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MODULE 1 Professionalism & Workplace Standards |
Setting the tone for your day and your career starts before the first customer walks through the door. Professionalism is not just an attitude — it is a system of behaviors that customers notice immediately and that define your long-term success as a Service Advisor.
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MODULE 2 Role & Responsibilities of a Service Advisor |
Understanding your role fully is the foundation of performance. A Service Advisor wears multiple hats simultaneously — and excelling in all of them is what separates good advisors from great ones.
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MODULE 3 Incoming Calls & Phone Etiquette |
The phone is frequently a customer's first point of contact with your dealership. How you handle that call determines whether they schedule an appointment or hang up and call a competitor.
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MODULE 4 Performance Metrics & Closing Percentages |
Top-performing advisors understand that their numbers tell a story. Tracking your closing percentages against manufacturer-recommended targets is how you identify gaps, set goals, and measure growth.
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MODULE 5 The Sales Process — Greeting & Consultation |
Every successful service interaction begins with a strong greeting. Research consistently shows that customers make their trust decisions within the first 30 seconds of meeting their advisor. If you fail the greeting, every subsequent step is harder.
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MODULE 6 Service Recommendations & Product Knowledge |
A confident, well-informed recommendation builds trust and increases closing rates. The following section outlines the key talking points for each major service category. Study and internalize these — then make them your own.
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Presentation Rule: Never shortchange your presentation. Every recommendation deserves a complete explanation of why it is needed, what benefit it provides, and what it will cost. Close with the price and a time commitment. |
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MODULE 7 The MPI Presentation & Objection Handling |
The Multi-Point Inspection (MPI) is your most powerful selling and trust-building tool. Executed correctly, it transforms a routine oil change into a comprehensive consultation — and dramatically increases approval rates for additional work.
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MODULE 8 Writing the Repair Order |
The repair order is the single most important document in the service department. It is a legally binding document that protects the customer, the dealer, and you personally. Treat every repair order with the care and precision that reflects its legal significance.
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The repair order is a legal document. Without the customer's signature, no repairs can be authorized or performed. This is non-negotiable. |