The Institute’s Leading Edge Podcast

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The Institute’s Leading Edge Podcast is where forward-thinking Automotive Service and Repair Shop Owners come to sharpen their skills, expand their knowledge, and gain an edge in today’s competitive market. Hosted by The Institute’s team of seasoned consultants and leaders with decades of real-world experience, you’ll get direct, actionable advice tailored to the unique challenges of running and growing an auto repair business. Each episode feels like a one-on-one coaching session. Whether it’s improving profitability, building stronger leadership skills, mastering marketing, developing your team, or planning for long-term success, you’ll find strategies you can implement right away. Have a question about your shop? Send it in, and we’ll answer it on the show.

  1. 1d ago

    216 - Coach the Call: Using AI Insights to Develop Stronger Service Advisors

    216 - Coach the Call: Using AI Insights to Develop Stronger Service Advisors August 26th, 2026 - 00:54:51 Show Summary: Strong phone skills can turn more incoming calls into appointments while building trust from the first interaction. Consistent call reviews give service advisors a clear path to improve without making coaching feel like punishment. AI call analysis reduces the time required to find useful coaching opportunities and helps owners identify patterns across their team. Positive reinforcement also matters because great calls give advisors examples they can repeat. Simple habits like smiling asking for the appointment and using the customer’s name can dramatically improve the experience. Better phone performance ultimately supports stronger customer relationships higher appointment conversion and long term shop growth.   Host(s): Jimmy Lea, VP of Business Development   Guest(s): David Boyd, Founder & CEO of Callinbound Tonnika Haynes, Owner of Browns Automotive, Downshift with Tonnika Haynes Show Highlights: [00:04:00] – Listening to real calls reveals missed opportunities that owners rarely see. [00:10:00] – AI identifies coachable calls without hours of manual review. [00:14:00] – Consistent coaching creates awareness before advisors answer each call. [00:17:00] – Replace a hard no with a plan focused on customer needs. [00:24:00] – Help advisors self coach instead of simply pointing out mistakes. [00:28:00] – Every missed appointment can represent significant lost customer value. [00:34:00] – Asking for the customer’s name immediately creates a stronger connection. [00:39:00] – Scheduled call reviews make coaching normal instead of threatening. [00:43:00] – Asking for appointments helped turn successful marketing into a fuller calendar. [00:49:00] – Call tracking connects marketing performance with actual appointment conversion.   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/fv9ewVBoSks   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: Good morning, good afternoon, good evening, or good night. Thank you for joining. So excited for us to have this conversation today with some really good friends. Everyone, this is to be an interactive webinar. So you're sitting there, you've got questions, you've got concerns, type them into the chat. We wanna be able to ask those questions of our panel today as we are talking about a very interesting topic. And with us today, first, is our good friend, Mr. David Boyd of Inbound Communication. David, how the heck are you, brother? David Boyes: I'm great. I, I, uh, I fully intended to have my jacket on, Jimmy. Jimmy Lea: Man. David Boyes: So excited to be here. We Jimmy Lea: coordinated on this and everything. David Boyes: I know. I, uh- Next time ... I, I was, I was lucky as, as busy as we've been at Call Inbound to, uh, uh, get up and, and organize and dress today. So I really, uh, it's always great to see you and of course, um, uh, we got to visit a little bit out at, uh, Worldpac STX and, uh, man, I tell you what, your wardrobe is always top notch. Jimmy Lea: Hey, thank you. Thank you. We're glad you are dressed today, just don't stand up. Thank you very much. David Boyes: Great. Jimmy Lea: And joining for us in our conversation today, David, is Tanika, Tanika Hayes with, uh, Haynes with Browns Automotive. Tanika, how the heck are you, sister? Tonnika Haynes: I'm doing good, guys. What's going on? Jimmy Lea: Staying alive. Good to see you. Great to see you. Also at STX, what did you think of the, the conference there with Worldpac? Tonnika Haynes: It, it was really, really good. I was not prepared for the size of it. There was a lot of people. People were peopling. So, um, once I got adjusted to all of the crowds and everything, I enjoyed it. I hadn't sat in a class in a really long time, like at an expo. Ooh. I'm usually just walking around and being nosy, but I picked up some good nuggets, so it was great. Jimmy Lea: Beautiful. That's awesome. Well, if, if the STX was a large conference to you, I would suggest that you really prepare yourself months in advance if ever you come out to SEMA and Apex in Las Vegas. Tonnika Haynes: I will be there this year. Oh, good. I keep hear- hearing that, so I don't know what meds I need to be on to take, To take it all in. But Jimmy Lea: we'll- You- Tonnika Haynes: I'm excited about it ... Jimmy Lea: we, we will talk about that because there is more than you can see within a week, and you really only have three days at Apex, four days at SEMA. You want to map out where you're gonna go, who you're gonna talk to, who you're gonna see- And for you, Taneka, schedule some time to sit down and chill Tonnika Haynes: Yeah. I'm gonna have to definitely do that. You're talking about, um, scheduling times. I'm gonna schedule time to go sit in the corner and recoup. Uh-huh. So where's Taneka? She's in the corner. Jimmy Lea: Yep, and, and I- It's David Boyes: scheduled time ... Jimmy Lea: I, I'm gonna work with you on that because I know the corners, I know the places where you can go and, and find some solitude. Tonnika Haynes: All right. Jimmy Lea: I am. Well, our conversation today is in preparation for making your shop better David, I'm gonna kick it over to you, brother. Let's start this conversation with Taneka. David Boyes: Yeah. Let's, uh, let- let's kinda move into this. You know, we're, uh, talking about communication, and there are so many facets that impact the customer experience. I think that it's important to know that, you know, there are tools and there are, uh, from an owner or, and manager's perspective and from a service provider's perspective, there are ways that we rally around making communication better. Um, you know, one of the things that is common at all shops is, uh, the customer phone call. Tonnika Haynes: Oh, yeah. David Boyes: So you winced a little bit. Tonnika Haynes: Yeah. David Boyes: Uh, how many times do we, you know, talk about our phone skills, uh, getting better on the phone, understanding the customer, understanding their needs, addressing their needs? And there's so much, you know, revolves around, uh, the phone calls and, and the way that our advisors and our front office team handles these. Maybe you have a CSR, maybe you have, you know, a service manager. Um, but people are, are answering calls all day long, and this becomes important that we understand who's answering the phone- Mm-hmm ... how they're communicating, what, what's the message that's being shared. Every time that phone rings, uh, that, you know, we like to say that's money calling. So Taneka, let me just ask you, you know, what, what are some of the challenges that you see or the, uh, the successes that you have with your team when it comes to managing and, and, uh, getting better on our phones? Tonnika Haynes: I wanna start by saying, um, I think I listened to my first phone call at my meeting with Jen- Jennifer, with the Institute. I'm currently coaching with the Institute, and that is life-changing- Yeah ... to listen to your team answer the phone. So if anybody's out there and they have not done that, they have not listened in on a phone call, figure out a way to do it. I don't know if it's gonna be a little paper cup and a string, but figure out how to do it. Um, and then I, listening to my own phone calls, and I- I'm the boss, right? I still cringe. And so you never know what's missing from those phone calls, what, what, what is standing out. You know, my team, we would not even ask for the appointment. Like, "Would you like to bring this in today?" You know- Oh ... you ask all the questions, they go through the scripts, but then we found that they were not saying, "Hey, would you like to get that done? Would you like to bring that in today or tomorrow? What works for you?" They were leaving it all to the client to say- Jimmy Lea: Mm-hmm ... " Tonnika Haynes: What's next? What's next?" Hmm. So they were answering the phone, and they were s- being very polite, but they were not closing. They didn't have a lot of words with closing. And so with inbound, I've been able to coach- You know, when you listen to yourself and you're like, "Ooh, ooh." And you can say, "Do you see what you did there?" Or even, 'cause you know, the team can listen to their own phone calls. "Oh, I see what I did there. I see where I dropped the ball." So that was, opened up a whole bunch of eyeballs around here. Well- It's like, "Oh, it's Monday, it's time to listen to phone calls." Like, "Ah." But you just increasingly get better over time. Jimmy Lea: Oh, it's so true. And, and the ability, Taneka, the ability to have calls from today- Tonnika Haynes: Mm-hmm ... Jimmy Lea: or from yesterday or, or even the day before. Uh, there was a time a decade ago when we would have to listen, as coaches, we would listen to calls. Listen, listen, l

