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HOW IT WORKS

Pull Your Numbers.
We Build the Coaching Plan.

Export your CP advisor report from your DMS and email it to us. Within the hour, every advisor is scored, ranked, and ready to coach — no templates, no data entry, no IT involvement of any kind.

01
EXPORT YOUR REPORT
One Export.
We Handle Everything.
Pull your monthly CP advisor productivity report from your DMS — whatever your system calls it. Email it to us and we take care of everything from there. No templates to fill, no data entry, no IT setup or integration of any kind required.
→ Compatible with all DMS systems — CDK, Reynolds, Tekion, DealerSocket, and more
→ We just need the standard CP advisor productivity export — nothing custom
→ Only performance metrics — no customer names or PII ever required
→ Dashboards updated within the hour of receiving your data
WHAT TO SEND US
→
CP Advisor Productivity Report — your standard monthly advisor export from your DMS
→
Key fields included: ROs, hours sold, labor/parts gross, discount amount, attach items
→
Format: Excel, CSV, or PDF — we work with whatever your DMS outputs
→
Email to: [email protected] — we confirm receipt and update within the hour
AdvisorLab · Monthly DMS Export INCLUDED
Instructions
Advisor KPI Data ★
Store Info
MONTH
NAME
RO COUNT
LBR GROSS
TIRES
02/01/2026
J. Rivera
164
$39,442
12
02/01/2026
T. Okafor
141
$28,910
7
02/01/2026
D. Marsh
158
$36,220
18
JUST EMAIL US YOUR EXPORT
Send your monthly DMS export to [email protected] — we handle the rest. Your dashboards go live within the hour.
02
SCORED & LIVE
Every Advisor Gets a
Score, Not a Hunch.
Once we receive your export, every advisor is scored across 6 behavioral coaching pillars and your dashboards go live within the hour. The heatmap makes the whole picture visible at once — you can see exactly where each person's gross is leaking and who needs your attention first, without running a single report yourself.
→ ON TRACK / COACH / URGENT status assigned automatically
→ Lowest pillar score becomes their coaching focus for the month
→ Revenue opportunity gap calculated per advisor and store total
→ Rank movement vs. prior month shows who's improving
→ Send mid-month data any time to see who's on pace before it's too late to act
Service Manager · Pillar Heatmap
VALUE
PRICE
INSPECT
NARR.
OBJ.
THRPUT
J. Rivera
91
88
85
90
87
84
D. Marsh
83
74
82
80
71
81
C. Vega
74
72
80
70
68
75
T. Okafor
54
60
71
48
52
58
L. Navarro
68
80
74
72
82
70
● ON TRACK ≥80 ● COACH 65–79 ● URGENT <65
03
COACHING PLANS BUILT
We Build the Plan.
You Execute It.
Every advisor gets a personalized coaching note specific to their numbers. URGENT advisors get a complete 4-week coaching plan targeting their weakest pillar — with behavioral goals, weekly focus areas, and specific language to use in the conversation. Your Service Manager spends coaching time, not prep time.
→ Coaching moments are specific to each advisor's actual data — not generic templates
→ 30-day plans include word tracks for handling objections by pillar
→ Every advisor's personal dashboard shows their goals, streak, and medal history
→ The GM gets a monthly executive narrative covering the full month story
30-Day Plan · T. Okafor · URGENT
"Tyler, your Price Confidence score is your lowest pillar this month — your effective labor rate is below benchmark, which means you're not charging correctly from the start. This month, we're going to rebuild your price confidence starting with how you present findings and hold the line on value."
WEEK 1 · PRICE CONFIDENCE
Practice your full price presentation with the SM before customer conversations. Lead with the vehicle's condition and safety findings — never open with a discount offer.
Focus: Price Confidence
WEEK 2 · VALUE FRAMING
Lead every customer interaction with vehicle-specific safety and longevity benefits before quoting any service. Use the "protect your investment" framework on every RO.
Focus: Value Framing
WEEK 3 · OBJECTION CONTROL
Role-play the top 3 customer objections with your SM weekly. Practice moving hesitant customers to a decision using value language — not price concessions.
Focus: Objection Control
THE FRAMEWORK
6 Coaching Pillars
