agent Entrepreneur logo
MenuMENU
SearchSEARCH

Five Critical Techniques to Improve CSI

Customers long forget what repairs were done, but what keeps a great many coming back year after year is how they feel walking away, and the Customer Service Index is the closest measurement we have that gauges that feeling.

by Andrew Rodriguez, Matt Sonetto, and Ken Stellon
February 9, 2021
Five Critical Techniques to Improve CSI

Customers long forget what repairs were done, but what keeps a great many coming back year after year is how they feel walking away, and the Customer Service Index is the closest measurement we have that gauges that feeling.

IMAGE: Welcomia via Getty Images

5 min to read


Automotive dealers have been engrained in America’s cities and towns for more than a century. But the most successful and profitable dealers don’t have the most horsepower, the coolest technology, or the shiniest facilities. These dealers, and specifically their service drives, are the best at something very simple — making customers feel like a valued part of their operation. Customers long forget what repairs were done, but what keeps a great many coming back year after year is how they feel walking away. 

Planting the seed of good service will bear fruit in the service drive tomorrow – The difference will show in next month’s CSI score. 

Ad Loading...

The Customer Service Index is the closest measurement we have that gauges that feeling. While not a perfect science, there’s an undeniable correlation between dealers with a strong CSI, longevity and yes, the P word, profitability. Below we will examine five techniques to help your service advisors maintain high CSI scores and build long-lasting relationships.

  1. 1.Trust the Process: Profitable dealers with a strong CSI all have a common thread — a service-based sales process. FPG’s RISE method is a procedural service-based-sales platform that emphasizes what’s most important — the relationship. Customers are your guests and deserve the very best. The RISE method is a simple, customer-focused way to keep your service drive filled with friends, not transactions. So how does it work?

  • Rapport: Get to know the customer as more than a name on a repair order. What’s important to him or her? What do they value in a car dealership, and how can we appeal to that to earn their loyalty? Customers buy from who they trust, and rapport is the first step in building it.

  • Inquiry: Determines important details that affect the service like current intervals, time allotment, expanding awareness, and need. It also provides an opportunity to preface and pre-sell. It’s also a good way to showcase your facility and leads the customer to suggestions.

  • Suggest: Advisors are experts in service and experts make recommendations. The suggest phase ensures the customer understands your menu and knows what, why, and how the work is being done. It leverages the advisor’s expertise to help the customer make an informed buying decision.

  • Educate: Objections are opportunities to inform — expect and embrace them. Having informed, relevant responses to common objections can have a huge effect on the trust being built. Show the customer what’s in it for them. Stay positive and remember that scare tactics leave scars. 

  • Extend: This gives the opportunity to build for next time, confirm contact info, and thank the customer for their patronage. A customer who feels valued today will return for future service. We want them to know the invitation stands at any point. 

  1. Activate Your Delivery: The active delivery process is a crucial moment. How a service advisor approaches at this moment will determine whether the customer comes back for quality dealership service or chases a coupon at a discount shop next time. Give the customer a thorough but bulleted understanding of what was done to their vehicle. Equally important, let him or her know the benefit, affirm their choice, and add a value statement for reinforcement. “Mr. Smith, we switched out the cabin filter. During drives you’ll get a breath of fresh air in the cabin, for a more pleasant ride.”  

  2. Look Forward: With loyal customers, it’s never goodbye, but “see you later.” Offering the invitation to return shows we’re in it for the long haul. Engaged customers are likely to return. Use declined services as an invite the customer to return. It keeps you and your dealership front-of-mind when it comes time for the next repair. “Mr. Smith, as I mentioned, next month is Truck Month. We’ll have some great promos and events here at the dealership.”  Or,  “Mr. Smith, everything looks good here, we’ll see you at 40,000 miles and we’ll take a look at those new Rain X wipers at that time.” 

  3. Walk and Talk to the Cashier:  Many advisors make the mistake of ending the transaction at the computer and offer directions to the cashier. Customers remember their last impression of the service. Make it favorable by walking the customer to the cashier. This process should be as comfortable as walking a guest out of your home after a nice visit. It shows you value the person, not the transaction. Give a warm handoff to the cashier and the customer will remember it next time.

