Title Page

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  • Franchisee

  • Market

  • Location

Review

CUSTOMERS SERVICE REVIEW

  • LAST MONTHS PHONE SCORE:

  • LAST MYSTERY SHOP SCORE:

  • GOOGLE Review Ratings:

IMAGE: EXTERIOR

  • Pole Sign

  • (Painted, no cracks, illuminated)

  • Building Signage to Image Standard

  • (Car-X Tire & Auto)(lighting)(store hours posted)

    C11F8D9C-4365-491A-9B24-6D5168F59EFD.jpeg
  • Building Color

  • (Painted, not faded or pealing)

  • Building Exterior

  • (Maintained, clean, painted)(lighting)

  • Bay Doors

  • (Rust-free, glass clean)

  • Parking Lot

  • (Sealed, lined, no potholes, trash-free, weed free)

  • Landscaping

  • (Grass, shrubs ,mulch, free from trash, leaves)

  • Dumpster Area clean

  • (Stored/presentable)

  • P.O.P./ Bay Banners, Reader Board, & Window Signage

  • (Neatly displayed, current offers)

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IMAGE: INTERIOR/ WAITING ROOM

  • Uncluttered and organized

  • Walls (clean, items professionally displayed)

  • Sills wiped

  • Dust board wiped

  • Floors (swept/mopped)

  • Windows cleaned/ doors wiped

  • Trash cans clean, liners in place

  • Sales counter area clean and organized

  • Oil service counter mat used (GBB)

  • P.O.P Posters and brochures organized and neatly displayed

  • AUTONET TV / DIGITAL MENU BOARDS

  • Tire displays

  • Furniture clean and in good condition

  • Coffee Area (fresh) Child Safe

  • Adequate coffee supplies (cream, sugar, cups, stir)

  • TV, Wi-Fi, Magazines, or Newspaper

  • Waiting Room/ Overall Impression Good

  • Inside Lighting

IMAGE: CUSTOMER RESTROOM

  • Toilet cleaned

  • (bowl, base, and tops)

  • Sink & mirror clean and wiped down

  • (water spots, soap grime, and grease)

  • Walls and dust boards wiped

  • (including behind toilet)

  • Floors swept and mopped

  • (cleaning schedule/daily task)

  • Trash can with liner clean/emptied

  • (cleaning schedule/daily task)

  • Lighting working

  • (bulbs bright/clean)

  • Supplies Stocked

  • (Toilet paper, paper towel, soap)

  • Working fan and or air freshener

  • (ventilation/fresh scent)

IMAGE: SHOP BAY AREA

  • Bay Floors swept

  • (including under shelves, tool boxes and corners)

  • Bay Floors scrubbed

  • (oil spills cleaned up)

  • Shop walls clean

  • (painted)

  • Shop Lighting Brightly-lit

  • (all bulbs illuminated)

  • Shop Equipment

  • (wiped down and well maintained)

  • Shop Lifts

  • (lift safety features in use)(no leaks)

  • Work Benches

  • (clean and organized)

  • Tool boxes appearance

  • (clean, neatly maintained, and organized)

  • Inventory and Storage area

  • (clean, neat, and organized)

  • Tire Inventory

  • (organized and attractively displayed)

  • Garbage disposed

  • (trash cans, scrap, used tires)

  • Air Compressor maintained

  • (oil level, air filter, moisture drained)

  • Shop Safety features in place

  • (fire extinguishers, exit signs, first-aid kits)

  • Tool boxes & Tool Carts

  • (orderly appearance)

  • Staff Area/ Shop Restroom

  • (clean)

IMAGE: EMPLOYEES

  • Personal Appearance

  • (professional/clean shaven)

  • Proper Uniform

  • (clean, tucked in)

  • Safety Shoes

  • (slip resistant, steel toe)

  • OSHA Safety Awareness (using )

  • (safety glasses/tinted welding shield/ gloves)

  • Floor mats & Seat covers

  • IMAGE

  • OVERALL RATING OF IMAGE EVALUATION

CAR-X GUEST EXPERIENCE

  • GREETING

Welcoming every guest as if they were a friend entering our home

  • Name

ACKNOWLEDGE & ADVISE

  • Make eye contact & greet any guest with 10 ft

  • Say: “Welcome to Car-X!”or Welcome Back for Known Regulars.

  • As the guest approaches, look at them & smile

  • Use a friendly smile & upbeat tone to acknowledge the guest

  • Advise the waiting guest that you will be with them soon

APOLOGIZE & GREET

  • When the waiting guest approaches for service, apologize for the delay

  • Say: “I’m sorry to keep you waiting.”

