

And then in 2023, we had enough profit to expand the building to 15,000 square feet, 15 bays, and we did $7.3 million. Wow. Okay. And so now I say all that to say that is a result of us truly Saying, hey, we don't have it all figured out and that's okay. It's okay. And so we ran the play. Thomas, let me ask you, because what, what you're sharing is important and it's important for leaders specifically to recognize and acknowledge, I don't have to have it all figured out when I can get the right people on the bus, get the wrong people off the bus, hire the right coach, find the right mentor.

Find people who are like-minded, who are going through the same things, but ultimately wanting to grow through the same things. When I can surround myself with some incredible people, multiple minds are better than one, as I shared earlier. All of a sudden, things can quickly, pretty quickly change. Um, you know, here we are 5 years later because you, you said you, you attended ShopHackers 2021.

In 2021 of June. So almost, yeah. So in June of this year will be 5 years. So, so right there on the cuff. Yeah. So, you know, 5 years later and, and, and ironically, you, you, and you, you mentioned this earlier, you, you guys went all in and this year's ShopHackers theme, correct me if I'm wrong, is all in. That's correct. You're going all in.

I didn't even think about that. Yeah. You're going all in. So, uh, I, I, so I'm gonna ask you a couple questions cuz I'm, here we go. I'm, I'm teasing ShopHackers again, but, but, um, The question is this, speak to the listening audience who currently feels like they have to be in control of everything. They have to have all of the answers and reiterate and emphasize the fact that, hey, you don't have to have it all figured out, but what you can do is, you fill in that blank for me.

And then my second question that I'm gonna ask you to do is, Plug ShopHackers. Talk about what All In means at ShopHackers and what can we expect if we attend? Yeah. So to answer your first question, you don't have to have it all figured out, but what you can do is always be coachable. Never stop learning. It's no different than sports. If you played sports growing up, it's no different than school.

It's no different in business. There will always be somebody more intelligent, somebody moving faster, somebody with more money, and somebody with more connections and more community and more everything than you. It's no different than sports. Somebody faster, stronger, better, more competitive, doesn't matter. However, one of the biggest takeaways in leadership and in my entrepreneurship journey is I would strongly advise anyone on this call, and Josh, you correct me if I'm wrong, Anyone on this podcast, hire a business coach as soon as you can, period.

And don't tell me you can't afford it because I'm telling you right now, you can't not afford it. Amen. You can't not afford it. It is the best thing you can do for you. If you're in a partnership, for your partnership, for your family, for your team, for your clients, for your community, and for your future. Period. And I know Limitless Leadership, I'll plug them.

I know Josh does a wonderful job. He's an incredible human and he does this out of the goodness of his heart to bring joy, inspire many, many people to be able to chase their goals, dreams, and aspirations. And I would advise you, I mean, ShopFix Academy has worked well for me. We have an event to Josh's point, called Shop Hackers. It is the only public event that we have on an annual basis, and it is August 8th and August 9th.

If you just go to Shop Hackers website, you can go in there and you'll be able to register. You can look and see we've got a lot of speakers. We're announcing speakers every single month from now until then. We've got, I believe, 5 keynote speakers that we're going to have there, and then we're going to have a ton of breakouts. So Basically, the conference is, there'll be a good mix of leadership lessons, of real testimonies and stories from successful entrepreneurs across different industries, automotive repair included, but also other industries, right?

Real stories, not theory. And then also breakout sessions that will get more into the weeds on certain topics. So maybe you're struggling with something in automotive repair related to the front of the house or your service advisors. Maybe you're struggling with technicians. Maybe you're struggling with pay plans. Maybe you're struggling with marketing or getting more cars. And there will be different lessons that will be taught by different coaches.

And then you'll be able to figure out what pertains to you in the moment, what you think will be best. I mean, we'll teach on classes of how to transition from being trapped in your business to working on your business. Mm-hmm. Which is something that, you know, Josh mentioned about control. I like to say let go to grow. Mm-hmm. Because we, it's like, it's like your baby and you don't wanna like give it away, you know?

And so you're like, ah, nah, I'll just do it myself. Yeah. Well, I have news for you, buddy. I got the reality check and this is why I love having a business partner. Because not only to your point, Josh, that we, multiple minds are better than one mind. It also helps with decision fatigue. It helps with analysis by paralysis, right? Because you got multiple opinions, you got ideas going back and forth.

Somebody's playing devil's advocate all the time, right? Also, you have a business partner that holds you accountable. And so when he, when I tell him, hey man, I want to, I want to work on getting, you know, off the front counter. So I can really work on the business. And then he sees me answering the phone, boom, boom, boom, boom, boom. Right?

And then he is like, hey man, so like, I know you said that you wanted to get off the front counter, but like your actions aren't really lining up with your words right now. Yeah. So I'm just trying to figure out, you know, what that looks like. And he asked me one question. He said, let me just ask you this question, Thomas.

And I said, what's that, Mike? And he said, when you're 50, are you gonna be answering these phones? And at 35 years old, when he asked me that, I was like, holy crap. No, I don't want anything to do with these phones at 50. Yeah. And so he's like, well, then what are you doing? Then you're going to have to train someone else to do it or else you're going to do it for the rest of your life.

I'm like, well, that's not what I signed up for. I thought entrepreneurship was like, you, you you own the shop, so you just get to like call the shots and you're never there and you just make all this money and you don't have to worry about anything. No, no, that's not exactly at all how it works, right? However, there is a level of leadership that comes into play where then you start to put that in place in your store, and then you start to level up individuals.

And like you said, get the right person on the right seat on the right bus. And let them work. I mean, success to me now used to, used to be success to me was how many phone calls I answered, how many sales I did, how many customers I took care of. That was, it was a very task-driven, results-driven success. Now success for me is when, how many people can I hire that are better than me to work inside my organization on my team?

Yeah. Love that. I mean, Steve Jobs was famous for, I mean, for a number of things, but one of, one of his quotes that has always stood out to me was that at Apple, we hire people to, uh, sorry, we don't hire people to tell them what to do. We hire them so they can tell us what to do. Um, it, it's important that you're hiring the, and you mentioned it earlier.

I mean, uh, you're strong in areas that Mike may not be and vice versa. And we can go fast alone, but we can go way further together. And I think accountability, especially in our industry, Thomas, and, and you may, you may, um, see things differently. I'm, I'm curious what your thoughts are on this. Accountability, for whatever reason, in this specific industry, I see more and more of being a challenge.

It's, it's, it's immediately met with defensiveness. The guard becomes, uh, uh, up even more. And I think you and I both would agree that accountability is not calling you out, it's calling you up. And if we're gonna level up, we've got to be able to be willing to put people in our life that we can trust to speak truth into our life.

You mentioned what success is to you. I'm curious, this is a leadership podcast. How would you answer this question? What does leadership mean to you? Yeah, so I would say leadership to me, just to put it pretty simply, is the responsibility to go first. That's first in belief, that's first in standards, that's first in effort, and that's first in accountability. And, you know, it's leading by example.

It's eating last. It's Hey, I am showing you how I operate and I want to, it's, it's, it's all the old saying of, would you follow you? That's good. Because if, if you won't follow you, then why is, why would you follow me? Right. Yeah. So you have to get yourself, and that starts with discipline. Right. And so, you know, what I always like to say is, and this is something that, you know, to touch on what you were mentioning before about accountability.

Aaron Stokes told me one time to be kind and not nice to your team. And I'm like, be kind and not nice. But like, I, I feel like I am kind. What are you talking about? Well, being nice to your team is telling them what they want to hear and maybe saying things that you don't truly mean, stretching the truth a little bit, right?

Like, hey, that was a good phone call. Even though it wasn't, right? Being kind is being direct compliment sandwich, right? Hey, you're really great at this. One of the things I'd love for you to work on is this, but keep doing this because you're doing a wonderful job, right? So you hit them with a compliment sandwich, but then also it's holding them accountable.

When you're kind to someone, you're holding them accountable. And so, because ultimately that's, that's what they need, not what they want. Yeah. Accountability is not what you want. It's what you need. Well, if we're gonna grow and develop, we have to have that. That, like, that's why we hire a coach. I mean, even as a coach myself, I have my own coach.

Uh, I'm sure, I'm sure you have your own coach as well. Yes. We have to. Yeah. Right. I mean, we have to. My wife and I had, had a, uh, uh, a marriage counseling session yesterday. Like we have our own counseling individual sessions. Marriage counseling, and everything is fine. I want to make sure, you know, that obviously we have our moments, but I, I believe in this concept of always having people in our life who can speak truth into us.

I'm convinced I will always have my own counselor, my own coach. I'm thankfully— I'm married to a licensed counselor as well, so I get free counseling all the time. But she's great at it and I need it. But, but here's whether you like it or not. That's right. Oh, and trust me, I get a lot of coaching, in quote. I get a lot of coaching and counseling on a daily basis.

But here's the thing, love and accountability, there's a fine line between it, but accountability is a form of love and being kind and not nice, or being kind over nice rather, I think might be a better way to say it, is, is a way that you can hold your team accountable. Accountability should not be a negative thing. Accountability's not a burden, it's a blessing.

It's not an inconvenience, it's an opportunity. We have to shift our perspective on what accountability really is, because if I truly want to be the best version of myself, Like you said, Thomas, I need accountability. I need people who are gonna hold me accountable. And it starts with me. It starts with me leading by example. I'll ask you one of the, uh, you know, one of the questions I, I love to ask, uh, on this, uh, podcast is what is the best advice you've ever received from a coach or mentor?

