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Tools & Resources

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Q1 - Winter
Marketing & Operations
Q2 - Spring
Sales & Financial
Q3 - Summer
Leadership & Mindset
Q4 - Fall
People & Planning
Book
Recommendations
Sales
Tracker

Q1 - Winter (Marketing & Operations)

Competition Analysis
Marketing Calendar
Marketing ROI
Irresistible Offer
Reputation Management
Customer Acquisition
Monitor Post-Ups
Systemize Success
Slow Day
Action Plan
Time Management
Worksheet
Weekly Tickets/Call Audit Worksheet
Sales Process
Audit
Customer Service vs. Hospitality
Holding your Vendors Accountable
What Would Aaron
Do?
Fix My System
Worksheet
Site Inspection
Checklist
Quality Control
Checklist
Weekly Store Audit
Checklist
RO Audit
Checklist
Phone
Audit
Tech Worksheet
Grid
Incoming! Mastering
Phones
More Incoming!
Phone Skills
Physical Branding
Guide
Quick Fix Call
Backs
Quick Fix Timing
of Inspections
Quick Fix Turn
Waiters into $$$
Review Rewards
Program
Selling Paths for
Advisors
The 90-Day Shop
Ramp-Up Strategy
The
Board
Your Irresistible
Offer
Your Web
Presence
Car Count
Charting
Script Cheat
Sheets

Q2 - Spring (Sales & Financial)

Quarterly Balance Sheet Score Card
Monthly Backwards Goal Planner
Mousepad
Examples
Profit by Employee
Worksheet
Fix My Shop
Page 1
How Do We Fix It - Metrics & KPI's
Quarterly
Scorecard
100, 100, 100
Worksheet
Back to
Basics
Personal Financial Statement (PFS)
Reward
Yourself
Cash Flow: What happens
with NET?
Market
Share
Find your Labor Rate
and ARO
Deal
Analysis
Weekly Goal
Sheet
Monthly Review
Form
P&L Review
Form
Discovery
Process
SFA Formula &
KPI List
Chart of Accounts
Example - P&L
Setting Up
Classes
Accounting Profit
vs Cashflow
Financial
Parasites!
Profit & Loss
Report
KPI Metric Glossary
& Equations
Sample Vendor
Letter
Example Parts
Matrix (Euro Shops)
Example Parts Matrix
(American/Asian Shops)
P&L Basics
Example

Q3 - Summer (Leadership & Mindset)

Your Five Year
Vision
System vs
Culture
Wins &
Lessons
Techs Are
FREE!
Self-Performance Review Worksheet
Write Up
Form
The Short
List
General Manager
Checklists
Conference
Recap
Multi-Shop KPI
Metric Tracking
Shop Capacity vs.
Team Capacity
Past, Present, Future Worksheet
Setting Up
Corporate Fee
Front vs Back
of the Step
The Art of Getting
Stuff Done!
The
Iceberg
Anatomy of the
Perfect Locaton
Leasing vs. Buying
a Building
Lease
Considerations
New Store
Inventory List
HR Hotline & Support
w/Sesco

Q4 - Fall (People & Planning)

Tech
Assessment
Recruiting Strategy
Planner
Responsibility Standards
by Position
Employee Feedback
Worksheet
Employee Benefits
Worksheet
On-Boarding
Plan
Converting to
Flat Rate
Onboard for
Success
Owner Responsibility:
Planning your Year
Vision Planning and
Goal Setting
Catastrophe
Plan
The Cost of
Growth
Forecasting Your
Year
90-Day
Plan
Goal Bracket
Sheet
Planning Your
Year
Shop Training
Course Builder
Lifestyle
Scorecard
Recruiting and Hiring Tips:
Interview Questions
Recruiting and Hiring Tips:
Ad Examples
Get Top Techs by
Using Great Ads!
Burned-Out
Employees
Documentation
Primer
Service Advisor Pay
Plan Guide
The Lifecycle of
an Employee
Wholistic
Training
Winning Job
Postings
Write-Up Levels
& Usage
SFA Pay Plan
Calculator
Job Description: Parts Manager
/Front Counter Assistant
Job Description:
Service Writer
Job Description: District
Manager
Job Description:
Foreman
Job Description: Manager/Writer
Job Description:
Service Writer
Job Description: General Service Technician
Job Description:
Technician

Book Recommendations

Financial

The Energy of Money
By Maria Nemeth
Rich Dad Poor Dad
By Robert Kiyosake
Unshakable
By Tony Robbins
Thou Shall Prosper
By Rabbi Daniel Lapin
The Ultimate Sale: A Financially Simple Guide to Selling a Business for Maximum Profit
By Justin Goodbread
Money: Master the Game: 7 Simple Steps to Financial
By Tony Robbins