  2. Aug 6

    215 - Ask Me Anything: Car Count vs. Profit - Why More Cars Doesn't Always Mean More Profit

    215 - Ask Me Anything: Car Count vs. Profit - Why More Cars Doesn't Always Mean More Profit August 5, 2026 - 00:53:54 Show Summary: Higher car count does not always create higher profit. Excess volume can lower repair order averages and increase mistakes while exhausting the team. Strong financial data helps owners find the right workload for their business model. Shops should improve margins and workflow before investing in more marketing or staff.   Host(s): Lucas Underwood, Shop Owner of L&N Performance Auto Repair and Changing the Industry Podcast Cecil Bullard, Founder of The Institute   Show Highlights: [00:01:00] – Higher repair orders can create less stress and a better client experience. [00:04:00] – Strong sales mean little when the business still loses money. [00:09:00] – Last minute work can disrupt promises and increase costly mistakes. [00:15:00] – Excess car count often lowers sales and employee satisfaction. [00:18:00] – Every shop must find the workload that supports its model. [00:20:00] – Clean financial data helps owners make sound business decisions. [00:22:00] – Fix weak margins before spending money to attract more clients. [00:28:00] – A thoughtful response can protect workflow without rejecting the customer. [00:42:00] – Adding technicians without strong processes can create greater chaos. [00:49:00] – Clear goals and accountability help employees understand how to succeed.   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/7M70n_DfTDg   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: Ask Me Anything Car Count vs. Profit - Why More Cars Doesn't Always Mean More Profit Lucas Underwood: What is up, everybody? Hey, y'all. It's Lucas Underwood from the Changing the Industry podcast and L&M Performance here in Blowing Rock, North Carolina. I am joined today by the one, the only, Mr. Cecil Bullard. We're gonna be talking about car count versus profit. Cecil, how are you today, buddy? Cecil Bullard: I'm doing fantastic as usual, Lucas. Lucas Underwood: Very good. Very good. So Cecil, one of the, one of the things I'll never forget, I taught a class at a industry event one time, and I had been in another class where the person was talking about do whatever it takes to get them in the door, and they'd been in a shop, and they were in their own shop, and the, the advisor had turned down a car at 4:00 in the afternoon that came in for a coupon oil change and wanted to wait. And so she chased the person back out into the parking lot and said, "No, no, no, no, no, we'll get you in. We'll make it work. I'm gonna pull a technician off something else. I'm gonna put them on this," and fired an advisor over it. And I've, I'd been in that class, and I'm talking about that in this training, and that person was sitting in the back of the class and I didn't see Cecil Bullard: him. Yeah. Lucas Underwood: And, and the thing that I said about it was this, is I said, "Listen, one of the most impactful things that I've ever experienced was being on the other side of an experience like that as an advisor, as a technician, what it feels like to feel that kind of pressure and why we shouldn't do that to our people And so I know there's been a massive movement, movement in the industry that's pushing people to say yes to every car that comes in the door. Doesn't matter what it is, just more cars, more cars, more cars, more cars. And I have had a very, very different experience than that. I am someone who has experienced a higher ARO with less stress and less pressure on our people, a better experience for the client, and I have found that that works best for me. And I'm not saying it works best for every organization, but I wanted to dig in with you and talk a little bit about this. Are you a say yes to every car man, or are you a balanced car count and balanced ARO man? Help me understand. Cecil Bullard: I think there's a, I think there's both, frankly. Um- Okay ... it, it has to make common sense, and I think you're really talking about two different things. So first of all- Yeah ... you know, before you fire someone for not doing what you want, does the person really understand what you want, right? Yeah. I mean, is that, is that well defined? Did the guy know that no matter what, I have to bring that car in? Uh, you know, so at 4:00, your service advisor made a decision. He'd made promises to other customers that they would have their cars. Yeah. And instead, now you're jumping in the middle of that and you're saying, "Well, I'm gonna fire this guy because he turned down a, a discount oil change or whatever." Yeah. Maybe a dis- and it- maybe a dis- you know, the guys, the discount oil change guys would say, "Well, yeah, but we do discount oil changes 'cause it leads to other sales." Lucas Underwood: Right. Cecil Bullard: But so that's one thing, you know? I- I- is the person who works at your counter... Um, I, I was in, uh, North Carolina. You saw me last week. I was on the road- Yeah ... for four da- after one of my meetings, and this happens a lot, one of the kids came up, young guy, uh, looked like he was about 14, but he was probably in his 20s, and he's like, "I'm a third generation. My dad runs the shop, but, but you know, my dad, he's getting in the middle of everything. It's really hard." And, and, uh, I, I always say you work for someone, they write you a check- You have to make a decision about what you're willing to put up with or not put up with, right? For sure. As an, as an employee, right? Lucas Underwood: Yep. Cecil Bullard: And so when you decide that I, I wanna work here and I wanna take the check, i- in a way you also decide I'm gonna follow the rules of the company, whatever those are. Yeah. Whether Cecil agrees with them or Lucas agrees with them or, or whatever. None of that really matters. What matters is that the person that's writing you a check is, is basically saying, "This is how I wanna do it," right? Lucas Underwood: Right. Cecil Bullard: And, you know, behind the scenes, we can have all the arguments we want. We can sit down and go, "I don't think that's correct." Um, a- a- but until the owner changes their mind about how we do this, then you gotta do- That's how business Lucas Underwood: runs ... Cecil Bullard: you gotta do how, what the owner wants. And so if that employee got terminated legitimately because- Yeah he knew better, then I'm, I'm fine with that. I, I, I think we have a craziness in our industry. I think we've all lost our minds because You know, you, you look at car count, car count. I mean, that's everybody's... That's like the mantra, right? More cars, more cars. I'll make money if I have more cars. Yeah. Well, that's, that's not necessarily true. It's never been true, frankly. Lucas Underwood: Right. Cecil Bullard: Right. You know, we have these shops. I mean, I can't tell you how many times, you know, having done seminars in the industry for well over 20 years and, and, and worked with automotive- thousands of automotive shops, we have these shops that come in, they're doing $2 million a year worth of business and losing money. Lucas Underwood: Yeah. Cecil Bullard: And, and so... And we also have shops, frankly, that are doing, you know, uh, 700,000 and losing money, and, and I'm pretty sure there's shops out there doing 10 million and losing money. Yeah. Uh, there's a balance and there's a way to run your business that is successful, right? Yep. Lucas Underwood: Absolutely. 100%. So- And, and look, h- I, I'm gonna, I'm gonna take a play directly from the Cecil Bullard playbook, okay? Hey- I'm gonna pull the play straight out of the playbook because you said something that I think we need to address right here and right now, okay? We Cecil Bullard: lost our minds in our industry? Lucas Underwood: Well, I mean, you would've had to have had one to have lost it, okay? You have to have something to lose it. So, I, the industry in that sense, we're in trouble. But, you know, th- this brings up something that's completely off-topic and, and I'm just gonna ask you what you think about it. There's all these technicians who are really upset right now, right? They're, they're very disgruntled, and it's primarily in the dealership space, right? You know I make these videos and they come out- Yeah every single Tuesday, Thursday, Saturday and Sunday. Yeah. And these videos come out, and all these dealership guys get so upset and so mad because they think that I'm talking about the dealership space. And I keep saying to them, like, you set the terms for what you're willing to accept in that, that job, in that role as an employee, and if you don't like the job, for God's sakes, leave. Cecil Bullard: Yeah, there's- And if Lucas Underwood: everybody leaves- Cecil Bullard: There's so many... There, I mean, you know, I, I think if you got a thousand shop owners in a room and you said, "How many