And before you answer this question, I just wanna take a moment and highlight and honor Aaron and the legacy that he is leaving, uh, not just for the shop fix community, but also for the entire industry. This man was a titan in our industry. And if you're, if you're listening or you're watching and you, you don't know about Aaron Stokes or who he is, uh, he passed away unfortunately, um, back in February of this year, uh, from a plane crash.

And, um, man, th— this, this man single-handedly led a movement that has changed thousands of lives forever, and even lives that he may have never even met. Because to your point, you have 2 kids and your kids are gonna have kids. And he is truly, uh, he led a legacy and left a legacy. Um, I'm curious, I, I would love to know, uh, from Aaron, um, to you, what is the best advice Aaron gave to you?

But also just in general, what is the best advice you've ever received from a coach or a mentor? Yeah. So, uh, you know, one of the things Aaron's famous for is saying, uh, big doors swing on small hinges, uh, which really hits home when you think about small and small levers, massive impact, right? So make a small adjustment. Okay. So in, in our business, you know, make the small adjustment, look for the smallest adjustment with the largest impact.

Right? Because change is tough, right? And it's tough with technicians. It's tough with, you know, older individuals, right? So if you have people that have been with you for a long time and you implement this massive change and the impact really isn't a little, you know, one of the things that he would tell me is, and I would say that this is probably one of the biggest things that impacted me personally, was this is when we went and this is what gave us the idea to go to store 2 when we bought and, and acquired the store that we named Select Auto Pros.

So CVT Automotive, for those of you that don't know, in 2023 we expanded to 15,000 feet, 15 bays, right? We serve roughly around 500 to 600 customers per month out of that store. And so we do a lot of volume. It's a large store, it's a very busy operation. For those of you that have never been, we're right outside of Raleigh, North Carolina.

I would welcome anybody that's listening to this podcast Come in for a tour. Happy to, happy to, to show you around and, and show you what that store looks like. Um, but we would be frustrated because we were trying to chase, you know, we had done $800,000 a month outta that store and we were chasing a million. And this is where ego comes into play.

Okay? So I remember never, I'll never forget, I walked, it was after a pro conference. I pull Aaron aside. I'm like, Aaron, I'm gonna do a million dollars a month outta One location. I'm chasing it. He's like, well, what have you done? I said, well, $850,000. And he's like, Thomas, have you ever thought about the orange being outta juice to squeeze and the level of effort that it's gonna take for you to squeeze that last drop of orange?

Why don't you just go find another store? And I'm like, what are you talking about? Like, I want a million-dollar shop. Just to say that I do 7 figures a month in automotive repair out of a single location. Because I was chasing the trophy, the accolade, the pat on the back, all, all the clout, all of it. And Aaron's like, Thomas, if you could get 80% of that store's capability and you don't have to be there a day in your life, would that not be worth it to you?

And I'm like, well, yeah, I mean, of course I think that would be great. So do it. So then we go find— he's like, go, you're bored. Go find another store. You need a project. Stop squeezing the orange and go buy another orange. Yeah, that's good. Get it. Just get it. And so it was really, really good. You know, right. So, and, and that was really good.

The other thing he said to me that was super impactful, and this makes sense with leadership podcasts, right? He said leadership to Aaron was maturity plus accountability. He said, in leadership, you're going to have one of two conversations every day. Anytime there's a leadership involved, you're either going to have a maturity conversation or you're going to have an accountability conversation. And I was like, man, that's, that makes sense.

Like I was thinking about employee conversations and hard conversations. I'm like, yeah, like either there's drama or it's, you know, a blame game or he took my ticket or he got my hours or he got more hours than me or he makes more money than me or this isn't fair or whatever. A maturity. Yeah. Or it's an accountability conversation is, hey, I need you to turn 40 hours a week out of this bay.

You're at 35. What do I need to do to be able to help make that happen for you and not play the blame game, but play the coach? We're not micromanagers, we're coaches, right? So, you know, I always, always like to think, you know, I tell my managers, I'm like, hey guys, I'm gonna put a whistle around your neck so that while you walk around, every time you look down at your neck, you're reminded I'm a coach, not a manager.

That's so good. I, I love that analogy. You, so you actually just shared 3 great nuggets in a matter of 2 minutes. I mean, the first 2 came from Aaron. This, this last one about being a coach over a manager came from you. And the reason I'm bringing this to, to everyone's attention is because in a matter of a couple minutes, you delivered 3 solid perspective shifts because a lot of us may not be thinking about the second perspective that you're able to share on each of those 3.

And this is the power of having a coach. This is the power of having Someone who you're willing to speak truth or who you're willing to allow to speak truth into your life. With perspective, the way that we view things drives the way that we do things. You started viewing things differently with the orange analogy and you did things. I mean, like it prompted you to literally go and get a second location.

Um, so it's, it's pretty incredible. Uh, let me, let me ask you, Thomas, if someone is listening or watching this episode and they're thinking, hey, you know what? I've been thinking about this way too long. It is time for me to get a coach. It is time for me to check this thing out and find out who is the right fit for me.

Um, I, I love that you said this earlier. Uh, we, we might be thinking, hey, I can't afford this cuz I'm, I'm in the grind. I mean, I'm just in this, I, I call it the J curve. The J curve is where we're starting on the lower end of the J and we, we expect to go from the lower end to the higher end.

It's this linear progression, but we go through this inevitable dip because when someone gets a coach, They're gonna, they're gonna shift some paradigms for you and you're gonna try some new things and you are likely going to experience an inevitable dip in progress and efficiency and productivity and success. But if you gotta, if you keep on going through it, you're gonna keep on growing through it.

Big doors, uh, swing on small hinges. Go through the dip. Too many of us are quitting in the dip. So go through it and, and, and grow through it. I'll ask you, if someone is listening or watching and they're thinking, it's time for me to get a coach, How, how, where do I go to check out ShopFix Academy? Yeah, so ShopFix Academy, you can just go to shopfixacademy.com and we have several programs.

So we have a light program, which is great for beginners and people that just kind of want to test the waters. It's a much more economical product. And so you're able to get there. The barrier to entry is much cheaper, but you do, you get a lot of group things, you get community, you get access to video library, a lot of Aaron's content.

But, and you do get one free ticket to the Shop Hackers Conference every year out of the Lite program. The only thing that you don't get is the 4 quarterly Pro conferences a year that we have, and then also a one-on-one dedicated coach and tribe. And so, which I think is a massive for when you're ready to take the next step, I would advise you not to hire a one-on-one coach if you're not ready to actually do hard things, because we value time just as we value your time.

We value our time, and it is a waste of our time. We could be pouring into somebody that is willing to take the next step and willing to take the leap and believes in what we have going on, that they will actually do it and bring the success needed into their life. To be able to transform, inspire, and impact all of the lives that they touch in their family, their team, their clients, their community.

And so I would strongly encourage you to, number one, just do some searching, right? You've got Limitless Leadership on here. You got Shark Tank Academy on here. 2 great options. I would strongly encourage you, just like you do anything else, reach out, see who you connect with better. It's a lot about connection. If you connect with Josh and you feel a great connection with him, I mean, a lot of it is the community and it is the relationship.

You know, you may be more inclined to take that step or take that leap because Josh is telling you that. Or it could be that you go to Shop Fix Academy like, you know what, I'm strictly in automotive repair. I really want dedicated automotive repair, you know, coaching. And we have a big library, a massive community, and that's maybe more your speed.

Then perfect, but just try it out. And my biggest thing is anyone, if I, man, I cannot imagine where I would be today if I found ShopFix Academy in 2017 when they started. I was 4 years late. And in that 4 years, I mean, think about the come up from '21 to '25, '26, where we are today, right? We're going to do close to $10 million this year.

That's incredible. Okay. Out of 2 stores now. Another thing I would tell you is this, and this is a big leadership thing. I think you asked me this question. I never answered it. Uh, what does leadership, you know, kind of mean to me, right? When I talked about, you know, the responsibility to go first, I'm a big believer in it starts with belief, then it turns into a behavior, and then it turns into your standard, which then reflects in your culture.

Which then gets you the desired result. You have to go up the stairs backwards. So if you have an issue in your business and you are not getting a desired result, then trace the stairs backwards. You're going to look at your result. Okay, I'm not happy with the result. Let's look at the culture. Uh, the culture's not reflecting that result. Okay, well, let's look at the standard.

Oh, well, I forgot to put the standard in place. Oh, well, let's look at the behavior. Oh, it's, there is no behavior. Oh, wanna know why? Because you don't believe in it. That's why. It starts with belief. And if you don't believe, your leadership team is not going to believe. That's right. Your team is not going to believe. Your clients are not gonna believe, and your community is not gonna believe.

That's so good. And so it starts with belief, and that is the single most important thing. How am I going to educate and inform a client, present data, facts, and analytics to a client about their vehicle if I don't believe in what we're doing? How am I gonna hire top-tier talent? How am I going to transform lives? Because I believe that we have the best customer experience in automotive repair, period.

That's so good, Thomas. I, I wanna, I wanna add, add to that. We will always find evidence in the things that we believe. So think about this. If you don't believe in yourself, in your team, in your product, in your service, in whatever it is that you're doing or selling or serving or whatever, if you don't believe in it, the unfortunate reality is that you'll find evidence that supports your limiting belief.