Leadership

The Dichotomy of Leadership
By Jocko Willink
Entre Leadership
By Dave Ramsey
Extreme Ownership
By Jocko Willink
Leaders Eat Last
By Simon Sinek
Leadershift: 11 Essential Changes Every Leader Must Take
By John Maxwell
Leadership and Self-Deception
By The Arbinger Institute
Start with Why
By Simon Sinek
Turn the Ship Around
By David Marquet
The Weekly Coaching Conversation
By Brian Souza
The Ideal Team Player
By Patrick Lencioni
It's Your Ship
By Captain D. Michael Abrashoff
Crucial Conversations: Tools for Talking When Stakes Are High
By Kerry Patterson
Shut Up and Listen! Hard Business Truths that Will Help You Succeed
By Tilman Fertitta
Leadership Strategy and Tactics: Field Manual
By Jocko Willink

Self-Improvement

Anti Fragile
By Nassim Nicholas Taleb
Atomic Habits
By James Clear
Be Obsessed or be Average
By Grant Cardone
The Circle Maker: Prayer Circles Around Your Biggest Dreams and Greatest Fears
By Mark Batterson
The Four Spiritual Laws of Prosperity
By Edwene Gaines

Great by Choice
By Jim Collins
How to Win Friends and Influence People
By Dale Carnegie
Linchpin
By Seth Godin
Mindset: The New Psychology of Success
By Carol S. Dweck
On Managing Yourself
By Harvard Business Review
Principles
By Ray Dalio
The Road to Character
By David Brooks
Skin in the Game
By Nassim Nicholas Taleb
Sleep Smarter
By Shawn Stevenson
The Slight Edge
By Jeff Olson
Switch
By Chip and Dan Heath
Think and Grow Rich
By Napoleon Hill
Tools of Titans
By Tim Ferriss
Tribe of Mentors
By Tim Ferriss
The 7 Habits of Highly Effective People
By Stephen R Covey Heath
10% Happier
By Dan Harris
Personality Isn't Permament
By Benjamin Hardy
Keys To Your Future Self
By Afi Kingdom
Man's Search For Meaning
By Viktor E. Frankl Heath
How to Build a Purpose Guided Life
By Bryan Dodge
Living With A Seal
By Jesse Itzler
Two Lifetimes
By Patti Henry
You Are A Badass
By Jen Sincero
How to Do the Work: Recognize Your Patterns, Heal from Your Past, and Create Your Self
By Dr. Nicole LePera
The Untethered Soul
By Michael Singer
The Miracle Morning
By Hal Elrod
Awareness: The Perils and Opportunities of Reality
By Anthony DeMello

Ownership/Management

Beyond the E-Myth
By Michael Gerber
Business success Secrets from the Bible
By Rabbi Daniel Lapin
Clockwork: Design Your Business to Run Itself
By Mike Michalowicz
Customer Satisfaction is Worthless, Customer Loyality is Priceless
By Jeffrey Gitomer
Dare to Lead
By Brene Brown
The E-myth
By Michael Gerber
Exactly What to Say
By Phil M. Jones
The Five Dysfunctions of a Team
By Patrick Lencioni

Give and Take
By Adam Grant
The Goal
By Eliyahi Goldratt & Jeff Cox
Good to Great
By Jim Collins
Never Split the Difference
By Chris Voss

The Peaceable Kingdom
By Stan Richards & David Culp
This is Marketing
By Seth Godin
Traction
By Gino Wickman
Building a Story Brand: Clarify Your Message So Customers Will Listen
By Donald Miller
Fix This Next
By Mike Michalowicz
2 Second Lean
By Paul A. Akers
Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business
By Gino Wickman, Mark C. Winters

Memoirs/Stories

Delivering Happiness: A Path to Profits, Passion, and Purpose
By Tony Hsieh
Disney U
By Doug Lipp
Endurance: Shackleton's Incredible Voyage
By Alfred Lansing
The Generosity Factor
By Ken Blanchard & S. Truett Cathy
The Go Giver
By Bob Burg and John David Mann
The Obstable is the Way
By Ryan Holiday
The Richest Man in Babylon
By George S. Clason
Shoe Dog
By Phil Knight
Who Moved My Cheese
By Spencer Johnson
The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company
By Robert Iger
Titan: The Life of John D Rockefeller, SR
By Ron Chernow

Sales Tracker

The Sales Tracker

Our sales tracker is a POWERFUL tool that can allow you to see your sales metrics in real time and find ways to improve your numbers BEFORE the month closes.

Here’s how to use it: 
1. Watch the intro video to the right. 
2. Click the Download Sales Tracker button below the video. This will create a copy on your Google Drive (you’ll need a GMail account). 
3. Save the name as “YourShop-Current Month” 
4. Share the document with your team and your coach. 
5. Have your team enter their sales AS THEY HAPPEN. 
6. Use the data to find out if you’re on track for the month and then make adjustments as needed.  

If you have any questions, please reach out to your coach.
Write your awesome label here.