
Programs
Training that works on the drive and on the floor.
Real-world tools and strategies that improve customer satisfaction and sales satisfaction, increase sales and revenue, and build loyalty. Built by people with retail backgrounds, not theories based on hearsay.
How CPI works
Step 1: A needs analysis for your store
Tell us what's happening in your store. Every program is developed around your needs, because no single solution works for every client.
Step 2: On-site, instructor-led training with role-play
Our facilitators come to your location. Role-plays, small group activities, brainstorm sessions and video feedback, not monologues.
Step 3: Metric-driven sustainment after training
You aren't left to implement on your own. We keep working with your team, often at your location, so the skills get put into practice.
Step 4: 100% guarantee on facilitated programs
Every facilitated program carries CPI's full 100% guarantee. Ask us for the details.



The service drive
Get advisors out from behind the desk and onto the drive, with a process your whole service staff runs the same way every time.
Service Advisor Training
A weeklong program that turns good people into exceptional service advisors.
- Service advisors
- Technicians
- Cashiers
- +2 more
Service Walk-Around Training
An interactive, inspection-based selling process that moves the write-up from the desk to the vehicle.
- Service advisors
- Service managers
- Fixed ops directors
Sales, F&I and digital
Honesty and clarity in sales and F&I, proper closing and follow-up skills, and a website that gets you found.

How to Ask for the Sale
Ten modern ways to ask for the sale with integrity, in sales and service alike.
- Salespeople
- F&I
- Service advisors
- +1 more
Modern Transparent Sales Process
Put the details up front, from the sales floor through the F&I office.
- Salespeople
- Sales managers
- F&I managers
Digital Showroom
Digital marketing training made for dealerships, taught in your store.
- Dealership management
- Internet sales
- Marketing
Leadership and OEM teams
Coaching for the people who lead dealers and teams, and a customer experience built for the decision maker.

OEM Field and Leadership Training
Leadership coaching and video role-play for OEM field and district managers who work with dealers.
- OEM leadership
- Field managers
- District managers
- +1 more
Brand Experience with Katie Mares
Create, operationalize, measure and keep improving a Brand Experience Program unique to your business.
- OEMs
- Dealer principals
- Executive managers
A healthy team
Every task in a dealership depends on people. Get them ready to learn.
Built to order
Course design, meetings in a box, video and facilitation, developed around your organization.
Who we serve
Dealerships, OEMs, lenders and healthcare.
Designed for busy leaders and key employees who want to learn skills quickly and apply the most practical, proven words, phrases, methods and techniques.
Dealerships and dealer groups
Retail and in-house
- Retail fixed operations and CSI “how to” process improvement
- Retail sales, management and SSI “how to” process improvement
- Implementing “Menu Selling” throughout your organization
- On-site core process integration, the “heavy lifting”
- Internet and phone appointments and effectiveness
OEMs
Field and district teams
- Leadership and management coaching and development
- Field and district manager best practices, with “video role-play”
- How to interact with the dealer principal and dealership personnel
- Understanding dealership financials, the “why” and the “how to”
Indirect lenders
Captive lenders, underwriters and credit unions
- Understanding the retail dealer and the finance manager
- Best practices for calling on a dealer, with “video role-play”
- Dealing with difficult retailers, personalities and real-world situations
- Reducing exposure by building and sustaining retailer relationships
- Lender best practices, underwriting, contact and follow-up skills
Healthcare
Patient experience
- Leadership and management coaching and development
- Patient-centered skills: effective listening and asking proper questions
- Patient experience focus groups, training and process evaluation
- Pharmaceutical representative coaching and role-play training
Instructor-led training
“There's no substitute for live training.”
Especially when it's led by one of CPI's experienced facilitators. Our workshops use real-world situational training and a variety of adult learning models: role-plays, small group activities, brainstorm sessions, videos and video feedback.
Our high-energy workshops are
- Tailored to your culture and specific to your brand
- Based on key performance measurables
- Highly interactive and engaging
- Convenient and digestible
- Built on role-playing activities, which can be video-taped
We also run retail workshops for
- Sales managers and retail consultants
- Fixed operations teams (non-technical)
- Customer contact skills, and virtually every other area of retailer operations


Not sure which program fits?
Tell us what's happening in your store, and Ted will map out a plan with you.