So this is again, the power of finding people who can help you shift those paradigms, change your perspectives, view things differently, do things differently. And I'll add to this too. I, I, I wanna keep plugging ShopFix, uh, for, for a reason. Um, and some of you might be thinking I'm crazy for this, but look, uh, ShopFix is, they're shop coaches. Limitless Leadership are leadership coaches for shops.

All we do is leadership. We bring leadership development to this industry, among other industries. We bring leadership to, to a number of industries, but primarily the automotive repair industry. I'm saying that to say this. Limitless Leadership and ShopFix are a value add to each other. So I would say, yes, it's important to interview multiple coaching companies. Yes, it's important to find connection.

I think connection before content is a, is, is a big belief that I have. But consider, consider both. Consider, consider that they are a value add to each other. Um, I mean, Limitless Leadership, all we do is focus on leadership development. We focus on people, on the soft skills, on helping transform you from a high-performing team member to a, to a coach, to a leader, to a developer of people.

So consider that. Thomas, man, I really appreciate your time today. I, I told you this interview is going to go 30, 35 minutes, and here we are pushing 50, almost an hour. So thank you for your time. Uh, we could have kept on going, quite frankly, man. You got a lot of great nuggets of information, great words of wisdom. Uh, once again, really admire and respect everything that you're doing for this industry.

Keep going, keep growing, brother. Um, man, I'm excited to see, uh, what 2027 looks like. We're in the middle of 2026, but if you're listening, go to ShopHackers, check out ShopHackers, uh, great speakers, great coaches just like Thomas. Um, so my friend, thank you for being on the Limitless Leadership Podcast. Awesome. Thank you so much, man. Rock on. And thank you for tuning in to another episode.

As you know, we look to transform our leadership skills by tapping into unrecognized potential to achieve limitless results. So thanks again, everyone. Have a great day today. Don't forget to smile. Don't forget to tell your friends how much you're— how much— don't forget to tell your loved ones how much they mean to you, including your friends. I'm Josh Parnell reminding you to keep leading well.

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218 - What Your Opt-Outs Reveal: Your CRM Isn't Broken. It's Being Misused