Gross doesn't disappear all at once — it leaks out through specific behaviors. These six pillars identify exactly where, so coaching has a target.
Each pillar is scored 0–100. The lowest score becomes the advisor's focus pillar for the month — giving your Service Manager a clear, data-driven coaching priority without any guesswork. Benchmarks are derived from NADA industry data and OEM fixed ops guidelines, calibrated per brand so a Toyota advisor is always measured against Toyota standards.
🗣️
PILLAR 01
Value Framing
How well an advisor connects their recommendations to the customer's vehicle, safety, and ownership costs. Advisors who frame value first face fewer price objections — because the customer already understands what they're protecting.
Drives ARO ↑
💪
PILLAR 02
Price Confidence
Whether an advisor holds price or preemptively discounts before a customer even objects. This is one of the most common silent gross killers — money lost on every RO, invisibly, before the conversation even gets difficult.
Stops discount bleed
🔍
PILLAR 03
Inspection Depth
Whether an advisor is doing a thorough walk-around and presenting everything they find. Rushing inspections or omitting findings leaves work — and gross — undone. You can't sell what you don't show.
Increases opportunity
📖
PILLAR 04
Repair Narrative
Whether an advisor explains the "why" behind each repair — not just the what. Customers who understand the consequence of deferring a repair approve it. Customers who only hear a price tag often don't.
Improves approval rate
🎯
PILLAR 05
Objection Control
How effectively an advisor handles pushback without caving on price. Moving a hesitant customer to a decision through value — not a discount — is a learned skill. This pillar measures whether they have it.
Reduces discounting
📊
PILLAR 06
RO Throughput
Volume balance — whether the advisor is writing the right number of tickets. Too many can mean rushed inspections and thin quality. Too few may signal cherry-picking. The score flags both patterns.
Balances volume & quality
ROLE-BASED ACCESS
The Right View for Every Role
Everyone on the team sees exactly what they need — and nothing they don't. Role-based access means your GM gets the big picture, your SM gets the coaching tools, and each advisor gets their own private dashboard.
🏢 General Manager
📋 Service Manager
👤 Advisor
🏢
The 30,000-Foot View
One screen with everything a GM needs: total gross, the revenue gap vs. benchmark, advisor rankings with movement arrows, the top performer spotlight, and a monthly executive narrative that tells the complete story of the month — in plain English, ready to share.
✓ Revenue opportunity gap vs. benchmark
✓ Full advisor rankings with rank movement
✓ Top performer spotlight with streak data
✓ Monthly executive narrative — full month story in plain English
✓ Month-over-month trend comparison
✓ Store KPI summary cards
📋
The Coaching Cockpit
The SM view is built for action. The 6-pillar heatmap shows every advisor's scores side-by-side — the fastest way to spot patterns and prioritize coaching time. Every URGENT advisor comes with a ready-to-use 30-day plan so the conversation starts with a clear path, not an awkward one.
✓ 6-pillar heatmap across all advisors
✓ ON TRACK / COACH / URGENT prioritization
✓ Detailed per-advisor KPI breakdown
✓ Automated 30-day coaching plans
✓ Monthly pace tracker — loads automatically from your data
✓ Month gross attainment vs. target
👤
Their Personal Coach
Advisors log in to see only their own numbers — goals, streaks, coaching moments, medal history, and a 30-day action plan written specifically for them. No peer comparisons, no pressure from the SM view, just clear direction on what to focus on and why it matters.
✓ Personal KPI stat cards with trend arrows
✓ Monthly G/RO goal with progress bar
✓ Personalized coaching moment written just for them
✓ Medal cabinet + consecutive month streak
✓ G/RO trend sparkline chart
✓ 4-week action plan by focus pillar
READY TO START?

See It Running on Your Store's Data

Book a 30-minute call and we'll run AdvisorLab live using a real export from a store in your brand. You'll see your revenue gap, your advisors scored, and a coaching path — before you spend a dollar.

📅  Book a Demo → Explore Live Demo