  • Begin the initial greeting process

  • Say: “Good morning/afternoon, I’m [your name.]”

  • PHONE SKILLS

Phone Call Review and Training

  • Listen to Recent Phone Calls

  • Evaluate incoming calls during store visit. Review evaluation with management. Missed opportunity - Recovering missed opportunities

  • Did the employee answer the phone in 3 rings or less?

  • Did the employee answer with "Thank you for calling Car-X. How can I help you?"

  • Friendly/Upbeat

  • Did the employee give his or her name?

  • Name:

  • Did the employee ask year, make and model of vehicle?

  • If a customer is calling for anything other than a oil change or tires you are required to inquire about the vehicle symptoms/ problems

  • Did the employee ask about the vehicle symptoms/problems?

  • Was the call for Oil Change or Tires?

  • Did the employee invite and/or offer to make an appointment?

  • Did the employee sell hope to overcome objections?

  • Always Offer and Encourage Free Estimate (Give Hope)

  • When Quoting Price, Always Offer Best Price Scenario (Starting as low as?)

  • Always Explain Current Sales/Promotions Available

  • Always Explain BEST PRICE GUARANTEE if you don't get appointment

  • Did the employee give daily store hours?

  • Did the employee provide the store address, directions, and/or landmarks?<br>

  • At the conclusion, did the employee thank the caller for calling Car-X?

  • Based on your experience during this call, would you go to the store?

  • Why Not?

  • Answer all that apply

  • Have the Associate review the call and rate from 1 to 10

  • Reviewed Call

  • What could we have done better?

  • Call categorization and Call coaching - Improve phone performance with feedback and professional call coaching that positive reinforces the phone skills needed to book more appointments. Praise positive performance and offer suggestions to improve missed opportunities

  • CONVERSING WITH CUSTOMERS

IN-SERVICE FOLLOW-UP AND UPDATE BEST PRACTICES

  • Perform a Complimentary Inspection on every vehicle at every visit to advise Customer of ethically-needed Service and Maintenance items

  • Use props or other visuals whenever possible to explain Service and Maintenance items

  • Always contact Customers using their preferred method of contact prior to the promised time before the Customer contacts you

  • If necessary, write a script or list of bullet points to help when contacting Customers by phone

  • Avoid using jargon and acronyms that the Customer may not understand

  • Use the Technician’s name whenever reporting technical findings

  • Develop accurate price quote for additional work with complete job pricing including Sales Tax

  • Always discuss the results of the completed MPI with the Customer and provide them with a copy

  • Always start with the Customer’s Primary Concern before discussing additional items

  • Provide Customers with options, such as, prioritizing service and repairs based on their budget and safety

  • Use the Related, Immediate, Maintenance (RIM) format when discussing options

  • Get Customer’s authorization for additional work before proceeding

  • Document the sale and Customer’s authorization on the repair order

  • Good/Better/Best Up Front Selling

  • Example of GBB Brakes

    GBB.png
  • VERIFING THE PRIMARY CONCERN

  • EMPATHY & UNDERSTANDING

  • PRESENTATION OF FSM & MYCARFAX

  • Do the associates suggest Factory scheduled Maintenance Services?

  • What FSM do they utilize

  • TECHNICIAN INTRODUCTION

COURTESY INSPECTION REVIEW

  • Instructions

    1. Answer the items provided below.
    2. Tap on Notes or Image under each item to add comments or evidence.
    3. To add a Corrective Action, tap on "Action", provide a description, assign to a member, set priority and due date.
    4. Complete audit by providing digital signature.
    5. Share your report by exporting as PDF, Word, Excel or Web Link.

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  • Performs Courtesy Inspections following MAP Guidelines on Vehicles

  • Inspecting dashboard lights (circling any currently on)

  • Exterior condition inspected and documented

  • Wiper blades, lights, and horn inspected

  • Is Tire inspection section completed? (DOT, size, speed rating, TPMS, air pressure before & after)

  • Tire Maintenance completed (right rear tire balance inspected)

  • Alignment Check

  • Air Filter & Cabin Filters Inspected

  • Factory scheduled maintenance inspected

  • Suggested test strips used for all fluid services

  • Battery Test Completed

  • All items checked (Engine & Exhaust)

  • All items checked (Steering & Suspension)

  • Visual Brake Check Completed

  • 10 STEP BRAKE INSPECTION PROCESS

INSIDE VEHICLE:

  • Brake light on? ABS Light On? E-Brake Function? Brake Pedal spongy or excessive travel?

    Annotation 2019-09-23 144720.png
  • Technician checks for warning lights on dash and documents on inspection form.

