Subscribe to our weekly newsletter!

Do you have Charm?

As a service advisor, you might be surprised to learn that charm and etiquette play a crucial role in your success. The foundation of a thriving career in fixed operations lies in building strong relationships with your customers. We’ll look at essential elements of exceptional customer service, from first impressions to handling difficult situations, all aimed at helping you become a top-performing service advisor.

The Power of First Impressions

You have just three seconds to make a first impression, and it’s nearly impossible to undo. Before you even utter a word, you’ve already made a statement through your appearance, body language, and behavior. These non-verbal cues account for 50-80% of all human communication, emphasizing the importance of mastering them.

Dressing for Success

Your clothing doesn’t just protect you—it projects you. Clean, pressed attire that fits appropriately sends a message of professionalism. Remember, if you want to be treated professionally, dress the part. This extends to good grooming habits as well. Pay attention to the details: trimmed nails, neat hair, and well-groomed facial hair all contribute to a polished appearance.

Consider the impact of your overall presentation. Are your shoes clean and in good condition? Is your uniform or work attire free of wrinkles and stains? These small details can make a significant difference in how customers perceive you and, by extension, your dealership.

Body Language Basics

Your body speaks volumes about your attitude and intentions. During customer interactions, position your body to face them directly or slightly turned. Keep your arms relaxed and visible, avoiding crossed arms or hands on hips. When sitting or standing, match or subordinate your position to the customer’s. Lean in to show interest, but respect personal space.

Facial expressions are equally important. A genuine smile can work wonders, even over the phone. Maintain a soft gaze, looking into the customer’s eyes or just above them. Be mindful of your breathing and other physical signs that might betray nervousness.

Pay attention to your posture as well. Stand or sit up straight to project confidence and attentiveness. Avoid fidgeting or playing with objects, as this can make you appear nervous or disinterested. Remember, your goal is to make the customer feel that they have your full attention and that you’re engaged in their concerns.

The Art of the Greeting

A warm, professional greeting sets the tone for the entire interaction. Acknowledge customers with a smile and introduce yourself promptly. Instead of asking, “Can I help you?” opt for “How may I help you?” This subtle change invites a more specific response and shows you’re ready to assist.

Address customers formally unless given permission otherwise. Use “Mr.,” “Mrs.,” or “Ms.” liberally, and say the customer’s name frequently throughout the interaction. This personalization helps build rapport and shows attentiveness.

Consider developing a personal greeting style that feels natural to you while adhering to professional standards. This could include a warm welcome, a brief introduction of yourself and your role, and an open-ended question about how you can assist them. For example: “Good morning! Welcome to [Dealership Name]. I’m [Your Name], one of our service advisors. How can I make your visit with us great today?”

Mastering the Handshake

A proper handshake can make or break a first impression. Look the person in the eye, smile, and say your name before extending your hand. Listen carefully for their name. Shake hands firmly, web-to-web, with a bent elbow. Two or three pumps are sufficient before letting go.

Avoid common handshake faux pas like the bone-crushing grip, the limp fish, or the awkward fingertip grasp. The two-handed snuggle and fist bump are also inappropriate in a professional setting.

Practice your handshake with colleagues to ensure you’re striking the right balance. A good handshake should be firm enough to convey confidence but not so strong that it’s uncomfortable. Remember, the goal is to create a positive, professional connection with your customer from the very beginning of your interaction.

Cultivating Courteous Behavior

Courteous behavior is the cornerstone of exceptional customer service. Always maintain a positive and cheerful demeanor. Use “please,” “thank you,” “you’re welcome,” and “excuse me” liberally. Treat every customer with respect, regardless of their appearance or demeanor.

Be proactive in offering assistance, but avoid rushing customers. Make yourself available and look for opportunities to compliment them genuinely. When communicating, avoid extreme language and never lie or mislead a customer. If you don’t know something, it’s perfectly acceptable to say, “I don’t know, but I’ll find out for you.”

Remember that courtesy extends beyond just words. It includes your overall attitude and approach to customer service. Show patience when explaining complex repairs or maintenance procedures. Take the time to listen actively to your customers’ concerns and questions. Demonstrate empathy by acknowledging their feelings, especially if they’re frustrated or worried about their vehicle.

Mastering Phone Etiquette

In many cases, your first interaction with a customer will be over the phone. Create a positive first impression by answering within three rings and using your dealership’s standard greeting. Always be prepared with pen and paper handy.

Smile when you speak—customers can hear it in your voice. Avoid chewing, drinking, or smoking while on the phone. Be polite, enthusiastic, and interested in what the customer has to say. Listen attentively and avoid interrupting.

When speaking on the phone, be mindful of your tone and pace. Speak clearly and at a moderate speed to ensure the customer can understand you easily. Use the customer’s name throughout the conversation to personalize the interaction. If you need to put the customer on hold, always ask for permission first and thank them for their patience when you return.

Handling Calls Professionally

When you need to put a caller on hold, always ask for permission first. Thank them for holding when you return to the line. If necessary, take their phone number and offer to call back.

When making calls, always identify yourself and ask if it’s a good time to talk. If you need to use speakerphone, ask for permission. In case of a wrong number, apologize politely and hang up.

Remember that phone calls lack visual cues, so your voice becomes your primary tool for communication. Use vocal variety to maintain interest and convey enthusiasm. Be descriptive when explaining services or issues with a vehicle, as the customer can’t see what you’re referring to. If you’re discussing complex topics, consider offering to send follow-up information via email or text message.

Navigating Difficult Customer Situations

Even with the best service, you’ll occasionally encounter an unhappy customer. As the interface between the customer and your dealership, it’s your responsibility to diffuse anger and solve problems efficiently.