218 - What Your Opt-Outs Reveal: Your CRM Isn't Broken. It's Being Misused September 9th, 2026 - 00:55:22 Show Summary: Most CRM systems are capable of producing results but the way shops use them can weaken customer relationships. Mass messages often focus on filling bays instead of delivering value customers actually want. Strong retention starts by understanding communication preferences and earning permission before sending messages. Shops can build stronger relationships by creating meaningful reasons for customers to stay connected. Automation can support that process but it should never replace genuine human communication. Returning customers should become a primary measure of success because lifetime value matters far more than a single repair order. A retention focused culture can create steadier car count and stronger long term growth.   Host(s): Jimmy Lea, VP of Business Development   Guest(s): Craig O'Neill, VP of Training Autoflow   Show Highlights:   [00:02:45] – CRM systems work but shops often misuse their capabilities. [00:06:32] – Mass text blasts can create opt outs instead of appointments. [00:12:10] – Effective communication must focus on what matters to customers. [00:18:18] – Customer retention should create meaningful relationships built on trust. [00:21:08] – Customers should understand why your messages provide real value. [00:27:36] – Promotional mass texts require proper permission before being sent. [00:33:28] – Retention should become a goal across the entire organization. [00:35:02] – Returning customers can reveal more than traditional sales metrics. [00:41:12] – Give customers a compelling reason to return after every visit. [00:45:35] – Safe reliable vehicles provide a powerful purpose for follow up.   In every business journey, there are defining moments or challenges that build resilience and milestones that fuel growth. We’d love to hear about yours! What lessons, breakthroughs, or pivotal experiences have shaped your path in the automotive industry? Share your story with us at 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/10RC8L1nKhM   Don’t miss exclusive insights, expert takeaways, and real talk you won’t hear anywhere else. Hit Subscribe, drop a comment, and share it with someone who needs to hear this!   Links & Resources:  Want to learn more? Click Here Want a complimentary business health report? Click Here See The Institute's events list: Click Here Want access to our online classes? Click Here ________________________________________ Episode Transcript Disclaimer This transcript was generated using artificial intelligence and may contain errors. If you notice any inaccuracies, please contact us at marketing@wearetheinstitute.com.   Episode Transcript: Jimmy Lea: Hello, welcome. Glad to be with you today. It is Wednesday, so excited for Webinar Wednesday. Coming to you live from the road. I'm in Eugene, Oregon, here at Brian Slater's shop in Eugene, Oregon. This is the North Eugene Auto Repair in in Eugene, and so coming to you from the road. Thank you, Brian. Jimmy Lea: Appreciate you letting me use your office today as we're out and about visiting shops. It's just an awesome, gorgeous weather here in northern U- northern... no. I was gonna say northern Utah. I'm not in northern Utah. I'm in Eugene, Oregon, and this is not northern Utah, but it is gorgeous weather. Jimmy Lea: So if you don't have gorgeous weather where you are, you wish you were here. We're gonna have a great conversation today. Those of you who have comments, questions, comments, put them into the chat section. That chat section comments allows us to have this conversation back and forth. I will be the voice for You've got questions, comments, concerns for our guest, want to make sure that those are voiced for you, put them in the comments section. Jimmy Lea: My guest with us today is ever-present, ever-linguist, Mr. Craig O'Neill of AutoFlow. Craig, how the heck are you, brother? Craig O'Neill: I'm really good, Jimmy. Really good. I was actually thinking northern Utah, as you mentioned Utah, even though it was Oregon. Both places are beautiful. I can't blame you for the distinction issue there. Craig O'Neill: That was- that's all right. Jimmy Lea: Yeah. Yeah. No it is absolutely gorgeous up here. Now, I will tell you that there is a large lack of mountains in Eugene, Oregon- ... Jimmy Lea: That northern Utah does have, is bounteous mountains. Craig O'Neill: Yeah. A lot of them. Yeah. I can't wait. Ogden, a couple, next month. Next month now is October. Jimmy Lea: Yes. October for the Mars Conference. Craig O'Neill: Yep. Jimmy Lea: Yes. Yes. Speaking of Mars Conferences we're gonna put up a QR code for the Mars Conference. If you scan this QR code, it will get you right onto our registration page, and those sticking around to the very end, there is this very special, very unique offer for anybody who wants to attend the Mars Conference. Jimmy Lea: So stick around, scan the QR code. Save that in your smartphones. We are gonna have a great conversation about marketing. Craig is one of our presenters at the Mars Conference, and super excited for Craig to be here. Craig and I have known each other for a couple of years now, and worked together at a couple of companies, and- Jimmy Lea: glad that we are able to still be friends here in this wonderful industry that we call home. Craig, what are we talking about today? Craig O'Neill: Jimmy, this is the, one of my favorite topics to go into. We're talking about CRM systems, of course. Now I have some opinions about CRM systems. Both of us come from a background that deals in these systems. Craig O'Neill: You have opinions as well, and you have some observations, and my observation is simply this: the systems themselves are capable of some pretty cool things- Jimmy Lea: Yeah ... Craig O'Neill: but we aren't using them very well. The it's not broken, they're being misused, is the title of our conversation today. Your CRM isn't broken, it's being misused. Craig O'Neill: And I don't like to walk into a conversation with "Oh, you're doing something wrong", or on the opposite side of it, I don't like to walk into a conversation as you guys are doing it right. You're just fine, but other people are doing it..." Like I, I've used stuff wrong. I've made mistakes in how I leverage the different systems and tools that are available, and I just believe, and I hope you just go along with us today, there might be a better way than our way that we're approaching it now. Craig O'Neill: Be open to that. Jimmy Lea: Yeah. Be open to it, because what they're, what you as a shop may be doing today is working. Craig O'Neill: Yeah. It's not even a debate. It is getting results of a certain level and type that are appearing to be adequate. Jimmy Lea: Adequate for today. And hopefully with this conversation that you and I are gonna have as we talk about the customer relationship management software Hopefully there's something we can expose shops to that might say, "Hey, maybe there is a different way of doing this." Craig O'Neill: Yeah. Jimmy Lea: So what are these ways? What are the five mistakes that shops make the most, or not the mistakes. What, how can we help these shops improve? Sure. I would call Craig O'Neill: them hurdles that we have to get over, right? Jimmy Lea: Yeah. Yeah. This one it's an opportunity for us to make it better. It's an opportunity to make it better. Jimmy Lea: This is what it is. It's not a mistake. You're not doing it wrong. Consider this. Craig O'Neill: Yeah. We're gonna talk about a lot of things on this, and I think before we even get into those hurdles, let's talk about the nature of communication today. Yeah. People's attention span today, because I think that there's a couple of different things that we need to understand. Craig O'Neill: And first off, let's talk about why we even wanna leverage a CRM system. And for many shops, you might have a sustainable s- sort of automatic practice here, but when you're a busy shop, you feel very successful, and then all of a sudden things are not as busy as they are. This happens to all of us. All the time. Craig O'Neill: We've ... shop, Jimmy, our transmission shop, family business that I came up, down into grew up in, and like we never had a slow spell. The shops around us always had those little slow spells, and we're like, "Yeah, we don't." And that was a good feeling until it happened to us, too. So we're all vulnerable to it, and the knee-jerk reaction that I see is this. Craig O'Neill: People as eventually hit that slow spell. They check, see if other people are experiencing it, too. We comfort ourselves with the fact that others are doing it, defining it as a, a market-wide symptom of broader events that we have no control over. And so then we can just comfort ourselves with another idea. Craig O'Neill: It's like, "Ah, it'll come back around." And I heard this over, and over again from my family who is owner of the business, my, my dad and my grandpa, because that has been the experience. It always comes back around. Why would we ever be okay with the fact that a slow spell also technically always comes back around? Craig O'Neill: And if our knee-jerk reaction to those moments is then to go into a, a degree of marketing or a degree of follow-up or a mass blast text strategy, like I see a lot of people fall into is like, "Huh, the work needs to be drummed up. We'll turn to our CRM system. We'll construct the perfect message and send it out, and then people will make appointments and fill our bays." Craig O'Neill: Sound familiar? Jimmy Lea: Oh, it does. It does. And if we know those, those times are gonna come back around because it's cyclical, what are we doing? We... It- Yeah ... is preventable. What are we doing that we can prevent this from happening and being that cyclical item? Because- Craig O'Neill: This is, this goes straight into it, because what I see people doing with the knee-jerk response is they're actually crippling their ability to handle the cycles of this. Craig O'Neill: When you do a knee-jerk text blast response, what's the number one reaction that you get to it every single time? Opt-outs. They are the most common reaction to this, and that's what I... If you go on the socials and you look on comment threads of shop owners experiencing a slow spell, they're asking each other "What's the perfect message that you can type out that gets fewer opt-outs and more appointments?" Craig O'Neill: There isn't one. There is no perfect message that gets X number of people. The ratio will never be the same in two demographics with unique people being the customers or clients in every one of the unique repair facilities that we have. There is no perfect message. Jimmy Lea: No. They're not. They're looking for that silver bullet, Craig. Craig O'Neill: Yes. It's silver bullet is the right term for this, and I discussed this on my podcast in an early episode of the podcast Speak Up: Effective Communication on the Automotive Repair Podcast Network. It was episode 14. I said, "What your opt-outs are really telling you," and I think that what they are telling us is something we need to listen to. Craig O'Neill: So now on that, let's move into the attention span of the people in the world today versus the past. And Jimmy, I love to read. I love deep thoughts, and we're gonna get philosophical for a second. I know you don't mind. Love it. We love this. Yeah. Let's Jimmy Lea: go. Craig O'Neill: Signature classic, C.S. Lewis. One of my favorites, Screwtape Letters. Craig O'Neill: In the early chapters in that book it's describing... I won't go into the details of Screwtape Letters, but the way that you distract someone if you're trying to distract them from serious thoughts in C.S. Lewis' time period was, and I'll quote here from the book that- Got the guy to think he was hungry, and then I showed him a newsboy shouting, "The midday paper," and the number 73 bus going past, and before he reached the bottom of the steps, I had him into an unalterable conviction that whatever odd ideas might come into the man's head when he was shut up alone with his books, a healthy dose of real life, which he meant by the bus and the newsboy, was enough to show him that all that sort of thing just couldn't be true. Craig O'Neill: He knew he had a narrow escape, and then years later was fond of talking about it. I w- I'll skip ahead. But thanks to the process which we set at work in them centuries ago, they find it all but impossible to believe in the unfamiliar while the familiar is before their eyes. So this is hard to digest 'cause it's C.S. Craig O'Neill: Lewis. You... It's like a tough piece of wonderful, awesome, the best flavor steak in the world that you gotta chew on a whole lot of times before you