  4. Survey Sincerely: We spend time, energy, and money to do right by the customer and make their experience positive. But too many dealers don’t create a strong enough correlation between the experience and their CSI survey. To wrap the transaction and just before saying farewell, ask sincerely about the service and gain commitment to reply to a survey accordingly. Use verbiage from the survey to familiarize.  If your CSI measures “Exceptional Experience” an example might look like this: “Mr. Smith, we know you service your vehicle with us often. We appreciate your business and value your input. In two to three days, you will be receiving a survey. If you feel your experience was exceptional and feel comfortable saying so, we hope you will reflect that on your survey. As always, if we fell short in any way, please bring to our attention. Thank you again for your patronage.”

Mastering these techniques will strengthen the bond between your business and customer. Planting the seed of good service will bear fruit in the service drive tomorrow. The difference will show in next month’s CSI score. 

Ad Loading...

Ken Stellon is a partner & EVP with FPG. His firm helps organizations create best in class service-based sales cultures. Andrew Rodriguez is vice president, Automotive Solutions with the Frontline Performance Group (FPG). For over three decades Andrew has led successful operational and sales teams in the automotive, car rental and staffing industries. Matt Sonetto is assistant performance director with FPG. Matt has worked in the automotive and car rental industries since 2002, helping large and small organizations improve profitability and transform culture. 

Topics:Sales

Originally posted on F&I and Showroom

Subscribe to Our Newsletter

More Showroom

row of cars, used vehicle demand spikes, chart showing data spike, F&I and Showroom logo
Showroomby Lauren LawrenceMarch 11, 2026

Used Market Gains Speed

New-vehicle sales fell year-over-year for the fifth month in a row in February, making retail deliveries the slowest they’ve been since 2023, according to a CarGurus report.

Read More →
Graphic showing used-vehicle days to turn rate
Showroomby StaffMarch 10, 2026

Black Book: Weekly Market Update

Both vehicle values and conversion rates sped up last week as two segments outperformed in the pre-spring burst of buying.

Read More →
Photo of Chevrolet Bolt on a beach
Showroomby Hannah MitchellMarch 9, 2026

Economical Electric

GM says it sells the cheapest electric vehicle in the U.S. market. It explains how it made improvements to the entry-level EV while keeping its price down.

Read More →
Ad Loading...
Showroomby Lauren LawrenceMarch 4, 2026

Used-Vehicle Program Aims to Draw More Buyers

GM says more than 750 dealers across the U.S. are enrolled in CarBravo and that in January CarBravo dealers sold over two times the certified volume of Chevrolet, Buick and GMC dealers using traditional CPO.

Read More →
Industryby Hannah MitchellMarch 2, 2026

Auto Brands Hold the Line on Retention

A flat national rate despite inflation and other financial challenges shows industry loyalty stability, annual Reynolds and Reynolds research finds.

Read More →
Industryby Hannah MitchellFebruary 18, 2026

EVs Bring Most Satisfaction to Date

Study finds that adopters are true believers and that their satisfaction with the vehicles is growing, including for public charger experience, despite pullback of federal incentives.

Read More →
Ad Loading...
gray electric vehicle charging
Industryby Lauren LawrenceFebruary 9, 2026

Year-End Inventory Hints at Stability

Electric-vehicle inventory dropped in December, according to S&P Global, but the hybrid market saw about a 19% year-over-year increase in supply despite being down from November.

Read More →
Salesby Hannah MitchellFebruary 2, 2026

Consumer Outlook Dims

The year starts with declined expectations for economic conditions and plans to make big purchases. Used cars, though, are among the top big-ticket categories under consideration.

Read More →
2026 red Honda Civic
Showroomby Lauren LawrenceJanuary 26, 2026

Low Price, Long Life: 2026 New-Car Rankings

The Honda Civic is named the most reliable new car for the money at $27,768 with a predicted 13½ year life span, breaking down to $2,058 annually, or less than half the industry average.

Read More →
Ad Loading...
Salesby StaffJanuary 21, 2026

Black Book: Weekly Market Update

Could it be an early spring when it comes to used-vehicle sales? Black Book analysts think so based on recent weeks' auction activity.

Read More →