  • Test Drive if safe to do so. Note any noise, vibration/pulsation or pulling

    Annotation 2019-09-23 144721.png
  • Technician test drives the vehicle documenting any noises, vibrations or pulling on the inspection report (If Safe To Do So)

  • Document all findings on Courtesy Inspection Form

    imagesQ342BXHD.jpg

UNDERHOOD

  • Check Master Cylinder Rubber & External Leaking

    Annotation 2019-09-23 144717.png
  • Technician Checks Master Cylinder For Leaking

  • Check Brake Fluid Level, Cleanliness & Moisture Content with Test Strip

    129760E8-1951-4CE8-8626-E415CC26592E.jpeg
  • Testing Brake Fluid Video http://www.youtube.com/watch?v=5e4wkDhktQk&features=player det

    Annotation 2019-09-23 144404.png
  • Technician Checks Brake Fluid Level, Cleanliness & Moisture Content with Test Strip.

  • Document all findings on Courtesy Inspection Form

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½ WAY UP:

  • Inspect for any Hub/Wheel Bearing Play.

    D5A1D677-545C-4B40-A1C1-28A8D95BE6CD.jpeg
  • Inspect & Note any missing/bad studs/lugs BEFORE Removing ALL FOUR WHEELS

    Annotation 2019-09-27 093345.png
  • Note: Never do Brake Inspection Through Wheels. Remove ALL FOUR WHEELS!

    FD88545B-750D-46E2-8763-E3D10416A842.jpeg
  • Technician Documents Any Hub/Wheel Bearing Play.

  • Technician Documents any Missing/Bad Wheel Studs/Lugs

  • Technician Removes ALL FOUR WHEELS.

  • At each wheel, measure and document Friction & Rotor Thickness (use sharpie pen to doc. rotor)

    Annotation 2019-09-23 224424.png
  • Measure Brake Pad Thickness using Gauges on every car

    Annotation 2019-09-23 224157.png
  • Technician measures and document Friction & Rotor Thickness (Using a sharpie pen to document on rotor for Show & Tell)

  • At each wheel, inspect caliper operation/slides/hardware, inspect rubber hoses for cracks/leaks

    Annotation 2019-09-23 224156.png
  • Technician inspects caliper operation/slides/hardware, inspect rubber hoses for cracks/leaks.

  • At each wheel, inspect any wear sensor or ABS wires for damage/ excessive wear

    Annotation 2019-09-23 144719.png
  • Technician inspects any wear sensor or ABS wires for damage/ excessive wear

  • Document all findings on Courtesy Inspection Form

    imagesQ342BXHD.jpg

FULL HEIGHT:

  • Visual Inspection of all Brake Hydraulic Hoses & Steel Lines. E-Brake Cables

    rusted-brake-lines.jpg
  • Technician completes a visual inspection under vehicle of all Brake Hydraulic Hoses & Steel Lines. E-Brake Cables

  • Technician Accurately Completes And Fills Out Courtesy Inspection Form (All)

  • Document all findings on Courtesy Inspection Form

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  • Does store follow MAP guidelines (okay/suggested/required)

  • Has the manager completed MAP training?

  • Store manager reviews courtesy inspection with technician prior to customer presentation

  • Staff completed Courtesy Inspection and MAP Training

  • Oil Change Process

OIL CHANGE PROCESS

  • STEP 1

    Oil101.png
  • RAISE THE HOOD OF THE VEHICLE & PLACE AN ORANGE CONE ON THE ENGINE

  • WHY IT MATTERS? An orange cone visible on the engine, identifies that the oil is out of the vehicle. Having this consistent process in place helps ensure we "Do it Right" the first time and avoid costly poor work claims.

  • Pull the lever or press the button inside the vehicle to release the hood latch

  • Press or slide the latch to release the hood

  • Raise the hood and, if applicable, attach the support arm to the hood to keep it in the up-right position.

  • Place an orange cone on the engine

  • STEP 2

    Oil102.png
  • PLACE OIL CAP ON HOOD LATCH

  • WHY IT MATTERS? Placing the oil cap on the hood latch serves as a fail-safe reminder should the Technician fail to re-install the cap to the engine. Having the oil cap placed in this location prevents the hood from closing. While the oil cap may be damaged, its is far less costly to replace an oil cap than an engine.

  • Unscrew the oil cap off and place it on the hood latch

  • Expectations: Remove the oil cap and place it on the hood latch

  • STEP 3

    Oil103.png
  • MANAGER LOOKS UP THE OIL FILTER APPLICATION

  • WHY IT MATTERS? Often times catalogs are outdated or incorrect, which may lead to the wrong oil filter being installed. This not only disappoints our Guests, but can lead to poor work claims and even engine replacement. By having this consistent process in place we significantly reduce our costs associated with these risks.

