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virtual clinic

In this clip from our recent Virtual Clinic online training class, Brian Gillis explains how a Vehicle Intake Form works in an auto repair shop. Line by line, Brian explains how this form pertains to managers and service advisors, as well as automotive technicians.

Mechanic Technician reviewing the vehicle intake form with a customer.Vehicle Intake Form – Step By Step

Brian starts the vehicle intake form explanation. Customers fill out this form in order to explain their vehicle’s needs. This document helps us to clarify these details for each member of our staff, as the car or truck moves from customer to advisor to technician.

One of our members had a vehicle intake form, which they had personalized for their shop. Brian used it as the example to explain each part of the form, including the authorization section on the back. Each attendee of this Virtual Clinic event had a blank form in their handout, so they could review the steps real time and adapt them. Our friend Luke explained the importance of the form, from avoiding confusion on which part needed service, to collecting the customer’s information in order to contact them.

When Brian continued, he ran through each section of the Vehicle Intake Form, noting the importance of the production date. This date can ensure an errant part delivery won’t hold up the repair process. Also, when the customer details the issue in their own words, there is no margin for error or confusion. This protects both the customer and the shop.

Is Your Auto Repair Shop Ready For The Next Step? Book Your FREE Strategy Session!

Brian Gillis - You Net ResultsYour independent automotive repair shop is lacking in direction. Maybe your business plan has stalled out. You are definitely not meeting your goals for growth. You need an experienced automotive industry coach who can help you. Then why not schedule a FREE business strategy session with You Net Results guide Brian Gills? You’ve got absolutely nothing to lose, so sign up today!

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Let’s Get Acquainted

  1. Only Two Ways to Increase Sales
  2. Notes
  3. Write Your Tie Down
  4. Top Three Incoming Calls
  5. How & Why
  6. Oil Change Script
  7. The Quick Close Script
  8. The Anytime Script
  9. Notes

Downloads

Two Ways to Grow Sales PDF

Ignite Your Shop Productivity

With Processes & Presentations

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Page 1 – Sharing Time
Page 2 – Lotus Code
Page 3 – Voice and Gesture Enhancements
Page 4 – Presenting Power – Word Analogies
Page 5 – Statement
Page 6 – ECM Exercise
Page 7 – Full System Isolate Script
Page 8 – Broke Car Scenario
Page 9 – Preventive Maintenance Inspection Sheet
Page 10 – Additional Concerns Presentation Script page 1
Page 11 – Additional Concerns Presentation Script page 2

Downloads

Ignite Your Shop Productivity PDF

Virtual Clinic: All About PARP

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  • Page 1 – PARP Exercise
  • Page 2  Notes page
  • Page 3 – Notes page
  • Page 4 – Notes page
  • Page 5 – ECM Exercise
  • Page 6  Why Role Play
  • Page 7 – Tell the Tale
  • Page 8 – One Thing Exercise page 1
  • Page 9 – One Thing Exercise page 2
  • Page 10 – Full System Isolate Script
  • Page 11  PMI Sheet
  • Page 12  Additional Concerns Presentation Script page 1
  • Page 13 – Additional Concerns Presentation Script page 2
  • Page 14 – Gut Punch page 1
  • Page 15 – Gut Punch page 2
  • Page 16 – Feedback

Downloads

All About PARP PDF

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Virtual Clinic - Stop Selling From Your Own Wallet

Pages of Booklet and Items covered:

  • Cover Page
  • Index
  • Page 1 – Sharing Time
  • Page 2 – Stop Selling From Your Own Wallet
  • Page 3  Our World is Different
  • Page 4 – Budget Sheet Sales and Cost of Sales
  • Page 5  Budget Sheet Operational Cost
  • Page 6 – Discovering the Line
  • Page 7 – Statement
  • Page 8 – Voice and Gesture Enhancements
  • Page 9 – PARP Discussion
  • Page 10  PARP Checklist
  • Page 11 – ECM Exercise
  • Page 12 – Big Eight Takeaways

Downloads

“Stop Selling From Your Own Wallet” PDF

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