  3. Aug 6

    214 - The Future of Shop Training: Why Gear Group Acquired Today's Class

    214 - The Future of Shop Training: Why Gear Group Acquired Today's Class July 29, 2026 - 00:47:05 Show Summary: Gear Group Holdings acquired Today’s Class to create a stronger training experience for automotive shops. The platform delivers personalized lessons in just a few minutes each day. Continuous reinforcement improves retention and reveals hidden skill gaps. Shops can develop stronger teams while improving productivity and customer satisfaction. Future updates will expand content and use AI to make training more effective.   Host(s): Wayne Marshall, CEO & Industry Coach Guest(s): David Boyes, Founder of Today's Class Show Highlights: [00:03:14] – Daily reinforcement helps employees retain and apply new knowledge. [00:05:38] – Personalized training adapts to each employee and role. [00:09:35] – Shared learning builds motivation and stronger team chemistry. [00:13:12] – Shops need one clear path for complete employee development. [00:18:35] – Investing in training helps shops attract skilled technicians. [00:20:33] – Better training improves efficiency and reduces costly comebacks. [00:24:03] – Training data reveals skill gaps that experience may hide. [00:27:42] – Employee development creates a stronger workplace and business. [00:31:03] – Shop owners must learn business processes and financial performance. [00:39:21] – Working interviews confirm whether technicians can apply their knowledge.   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/16mXEg1aOZI   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: Wayne Marshall: Say hello to today, to everybody that's joined us for Ask Me Anything. Uh, today, Cecil normally does these, but today it gets to be myself as Cecil is traveling, as he is out east on the ASTA Roadshow. But today we have the privilege to bring in David Boies from, uh, Today's Class to talk a little bit about some of the things we have going on here at Gear Group Holding, and some of the things that are changing as we continue to expand, try to be bigger, better, the things that we can offer out to the industry. So I welcome in David. It's great to see you again. Great to have you. David Boyes: Happy to be here. Wayne Marshall: So many of you have seen and pay attention, some of you guys I know have been involved with the Institute at different levels in the past and have seen our change and growth. Some of you are more new, and maybe some are just coming in today for the first time. Uh, for those of you who are newer or coming in for the first time, uh, just to help set the stage, so here recently, a few months ago, uh, the Institute, we created Gear Group Holdings, and it's the holding company that now owns the Institute and still does the things that we've always been doing. And with that, though, we have the privilege of being able to now bring in a cl- a business of Today's Class and the things that they do, which we think is a great fit for everything we got going on with our coaching and our other programs, and we're continuing to look because as we've always said and as our tagline has been, is we wanna create a better industry. And part of helping to create that better industry is we know and understand we need to continue to offer up better things, better content, better programs, better services that can help to elevate all of us in what we're doing. So today we're gonna talk just a little bit of why we have Today's Class, some of the things it does for us and why we're excited, things that it's going to help not only strengthen what we have to offer with the Institute and the holding company, but also how this plays in, and I'll let David even talk about his excitement toward what this does for Today's Class, and some of the things that we're seeing in the future and what we're trying to develop and what we're trying to do. So hopefully, uh, those of you that are with us, if you got a question, we know we have the ability, you can, uh, add those in. You can put them into the chat. We'll try to take a moment or two and answer if there are anything as you listen to what we're having to say and as we share. So anything, uh, opening words, comments, David? David Boyes: No, e-excited to be here, excited to share the vision. You know, since the press release went out a couple weeks ago, there's been some questions about how this all works, so happy to have an opportunity to, to talk through it. You know, explain where we think this goes, explain, you know, how the institute will continue to carry on what it can do and today's class as well, but then also explore some of those opportunities for collaboration to, again, help, help our, uh, shared customers Wayne Marshall: Yeah. So as, you know, one of the questions I know we've been asked, uh, early on when we started to do this was the, you know, well, why? I mean, why, why was the reasoning behind some of this? And when we first got into conversations, we started looking at all this, and one of the things that we know through research and through adult learning and other things that have been done, when we hold a session, and we've done, you know, uh, intensives on different subject matters or different things, we know that when you leave those, those classes, if you don't apply it in short order, it's only a matter of days, and they say within five days you lose about 70% of it. And as the days go on, you continue to lose a little bit more, a little bit more, a little bit more. And one of the great things about today's class is it's very interactive. It's mobile-based, as those of you who have seen it and maybe even use it. But being that it's mobile-based, it's a short three to five minutes a day that helps to keep top of mind the things that we're trying to teach and coach and develop in the content. And whenever you can reinforce it on a regular and daily basis, the knowledge and retention just goes up dramatically, and you start to use it and remember it so it makes a difference for what you're trying to do as a business. So talk a little bit, if you would, David. So most know, you know, people get coaching. We teach at different industry events, but talk a little bit about what today's class is, how it functions, uh, some of the benefits, the gamification of, and how it brings the team together, 'cause it is. Even Cecil and I compete against each other when we go on with some of the daily questions of who's gonna be right or not. But just give, you know, the people an overview on that if you could, please. David Boyes: Yeah, of course. So, so generally what we're trying to do is helping to impart knowledge, you know, for, uh, personnel at shops, whether that's a technician, a service advisor, a manager. There's a lot of information that we all need to learn to get better, whether that's new vehicle technology, uh, being reminded of shop SOPs, uh, learning more about finance. There's no shortage of opportunities where, where we need to learn. What we always question was, what's the best way to make that happen? Uh, traditionally, you know, there's the standup instruction, there's traditional online learning, and what we, what we began to explore was, what is a potentially more efficient way that we can connect with somebody? Can we consider how much information that they can consume in a single, you know, in a single session? Can we account for the fact that, as what Wayne just described a second ago, that people forget? Are there ways to, to shift that? Ways to remediate that? So our learning approach is really applied at, at solving those problems. We wanna spend three to five minutes with you each day. That training will flex. There, there's a lot of advanced tools, AI, machine learning, and so forth, that would take my training, given my settings, my role, and make it different than it would for Wayne's training or somebody else's. So it's personalized. So there's a lot of really advanced learning technology underneath that, and then we build content to, to help be delivered through that channel, for lack of a better term. So whether that's training on engine performance, suspension systems, or phone skills, or financials, we've got a great pipeline to be able to, uh, push that information to the learner. But then maybe more importantly, measure what they know. That has historically been a big snag in all learning and development, is to understand, okay, how much did this person really comprehend? Uh, the way that we've often worked around that is to do an end of class assessment or something like that. Uh, but doing that one time may limit the visibility that, that we get. So for example, I might get lucky answering a question. That might be interpreted as I know this, and I don't. On the other hand, maybe I read something too fast and I really do understand this concept, but I got it wrong. So, so our approach through this daily interaction allows us to,