can actually get to digesting it. But the point is, C.S. Lewis's era, the distraction was you wanted to get them into this stream of events and that's your business is to fix his attention on the stream. Craig O'Neill: Teach it to call it real life, and don't let him ask what it means by real. And that stream is exactly what people are having today. This is a word used by C.S. Lewis before streaming like we are on a webinar, streaming across the web even existed. What distracted a man? Just being on the street with a bus and a newsboy shouting. Craig O'Neill: That's yesterday. That's 1940s United Kingdom, actually, in C.S. Lewis' time. Let's fast-forward Johann Hari's book, Stolen Focus: Why You Can't Pay Attention and How to Think Deeply Again, absolutely nails the same point in the modern age and puts a name to it with this term called the f- this frenetic digital interruption, and he says, "Is pulling our attention away from our thoughts and suppressing your default mode network," cool term. Craig O'Neill: I think we're almost in this constant stimulus-driven, stimulus-bound environment, moving from one distraction to the next, and if you don't remove yourself from that, it will suppress whatever train of thought you had, right? And I think that frenetic digital distraction really i- it's just, we have to acknowledge this is the reality we're in today, and there's people that are struggling with notifications and attention, and bombarded with media messages. Craig O'Neill: Every news article you read has the pop-up ads. Are we in that same zone like C.S. Lewis, where a newsboy and the sign on a bus is the only thing that could distract our attention? No. We are under a constant 24/7 assault for our attention span today. That's where we're communicating from, and when your shop gets a little slow and you decide you're gonna have a knee-jerk reaction to the slowness, and you expect a message to land that leads to action with a population that's drowning in this reality, would it be any surprise that it only sees marginal results? Jimmy Lea: Is there any irony that it is called streaming? Is there any irony that it's called a reel? No. Craig O'Neill: Jimmy, it's like the oldest problems are always resurfaced again in our lifetimes today- Yep ... with different technology. Jimmy Lea: Oh, it's totally different. And now it's 17-second blurbs about it's a seven-second commercial, it's a 17-second commercial. Jimmy Lea: We're being bombarded with this instant stimuli to totally distract us from what is actually real- Yes ... and consequential, and you're being bombarded by things that are momentary blurbs of Jimmy Lea: Endorphins Craig O'Neill: Yeah. It, and it just- It's a Jimmy Lea: temporary- Craig O'Neill: You're competing with that- Yeah ... tendency too, to escape with these things. You're spot on. This, this topic is why I lead into these five barriers to that are causing us, like the things that we're misusing in our CRMs, right? Yeah. I consider them barriers or hurdles because we can get over them. Craig O'Neill: Yeah ... and we can decide to lever it right. And number one and we have a slide for this, so I put it up there. I know some people like to read and some people can listen. I wanted to put this quote on there because... And I'm gonna, fatal sin of speakers, I'm gonna read the quote. I know it's on the slide, but I know some of you can't see it, and I know some of you are only listening. Craig O'Neill: Yes. I can't read it. Oh, Jimmy, I'm sorry. It's too small. Too small? Oh, that's okay. That's why I'm here. Yeah. So- You can Jimmy Lea: read all of them. Read all of Craig O'Neill: them ... it's a big meaty slide. Problem number one though is we're not communicating to people on what matters to them. That's the problem. And to reference this point the, a great read, and please write this down, pick up this book, How to Win Friends and Influence People in the Digital Age. Craig O'Neill: Amen. If you're interested in this topic at all, read that book. It's from the Dale Carnegie and Associates. So updated for the digital age. There's so many profoundly good things in this, and this is a quote I pulled straight from the book, and I wanna make sure it gets its proper reference there. Craig O'Neill: But it says, "When it comes to mattering to others, you must discuss what matters to them. Assume all else will fall on deaf, or in this case, dull ears. This is an interesting principle to consider given the spirit in which the vast majority of people are communicating today. Most messages are primarily meant to educate others about our lives, our products, to reveal compelling portions of ourselves we think others would be attracted to. Craig O'Neill: While this appears to be an assertive strategy, it is actually a passive strategy in that it requires others to connect with us." "The trouble is that's marketing monologue, not relational dialogue. It's assumption, not assimilation. When assumption guides our efforts to befriend or influence others, the results end up on the wrong side of memorable." Craig O'Neill: Okay. End quote. That is that's another, like I'm giving you solid food to digest today. That's, that's- ... we don't have time to go this layer of depth in our presentation at Mars, so that's why I'm really happy to have this conversation today. It's a primer. If you walk in primed with some of these thoughts, you're gonna be able to get a lot more out of it. Craig O'Neill: But here's where I go with this. We are communicating from a position of our interests most of the time in the auto repair shop. When it slows down, we're interested in filling our bay. If we were really interested in having those customers come in, we would have done the harder work of relating and documenting and managing the data, all sorts of things differently to have a sustained conversation that they understood the value in, because we understand what's important to them. Craig O'Neill: And that's a whole different thing, and that's gonna come up again as we move into these, these other hurdles. But I think that's the thing, first and foremost, remember what messages right now are you pushing out there that are not memorable? I didn't give this in the slide, but I have an example recently, Jimmy very recently. Craig O'Neill: I turned 43 earlier in August, and I'm not on social media these days. The one thing that was fun is getting all those birthday harvests. You know how you get all the happy birthday thing. It's actually a lot of work. Yeah. Then you gotta go like everything and all that stuff too. But don't worry, I don't miss that entirely because I have been a patron in local businesses that have CRM systems in my neighborhood chiefly my Subaru dealership where we have a, a vehicle leased presently. Craig O'Neill: And I got three happy birthday emails from three separate people in that organization. Two of them were identical emails automatically constructed, and there was a neat little quote in the bottom of one of those emails. It actually said, "This email is automatically generated, and we do not monitor replies to it." Jimmy Lea: Oh my God. That's- Craig O'Neill: But it was a beautiful picture of balloons with the branding of that dealership on it. Oh, it was touching. It was such a great birthday blessing to receive that on Sunday afternoon. Jimmy Lea: Had it been from an actual person and not an automated system would've made it even better, but... Craig O'Neill: Sure. But does the birthday greeting from a business actually land on the memorable side of communication, or is it a cheap and simple automated gimmick to feign that you care with a direct interest that is more for the business's benefit rather than it is for my birthday, right? Craig O'Neill: Congratulations, you captured my birth date in a data field in a system that is automated to generate a joy, because I don't unsubscribe because I love these examples. It really was a gift for me that I get to use and communicate from. Jimmy Lea: Yeah. Yeah. And that's good. That's good. Craig O'Neill: But no, this is a common thing, and we've we've seen this strategy. Craig O'Neill: You and I have been in the CRM space for a while, and you've seen that given as a best practice. We wanna capture the, birth date and month, not the year. Birth date and month. And then you can have these sort of birthday messages go out. All right, maybe you have that strategy applied in your shop. Craig O'Neill: Is that a wrongness? No. Maybe some people really appreciate it. I think a lot of people don't give it a second thought, and that's the majority. Jimmy Lea: They probably don't, but they also aren't sending it from an email that is not being monitored and not gonna reply. Craig O'Neill: Let's hope not. Yeah. ' Jimmy Lea: Cause if Jimmy's Super Shop were to send you a happy birthday message, it would purely be a happy birthday message. Jimmy Lea: There's no other ulterior motives whatsoever. Craig O'Neill: Yeah. Jimmy Lea: Jimmy- And you would reply and say, "Oh, thank you so much, Jimmy's Super Shop." We would reply again to say Craig O'Neill: I would hope so. Yeah. Now, my experience in birthdays are one thing, but all sorts of messages. I know when CRM automation occurs, and I'll touch on this at Mars a little bit further the team is not engaged in that part of the process, and it's difficult for them to engage in the inbound Present Jimmy Lea: conversation. Jimmy Lea: Yeah Craig O'Neill: Yep. There's a, a loss of continuity there. So I do feel a lot of times there's automated things going out from a shop, but there is actually no behavior that is being encouraged or directed or accountable any accountability layer for the team to be a participant in that. So it does play in that. Craig O'Neill: But this goes to number two which I think is at the root of the whole problem, and this is, again, another quote from the Dale Carnegie and Associates. First off, problem number two we're not cultivating a community, and this, this principle comes for me from my study in this book. And as I was reading that book, assessing how shops are leveraging CRMs, this stuck out. Craig O'Neill: And it says, and I quote, "Often forgotten is the long-term plan. Businesses call it a customer retention strategy, but it is best thought of as a lively, meaningful dialogue among a community of friends. If the foundation of all long-term success is the establishment of trust-based relationships, then the goal of all interactions should be to convey value as soon and as often as possible." Jimmy Lea: Not just birthdays. Craig O'Neill: Not just birthdays as a data field. What's meaningful for a client in a repair shop? What's meaningful to them in a repair shop? What is the purpose in our community, and how are you articulating the value of staying in touch so we can continue to express what this purpose is and how it benefits you? Craig O'Neill: And by the way, Mr. Client, it's very important, save this number in your phone so that you recognize that we're a contact 'cause you can reach out to us here, and we're gonna be here if you have any questions. And that's starting to get to the sense of community here. And Jimmy, this is getting more important. Craig O'Neill: In today's world, here's a tip for y'all right now. I want you to open up your phone, go to your text message app, look at the spam folder How many messages do you have in the spam folder of your messages app, whether you're using Android or Apple, does not matter. Automatically, messages are going straight to those folders with default settings from the phone's operating system and device. Craig O'Neill: There's a bunch in there, and a lot of it probably is spam, correct, Jimmy? Jimmy Lea: Oh, I'm pretty sure all of it's spam. Craig O'Neill: A lot of times it's very accurate in mine. I- I've only on occasion seen one or two messages in there. Here's how your shop is gonna land in the spam folder. If the client never accepts you as a contact and never engages in the dialogue with you in text. Jimmy Lea: Yep. Craig O'Neill: And so the manifestation of this, and I've started to see more of this recently, very recently, just this summer people sending a DVI link to their client, for example, but the client claims they never got it. Jimmy Lea: Yeah. Craig O'Neill: But they do receive- Because it went to spam ... messages without the link went to the spam folder because sometimes those links are just being interpreted when it's not saved as a contact. Craig O'Neill: The solution is to get it saved as a contact. Interesting little issue, but that takes a little effort, doesn't it, to keep your client- Yeah ... to add you as a contact. There's some cool tools to do that, simple QR code scans, and lots of things we can do at the