5 Steps Auto Repair Customers Take in the Buying Process

During Greg Marchandโ€™s 15-year tenure at Toyota, he noticed somethingโ€”most auto repair shops focus solely on the sales process. And not just that, but everyone has a different approach to selling their services.

โ€œThereโ€™s not a bad sales process out there,โ€ says Marchand, president of Automotive Aftermarket Training. โ€œTheyโ€™re all similar in certain ways and all different in other ways. But the one thing they all have in common is they have to engage the customer.โ€

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So, what if the auto industry focused on the customer journey instead? Thatโ€™s exactly what Marchand recommends. He studied decades of customer journey research and distilled it into the five most important steps, which he shared in a recent webinar hosted by auto repair management software provider, AutoLeap.

Learning the buying process gives auto repair professionals a jumpstart in delighting customers and closing more sales.

Step #1: Establish need recognition

Every customer’s journey begins with realizing that they need something. โ€œIf a customer is not at [the] need recognition [stage], theyโ€™re not in the buying process,โ€ says Marchand.

He provides the example of a customer getting an oil change. They recognized a needโ€”the car needed new oil. But when the technician informs the customer the brakes also need to be replaced, the customer declines. In this case, the technician skipped the first step of the buying process because the customer lacked need recognition for replacement brakes.

However, Marchand explains that unless a customer identifies they need something, theyโ€™re unlikely to buy whatever youโ€™re selling. โ€œBefore any of us makes a purchase, weโ€™ve got to feel like this is something thatโ€™s going to solve somethingโ€ฆ Or weโ€™re going to feel like, โ€˜You are trying to sell me something I donโ€™t need.โ€™โ€

How do you get a customer to recognize a need?

โ€œIt doesnโ€™t take a whole lot to plant the seeds of need recognition,โ€ says Marchand. โ€œShow and tell is really powerful because the customerโ€™s looking at their own automobile, and theyโ€™re hearing you explain whatโ€™s wrong. Theyโ€™re seeing it. And even if they donโ€™t know what theyโ€™re looking at, they know something doesnโ€™t look right, and itโ€™s creating need recognition with them.โ€

Once a customer recognizes a need, they enter the next step of the buying journey. Digital vehicle inspections (DVI) are an excellent tool to show customers what they need. Shop owners can send them videos and photos, coupled with voice memos to explain why a repair is important. Marchand recommends educating customers in three ways:

  • Verbally: Explain what the problem is to customers in simple terms, so they know youโ€™re trying to help them


  • Visually: Stand in front of the car and point to worn-out parts that may cause concern for the customer. Additionally, print out an inspection report and highlight damaged components in red to increase transparency with customers

  • In writing: Some people understand things better when they see them on paper, so make sure you make a list of the problems and possible solutions and present it to the customer

To maximize profits at your mechanic shop, itโ€™s important to have a proper sales process that service advisors use when talking to customers and addressing their needs.

Step #2: Gather information

Now the customer begins gathering information. So, where do they go? According to Marchand, customers turn to โ€œUncle Google,โ€ friends, family, and colleagues.

How can auto repair techs ensure theyโ€™re considered in this process?

โ€œThe customer standing at your service counter is a friend, family member, or coworker of somebody,โ€ says Marchand. โ€œAnd so you actually, as a service advisor, have influence over people you don’t even know yet, customers that haven’t gone to you yet.โ€

To influence existing customers to recommend your services, consider a customer referral program. Marchand recommends printing business cards with your logo and program name on the front and a line on the back for your customerโ€™s name. Whenever that customer knows someone in the need recognition phase for car repair, they can give them that card. Once a card comes through your door, you credit that customer $50 for the referral.

Even if your company uses a robust marketing program that includes direct mail, newspaper inserts, radio ads, social media, and more, you should institute a customer referral program and ensure itโ€™s properly communicated to every customer.

Why? Because a customer referral program is the only marketing you donโ€™t need to pay for until the next customer comes in. So even if you pay your current customer $50, youโ€™re trading that money for your shopโ€™s average repair cost.

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Step #3: Determine options and alternatives

In the third step of the customer buying process, customers determine options and alternatives. To help customers in this step, educate them on their available choices. Sometimes a wide variety of options existโ€”take tires, for example. But what about when your customer needs a catalytic converter?

Itโ€™s important to note that there arenโ€™t many options for some parts. Catalytic converters are expensive, and nobody wants to compromise on quality. In such cases, you can offer financing options.

What alternatives can you provide to the customer?

Consider presenting these options:

  • Financing
  • Payment plans
  • Priority-tiered approach (perform some work now, some later)
  • Value-adds (including warranties, road hazard programs, roadside assistance, and satisfaction guarantees)
  • Convenience options (including loaner cars, rental cars, rides)

Providing your customer with alternatives and options helps you reach the next step in the buying journeyโ€”the decision or sale. In the video below, Marchand talks about one option that shops often fail to consider.

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Step #4: Make a Decision

Once the customer knows their needs and what the options and alternatives are, theyโ€™re ready to make a decision.

If your shop asks for a sale and the customer says no, go back to the buying process.

Did you explain their needs correctly? Did you provide the information visually and in writing to match different learning styles? Did you offer enough options and alternatives? Are there any value adds or conveniences you can provide to close this sale? You must empower your shop employees to meet the customer at every step of the buying journey.

Once you close a sale, the customer enters the final step of the buying process.

Step #5: Display post-purchase behavior

Thereโ€™s always a post-purchase behavior, and it depends on whether the customer leaves satisfied with their service or angry about the money and time spent. You want to influence the customerโ€™s post-purchase behavior to be:

  • Increased referrals to your shop
  • More positive Google reviews
  • Customer returns to your shop

How do you influence this post-purchase behavior?

Remind the customer of the value of their purchase. โ€œSell the job again, sell the value again, sell the assurance that Iโ€™m not going to have any more problems with whatever I brought to you to have repaired,โ€ says Marchand.

Then, ask for referrals (donโ€™t forget that referral program!) and reviews, before scheduling the next appointment.

Closing thoughts

โ€œThe best thing you can do is ask yourself, โ€˜Where in the customer buying process, as that customer stands in front of me today, is that customer?โ€™โ€ says Marchand.

By recognizing the psychology behind the buying process, we can close and delight more customers. With this understanding, you can tailor your sales process to match the step theyโ€™re in, whether it requires educating them on the need or sharing options and alternatives.

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