  • Using the VAST catalog, Manager Looks up the correct filter and oil

  • Pulls the correct part numbers from inventory for the Technician

  • Expectations: No interchanging of oil filters is allowed. The MOD looks up the correct oil filter installation procedure

  • STEP 4

    Oil104.png
  • CHECK OIL LEVEL BEFORE STARTING THE OIL CHANGE

  • WHY IT MATTERS? Checking the oil level at the start of service allows us to document a low or overfilled condition and notify the Guest prior to servicing the vehicle. This may prompt us to look for leaks, that if not caught, may lead to a poor work claim post-service.

  • REMEMBER! OIL CHANGES ARE ONE OF OUR MOST COMMON SERVICES. IF NOT DONE CORRECTLY, THEY CAN LEAD TO SIGNIFICANT POOR WORK CLAIMS AND GUEST DISSATISFACTION.

  • Put the dipstick into the engine and pull it out.

  • Wipe any oil from the end of the dipstick using a clean rag.

  • Insert the dipstick back into its tube and push it all the way in.

  • Pull it back out and check both sides to see where the oil ends.

  • Expectations: Check the oil level to ensure it is neither over-filled or under-filled

  • STEP 5

    Oil105.png
  • THE TECHNICIAN RECORDS THE OILFILTER USED, OIL TYPE, AND QUANTITY

  • WHY IT MATTERS? Documenting this information serves as a record in the event of an issue or claim regarding the oil filter used in the vehicle. It also serves as a fail-safe reminder that we have installed the correct product for the vehicle.

  • HAVING THIS CONSISTENT PROCESS IN PLACE ENSURES WE "DO IT RIGHT" THE FIRST TIME AND CONSISTENTLY DELIVER ON OUR 5-STAR GUEST EXPERIENCE!

  • Expectations: Teammates must record the following in NOTES on the Courtesy Inspection (CI)

  • Oil Filter

  • Oil Type

  • Oil Quantity Installed

  • STEP 6

    Oil106.png
  • HAVE A BUDDY DOUBLE CHECK THE OIL LEVEL & BOTH TEAMMATES SIGN THE COURTESY INSPECTION

  • WHY IT MATTERS? Ensures the correct oil level every time. Prevents costly poor work claims. Ensures 100% Guest Satisfaction, every Guest Vehicle, Every time!

  • Expectations: A "Buddy" always verifies and signs-off that the job has been completed correctly, including the correct oil type and oil level for the vehicle.

  • Manager verifies: THE OIL LEVEL & BOTH TEAMMATES SIGN THE COURTESY INSPECTION then MANAGER REMOVES CONE

  • SIGN-OFF

  • SIGNING OFF ON DOUBLE CHECK FOR ACCURACY

  • DOUBLE CHECK FOR ACCURACY

    Wheel Torque Double SafetySign.png
  • Wheel Torque Process

WHEEL TORQUE PROCESS

  • When installing wheels, all lug nuts are hand-torqued to manufacturer’s specifications using a calibrated torque wrench. All wheels are then double-checked and signed off by a Buddy after a road test is completed

    Wheel Torque slide2.png
  • VERIFY TORQUE SPECIFICATIONS

  • Using the Store’s Wheel Torque Chart, verify the correct torque specifications for the vehicle

  • VERIFYING WHEEL TORQUE SPECIFICATIONS

  • CLEAN & INSPECT HUB, STUDS AND LUG NUTS

  • Clean and inspect all hub, studs, and lug nuts

    Wheel Torque slide4.png
  • CLEANING & INSPECTING HUBS, STUDS AND LUG NUTS

  • HAND TIGHTENS LUG NUTS

  • Technician places the wheel on the vehicle and hand tightens lug nuts

    Wheel Torque slide5.png
  • HAND TIGHTENING LUG NUTS

  • TORQUE STICK

  • Technician uses a torque stick identified as the correct one for the vehicle application

    Wheel Torque slide6.png
  • PROPERLY USING TORQUE STICKS

  • TORQUE WRENCH

  • A Buddy uses a hand torque wrench, tightening lugs in a star pattern

    Wheel Torque slide7.png
  • PROPERLY USING TORQUE WRENCH

  • TEST DRIVE & RECHECK TORQUE

  • SIGN-OFF

  • SIGNING OFF ON DOUBLE CHECK FOR ACCURACY

  • DOUBLE CHECK FOR ACCURACY

    Wheel Torque Double SafetySign.png
  • REVIEW 10 COURTESY INSPECTION FORMS

  • R.O./Invoice#
  • REVIEW 10 COURTESY INSPECTION FORMS

  • COMMENTS:

