Ep 64 - (Christmas) Coaching Call #12 | How To Set Realistic Goals For 2026 episode artwork

EPISODE · Dec 23, 2025 · 58 MIN

Ep 64 - (Christmas) Coaching Call #12 | How To Set Realistic Goals For 2026

from Confessions of a Shop Owner · host Mike Allen

Tekmetric transformed my shop. Plain and simple. Want that for yours? Touch HERETurnkey Marketing takes the stress of doing something I'm not good at off my plate. And gives it to someone who is. Click HERE for more.Send your service advisor to hands down the BEST service advisor training in the industry (even other coaching companies agree). It's Elite Worldwide's Masters Program. The next one is happening in Dallas Texas, September 10-12. Learn more HEREWhen I used the maintenance tool for the fist time with Detect Auto, my mind was blown. My advisors had the same reaction - and then SO MUCH MORE TIME. Learn more about Detect Auto and book a free demo now!In this special Christmas Coaching Call, Mike Allen and Matt Lofton talk about goal setting for the New Year. They did into the details of how to properly project technician hour capacity and slow and busy seasons. They also discuss the importance of a strategic marketing budget, saying that marketing should generate opportunity—not just sales—and how matching tactics to team strengths is crucial for success.Timestamps: 00:00 Farmer Analogy for Shop Owners: Understanding Harvest Seasons00:20 Why Bad October & August Can Sink Your Year01:00 Navigating Health Insurance Options for Your Team03:05 Payroll Mistakes = Free Health Insurance?!04:20 Christmas Episode Intro & Why Shop Goal Setting Matters05:19 Goal Setting Philosophy: The “Elite Pro Service” Approach06:53 Grounding Goals in Math, Not Hope07:54 Calculating Real Shop Capacity with Tech Hours09:01 Factoring Satellite Locations into Your Planning10:02 Breaking Down Staff Roles & Realistic Productivity13:01 Training & Growing Technician Skillsets15:00 Risks & Rewards of Upskilling Your GS18:24 Effective Labor Rate & Parts-to-Labor Ratio Explained20:15 The Monthly Capacity Game & Avoiding Average Traps26:36 Why August & October Are Your Make-or-Break Months28:02 Adapting Your Monthly Goals to Holidays & Vacation29:02 Getting Your Team Singing from the Same Goal Sheet30:00 Coaching Your Team: The Basketball Analogy32:09 Communicating Daily Goals for Technicians & Advisors36:59 Tracking Approvals, Car Count, and Setting Realistic Targets40:29 Translating Manager Math into Daily Team Wins42:38 Setting Your Marketing Budget (3-5% or Up to 10%?)44:08 Google Ads vs. Direct Mail: What Works for New Shops?47:30 The Myth of Bad Customers—Fixing the Real Problems54:21 Community Events, Brand Building, and Consistency55:36 Wrapping Up: Getting Linked Up With Elite & Your Shop’s Growth55:37 Christmas Family Fun Gone Wrong! Elf on the Shelf Stories

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Ep 64 - (Christmas) Coaching Call #12 | How To Set Realistic Goals For 2026

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