  4. Jul 23

    213 - The Wealthy Tech: Building Value, Skills, and a Stronger Future

    213 - The Wealthy Tech: Building Value, Skills, and a Stronger Future July 22, 2026 - 00:59:59 Show Summary: A technician’s greatest long term asset is the knowledge they build throughout their career. Intentional learning helps strengthen confidence and improve problem solving while creating more opportunities for growth. Experience becomes valuable when technicians review mistakes and use those lessons to improve future performance. Small efforts repeated over time can produce major gains in efficiency and skill. The right tools support the work but knowledge determines how effectively those tools are used. Technicians who continue learning become more adaptable and more valuable in a changing industry.   Host(s): Kent Bullard, CCO, The Institute for Automotive Business Excellence Nick Pope, Industry Coach, The Institute for Automotive Business Excellence   Jim Cokonis, Technical Director, Today's Class Show Highlights: [00:00:00] – Technician wealth includes skill value satisfaction income and opportunity. [00:05:42] – Growth begins when you seek people who challenge your thinking. [00:10:12] – Experience creates wisdom when mistakes become useful lessons. [00:15:02] – Every workday provides another chance to improve your skills. [00:18:27] – Intentional practice transforms routine work into professional growth. [00:23:36] – Confidence comes from knowing how to find solutions. [00:29:08] – Focused daily learning can quickly strengthen technical ability. [00:34:04] – Repetition improves efficiency productivity confidence and performance. [00:42:06] – Tools support the repair while knowledge creates lasting value. [00:47:02] – Investing in yourself creates the strongest long term return.   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/UUqQdK1xqPM   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: Kent Bullard: Hello everybody. I am so excited for the topic we're gonna cover today, the wealthy technician. Today we're gonna dive into building your skills, building your value as a technician in the marketplace, and really building a solid future for you. Today we've got Nick Pope and Jim Kokonis, both incredible instructors. And I couldn't be more proud to work alongside these gentlemen today. Gentlemen, welcome to the webinar. Good Jim Cokonis: morning, Kent. Everybody. Nick Pope: Good morning, Kent. Good morning everyone. Thanks for having us. Before we- I was... real quick, as Kent said w- we're gonna be covering the wealthy technician, and we wanted to just quick touch base on what defines wealthy. Jim, what are some thoughts that come to your mind right away? Jim Cokonis: I guess that depends on the person. But value, skill, job satisfaction, pay, all of it. Nick Pope: Yeah, I like that. And you said value and building on that. Value creates opportunity. So Kent, could you please take this away? I- Kent Bullard: yeah, I honestly, just coming back to this wealthy. Wealthy has several different definitions, and I know that we're gonna cover a few of those today. Let's jump into our, this next slide here and kick this thing off So before we get started, we know we've got a lot of you out there. I think we ended up having 40 to 45. Let us know that you guys are here in the chat, and I'd love for you guys to introduce yourselves. So what's your role? Where are you from? And think about this, name one thing that you've been able to do this year that made you a more valuable technician. As you guys are answering those questions in the chat I wanna cover some ground rules for this webinar. If you guys have any questions, please ask them in the chat. I'm gonna be your voice for this webinar. I'm gonna be p- paying attention to the comments and asking Nick and Jim your questions. Let's keep it as positive and constructive as we can. I know that sometimes these conversations can get very heated. We're very passionate. We care deeply, but let's try to put this in a positive forward perspective. And take notes, key takeaways, and most importantly, like all of us were having before we started this webinar, is to have fun. Nick, I'm gonna hand it back to you, sir. Nick Pope: Perfect. Thank you, Kent. So as we talk about what builds a, a valuable technician, Jim made some ex-excellent points and, the, the one thing that really stands out to me is every day we have the opportunity to build on where we were. And as we move on to our next slide here, we're gonna talk a little bit deeper about that. There's many areas that we can dive into, but before we do that, I want to start out with a little bit of a story. And, t-to take back myself in time, back when I was an early technician, a lot of what I knew then I do not know now, right? Over time, there are things that we're going to pick up along the way, but when we're at a certain point in our lives, we really don't have the capacity to look at things through a certain perspective. And what I mean by that is for most of us that were, or are right now young- ... early technicians, we're learning the ropes, right? We may be in a new role in a new business and understanding what the dynamic is there. Where do we fit in? We may have a family, and we're trying to figure out how to be, a good husband or a good wife and then, a good father or a good mother. Our focus is on a lot of other things, and a lot of the time, naturally, we're just trying to make a living to get by, and that's extremely understandable. Now, the one thing that I wish I would have known then that I know now is if I would've just opened my mind a little bit earlier, sooner in my career, I would've had the ability to learn a little bit more that would really add up over time. Just a little bit, versus just doing the same thing over and over again. Jim, can you think of a story back in your time when you can put yourself back into, in your early careers as a, or your early career as a technician when you were first starting out? What was your mindset like then? Jim Cokonis: My first job out of trade school was working in a fuel injection shop. And That that environment where one piece of dust can ruin a rebuild or destroy a piece of equipment gave me an extreme attention to detail and cleanliness. And it took me a long time to figure out that w- the way I need to do a fuel injection pump is different from what I need to do on an engine rebuild or a transmission repair. Because I would use the same really detail-oriented, super clean approach to everything I was doing, and there comes a point when you hit a spot where the customer's not willing to pay for that attention to detail on that job. So I had to learn that pretty early on in my career. Nick Pope: Yeah. Was it ever a thought in your mind to get yourself in a place to expand your mind and challenge yourself and find new things that you can use and apply in your career. Jim Cokonis: Wow. Okay, here's a quote we haven't talked about in the past, Nick, but, I heard a piece of advice from somebody a long time ago that says, "If you wanna keep growing, if you find you're the smartest person in the room, find another room." And I still find it very easy to be in a room where people are smarter than me. And I seek that out because, I like to be challenged and learning something every day. Even with all these experience highlights I still try to learn something every day. So yeah, I definitely would challenge myself, take on something new. Nick Pope: Yeah, I love that. Nick. And, yeah. Kent Bullard: Nick, we've got a question for you, by the way. Sure. From Michael on Facebook. Do you think you, younger Nick, would have listened? He says that, "I think this industry has to have some pivoting moments to even prepare their minds for that upgrade." Nick Pope: That's a great question. And I really think that if I was exposed to it in a way where it struck curiosity within me, yes. I was not, and, that's a big driving force why we're here right now, quite frankly to begin. But I only knew what I knew, and, I was surrounded by people who were very skilled. I had some great mentors that really elevated my game. As Jim stated, the, the people around you are going to shape you in one way, shape, or form. And ideally, it is a, a great honor to be around people that are extremely knowledgeable because you can pick up so much. You don't realize what you catch when you're around people of that stature and it's priceless. The moment you understand what's happening and you pick that up, and you're intentional about really paying attention to the details of how they carry themselves, how they think, how they respond upon certain situations and approach things, how they use the resources around them it's remarkable. Yeah, I th- I like to think if younger Nick had someone that planted that seed or maybe knocked me on the head and said, "Hey, we gotta look at it this way," I probably would've at lea

