Service Advisor Upsell Conversion Leaderboard
A done-for-you automotive automation built for the Fixed Ops Director, connecting Airtable and Google Sheets so the work below happens on its own.
What this automation does, step by step
The automation automatically tracks each service advisor's upsell conversion rate and surfaces a weekly leaderboard-style report to the fixed ops director, identifying coaching opportunities instead of upsell performance living only anecdotally in whoever happens to be watching the floor that week.
Advisors can see how their own numbers stack up, and a director walks into a coaching conversation with actual data on which specific service, which specific advisor, is underperforming, turning a vague sense that "upsells feel low lately" into a targeted, effective coaching plan.
- Shop management software (e.g., Tekmetric or CDK Global)
- Zapier or Make.com
- Google Sheets or Airtable (aggregated dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Handled by hand, a fixed ops director spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. It's the kind of work that quietly eats hours every week.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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