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Career Development

The Tale of Two Advisors

Same dealership. Same technicians. Same brand. Completely different outcomes.

Michael Toledo - Service Leader Academy

Picture two service advisors. Same dealership. Same technicians. Same DMS. Same brand of vehicles. Same service drive.

One is averaging 2.8 customer-pay hours per RO, consistently hitting strong gross, holding solid CSI scores, and building a customer base that asks for them by name.

The other handles roughly the same volume of traffic. They show up on time. They know the products. They are not doing anything obviously wrong. But they are sitting at 1.6 CP hours per RO and feel like the ceiling keeps moving.

Same environment. Completely different outcomes. This is not a story about talent. It is a story about habits, systems, and the decisions that play out invisibly over every shift.

What the Struggling Advisor Looks Like From the Inside

The advisor who stays stuck is not lazy. They work hard, take every customer, stay late when the drive gets backed up, and know their product.

But they are working hard inside a system that was never built to produce the results they want.

They react instead of lead. The day runs them. When the drive is busy, they fly from car to car without a system for prioritizing. When it slows down, they decompress instead of following up on declined work.

They present defensively. When a recommendation is expensive, they soften it, apologize for the price, and offer an out before the customer even pushes back.

They rely on memory instead of documentation. Declined items, pending approvals, and promised callbacks all live in their head. What lives in the head gets forgotten under pressure.

They treat each RO as a single transaction. They write the car up, call with results, close what they close, and move on.

What the High-Performing Advisor Does Differently

The difference is rarely dramatic. It is the accumulation of small, consistent habits that compound over time.

They have a morning routine. Before the first customer pulls in, they know which returns are coming, which customers have pending approvals, and which declined items need a follow-up call.

They walk around every vehicle. Not most vehicles. Every vehicle. The walk-around is the foundation of the interaction.

They present with authority. They state findings clearly, present by priority, use consequence language, and let the customer respond before offering alternatives.

They document everything and follow up on all of it. Declined items get documented with the reason. Pending approvals get a follow-up call. Callbacks are tracked and executed.

They think long-term. At the close of every visit, they are already thinking about the next one.

The Moment That Separates Them

A customer declines a $600 recommendation. The visit closes. The car goes back to the customer.

The first advisor documents the decline, notes the reason, and sets a reminder to follow up in three days. The second advisor accepts the decline, writes "customer declined," and moves to the next car.

Across a full month of traffic, the difference between those two approaches is measurable in gross profit. The first advisor builds a pipeline. The second advisor starts every week at zero.

This Is a Skill Gap, Not a Talent Gap

The high-performing advisor is not more charming, more aggressive, or more naturally suited to this work. They have a system, and they execute it consistently.

The gap is not personality. It is process.

How to Close the Gap Starting Today

Audit your CP hours per RO this week. Know your baseline.

Commit to the walk-around on every car for 30 days. No exceptions.

Write declined items differently. Include the reason and a follow-up date.

Present your next high-dollar estimate without softening the language. State the total clearly, ask a direct question, and let the customer respond.

These changes do not require a new job or a natural gift for sales. They require consistency.

Want a structured system for building these habits?

Join the Service Advisor Foundation Module at Service Leader Academy.

Get the Free Module