  5. Jul 15

    212 - Think Like the Circuit: Mastering Electrical Diagnostics

    212 - Think Like the Circuit: Mastering Electrical Diagnostics June 23, 2026 - 01:02:01 Show Summary: Electrical diagnostics become much easier when technicians understand the fundamentals instead of relying on guesswork or the parts cannon. Jim Cokonis and Nick Pope share real shop stories that highlight how critical thinking and a solid understanding of circuits lead to faster and more accurate repairs. They explain how wiring diagrams voltage drop testing and logical troubleshooting can eliminate costly misdiagnoses. The discussion also explores continuous learning teamwork and building stronger communication inside the shop. Finally they challenge technicians to close the gap between thinking they know the answer and proving it with proper testing.   Host(s): Kent Bullard, CCO, The Institute for Automotive Business Excellence Nick Pope, Industry Coach, The Institute for Automotive Business Excellence   Jim Cokonis, Technical Director, Today's Class Show Highlights: [00:00:00] – Learn why electrical knowledge is essential for every repair today. [00:05:05] – Jim shares a blower motor misdiagnosis that changed his testing approach forever. [00:08:00] – Nick explains how one corroded ground created a lasting lesson. [00:11:45] – A transmission replacement failed because the real problem was electrical. [00:20:05] – Learn how wiring diagrams guide faster and more accurate diagnostics. [00:24:10] – Follow current flow instead of guessing where the fault exists. [00:31:30] – Free circuit simulators help technicians visualize electrical theory and testing. [00:39:20] – Small daily learning habits create top performing technicians over time. [00:44:30] – Think like a circuit to improve communication across the entire shop. [00:49:55] – Strong fundamentals create confident technicians and accurate diagnostics every time.   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/iMqCrP4N6JU   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: Kent Bullard: Hello everybody, and welcome to today's webinar. We are s- kicking off our technical training series. I gotta tell you, the content that we have today is awesome. We've got some incredible instructors with us and some really fun stuff we're gonna cover. So to get things started, I'd like to introduce the webinar. Here we go. Today we're gonna be covering mastering electrical diagnostics, as well as some critical thinking skills. Where's everybody coming from? I'm out of Utah today. We've got some people on the East Coast. Our trainers, instructors are on the East Coast. Let us know in the chat. We're gonna be watching that as we go through this. Our real goal with this series was to dive into a lot of the technical skills, but at the same time some of the critical skills that you need to be a good technician in the shop, to work well with your the skills that you need to develop, the team that... and relationships you need to develop. And so we had a mashup of technical and business training, some development training here, and it's awesome. I've loved to see how these guys have put this content together. Today what we're gonna do is we're gonna dive into some technical content, some critical thinking skills. At the end of this training, we're gonna open up for a Q&A, and we'll actually hang on a few minutes past, maybe 10, 15 minutes after the hour, to answer any additional questions that you guys might have. So first off, we're gonna be asking some questions throughout, so let's practice this. What tool do you guys tend to start with or rely on more when starting electrical diagnostics? And type in the chat either a one or a two to answer the poll. One, a scan tool, or two, an altimeter. Let us know in the comments section. So looks like we've got Southeastern Tennessee, we've got Wyoming, South Florida. Oh my gosh, Milwaukee, Brookfield, Wisconsin, New Jersey. My goodness. So we've got that poll going. Let us know do you tend to start with a scan tool or with your multimeter when you start electrical diagnostics? At the same time, if you guys have any questions I've been in- involved in a lot of these trainings. I've done-- gone and taught classes. I tend to enjoy open discussion and conversation. Now, in this type of circumstance it can be a little challenging, but hey, that's what I'm here for. I'm gonna be your guys' voice with the instructors. So if you have questions or comments or you wanna add to the dialogue, I strongly urge you guys to let us know in the chat, and I'm gonna answer those questions for you or ask those questions for you so we can get them answered. At the same time, let's keep things positive and constructive. We wanna make sure that questions get answered. We don't wanna, maybe punish somebody who, if they don't know what's going on or they do have those curious questions, that's what this space is for, right? So we wanna keep things positive and constructive and again, take notes, key takeaways, and most important, we want you guys to have a lot of fun. So before we introduce our instructors, what I'd like to ask is, what would you rather leave with today? Actually, do we have poll results for that? Can you post those for the first question? All right. Let's try this one then, guys. What would you rather leave with today? Number one, one big idea that you can take back, or number two, several practical tips that you can deploy in the shop. While you guys answer either one or two in the chat, and I think it's just a one or a two. I'm not quite sure how the poll system works, but there we go. We've got a few there. Several practical tips. Love that. The guys that we have on here, we've got Jim Kokonis and Nick Pope. These guys have been some incredible instructors. I'd love to bring them on and introduce them. I'm very excited for the content they're gonna share with you today. We've got a lot to dive into. Welcome guys. Thank you for joining us. And Jim, I'm gonna hand things over to you. Jim Cokonis: Awesome. Welcome everybody. For those that don't know me, Nick and I had a conversation, and I always start off classes with, "My name's Jim Kokonis, and I don't know everything." We were joking about making the title under my name Eternal Student. But I have a question for you, and this is an official poll, but just give us a yeah or a no. Has anybody in the room ever had their hind end put in a bucket and carried out of the shop by a car that was being difficult? I have. I have, and I'm gonna share a story with you early on. But when we think about electricity, i- is there anything on the car that isn't controlled, monitored or communicated with electrical anymore? You don't, you can't even do suspension work and brake work without understanding electricity and systems and how those components work. I'm seeing some yeses in the chat. W- if you're, if you say no to that, I'm like, "What are you working on? Wrought iron gates? I don't know." We've all been humbled by a car, right? Nick? We've all had that, and what I wanted to share with you is that I had a long time ago in my career, I've got a experience highlights. I was diagnosing a vehicle with an inoperative blower motor, and I had bought one of those new-fangled logic probes. You hook it up to power, and you go around and you touch places on the circuit and right? If you touch something that had power, it goes meep, gives you a green light, and you touch something where it's supposed to be on the ground side of the circuit or the low side of the circuit, it goes merp, and it gives you a red light. So I go to the blower motor, and I get my meep, and I get my merp, and I call a blow- call a blower motor. And I put the blower motor in it, and it didn't fix it. For the longest time I had that logic probe. And it was great for some uses, but I had that thing in my toolbox with the pigtail cut off of it to remind me that electrical testing has other aspects of it that we've gotta keep in mind. So with that said- This slide was just an introduction to that conversation. But here's a, here's an interesting one. This is an example of one of the questions, not how it's presented, but the basic question that's on the platform. And this question is- questions aren't designed to test with today's class. They're designed to teach through the question. This particular question is looking for an understanding, and Nick and I had a conversation about that, and he's gonna chime in here in a minute. But the question basically says, which of the following choices apply to testing a circuit or a device with an ohmmeter? And these are the four options. Now, this is what we call a multi-answer question. And so on the real platform, it's always gonna say select all that apply. And it's gonna indicate through a couple different ways that there's more than one answer here. So the- there are two correct answers on this. And a lot of people get this

  6. Jul 9

    211 - It's Not Just Oil: Understanding Modern Lubricants & Service Recommendations