  • COURTESY INSPECTION PROCESS TO MAP STANDARDS

  • MANAGER MAP CERTIFIED

  • TECHNICIANS TRAINED TO MAP

  • IDENTIFY THE PRIMARY CONCERN

  • SHOW & TELL

  • Clearly Explain the Recommendations for Repairs and Product Warranties

  • ASK/ Mention/ Offer Financing Options

  • COMMUNICATION

  • SENSE OF URGENCY

  • WORK IN PROGRESS

  • CORRECT PRIMARY CONCERN

  • CLOSING CHECKOUT AND THANK YOU

  • Did the associate treat you in a manner that was professional, polite, and made you feel comfortable throughout their interaction with you?

  • Did the associate exhibit credibility and instill trust throughout the entire process?

  • Did the associate leave you with a friendly closing statement and make you feel like they were truly excited to earn/gain your business?

  • Based on your overall experience, would you schedule car service at this Car-X Tire & Auto location?

  • DID THE MANAGER ASK FOR A GOOGLE REVIEW

  • If you were giving a Google review, How many stars would your experience be?

  • OVERALL OBSERVATION OF STORE VISIT

TRAINING

  • STAFFING

  • REVIEW DEPTH CHART

  • CARX ACADEMY CAREERPATH

CAREER PATHS TRAINING PLAN FROM DAY 1

  • Careerpath101.png
  • CAREER PATH TRAINING PLAN BY POSITION:

  • ASE CERTIFIED

  • Suggested Technical Training By System.

  • OPPORTUNITIES

4D EXCEPTIONAL GUEST EXPERIENCE

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DESIRE: DRIVE TRAFFIC

  • Follow the 4D Process to Drive Traffic through the Store and positively impact Guest Desire

  • Deliver a Positive Previous Experience

  • Online Excellence/ Reputation

  • Telephone Skills

  • Manage Appointments Online and In-Store

  • Maintain Great Curb Appeal

  • In-Store Excellence (Standards)

DECIDE: SALES & LIFETIME GUEST VALUE

  • Increase Sales & Lifetime Guest Value by Excelling at the Guest Check-In Process and Upfront Selling.

  • Drive Sales & Lifetime Guest Value by educating, advising, and selling Guests on CI's and Scheduled Maintenance.

  • Greet and Build Rapport (Guest Check In)

  • Collect Guest email addresses at Check-In

  • Good/Better/Best Up Front Selling

  • Educate, Advise, and Sell Courtesy Inspection (EXPLAIN)

  • Educate, Advise, and Sell Scheduled Maintenance

  • ASK/ Mention/ Offer financing options

  • Provide Guest Options/ Choices

DELIVER: DELIVER ON THE PROMISE

  • Impact Sales & Lifetime Guest Value by completing a Courtesy Inspection (CI) and reviewing Scheduled Maintenance for every GUEST, EVERY time

  • Deliver on our PROMISE TO GUESTS by "DOING IT RIGHT" and always delivering quality work, with consistent focus on Guests, Teammates, and Vehicle Safety.

  • Staffed & Scheduled For Success

  • Quality Courtesy Inspections

  • Show & Tell

  • Provide Timely Guest Updates

  • Complete All Work On-Time

  • Do It Right!

DELIGHT: GUEST RETENTION

  • Quality Guest Checkout/ Vehicle Delivery

  • Exceed Exceptions/ ASK for a Review

  • THANK YOU

  • Post-Service Follow-up

4D EXCEPTIONAL GUEST EXPERIENCE WRAP UP

  • Operations Forward-GOAL: Operate high performing auto service & tire stores, delivering industry-leading GUEST loyalty and profitable growth.

  • BUILD OUR BRAND & OPTIMIZE OFFERING

  • Flawlessly executes brand standards and acts as the face of our brand in your community

  • STRONG ENGAGED TEAMS

  • Attracts, Hires, Trains, Develops & Retains the Best People

  • OPERATIONAL EXCELLENCE

  • Embraces best-practice processes & disciplined policies adherence to drive quality and efficiency

  • EXCEPTIONAL GUEST EXPERIENCE

  • Organizational Shift from transactional to relationship building Guest experience & Lifetime Guest Value.

OBJECTIVES

  • STORE VISIT ACTION PLAN

  • 1. Improve conversion rates

  • 2. Improve Customer Satisfaction and Retention

  • 3. Identify Opportunities

  • 4. Strive for Continuous Improvements

  • Store Manager

  • Franchise Operation Manager

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.