counter to help people through this problem. Craig O'Neill: But we need our advisors to express the importance of the communication and why they should want it before they'll ever accept it as a contact. Jimmy Lea: That's right. Craig O'Neill: Yeah. So interesting, right? So I think that cultivation of a community, that's the easy entry point. Help them understand the value of the communication that's coming and why we're going to be reaching you and make sure they actually do want it. Craig O'Neill: And that leads perfectly into hurdle number three. Hurdle number three is we are not gaining an opt-in for the purpose we seek. And Jimmy, you know this is true across the board generally for opt-ins and shop capturing, and we're gonna talk just a minute about this here as well. We'll do this after the next point. Craig O'Neill: The next point is a strong one on this. But you want the customer to want the message from you. Yeah. Does that happen automatically that they understand what you're going to be sending them and why you're going to be sending it? Jimmy Lea: Not unless you explain it. Craig O'Neill: Not unless you explain it. What's the value in it for them? Craig O'Neill: Why is there a benefit for them to be on a list in your shop for a certain type of message? I used an example earlier about text blast when it gets slow. And the mistake I see the most, Jimmy, is that shops literally have their all or repeat customer list, and they just hit this whole list with this message like, "Hey, we're slow. Craig O'Neill: Come in." Yeah. What if... just go with me here. Love it. What if you created a list that people could sign up and subscribe to in your shop? It's like, "Hey, if you wanna join our slow day list, there's a couple advantages of this. If you wanna just you have a few lingering maintenance items type of a thing, and we have openings we have a... Craig O'Neill: Maybe there's a promotion rate, or maybe it's just literally we can get you in and out because we know time is important, and we're not a discount culture anymore here, right? So maybe we express the speed of service. We know it's inconvenient to have the car down when it's quiet like this. We'll have loaners or rides available. Craig O'Neill: Whatever. There's benefits for you signing up on this list, so you can gain access to this thing that we're gonna do to make it better for you. Would you like to be on that list? We maybe send one or two of these out-" a quarter and perfect, right? And they sign up for that, so now you've got a warm lead list of people who are ready to fill your bays when they need filling. Craig O'Neill: How hard would it be to create that? Jimmy Lea: Oh, not very hard, and I wanna rename it already. I wanna call it the VIP available spots list. Perfect. Craig O'Neill: Yes. Yes. All sorts of things that you could do. Yeah, you could call it your membership list. Whatever. You go crazy. Have fun with it. Communicate the value of it. Craig O'Neill: Yeah. And you have some- My wife does this at art shows. She sells her art in these art shows, and she's found that even just the placement of the sign-up form matters. Like, when it's front and center, people who are waiting in line for the checkout now are able to sign into that book while they're waiting for their turn to check out with the art, and she gets way more signups for her email list. Craig O'Neill: Love it. It's perfect. Yeah, and similar practices are totally possible still today, but what do shops do? We automatically assume everyone wants to get any type of message we wanna have for any purpose, and we never clarify or distinguish any special type of thing, and thus they never get the opt-in. Craig O'Neill: And thus, what are your opt-outs telling you? Man, that's their first chance to talk to you about their preference for the type of communication you send. And you know what happens in an opt-out, Jimmy. You know as well as I do. That number's blacklisted at the carrier level. Jimmy Lea: Yep. Craig O'Neill: That's hard to undo. Now you gotta communicate to them about the value of reengaging in that by texting the word start to this number, and that's a harder thing for a busy service advisor or customer service rep to be able to engage in. Jimmy Lea: Yeah. No, it's true. It's true. Craig O'Neill: Yeah. Jimmy Lea: We've gotta communicate with them on the level they want in the form that they want. And sometimes those opt-outs are them saying, "Look, I just don't want to communicate in this method." Craig O'Neill: Yeah. Jimmy Lea: But what do they prefer? Craig O'Neill: Yeah. Jimmy Lea: Might Craig O'Neill: be. Yeah. Jimmy Lea: What's the conversation? Where have you built the relationship to continue that conversation on their preferred platform? Craig O'Neill: Yeah. Look, I cooked my cellphone a long time ago doing demos of AutoFlow at, with multiple instances. Now I get texts that I forget to clear out of their thing all the time. That texting's not the best way to get me during the day. I am, however, in my inbox. And I promise you, you have clients that's the same thing for them too. Craig O'Neill: Yeah. Or they don't even want... Now, go with me here. What if we had a list of people who prefer a phone call follow-up, Jimmy? Jimmy Lea: Oh, I love it. And there are. Craig O'Neill: Yes. Jimmy Lea: There's people that's what they would prefer. Craig O'Neill: Yes. 100% yes. And if you don't get the buy-in from that group, and you think everyone wants a phone call follow-up we already do this- You're wrong Craig O'Neill: at Chris' shop, Jimmy. Yeah. You wanna know in about 90 to 120 follow-up calls that we do in a week there we have a gal doing this for us, for Golden Rule Auto Care. Yeah. We get about 10 to 15% of those calls that go out end up with good connections. Like a good conversation. Jimmy Lea: Oh, they actually answer the phone and have a Craig O'Neill: conversation. Craig O'Neill: Actually answer the phone and have a conversation. Only 10 to 15% 10 to 15. Around 120 calls. Jimmy Lea: Yeah. I, Craig O'Neill: I- Not a huge number. Jimmy Lea: No, it's not. Because people are busy, and they don't wanna be interrupted. And those that want the conversations, they're the ones that answer the phone. And the other 80, 85%, 90% prefer a text message or an email or a Facebook message or purely nothing at all. Jimmy Lea: Thank you very much. Goodbye. Craig O'Neill: Let me ask you this, Jimmy. You got it, man. And when you get a phone call today from a number that's not a contact in your phone- ... do you answer it? Jimmy Lea: Voicemail. No. I- Craig O'Neill: Or screening? Yeah ... Jimmy Lea: I found the you push the two buttons on both sides, boop, right into voicemail. Done. Craig O'Neill: Yeah. I, I have, one of the call screener things on mine now. If it's not a contact, it hits that pretty much automatically. I don't answer my phone. I don't answer my phone. I then check to see the missed call, and if it is something important, I'll call it back. That's the world we're entering, and it's the same principle that we just discussed with that text message that i- if they darn a contact, same is true for the phone number that you're dialing from. Craig O'Neill: If that hasn't yet been saved as a contact, look, guys, your call isn't gonna be trusted yet. Area codes that are mine are the least trusted. Craig O'Neill: Yeah. Yes. But that's the world now, and we have to be able to recognize that and combat that. Yeah ... but that involves becoming that contact, agreeing to that type of conversation, and maybe making a note somewhere in your management or CRM system about those preferred lev- levels of contact. Jimmy Lea: Yeah. Craig O'Neill: Yeah. So- that's the hard work here, and I understand why shops that are low staff or only have one service advisor to five technicians, and he's also the CSR, and he handles payroll because he's also the owner, and yeah, it gets really tough really fast. And you have opportunity there when you're overwhelmed to hire someone else who can do these things, that's gonna add value to your business. Craig O'Neill: They'll be able to help cultivate these lists, which ke- it's more retention, guarantees you have the income and the cashflow to be able to support their livelihood, and everything gets better. But the starting point's really tough. Problem Jimmy Lea: Number four Craig O'Neill: Let's go. All right, this one's key. Mass blasts- Oh Craig O'Neill: without express written permission are against the law. True. And this is- True ... the really bonkers part of this is shops are loosely aware of this and yet they do it anyway. I forget what the fine is right now, and I'm not a lawyer. I'm not giving legal advice. Just disclaimer on that if you can put it in bold. Craig O'Neill: Yeah, no. But I think it's a $1,500 fine per offense, and if somebody knows that they did not expressly give you permission to text them very specifically- Jimmy Lea: Yep ... Craig O'Neill: text is what we're talking about here. Yep ... that's something they could sue you for and win every time. Notice a lot of the largest organizations out there with multiple locations do not engage in this method of follow-up Jimmy Lea: Because- They Craig O'Neill: know the targets Jimmy Lea: they've lost multiple court cases. Jiffy Lube is one that comes to mind. You can Google it. Court cases where Jiffy Lube had to pay out multimillion dollars because of their mass texting clients. A- and- and what's makes it worse is that they were mass texting clients who had opted out. Craig O'Neill: Oh. Oh, no. Craig O'Neill: So they had a blacklist failure- Yeah ... which is even another thing. So yeah, this is where, okay, you videcoders out there, I know you're out there, and I know you're even playing with APIs from groups like Twilio. And you might think "Cool, we can do texting real easy." Guess what? Start managing your blacklist because Twilio sometimes doesn't do it properly for you. Craig O'Neill: Yeah. And the carrier sometimes doesn't do it properly, and it is still you on the hook every time. And if you're giving your software platform to other people to use, your platform, unless it has clear terms and conditions, could also fall under some scrutiny. Oh, boy. It gets sticky. Investigate that. Jimmy Lea: Yeah. It does. It really is. So there's a difference between mass sending a marketing message versus pinpointing and being very specific. Craig O'Neill: Oh, I'm glad you bring this up, Jimmy. Yeah we have a slide on this. So CRM permissions are not actually the same across the board in multiple channels. So the- you probably use terms like transactional versus promotional, Jimmy, I'm sure. Craig O'Neill: But industry terms do vary from- from some- And our industry itself is not usually good at taking universal language- ... Craig O'Neill: And carrying it forward. But these three categories of- of text messages, I put this out. This is I don't have the source on here, but I pulled this source from online. Craig O'Neill: Conversational, informational, promotional. I wanna draw your attention to that blue arrow on the screen. It's kind of a bluish-green arrow, Jimmy. It's on that- Yep ... one, two, three, third row down, where it's talking about how that- that message is constructed. Messages promoting a brand, a product, or a service Or anything that prompts a consumer to buy something, go somewhere, or otherwise take an action. Craig O'Neill: That, if it's in that category, requires express written consent to be legal. Express written consent. Consumers may sign a form, check a box online, or otherwise provide consent to receive promotional text message in some fashion. That express written consent is the highest form of consent, and I haven't met an organization that's tracking it yet. Jimmy Lea: And through the TCPA- Yeah ... which is the act that governs over texting and how you can communicate, it used to be that you had to have a wet signature for that promotional message to go out, and you had to retain it for seven years even after you stopped your business. You still had to have it on file. Jimmy Lea: It's now changed. You can track it digitally. Yes. But you have to be able to provide the source, the date, the time, where it consent was given- Craig O'Neill: Yeah ... Jimmy Lea: for you to send promotional messages. Craig O'Neill: Yeah. Yeah ... Jimmy Lea: conversational, reminders, informational. Now and it's interesting you've got informational broke out here that you do need consent Craig O'Neill: Express consent, which is different than express written consent, and this was interesting to me when I started studying this too, and these things are pretty stable. Craig O'Neill: I don't see this element changing a lot. Yeah. But permission can happen over text