    211 - It's Not Just Oil: Understanding Modern Lubricants & Service Recommendations July 8, 2026 - 01:00:14 Show Summary: Modern engine oil is far more than a viscosity rating. Jim Cokonis and Nick Pope explain why manufacturer specifications additives and certifications matter just as much as the oil weight. They break down how oil life monitoring systems actually work why using the wrong lubricant can void warranties and how service information protects both the shop and the customer. The discussion also explores brake fluid engine design and the importance of staying curious as vehicle technology continues to evolve.   Host(s): Kent Bullard, CCO, The Institute for Automotive Business Excellence Nick Pope, Industry Coach, The Institute for Automotive Business Excellence   Jim Cokonis, Technical Director, Today's Class Show Highlights: [00:00:00] – Modern lubricants require facts over myths and better technical decision making. [00:05:00] – Oil weight alone never determines the best protection for an engine. [00:11:00] – Wrong oil specifications can void warranties and cost thousands. [00:21:00] – Reading oil certifications helps match products to manufacturer requirements. [00:29:00] – Lubricant standards vary because every engine has different engineering priorities. [00:35:00] – Service information beats assumptions when selecting the correct lubricant. [00:42:00] – Even oil filter installation procedures can vary by manufacturer. [00:49:00] – Modern engines rely on advanced lubrication systems and specialized oil formulations. [00:53:00] – Oil life monitors calculate service intervals using real operating conditions. [00:57:00] – Confidence grows through experience but curiosity keeps technicians improving.   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/fhJAnd9ZKI8   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:   Kent Bullard: Hello everybody, and I am excited to welcome you back to our technical webinar series for you technical, uh, gearheads out there. Very excited to cover some great content today. Today we're gonna be talking about lubricants, the services there, uh, a lot of great stuff. What I'd love to do is just invite some fantastic trainers, Nick and Jim, on stage with us. They've got some fantastic content for you, uh, talking about oil lubricants plus the service recommendations. It's not just about oil. Nick, Jim, welcome to the stage. Nick Pope: Glad to be here. Thank you, Ken. Glad to be here. Kent Bullard: Hello everybody. Uh, just so that we can get some ground rules laid down, uh, our goal with this series really is to, to provide some of the technical skills plus the critical thinking skills that'll help you be better at your job. There's a few things that we wanna keep in mind as we go forward into this. The first is that we're gonna be asking some questions, and we would love your participation. Those of you out there, let me know that your chat is working, 'cause this is how we'll do the polls later on, by giving me a one, two, or a three in the comments section. As we put these polls on screen, they're gonna have some answers to different questions, and the best way for us to see those is to just answer one, two, or three in the chat. Are you guys excited for some of the content you're covering today? Nick Pope: Absolutely. Jim Cokonis: Absolutely. Kent Bullard: Wonderful. Anybody out there in the, in the comments? Michael, I saw you, uh, jump in there. Let us know you guys are here. Hi, everyone. Um, as we get into it, I wanna make sure that we are, uh... We got a comment that said, "Sound stop," by the way. Uh, just to make sure that we keep things positive and constructive, there's a lot of things we're gonna cover today. Make sure that you guys are, uh, taking notes, taking key takeaways here, but most importantly, we wanna have a lot of fun with this. Tyler, I see you in the chat there. Michael. Awesome. With that said, I'm gonna give the time over to the, to the real experts here, to Nick and Jim Jim Cokonis: I just put a, uh, comment out there that says please ask questions, and we'll get to them as time allows. Because Nick, I think you'd agree, we would much rather speak with everyone than at them for- Nick Pope: I, I do agree. I, I think that we should make this conversational, have some good takeaways at the end of it, but by all means, everybody, please chime in with any questions, experiences, stories. We would love to hear about them. Kent Bullard: As we go into this, I'll be your guys' voice, uh, for the audience. I'm gonna be monitoring the comments for the most part as these guys go into this content. Uh, just we're here to help Jim Cokonis: So that being said, disclaimers. Um, I don't get into... In this short of a format, we're not gonna get into the difference between cenostoke and cenopoise and, and all those, um, terms of the tribologist. There you go. There's a piece of homework if you don't know what a, what a tribologist is- Tribologist ... you can go look that one up. Had the opportunity to speak to a couple of them. They're fascinating people, uh, and they're full of good information. But what we wanna do is, one of the things that I have enjoyed in my career, Nick, I don't know about you, is, is busting myths. Um, sometimes we hear things and information gets passed along by rote, and then we go look up information and look up data, and we go, "Well, that doesn't work the way I thought it did." And so we're not trying to call anybody out, tell you what oil to use, or anything else. Um, this is us calling ourselves, and hopefully everyone else, up to, you know, increase the level of professionalism and fact-driven decision-making as we take care of the motoring public. So you got anything to add to that, Nick? I mean... Nick Pope: I do. You know, we're just talking about oil right now, however, this is universally applicable to all fluids, right? Jim, I remember way back when Ford came out with Mercon V and, you know, they superseded it where you could use it to, uh, any product that used Mercon. And, you know, this is a really good informational s- you know, uh, part of our series where we're gonna really talk about concepts that are going to apply to other fluids, and there will be a lot of takeaways. You know, for me personally, I'll show some vulnerability. I've been in positions where I thought something and I was completely wrong. And, um, you know, for me, the takeaway was I, I learned that I was wrong, and I was aware more moving forward where I needed to keep up with things to keep on that cutting edge. Jim Cokonis: I have a, I have a good friend of mine says, "You know, I was about 10 years into the business and I was getting to the point where I was getting pretty confident and I was learning a lot of things, and I thought it all... I had everything figured out." And he said, "The longer I go, the more I realize I don't know." So that's that perpetual student. Um, l- so now that we've gone through that disclaimer, let's get back over into some of the things that we're going to talk about. Um- We're gonna talk about oil life because it's a big topic out in the field, and, you know, what manufacturers recommend, and I hear the chatter all the time. Um, but can oil last 10,000 miles? Do the maintenance systems work? How do they work? Are there any differences between them? You know, is the maintenance minder on a Mercedes the same as it is on a Toyota? Here, preview. No. Um, oil is oil. Just put that stuff in it. If it says 530 on the cap, put some 530 bottles in it and you're good to go. Is that true? Um, what are the facts? How, how important is the weight of the oil compared to the specifications that the oil meets? And then what does the car know? A lot of modern cars know a lot of things, and some of these sy-systems are quite sophisticated. But there's also things in service information that give us the details behind those recommendations, and we're gonna share some of those, uh, with you as well. So I'm just curious, I don't know if you have a poll for this one, Kent, but have you all ever had a conversation like this in your shop? Yes? No? Um, oil doesn't last that long. The manufacturers aren't building cars to last. They wanna sell you a new car, so they don't care if it, you know, if the oil doesn't last that long and the engine life isn't there. Um, cars will run low on oil before the service interval is reached. Can that be true? Yeah. Could it be because of the oil we put in it? There's a question, and I'm letting that sit out there for a minute. Um, I talked to a tribologist one time because one of the oils that I have been using for years personally, I'm not gonna even tell you what it is, but I'm like, it's a product and the base stock of it is what is used to lubricate jet turbines And then it has additive in it, and one of the additives that

  7. Jul 1

    210 - Ask Cecil & Lucas The 5 C's of Effective Vehicle Diagnosis & Repair Documentation

