Business Operations Systems and Strategies

BOSS training courses offer a comprehensive approach to enhancing operations and increasing team efficiency and effectiveness by addressing common struggles in the contemporary retail environment. Our curriculum is designed to equip dealership decision-makers with the knowledge and tools to build a clear and sustainable competitive edge.

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Hiring Courses

Hiring Staff: Train and Hire Strategy, Level 1

Master the art of hiring with the Train and Hire model. This course takes you step-by-step from creating impactful job ads to running a successful 3-day training & hiring event, equipping you with the tools to build a strong front-line team. Achieve results with practical training modules and expert guidance.close details

This course details the implementation of the “Train and Hire” process to successfully recruit and hire new front-line staff for all dealership departments. Learn about the proven advantages of the Train and Hire model as we provide in-depth details about how to run a 3-day hiring event. In level 1 of this mini-series, we will guide you the placement of a recruitment ad through all of the following steps up to the schedule and activities for the second day of a hiring event. The course includes training modules to provide to the candidate attendees.

Lessons
  1. About the Train and Hire Strategy
  2. Introduction to the Train and Hire Strategy
  3. Placing the Ad
  4. Logistics and Who Should Be There
  5. Night 1: Agenda and Steps
  6. Quiz 1 - 8 questions of 33 available
  7. Night 2: Agenda
  8. Night 2: What Are They Buying (The Human Brain, Part 1)
  9. Night 2: Uncomfortable Question Sheet
  10. Night 2: Who's Coming Through the Door
  11. Night 2: GREET and FORMAT, the Importance of Step 1
  12. Night 2: Recap

Hiring Staff: Train and Hire Strategy, Level 2

Continue mastering the Train and Hire model with a focus on training, selection, and preliminary onboarding. Build confidence in presenting the sales process, refine your hiring decisions, and ensure successful integration of new team members....details

Level 2 of the Hiring Staff mini-series continues where Level 1 left off: the schedule for day 3 of a Train and Hire event. The course covers best practices for training the candidate-trainer in how to present the first four steps of the sales process – a crucial component of new hire learning – and details the final stage of hiring in the candidate selection process. The series concludes with a discussion about the critical role onboarding plays in your success when adding new employees to your team.

Lessons
  1. Night 3: Agenda
  2. Night 3: The Human Brain, Part 2
  3. Night 3: Step 1--the Greet (Having a System)
  4. Night 3: Step 2--Probe or Guided Discovery
  5. Night 3: Step 3--Sit In/On
  6. Night 3: Step 4--Presentation and FABs
  7. Night 3: Selections and Onboarding
  8. Night 3: Recap
  9. Train and Hire Strategy Summary

How to Hire Managers and Key Personnel, Level 1

Discover a groundbreaking, team-focused hiring approach to attract top talent who align with your organization’s values. This course guides you through the first steps of the hiring funnel, equipping you with practical strategies to build a stronger, value-driven team....details

Recruiting, interviewing, and hiring key personnel is a daunting task. This course introduces the first steps of a practice-proven, non-traditional, team-based approach to hiring key personnel that will significantly increase an organization’s ability to hire exceptional people. The process focuses on identifying candidates whose values and goals align with those of the organization to ensure mutual satisfaction and set a strong foundation for a long and productive relationship. The "Hiring Funnel" - described in detail and with practical examples - is the key to finding and hiring your next awesome new employee.

Lessons
  1. Hiring Key Personnel Strategy Introduction
  2. The Need for a New Approach
  3. The Why and the Commitment
  4. The Job Posting
  5. Quiz 1 - 8 questions of 13 available
  6. Follow-up Questions and Invite to Apply
  7. Phone Screening
  8. Dealership Tour, HR Assessment, and Review

How to Hire Managers and Key Personnel, Level 2

Complete the key-personnel hiring process with expert guidance on the final steps in the Hiring Funnel. Learn to conduct impactful interviews, host effective roundtables, and plan meaningful career paths for your new hires....details

Level 2 of How to Hire Managers and Key Personnel guides you through the second half of the Hiring Funnel. The course covers scheduling and conducting interviews, an objective approach to assessing candidates, and the essential components of the hiring phase – the employment offer, negotiation, and onboarding. The trainers provide practical tips and examples for how to conduct each step through role-playing real-world scenarios.