on that, or on a form or a website, or verbally, and that's an interesting one. And that's just a message that contains information, just information. It's a status update, it's an appointment confirmation or a reminder. Craig O'Neill: Those types of things are information text, and that's handled- Yeah ... very differently than a promotional marketing text that's asking them to take an action. It tips towards promotional anytime you're asking them to click a link to schedule an appointment, for example, on your slow day blast type of scenario. Craig O'Neill: Yeah. That is a promotional text purely. Even if it's a deferred service reminder. Think about those deferred service drips that people have active in just about every CRM system in the world. Jimmy Lea: Yeah. Craig O'Neill: That is asking the consumer to take an action, and this is exactly the type of thing I will be combating in, in, in our session at Mars 'cause we have a better way forward. Craig O'Neill: We can start talking a little bit about that here too. But those deferred work little drips are... Like, it's a strange thing to do. It's the thing your customer said no to during your visit that we're now assuming they want to receive an, a reminder about without any knowledge that this is coming, and certainly no express written consent. Craig O'Neill: And all of the burden is fully on them to take the action to make something happen about that still deferred work. Yeah. We aren't doing anything. We, in fact, automated the whole thing. Jimmy Lea: Yeah. So what's- Craig O'Neill: It's a passive reminder, as we discussed earlier, right? Jimmy Lea: What's the better way? Are we gonna discuss that here, or are you waiting for Mars? Craig O'Neill: Oh, we can ta- we can talk on it here. So our better way is, it depends on our sense of purpose here, but I think let's go to barrier number five before we talk about that better way, 'cause I think this plays into the whole topic that we're discussing. And this is really the largest barrier, and it is the, the one that I think needs to be overcome before you fix any of the other ones. Craig O'Neill: We don't have our whole organization truly oriented towards retention as a goal What are we oriented towards then? Is the question I like to ask. And if you really stop and you really think about what your organization is structured to achieve, what is it? And it might be what you consider your most important metric might give you a clue. Craig O'Neill: I think it's an interesting question to ask, Jimmy. I do this a lot in different courses. I ask what's the most important metric for a service advisor or for a technician or for this or that?" I like to ask specifically for our front counter staff, whether it be a CSR, a reservationist, a service advisor, whoever we have working our front counter. Craig O'Neill: What is their most important metric? And you get all kinds of answers. You've probably heard every one of them, Jimmy. Closing rate. Those service advisors are like, "I sell 98.92% of all work I ever write up." Terrible stat, by the way, 'cause that's the work you write up. You can artificially inflate your closing rate on sales by writing up what you know will sell. Jimmy Lea: Yep. Craig O'Neill: Yeah. But I th- I'm gonna give you my answer. Jimmy Lea: Okay. Craig O'Neill: Your ratio of returning customers Jimmy Lea: Agreed Craig O'Neill: It's your most important statistic Jimmy Lea: If they're not coming back, you're doing something wrong Craig O'Neill: Correct. Yeah, I don't care what your ARO is really. It's an interesting stat to know. You'll establish baselines for all sorts of KPIs. Craig O'Neill: They tell you useful information. But is our goal to sell all of the stuff we find on every visit? And is our team like, "Is that's what's gonna impress the boss? That's what's gonna make him very happy"? Jimmy Lea: No, returning customers. Totally agree. Craig O'Neill: Yeah, because what's the value of one good visit, right? Yeah. Craig O'Neill: What's the value of one visit versus the lifetime value of a client? Jimmy Lea: Yes. The lifetime value has so much more weight to it. Neck and neck. Tens of thousands of dollars versus- Craig O'Neill: Hundreds. Yeah ... Jimmy Lea: hundreds that, for that one visit. Craig O'Neill: Some, yeah. Yeah. And o- I had family accounts, family accounts- Yeah ... literally in the hundreds of thousands with, For Jimmy Lea: the lifetime value? Craig O'Neill: Lifetime value of that particular individual. He had a lot of vehicles in the family. Jimmy Lea: And, What's the family fleet? Craig O'Neill: It's the family fleet ... it's a family fleet. It's Jimmy Lea: a Craig O'Neill: fleet Jimmy Lea: account. Craig O'Neill: Yep. Yep, but even when the kids grew up, they were still coming in as well, too, and that, the lifetime value of the relationships that turn into more things, like, man, if that's true, though, and we do this. Craig O'Neill: Jimmy, we pay lip service to this all the time in our industry. It's a relationship-based business. It is. And then we go and we emphasize we gotta sell this much, and this is our target for sales, and all this other thing, and it's and how much time really are we putting our human attention on our team's human attention in this frenetic age on retention strategy? Craig O'Neill: Yeah. How involved are they in your team right now towards the goal of getting people back in the door from the beginning of that visit to the end of that visit, and what happens in between, the humans involved? And Jimmy, you've been in this industry. It... Most shops, I hear they say, "Hey, my guys aren't gonna use this. Craig O'Neill: I just need this to be automated." Jimmy Lea: Yeah. We'll try and make it sound as personal as possible in that automation, but Craig O'Neill: Yeah, we use those cool little variables. Your service advisor gets filled in with the service advisor's name, all the automated message, and automation has merit. It does. We create, through automation, consistent repeatability of things that we want to have occur That's good, right? Craig O'Neill: It is. Jimmy Lea: Make it personable, and make sure you're responding. Craig O'Neill: And make sure you had a hand in that, and make sure you are responding. Correct. The service advisors know these are going out, they know when it's going out, and they're maybe involved in scanning to see who replied and who didn't, or maybe that's somebody's job in the shop. Craig O'Neill: Yeah. And we'll talk about this at Mars a little further. I believe it is somebody's job in the shop. We call... I call it the reservationist. A lot of people have a CSR. Yes ... it's a fun topic because... And it goes deep, and we have podcasts on that too. But dude, it's an orientation thing. It's if it's important to you, you're gonna do something about it. Craig O'Neill: If it's not important to you, you won't do anything about it, and that's the measure that, yeah, like, all right. So I just kinda threw a C.S. Lewis mindset at you. There's like this is one of the things I love about reading some of these, these thinkers, right? It's and of course, he's Christian apologetics and that sort of thing, but he said... Craig O'Neill: i'm breaking it down to just a simple point, like something is important or it's not important at all. Craig O'Neill: That middle ground in this topic, I think this is true, that middle ground's not given to us, which forces us to either have to decide, "Eh, it's really not important and we can continue as we are because we're okay with the results," or, "No, this is a really important topic. Craig O'Neill: Our strategy for getting clients into the shop is of actually critical importance to the ultimate success of our business, and is the most important thing that we should be focusing on to guarantee our success. So we're gonna really put in all of our effort towards this goal instead of just reacting to the chaos, reacting to the things that made it in today." Jimmy Lea: Yeah. Craig O'Neill: Wow. What would happen to your business with that focus? Jimmy Lea: Oh, I love it. I love it. Yeah. Man. We wanna exponentially increase it. We wanna rocket fuel this. Craig O'Neill: Yeah. Jimmy Lea: And I wonder what the statistics are. There, there was a, a, a read a while ago that talked about restaurant industry was tracking this. How can they get a client to come back for the second dining experience- Yeah Jimmy Lea: and the third dining experience, and the fourth dining experience? And once they get 'em in for that fourth dining experience, they've got a client for life. Craig O'Neill: True. Yeah. I actually just had a interesting restaurant follow-up. I'm on the email list for one of the sushi joints here in Grand Rapids. I love sushi. Craig O'Neill: Love this place. We go Maru Sushi on Cherry Street. Fantastic. Next time you're in Grand Rapids, wonderful. Love going there with my wife. It's our go-to spot. We had a couple months of a dry spell there where we didn't make it in, and we were busy with art shows and all sorts of stuff. Sure. And I got an email that must have been triggered. Craig O'Neill: It's like their little lost customer reminder. It's like- Jimmy Lea: Yeah ... " Craig O'Neill: It's been a while. Here's a free app- appetizer" Okay ... for next, on, on your next visit." It was an interesting follow-up. I thought it was really good. Oh yeah, it has been a while. Man, I want sushi right now, is what I experienced with that. Craig O'Neill: And then, and there's a benefit for me right there in it, and I already wanna go there anyways. It's just been a while. Jimmy Lea: Yes. Craig O'Neill: Yeah. Jimmy Lea: It's a great way of getting you back in. I, there, there was the example That the manager would go around and say, "Oh, is this your first time?" They had different colored napkins, so he knew- The servers ask us, they're the new ones that don't recognize us. Jimmy Lea: They ask, "Have you guys been in before?" It's like, "Oh, yeah." Yeah. All right. "You can hold on to the menu. N- unless you need it to show us that you haven't taken the order yet," right? Yeah. Yeah. The the managers are going around and they're giving away, "Hey, on your second visit, make sure you try the cheesecake, and here's a coupon for a free cheesecake." Jimmy Lea: You get me back for a $100 meal for a free cheesecake, is it worth it? Craig O'Neill: Totally. Jimmy Lea: What's that cheesecake cost you? Craig O'Neill: Cheapest marketing. All right. So look- Cheesecake more cost ... how much Jimmy Lea: money Craig O'Neill: do you spend on other marketing efforts for what kind of results? Jimmy Lea: Yeah. And we've got to do the optimizing everywhere. Jimmy Lea: We've got to optimize ourself in all the locations. There's, which is true. Craig O'Neill: Yeah. Jimmy Lea: But also how effective, and it's extremely, ex- extremely effective when they're there at your shop enjoying the experience, you give them a reason to come back. Craig O'Neill: Yes. And I like what you said there, Jimmy, and I think that's worth drawing some out a little further. Craig O'Neill: What you described is what I we have an improv club in our Toastmasters club, so the we play a lot of improv games, and we've been taught the yes and- Yes and ... approach. Yes and. Yes and. It is, it's, so it's a rule in improv where one of the people in your troupe are make something, that's truth now. Craig O'Neill: You react with that. It's not, you can't go combat this thing. It's not this or this. It's these things now have to be recognized as, as connected. The reality of Jimmy Lea: what you create. Combining forces for something good. Craig O'Neill: Yeah. So you said- Using that idea ... all networks, all channels, and this is exactly it. Craig O'Neill: This conversation that we're having doesn't say "Oh, yeah, we just master this and we won't need to spend as much money in this other area." That's not necessarily the case. Now, although maybe you have have some restructuring of that, it's you do refine your strategy on how your team is engaging retention, and you continue your outreach efforts, and maybe restructure how your phone call skills and other things go into all the m- effort you did take towards generating leads actually gets converted into real clients that come back again. Jimmy Lea: Oh, yeah. W- I was talking to a shop the other day, "My marketing's not working. My marketing's not working. I need to redo all my marketing." Got digging into his phone call log, discovered 43% of phone calls were- Ooh ... not being answered. No. 43%. Craig O'Neill: This is the world th- that AI assistants are entering. Craig O'Neill: And Jimmy- Yes ... this is this is the deepest, saddest thing in the world for me. AI assistants are one, a thing that is i- in