Shared expectations
Align your sales staff and F&I managers around the customer experience, their responsibilities, and the conversations that support your dealership’s goals.
FOR DEALERSHIP GENERAL MANAGERS & SALES MANAGERS
F&I Training
F&I Performance
that breaks records
For General Managers and Sales Managers ready to raise the standard across the dealership. Build an F&I culture that connects your sales staff and F&I managers around stronger handoffs, confident product conversations, and shared performance goals.
01PERFORMANCEDRIVEN TRAINING
F&I cultureTeam alignmentDealership performance
PERFORMANCE STARTS WITH THE CULTURE
Your F&I office does not work in isolation.
The customer’s experience is shaped by the sales team as well as the F&I manager. A stronger F&I culture starts with shared expectations, consistent conversations, and a clear handoff. Your training should reflect how your dealership actually works.
THE TRAINING FOCUS
Build the culture behind the performance.
Custom automotive finance and insurance training for your F&I managers and sales staff, shaped around your dealership’s priorities.
Connected conversations
Strengthen discovery, product value, and the handoff from sales to F&I. Help your team communicate consistently while supporting informed customer decisions.
Daily performance habits
Identify the skills and behaviours behind your gross profit, product penetration, and customer satisfaction priorities. Build a practical training focus for your team.
ILLUSTRATIVE TRAINING SCENARIO
The handoff shapes the F&I conversation.
A customer arrives in F&I expecting only to sign paperwork. The F&I manager now has to reset expectations before discussing relevant products.
An example of a situation to explore in training. This is an illustration, not a client case study.
THE CONVERSATION TO EXPLORE
What should the sales and F&I teams align on before the next handoff?
Explore the discussion prompts
- How does the sales team explain the next step in the customer’s journey?
- Which customer priorities should carry through from sales to the F&I conversation?
- What shared expectations would make the handoff clearer and more consistent?
Treat F&I performance as a shared dealership responsibility.
A SHARED DEALERSHIP RESPONSIBILITY
Set a higher standard.
Get your whole team behind it.
F&I performance is a dealership wide responsibility. The expectation starts on the sales floor. The product conversation happens in F&I. The standard comes from leadership.
Train your sales staff and F&I managers to work from the same playbook. Stronger handoffs. Clearer product value. More confident conversations. Keep gross profit, product penetration, and customer satisfaction at the centre of how your team works.
Set the standard. Build the culture. Pursue your next best performance.
Discuss your F&I cultureCONNECT TRAINING WITH YOUR PRIORITIES
Start with the performance you want to improve.
Discuss gross profit, product penetration, customer satisfaction, and consistency across sales and F&I. The initial conversation helps identify where team alignment, skills, and daily behaviours can better support your dealership’s performance priorities.
9+Years of daily
field experience
field experience
EXPERIENCE BEHIND THE TRAINING
Experience Backed.
Proven Ways to Win Sales,
Win Relationships.
Our training is born out of more than nine years of daily work in the field, winning customers through strong performance and customer satisfaction.
We bring that practical perspective to custom training for dealerships, lenders, and warranty and insurance providers. Your people, your business priorities, and the situations they face shape the conversation.
Discuss your training prioritiesA FEW USEFUL ANSWERS
Before we talk.
Who is this programme designed for?
This page is for dealership General Managers and Sales Managers responsible for team performance. The training is for their F&I managers and sales staff, with a focus on building a consistent F&I culture across the dealership.
Why include sales staff in F&I training?
Sales conversations and the handoff influence what customers expect when they reach F&I. Including sales staff helps connect the customer experience and align the team around shared responsibilities.
What does product penetration mean?
Product penetration is the proportion of eligible deals that include a particular product. It is one of the performance measures that can help frame a training discussion alongside gross profit and customer experience.
How are the scope and format decided?
The training focus, format, and schedule are discussed around your store’s needs before an engagement is agreed. Share your priorities in the enquiry form to start that conversation.
LET’S BUILD YOUR TRAINING BRIEF
Start with your dealership’s priorities.
Tell us about your F&I managers, sales staff, and the performance culture you want to build.