Lessons
  1. Scheduling and Conducting the Interviews
  2. Interview Role-Play
  3. Roundtable Discussions
  4. Roundtable Role-Play
  5. Quiz 1 - 8 questions of 16 available
  6. Career Planning with the Applicant
  7. Career Planning Role-Play
  8. Reference Calls and Hiring Decisions
  9. Crafting the Final Offer
  10. Negotiation and Onboarding
  11. Hiring Key Personnel Strategy Summary

Onboarding Courses

All Departments Introduction to Onboarding

Transform your onboarding process with proven strategies for integrating new hires seamlessly across all departments. Learn to build a training-focused culture, set clear expectations, and foster collaboration to enhance the customer experience....details

The Introduction to Onboarding course is designed for all department managers and covers critical systems and strategies for the effective onboarding of new employees. The course covers the crucial nature of selling the customer experience, establishing a continuous training culture, integrating departments to prevent silos, and setting clear expectations. The implementation of consistent evaluation methods to measure and improve new hire performance is emphasized.

Lessons
  1. Why is Onboarding Important?
  2. What's for Sale?
  3. A Culture of Training
  4. Silos and Accountability
  5. New Hire Evaluation and Review

F&I Department Onboarding

Build a high-performing F&I team with a structured four-week onboarding program. Learn to use the F&I Onboarding Scorecard, provide impactful sales and compliance training, and prepare new hires for success through practical, hands-on sessions. Set your team up for long-term excellence with a 30-day performance review....details

This course provides guidance to leadership teams in creating a four-week onboarding program to cultivate adept F&I managers and staff. You will learn about important tools for assessing the progress of new hires, the essential first-week orientation phase, and recommendations for sales process training specific to the F&I department, which includes topics such as the psychology of selling, and training in menu selling. Emphasis is placed on training new hires on legal compliance matters. The course also covers how to configure practice sessions that reinforce important skills to prepare new hires for real-world customer interactions.

Lessons
  1. F&I Department Onboarding Scorecard
  2. F&I Department Week 1
  3. F&I Department Week 2
  4. F&I Department Week 3
  5. F&I Department Week 4
  6. Role-Play: F&I Menu Selling
  7. Role-Play: F&I Cash Buyer
  8. Role-Play: F&I 1 Technique
  9. 30-day Performance Review

PG&A Department Onboarding

Equip your PG&A team for success with a structured four-week onboarding program. This course helps managers train new hires in product knowledge, sales techniques, and customer engagement while fostering confidence through role-playing and hands-on practice. Build a team that excels in upselling, inventory management, and delivering outstanding customer experiences....details

The PG&A Onboarding course provides managers with a system for onboarding new hires over the first four weeks on the job, preparing them for effective contribution to the PG&A team. You will learn about important tools for assessing the progress of new hires, and how to develop an onboarding program to effectively orient new hires in your organization, introduce key product knowledge, train on fundamentals of the sales process specific to the PG&A department, best-practices for handling phone and Internet inquiries, and addressing complex customer requests. The curriculum highlights the importance of training your new hires in upselling and adding-on, understanding inventory management, and, most of all, creating exceptional customer experiences through proactive engagement and personalized service.

Lessons
  1. PG&A Department Onboarding Scorecard
  2. PG&A Department Week 1
  3. PG&A Department Week 2
  4. PG&A Department Week 3
  5. PG&A Department Week 4
  6. Role-Play: Answering the Phone in PG&A
  7. Role-Play: Upselling & Adding-On in PG&A
  8. 30-day Performance Review

Sales Department Onboarding

Set your new sales team members up for success with a comprehensive four-week onboarding program. Learn to train new hires in sales processes, CRM usage, and effective customer communication through hands-on practice and role-playing. Use the onboarding scorecard and 30-day performance review to ensure your team excels from day one....details

The Sales Department Onboarding course provides sales managers with an onboarding system that will prepare new hires to effectively contribute to the team. You will learn to develop a comprehensive four-week onboarding program that includes tools for effective evaluation of new team members using an onboarding scorecard. Key topics in onboarding training include store orientation focused on introducing the systems and processes used, sales process training, using the CRM, shadowing experienced salespeople, and ensuring that new employees learn effective customer communication and follow-up strategies. Practical role-play videos demonstrate how to handle frequent sales scenarios.