demand and two, that it's sometimes better than the Jimmy Lea: people. If you're not able to answer the phone, you need to figure out either you need a human that's there answering the phone, or you implement this AI answering system- Oh, man Jimmy Lea: that's tied to your point of sale that sees your schedule, that can schedule- Better Craig O'Neill: at containing the context and keeping the notes and everything else ... four different... Jimmy Lea: Absolutely. Craig O'Neill: Yeah, I know. Jimmy Lea: And it's true. If- I do not support the idea that the AI answering your system is going to replace your advisor. Jimmy Lea: Absolutely not. Yeah. Craig O'Neill: No. Jimmy Lea: You do need to answer the phone as quickly as you humanly possibly can, but if you're not able to, that's where you've got this backup that can take care of business. And it's an interesting thing. Craig O'Neill: And this backup Jimmy Lea: is just that. Yeah. It needs to be backup, not plan A. Craig O'Neill: Oh, not plan A. Craig O'Neill: And in fact, you need to be aware And we were having this conversation in our team, too 'cause our sales guys, when they're calling shops, they're hitting AI- Jimmy Lea: Yes ... Craig O'Neill: systems far more frequently than they ever used to, and it's interesting to see that volume go. But simultaneously, we understand, like, how do you feel personally when you call a business and the first thing you get is an AI? Craig O'Neill: Are you happy or a little sad about that? And in an election year right now, it has turned divisive. And we did tailor- trace this back to this really started about two weeks ago. Even in demos where we're talking about AI features- ... the data center issue is coming up. And, like, all these things are, like, top of mind, front and center. Craig O'Neill: "Oh, I can't believe you guys are engaging with AI stuff in this world right now." And it's oh, wow, hot button issue. You have an AI assistant, you probably are gonna have a 50/50 split. I'm y- I'm talking 50/50. Some people will love it and think it's fine or just tolerate it. The other 50% are going to hate it, hate you, and may never call you again. Craig O'Neill: And congratulations, now we're in 2026. Yep. Jimmy Lea: And I, I think the 50/50 might be a little, Craig O'Neill: I'm just thinking about how the elections play out- Jimmy Lea: Yeah ... for two different parties. I propose there's probably a 30%, maybe a 33% that loves it, 33%- Fair ... that hates it, and 33% that's in that middle that says, "Ah." Craig O'Neill: Yeah. Jimmy Lea: I Craig O'Neill: would love to see a strong third party too, Jimmy, but that's neither here nor there. Craig O'Neill: Yeah. So look at this though. We talked orientation. We don't have a whole organization structured towards retention. Now I had a great coach. Bob Greenwood was my coach. He passed away 2021. And I talk about this frequently. I echo what he taught me a long time ago, and he described our professional responsibility. Craig O'Neill: He asked the question, "What's our job? What's our job? What is your job?" I remember being the technician in the room that raised my hand, and I told him what he was expecting someone in the room to raise their hand and say. Jimmy Lea: Fix cars. " Craig O'Neill: I fix cars." Yep. He pounced. He was ready. This is what he did. I've seen him do it multiple conversations after that. Craig O'Neill: He said, "No. Your job, your professional responsibility, is to make sure the vehicle's safe, reliable, and efficient. That's the job. And that, Mr. Client, is why we do a multi-point inspection on every vehicle that we do, and we will send this digitally to you, and we won't let you down." And there's lots more that goes into that, but there's a whole underlaying sense of purpose about the service that we provided. Craig O'Neill: And if that is our job, to make sure the vehicle's safe, reliable, and efficient, we owe it to our customers to be participants in that- Yeah ... as a member of the community of which they are also driving in. It has direct benefits to us and the other people we love on the streets. But that's an orientation, right? Craig O'Neill: And if that is what you believe about your purpose in this industry- Amen ... yeah, we're gonna start following up with the strong ability to communicate that sense of purpose, and people will hear the conviction in there and that commitment that you made to not letting them down. And that is not going to be heard in your competitors. Craig O'Neill: If you master this, and you don't, you will stand out, I promise you. Jimmy Lea: It's true. It's true. Yeah. Craig, this is a, a phenomenal conversation that we're having, talking about all things marketing, customers, customer relationships. Craig O'Neill: Yeah. Jimmy Lea: Managing those relationships, communicating in their preferred method, form, and fashion. Jimmy Lea: This is gonna continue in our Mars Conference. I can't wait. Let's throw up that QR code again. If you are able to attend, and you are listening to this, today is... What day is today? Craig O'Neill: Today is the 9th. Jimmy Lea: September 9th It's called Wednesday. September 9th, intensive giveaway winners. Oh, don't forget the giveaway winners here, Craig. Jimmy Lea: We've- Oh ... le- but- Great Do you wanna announce the winners first, or do you wanna announce the the special giveaway for everybody listening? Craig O'Neill: Let's do the winners first, Jimmy. I'm excited. So we had a drawing as we had two tickets to give away to Mars, and we have two winners, and we'll be sending emails to these winners as well. Craig O'Neill: Winner number one, Preston Callahan. Winner number two, Jordan Jawarenko. And we will get those emails out to you and hope to see you in Utah. And yeah bring your hiking shoes if you wanna go up in the hills with me. I definitely encourage getting up in the hills. So- Jimmy Lea: Are you gonna be rucking? Craig O'Neill: Oh, see, when I'm in the hills I don't just bring useless weight, I bring actual hiking gear, so I just call it hiking when I'm actually in a mountain. Jimmy Lea: When you're in Utah, you go hiking. Yeah. Everywhere else it's Craig O'Neill: rucking. Yeah. Rucking is what I would call urban hiking. Jimmy Lea: It's for you flatlanders. Craig O'Neill: Yeah. Yeah. So no, I will definitely be ha- I have a pack, I have I put water in there for weight and snacks that I can eat, and the, the idea is you get it lighter as you go with that sort of stuff, but- Oh ... it's absolutely beautiful. So these- Yeah ... are the winners from the Autoflow drawing that we'd had. Craig O'Neill: Those of you who did not win on that drawing, we'll still email you and hope to see you in Utah. Take advantage of this promotion. I think it's gonna be a great conversation. I've done this intensive multiple times. Jimmy, I gotta give you guys some props on this because this is my favorite format literally in all events that I go to. Craig O'Neill: You're in one room together at your headquarters in Ogden, Utah- Yeah ... which is a cool town. Everyone hears the same presenter. We get everyone here asking those same questions, and then- Yep ... the next presenter's gonna be up, and then we do that. We have great food in between, and then there's breakout sessions afterward where we get to go and break out into groups and discuss everything that's done. Craig O'Neill: No one's missing any of the context from any of the presentations. It's not like you're in one session and then another session is going on and "Man, that would've been a cool talk too, but this is really good." You don't have any fear of missing out on anything that's happening. Everybody's a participant the whole way. Craig O'Neill: It's awesome. Jimmy Lea: Oh, and I love the, the vendors are included. Everyone is in the same- Yeah ... room, and we're having these conversations together. It's not just shop owner to shop owner point of view. We get everybody's point of view in on these conversations- Yeah ... which is super awesome. All right. So if you scan this QR code, grab out your smartphone, scan this QR code, this is a coupon. Jimmy Lea: It is on- coupon, oh, I hate calling it that. Yeah. This is a special member VIP. Because you are watching this webinar, this is a cu- the, this code is good until 12:00 AM tomorrow morning, Pacific Daylight Time The code is, and I have to switch over to my other computer, the code is Mars300. This is $300 off of the general admission pricing. Jimmy Lea: So you and a- anybody of the public that is out there, you will get the webinar, the the whole entire intensive, Mars Intensive at the institute member pricing. So use the code Mars, M-A-R-S 300, and that is good until, for in the next, what? 12 hours? Craig O'Neill: Yeah. Where are we? 10, 12- And after Jimmy Lea: you fill that out- Oh, 13 hours. Jimmy Lea: You got 13 hours. Ready, set, go. Go ahead ... after Craig O'Neill: you fill that out, email us and I will tell you my favorite two sushi joints in Ogden, Utah, and maybe we can even grab a bite there. Jimmy Lea: Ooh, that's great. And you know what? We do have a couple of more tickets available. There's not a lot, but there are a few more tickets available for that exclusive dinner with Cecil Bullard. Craig O'Neill: Nice. Jimmy Lea: We're gonna have some great conversations. Those that are speakers are invited to be able to be part of this conversation and it's an exclusive dinner with Cecil, so you're gonna have some really good, intense, great conversations with the speakers of the event, with Cecil being there. These are gonna be some really good focused conversations. Jimmy Lea: Those Craig O'Neill: are my favorite moments, Jimmy. Yeah, the event is one thing, but the conversations that happen throughout and at dinners these... If you're not frequently going to industry events like this is... You owe it to yourself to do this. The ideas that you get to go back with are phenomenal, and the connections that you make and the sense of community that you feel that, that's permanent Jimmy Lea: Agreed. Jimmy Lea: Agreed. Couldn't have said it better. Thank you, Craig. Oh, yeah. Congratulations to Preston. Congratulations to Jordan. Look forward to seeing you in Ogden, Utah, October 26th, 27th and 28th, right before SEMA Apex. And for those who are the adventurous types rent a car. Let's go drive down through Zion and Bryce Canyon and- Yes Jimmy Lea: I'm sure Craig Craig O'Neill: and- Zion. If you haven't been to Zion National Park, what is that place? It is beautiful. It is. Southern Utah, phenomenal, dude. I could go... We have another hour here, so we can just talk about Southern Utah. Man, dude- ... you guys have got the pocket of beauty in this world. It is phenomenal. Craig O'Neill: Like- Jimmy Lea: It's gorgeous. Yeah. It is gorgeous. Craig O'Neill: Absolutely. You will... And Salt Lake City's no joke either. You fly in there, you're gonna think, "This is amazing," and it is. And then you go to Southern Utah and you think "What is... It gets better?" Jimmy Lea: Yep. Yep. Glad you had a great experience with your family down there in Southern Utah. Craig O'Neill: Dude, my wife and I are flying out a little early. We're staying through the weekend before the Mars Intensive we're gonna be hiking some hills then too. It's hard to get the bigger hikes in between the event stuff. Jimmy Lea: Yes. Craig O'Neill: It gets dark- Yes, it is ... it gets hard on the mountain. Jimmy Lea: It does. It does. Jimmy Lea: Even with that, it's not quite enough. I got you. With that, thank you, Craig. I appreciate you being here, brother. Oh, thanks. Thank you so much. Look forward to Mars- Can't wait ... the Mars Intensive. Let's continue this conversation. Let's get in deeper with these conversations and have a great time. I will see you there. Jimmy Lea: Thank you, everybody. See Craig O'Neill: you soon.

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Master Tech to MillionaireSeptember 8 · 46 min

From Garage Beginnings to Master Tech: Ly Khoa’s Hustle and Humility

Glenn Piccolo interviews Ly Khoa (Master Lee), a top-performing technician, about his journey from lowering Hondas in high school to trade school, corporate shops, running his own business, and returning to tech work. They discuss efficiency, organization, parts management, shop culture, benefits of 7-day operations, and the realities of owning a shop versus being a master technician. Ly shares practical advice for technicians who want to increase hours and earnings—focus on skill mastery, maintain a great attitude, stay organized, seek out work proactively, and understand when entrepreneurship is (or isn’t) the right path.   AutoShopAnswers.com Auto-Shop-Media.com

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