Client Needs Analysis:   A CNA is important to find out as much as possible about your business. The basis for conducting the client needs analysis is simply to identify your needs and objectives. It will also give us the opportunity to brainstorm and create a plan or strategy that you can clearly see will take care of your needs and objectives.

  • Legal Compliance
  • CSI - Customer Satisfaction
  • Cutting Edge Solutions

Training:  We provide customized training on the products we provide ranging from classes designed for dealer leadership to lunch-and-learns for departmental staff.

  • Financial performance analysis
  • Sales performance analysis
  • Coaching and mentoring
  • Sales training
  • Role Playing

Strategic Planning:  We work with you to design a strategic business plan specific to your dealership that includes achievable strategies to improve profitability, customer service, and employee retention.

  • Strategic wealth planning
  • Reinsurance
  • Retrospectives
  • 3, 5 and 10 year business planning
  • Success planning