Lessons
  1. Sales Department Onboarding Scorecard
  2. Sales Department Week 1
  3. Sales Department Week 2
  4. Sales Department Week 3
  5. Sales Department Week 4
  6. Role-Play: Video Phone Call in Sales
  7. Role-Play: Answering the Phone in Sales
  8. Role-Play: In-Person Greet in Sales
  9. Role-Play: Sales Process - Feature Creature
  10. 30-day Performance Review

Service Department Onboarding

Streamline your service team onboarding with a focused four-week program designed for roles like Service Writers and Advisors. Train new hires in efficiency, sales processes, safety protocols, and customer service through hands-on practice and role-playing. Develop practical tools to track progress and foster service excellence....details

This course provides managers with a four-week onboarding roadmap for new team members in positions like Service Writer or Service Advisor. Focused on the importance of efficiency in the Service Department, the course provides guidance on developing an onboarding scorecard to evaluate new hires, week-one orientation, sales process training from the Service Department perspective, safety protocols, and departmental systems and tools. Onboarding continues through the rigorous practice of learned skills and shadowing experienced staff, the independent application of newly developed skills, and finally handling customer interactions and technical tasks without supervision. Role-play videos reinforce the practical application of selling techniques and customer service strategies. This course does not include training on the mechanical and technical specifics that should accompany some of your service department positions.

Lessons
  1. Service Department Onboarding Scorecard
  2. Service Department Week 1
  3. Service Department Week 2
  4. Service Department Week 3
  5. Service Department Week 4
  6. Role-Play: Phone Call - Adding On in Service
  7. Role-Play: Answering the Phone in Service
  8. Role-Play: In-Person - Adding On in Service
  9. Role-Play: In-Person Inspect & Report in Service
  10. 30-day Performance Review

Lead Management Courses

Digital Lead Management

Master the art of turning digital leads into loyal customers with expert guidance on lead generation, nurturing, and conversion. This course equips you with cutting-edge strategies, tools, and technology to elevate your dealership's sales process and stay ahead in the evolving digital landscape. Achieve premium results with actionable insights and ready-to-use resources....details

Evolving customer behavior and expectations surrounding digital sales and marketing demand that dealer processes and training evolve by embracing online leads and sales, and understanding key the differences between in-person and digital activities. This course presents a process for transforming digital leads into physical conversion while maintaining a premium sales experience through every customer interaction. Guided by leading industry experts, you will learn about digital lead generation, nurturing, and conversion. The course includes sample documents and tools that will help you to track and analyze your own dealership numbers relating to digital leads and conversion, and suggestions on technologies you can use to advance your dealership from good to better to best-in-industry.

Lessons
  1. Digital Lead Management Introduction
  2. Focus of the Course
  3. Lead Under Management
  4. Digital Opportunities
  5. Digital Sales Processes Are Necessary
  6. Lead Generation and Capture
  7. Follow-Up and Nurture
  8. Lead Conversion
  9. Digital Traffic Log
  10. Is Your Way Working?
  11. Lead Opportunity Scorecard
  12. Create a Deal Meeting
  13. KPI Analysis and Insights
  14. Model Store
  15. Technology
  16. Digital Lead Management Summary

Managing Team Dynamics

Generations in the Workplace

Bridge the generational gap in your workplace with actionable strategies for communication and teamwork. This course helps leaders understand diverse generational traits, adapt to evolving work dynamics, and foster collaboration through practical insights and role-play activities. Build a cohesive, thriving multigenerational team....details

This course explores the impact diverse generational perspectives and unique generational characteristics on workplace cohesion. Each lesson emphasizes adapting to modern work-place dynamics, which are affected by the perspectives of a multi-generational staff. Through discussion and role-play scenarios, course participants will gain insights into generational traits, communication strategies, and the importance of finding common ground with the people they are managing.

Lessons
  1. Introduction to Generations in the Workplace
  2. Understanding Unique Qualities
  3. Finding Common Ground - Activity
  4. Changes in the Workplace
  5. Individual Experience at Work - Activity
  6. Video Break 1
  7. Table of Generations
  8. Generational Identifiers - Boomers
  9. Generational Identifiers - Gen X
  10. Generational Identifiers - Millennials
  11. Generational Identifiers - Gen Z
  12. Video Break 2
  13. Focus on Similarities - Activity
  14. Reflection - Activity
  15. Motivate Me - Activity
  16. Now What?
  17. Summary

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