The Art of Conflict Resolution

When faced with an angry customer, start by apologizing and then focus on fixing the issue. Always under-promise and over-deliver to avoid further frustration. Be patient and calm, speaking in a soothing voice. Empathize with the customer’s frustration and assume they have a right to be angry.

Listen first and let the customer vent. Ask closed-ended questions to gather specific information. Avoid getting defensive or making excuses. Instead, apologize genuinely and ask how you can rectify the situation. Offer options and alternatives, and always follow up at the agreed time.

Remember, when the customer wins, you win. Resolve concerns quickly and positively to ensure a win-win outcome.

It’s crucial to remain professional and composed, even in the face of hostility. Your calm demeanor can often help de-escalate tense situations. Focus on problem-solving rather than placing blame. If possible, move upset customers to a more private area to discuss their concerns, as this can help them feel more comfortable and prevent other customers from being affected by the situation.

Effective Email Communication

Email is an efficient tool for communication, but it comes with its own set of rules and potential pitfalls. Use email for time-sensitive information only if the customer requests it. Remember that email is permanent and not private—it can be forwarded and even used in court, so always maintain a professional tone.

Email Best Practices

Use descriptive subject lines and end with a signature including your contact information. While templates can be useful for frequent responses, always personalize each email. Keep the message thread intact when replying, and never reply to an old email with a new topic.

Be mindful of your tone, as it can be easily misunderstood in written communication. Follow standard letter-writing rules with proper grammar, punctuation, and spelling. Always use spell check and proofread before sending.

When crafting emails, aim for clarity and conciseness. Use short paragraphs and bullet points to make information easy to digest. If you’re explaining complex issues or procedures, consider using numbered lists to break down the information step-by-step. This approach can help prevent misunderstandings and reduce the need for follow-up questions.

Email Danger Zones

Never use email to discuss confidential information or make inappropriate comments, even in jest. Emails are archived and can be retrieved even if deleted. Familiarize yourself with your company’s email policies and adhere to them strictly.

Be cautious about discussing sensitive topics or making commitments via email without proper authorization. If a customer raises a complex issue or complaint via email, it may be better to suggest a phone call or in-person meeting to address their concerns more effectively.

Leveraging Text Messaging in Business

Text messaging has become an increasingly popular method of business communication. It’s simple, direct, and less intrusive than a phone call or email. However, always get the customer’s permission before using this method.

Business Uses for Text Messaging

Text messaging can be utilized in various ways in the service department:

  • Notifying customers about current work
  • Updating on programs, orders, and planned work
  • Receiving information from customers
  • Marketing special promotions
  • Sending reminders about scheduled maintenance
  • Distributing “information blasts” (text message newsletters)

When implementing a text messaging strategy, consider creating a set of standard messages for common situations. This can help ensure consistency in communication across your team. However, always review and personalize these messages as needed for each customer interaction.

Text Messaging Etiquette

When texting for business, always identify yourself and your dealership. Keep messages short and to the point. Avoid overusing acronyms, abbreviations, and emoticons. Be clear about whom you’re texting and never send one customer another customer’s information. Save numbers and names accordingly in your contacts.

Remember that text messages are often read quickly, so make your main point or call-to-action clear from the start. If you’re sending a promotional message, include any relevant details like expiration dates or terms and conditions. Always provide a way for customers to opt-out of text communications if they wish.

Text Messaging Cautions

Like email, text messages are permanent and can be subpoenaed. Cell phone companies store them indefinitely on their servers. Always be mindful of what you text and how it could be interpreted.

Avoid sending sensitive information, such as financial details or personal data, via text message. If a customer initiates a complex discussion via text, it may be appropriate to suggest moving the conversation to a phone call or in-person meeting for more effective communication.

Building Long-Term Customer Relationships

While mastering individual interactions is crucial, the ultimate goal is to build long-term relationships with your customers. This involves going beyond single transactions to create a sense of loyalty and trust.

Personalized Service

Remember details about your customers and their vehicles. Use this information to provide personalized service and recommendations. For example, if a customer mentioned an upcoming road trip during their last visit, ask how it went when you see them next.

Proactive Communication

Don’t wait for customers to contact you. Reach out proactively with maintenance reminders, updates on recalls, or information about new services that might benefit them. This shows that you’re thinking about their needs even when they’re not in the shop.

Continuous Improvement

Regularly seek feedback from your customers about their experience. Use this information to improve your service and address any recurring issues. When customers see that you value their input and act on it, it strengthens their connection to your dealership.

Conclusion: The Path to Service Excellence

Exceptional customer service is the key to success in fixed operations. By mastering the art of first impressions, cultivating courteous behavior, and navigating various communication channels effectively, you can build strong, lasting relationships with your customers.

Remember, great customer service equates to great manners. It’s about being genuine, professional, and always putting the customer first. By implementing these strategies consistently, you’ll not only win and keep customers but also elevate your career as a service advisor.

For those looking to deepen their understanding of these principles and hone their skills further, consider exploring the comprehensive course available on M5 University. Our eLearning platform offers in-depth training on all aspects of charm and etiquette for service advisors, providing you with the tools to excel in your role and drive customer satisfaction to new heights.

By investing in your customer service skills, you’re not just improving your own performance—you’re contributing to the overall success of your dealership. In the competitive world of automotive service, the ability to provide exceptional customer experiences can be the factor that sets your dealership apart from the rest.


Elevate your Fixed Operations department with our custom-tailored solutions. Our team offers in-depth assessments and specialized training programs, crafting strategies designed specifically to boost efficiency, maximize customer retention, and ensure long-term profitability. We’ll work closely with you to identify areas for improvement and implement targeted solutions that drive sustainable growth for your business.

Contact us today for a Free Consultation!

Our Latest Articles

(205) 358-8717