    210 - Ask Cecil & Lucas The 5 C's of Effective Vehicle Diagnosis & Repair Documentation July 1, 2026 - 00:59:46 Show Summary: Strong repair order documentation protects the customer the technician and the shop while improving efficiency and profitability. Cecil Bullard and Lucas Underwood explain the Five Cs of repair documentation and why every repair order should tell a complete story from the customer's concern to the final verification. They share real court cases shop experiences and practical examples that show how better documentation reduces liability improves communication and builds customer trust. They also discuss accountability shop culture and why consistent processes create better teams and better results.   Host(s): Lucas Underwood, Shop Owner of L&N Performance Auto Repair and Changing the Industry Podcast Cecil Bullard, Founder of The Institute   Show Highlights: [00:00:00] – Repair orders protect the customer the shop and the technician. [00:03:00] – Ask better questions to fully understand every customer concern. [00:07:12] – Confirm every complaint before diagnosis begins to prevent wasted time. [00:12:05] – Complete documentation can protect your shop during legal disputes. [00:18:28] – Use a two arrow diagnostic process to prove the true cause. [00:22:10] – Technicians should document the repair plan and final verification. [00:31:02] – Accountability and quality control keep repair order standards consistent. [00:36:08] – Leaders must follow shop processes before expecting employees to. [00:42:18] – Strong culture grows from systems training and customer focused communication. [00:53:05] – The Five Cs create better documentation stronger shops and happier customers.   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/cIbTInGm09Q   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: Lucas Underwood: Good afternoon, everybody. My name is Lucas Underwood with the Changing the Industry podcast. I own an auto repair shop here in Blowing Rock, North Carolina, called L&M Performance Auto Repair. And today I am joined with one of the elite of the industry, Mr. Cecil Bullard. Cecil is the founder and chairman of the Institute in GEAR Group. And one of my very first classes on writing repair orders was with Cecil. And I'm just gonna tell you right here and right now, I know that we just think that fixing the car is about fixing the car, but when I took that class with Cecil, I really understood the importance of writing a repair order. Because not only is it a repair order that tells you what to fix and tells the consumer what's wrong with the car, but it's a repair order that it's a legally binding document, and it helps us explain and convey information to the client, but it also protects us. So Cecil, how you doing today, buddy? Cecil Bullard: I'm great, Lucas, as always. I'm doing fantastic. Lucas Underwood: Very good. Very good. So we're talking repair orders today. The s- the idea of it is the five Cs, but I think that we need to talk through the process of writing a repair order. So many of us show up at work every single day, and we jump in and we start working on cars, and we focus on fixing the car. But who writes the repair order, who does what part of the repair order, and what information is on the repair order is mission critical to the success of the shop. Because it impacts the close ratio, it impacts liability, right? So if you've ever had to go to court you know how important it is to have some information on there. But it impacts the effectiveness of the shop. So I have seen a difference in productivity and efficiency all the way around by getting the correct information on the repair order at the right time. And so Cecil, I'd like you to kick it off and tell us, guys ask me all the time, "What are the five Cs?" You wanna jump in and tell us what they are? Cecil Bullard: So the five Cs so let me get there in a sec. I wanna- Yeah ... step maybe two steps backward. The repair order starts with the conversation with the service advisor and the consumer- Lucas Underwood: Yeah ... Cecil Bullard: the client. And if I have good canned jobs good descriptions of what I'm doing. For instance, if I'm gonna do a mill light, a diagnostic, or a a electrical diagnostic, I wanna have a really good description of all of that builds value for the client and gets information for the technician. So let, let's think about this- it really starts there. Yeah. I've seen techs spend hours and hours go- because they didn't get the good information in the front. Lucas Underwood: For Cecil Bullard: sure. Going after, going after- Lucas Underwood: It's one of the primary complaints, Cecil. One of the primary complaints- Yeah ... is I just spent four hours looking for this- Cecil Bullard: Yeah ... Lucas Underwood: and you didn't give me the information. And then Cecil Bullard: y- yeah, and then they go up to the service advisor after th- all that frustration, and the service advisor says, "Oh, no. That's n- that's not really what I meant," right? Yeah. And so creating really good CAN jobs to start, which gives us a good heads-up on creating value for our client and give- giving the technician the information that the technician needs to move forward is kinda where this starts. And that really is in a way, that's the first C. What is the complaint from the consumer, right? Yeah. The client. So the first C is the complaint, and we need to document that complaint fully and completely. A- so I can't have a car runs rough. That's not enough for my technician, because my rough, and the consumer's rough, and the technician's rough could be three different things. So I really wanna ask the questions as a service advisor, how often, when, is the car cold? Is the car hot? Is it going uphill? Is it going downhill? Is this only on Tuesdays on a certain road at a certain time- Yeah ... of day? I need to be asking questions of the consumer so that I can get my technician the information that will help them create a problem. So I'll give you an example. Consumer comes in. I'm- I happen to be the service advisor, and I used to be the tech, and says, "I've got a rattle." I happen to jump in the car, and, I write it up, and I'm gonna end up giving it to a tech. But I jump in the car to pull it in the back, and there is just the most ungodly rattle in the trunk. And I- I open the trunk as a service advisor, and there's a bowling ball rolling around. Lucas Underwood: That'll Cecil Bullard: do the trick- And seriously ... Lucas Underwood: won't it? Yeah. Cecil Bullard: Yeah, seriously. And so I take the bowling ball. There's a towel in the trunk. I wrap it in this towel, and I put it in the backseat, where it's gonna be secure, and I test drive the car, and there's no rattle. There's no noise, right? And so I basically finish the work order, and the tech never sees the car. And I figure I got her whooped. And so I write the customer up. It was, I don't know, it was probably at the time it was an hour diag. I think I charged him half of the time and said, "Oh, yeah, we got her found, and, isn't this kind of funny? You have a bowling ball." There's actually dents on the inside of the trunk from this bowling ball rolling around. And the consumer pays the bill, drives out, the client, and not three minutes later, he's back in my- ... in the bay in my face. And, you Lucas Underwood: know- This sounds so Cecil Bullard: familiar. And he goes you didn't get the r- you didn't get the rattle." Yeah. And I'm like, "Oh, really?" Could you- Lucas Underwood: How could that not be the rattle? Cecil Bullard: Yeah, how could that... You- you ignored that completely, and now there's some minuscule... So I go for a ride with the guy, and it's actually a squeak coming out of one of the struts. Going over a bump, right? I didn't ask enough questions. I didn't, as the service advisor. And so now, the customer's already paid. They didn't pay enough 'cause I discounted it because it was so easy to, you know- Yeah ... fix, and I felt bad. And now I've gotta give it to a tech and track, put ears on it and track the noise down, and we end up replacing struts. But that's an example of not really understanding the customer's complaint, and that's- For sure ... that's the first, that's the first C. For sure. Lucas Underwood: And look, I'm gonna tell you, this is something that, that I have been through with my team over and over again. We're not just talking about understanding the complaint alone. We're trying to understand their desired outcome. Yeah. We're trying to understand what it is they're trying to accomplish. Yeah. Because if you knew the number of times that I have been working with a client, and they're like, "Hey, I have this noise." And we're talking, and we go all the way through it, and I fix the noise, right? I call them and say this. And I found out later

  8. Jun 29

    209 - The Real Story of Growing an Independent Auto Repair Shop with Andy Severein

