Quick Snapshot of the Services we offer.

1. Overview of Offerings
By Cool Chief Inc
3341 Hampton Road
Raleigh, NC 27607
919-795-7154
Coolchief@coolchiefinc.com
Fixing the Issues you knew you had and the ones you didn’t.

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Coolchief Inc.
People*Process*Performance
Philosophy:
When a dealership has the right people and implements the right
processes they can then accurately measure performance.
What Separates Us:
We are a hybrid company that combines the technology available
today, pen to paper, and boots on the ground to provide support
wherever it is needed.
The Plain and Simple:
“We fix the issues you knew you had and the ones you didn’t.”

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Key Takeaways about us:
✓ Instore support is also supported by an online portal. This portal
does webinars, individual sign ins, completion reporting, is
personalized to dealership, etc.
✓ Training materials carry common themes like the Morgans.
✓ Our programs are scalable to dealerships of all size.
✓ We continuously look at ways to diversify our business from
leadership modules, phone modules, and “Rehab” courses to
support tenured staff within the stores.
✓ We have a tool catalog that support the processes like EOD
reporting, Sales Manager Playbook, Feedback Cards, Scripts, Word
Tracks, BDC Playbook etc.
SALES PERSON:_________________________________ Date: ______________
Manager:_____________________________________ Stock#:____________
Meet CNA Vehicle Objections Closing Setup Delivery Rpt. Jacket
☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐
Notes:____________________________________________________________
_________________________________________________________________
_________________________________________________

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Recruiting and Training:
✓ We post the ads and set the interview appointments.
✓ We conduct the interviews and do the online assessments. This
process is collaborative with the Management team to ensure buy
in.
✓ We have a 4-tiered training system that goes introductory,
intermediate, advanced and refresher. Designed to incorporate all
adult learning capabilities.
✓ In store training is supported in our online portal.
✓ A 90-day program builds retention within the dealership and also
supports the management team in the selling process.

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Selling In the Lane:
✓ Advisors understanding the importance of their role.
✓ Build the skills of the Advisor on communicating with the customer.
✓ Highlight the ability to build on the value that Ford offers with their
OEM product.
✓ Hands On in the lane work. The EDGE approaches. Explain,
Demonstrate, Guide, Enable
✓ Collaborative approach to working with Service Managers and the
Fixed Ops Team.

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BDC Sales:
✓ Interchangeable modules to allow for existing, new, and hybrid BDC
departments.
✓ Training days split between BDM and BDR’s to maximize
information retention.
✓ BDC playbook, EOD reporting, and Appointment Confirmation tools
implemented day one to show immediate results.
✓ Tools like BDM conference calls and online webinars available.
✓ Flexibility of working with all lead sources and established
relationship with the vendors.

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Service Retention:
✓ Focused process that works with all team members in the
department.
✓ Building the advisors time management to reach more customers.
✓ Tools implemented to follow up with declined RO’s and customer
retention in the department.
✓ In dealership support by working within the department.
✓ Ability to establish, recruit, and train the department.

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CSI: Sale and Service
✓ CSI Process is designed to address the OEM questionnaire.
✓ Custom training modules to work into the sales and delivery process
to ensure manufacture’s technology properly set up or registered.
✓ Active monitoring in the dealership to address poor scores and
identify root cause.
✓ In store support through collaboration with leadership staff to set
accountability in place.
✓ In store and on line support.

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Flexibility In Plans
✓ Flexibility in scheduling to not disrupt flow of business in the
dealership and be budget friendly
✓ Pay for days in-store support but get additional remote support
without adding an expense.
✓ Customized to the dealership to address the needs that have been
identified.
✓ Focused plans allow processes and behaviors to build through steps
to achieve long term results.
✓ Agendas and End of Day recaps allow the leadership team to stay
involved in the process without unnecessary meetings.