    209 - The Real Story of Growing an Independent Auto Repair Shop with Andy Severein June 24th, 2026 - 01:00:41 Show Summary: Andy Severein shares how Andrew's Auto grew from a single shop into a thriving multi shop operation through coaching leadership and a commitment to continuous improvement. Jennifer Hulbert explains how understanding financials improving repair order value and developing managers helped transform the business. They discuss building a strong culture creating opportunities for employees and preparing the next generation of leadership. Their story shows that long term success comes from intentional growth consistent training and serving both customers and employees well.   Host(s): Jimmy Lea, VP of Business Development   Guest(s):   Director of Programs & Owner of Service Plus Automotive   Owner, Andrew’s Auto   Show Highlights: [00:02:29] – Jennifer shares her journey from shop owner to Institute program director. [00:06:11] – Andy explains why he purchased a struggling repair shop. [00:09:00] – Coaching revealed the business metrics Andy never knew existed. [00:11:54] – Average repair order nearly doubled through better processes and training. [00:16:00] – Profit sharing and community support became the business mission. [00:20:10] – Learning financial statements changed every business decision. [00:27:00] – Teamwide coaching fueled one million dollars in sales growth. [00:34:00] – Intentional leadership strengthened culture and employee development. [00:38:02] – A newly acquired second shop quickly doubled its repair order. [00:48:00] – Andy encourages owners to embrace coaching before opportunities disappear.     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/_3LVDHjy2G4   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:   The Real Story of Growing an Independent Auto Repair Shop with Andy Severin 06242026 Jimmy Lea: Good morning, good afternoon, good evening, or good night, depending on when and where you're joining us from today. It is a gorgeous day outside. I hope you are able to go outside and breathe in some beautiful fresh air. Hey, today is awesome. Today is going to be amazing. We've got a great conversation gonna happen with a phenomenal shop owner, with a phenomenal coach and trainer from the Institute for Automotive Business Excellence. But before we get into that, let's talk about you and where you're at, and what's going on in your life. This is going to be an interactive webinar. Interactive how? In the comments section, in the questions, in the comments, put in there where you're joining us from today. Love to give you a shout-out here as we are on the live webinar. We're streaming through many different, multiple streams. Multiple live streams are going out on Facebook, and on YouTube, and on StreamYard. So we've got all these avenues that we're reaching out to the industry to, to, for us to connect, for us to come together. So drop in the comments where you're joining us from, city, state, and your shop name. Love to give you a shout-out so we can recognize everybody who is here for this live event. And it seems that everybody is shy today. Which is awesome. That's great. You know where the comment button is. When you find it, put in there your information, and we'd love to give you a shout-out here as we're on our live event. Streaming on Facebook, and on LinkedIn, and on YouTube, and on StreamYard. Oh my gosh, this is so awesome. This is so awesome. All right, for our conversation today Jennifer Holbert is here from the Institute for Automotive Business Excellence. She is a shop owner. She is a a coach, an industry coach, an industry facilitator with the GEAR Performance Group, and most recently moved into the position of director of programs with the Institute for Automotive Business Excellence. Thank you so much, Jennifer, for being here. Good morning, good afternoon. Jennifer Hulbert: Thank you. Thank you for having me. Excited to be here. Jimmy Lea: Yes. We're gonna have an awesome conversation. I'm in the good morning part, and you're in the good afternoon part. Jennifer Hulbert: I am. Jimmy Lea: 'Cause you're in New York, right? Jennifer Hulbert: I am. Northern New York. Jimmy Lea: Northern New York, awesome. How long have you been in the industry, Jennifer? Jennifer Hulbert: Ooh 25 years? Yeah, 25 years. Jimmy Lea: So you started sweeping floors when you were, like, five, six years old then? Jennifer Hulbert: Yeah, you could say that. I started filing probably when I was in my teens, but officially joined the business in 2001 when we moved to our new building and started as service advising, accounting, marketing, and then now do it all. Jimmy Lea: Yeah. No, a- and you've had a long journey with the institute as well, joining as part of the GEAR Performance groups, and then moved into being an industry coach. Jennifer Hulbert: I did. Jimmy Lea: What did that... What's that short story look like for you? Jennifer Hulbert: Yeah. I was a group member in group two for about 19 years prior to the opportunity to become a facilitator with the institute. That was four years ago, and just was recently asked and accepted the director of programs position, so I'll be overseeing all of our coaching programs with our owners coaches, our service advisors, and our managers. So just in the infancy of that position right now, and we've got lots of good work to do and lots of exciting things to bring to the industry that I'm super excited to be part of. So yeah, it's been a journey. I, and I know all the things, all the positions, so as, first time coming to a meeting to being an integral part of a group process and looking at elevating our own internal groups and the members that we were talking to, including myself. So yeah, it's been quite the journey. Jimmy Lea: Oh, I love it. I love it. And here comes a shout-out from Downshift with Tanika. "That's my coach, Jennifer." She is. Thank you, T- Jennifer Hulbert: But love Tanika ... Jimmy Lea: Tanika's with Brown's Automotive out of- Yeah ... North Carolina. Yeah. Chapel Hill. David Boy's also saying, "Hey. Yay, Jennifer." And David, are you joining from Minnesota today? Minneapolis? Are you joining from Florida today? Where is home? Where are your feet planted today? Jennifer Hulbert: He's all over the place. Jimmy Lea: Yeah. No, that's awesome. That's awesome. Th- thank you for being a coach. Thank you for being in the industry. You are an inspiration f- to many. You have influenced many, and one of those people you have influenced is Andy Severin with Andrew's Auto. Andy, how the heck are you, brother? Andy Severein: Doing wonderful, Jimmy. Good to be here. Jimmy Lea: Good. Bro, you gotta sit up or something. You look... I got out... We Andy Severein: all these people back. Jimmy Lea: There we Jennifer Hulbert: go Jimmy Lea: I'm so excited to talk to you about this conversation a- as we talk about you and your shop and your business. How long have you been in the business, Andy? What does that look like for you? Andy Severein: I started in this business when I was in high school. I swept floors in a shop when I was 14, 15 years old, and got a job working there right out of... I went to Vo-Tech when I was a senior in high school and and their work work experience program puts you out in a shop halfway through senior year. So I started working there yeah, when I was 17, 18 years old, and was in that shop for, probably till I was about 25, I believe. Wow. Left the industry for a little bit, did some different things with trucks, and was learned a lot about life skills and running a business by owning big trucks. That teaches you a lot quickly. And when I got out of that, I got into the used car side of the business in inventory management, which I had my fingers in the repair side of our inventory. I was... I'd say I was a part of this industry at that part p- that point, that time, that 10 years of my life, but in a little different aspect. Yeah, most of my life I've had my hands getting dirty somewhere. Jimmy Lea: Oh, I love it. I love it. Isn't it funny we all start by sweeping floors? Yep. We got a shout-out coming in from David Boyd. Y- you need... You're sitting low for a tall guy. Reach up there, grab your camera, p- point it down just a little bit 'cause it looks like you're sitting on the floor. Andy Severein: It's down as far as it can go. I'm sorry. Jimmy Lea: Oh, really? That's funny. All right, Da- David, you just gotta get over it, man. Don't worry about it. Hey, so you got out, you went into trucking, you came back into into a shop. Did you go directly into owning another shop, or did you get back into turning a wrench first? Andy Severein: I went into the dealership world and- Yeah ... and purchasing and inventory management. The shop that we 10 years ago we started Andrew's Auto. There was a shop that had been

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About

The Institute’s Leading Edge Podcast is where forward-thinking Automotive Service and Repair Shop Owners come to sharpen their skills, expand their knowledge, and gain an edge in today’s competitive market. Hosted by The Institute’s team of seasoned consultants and leaders with decades of real-world experience, you’ll get direct, actionable advice tailored to the unique challenges of running and growing an auto repair business. Each episode feels like a one-on-one coaching session. Whether it’s improving profitability, building stronger leadership skills, mastering marketing, developing your team, or planning for long-term success, you’ll find strategies you can implement right away. Have a question about your shop? Send it in, and we’ll answer it on the show.

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