A deep dive into the roles of shop marketing pros, fractional CMOs, and business coaches in the automotive repair industry. The hosts discuss how each contributes to marketing strategies, the importance of collaboration, and the nuances of their responsibilities. They share insights from an internal meeting, emphasizing the need for clear communication and trust among shop owners, marketers, and coaches. The conversation also touches on the value of hands-on involvement from shop owners and how to effectively navigate challenges in marketing and operations.
Topics:shop marketing prosfractional CMObusiness coachingmarketing strategyclient communicationcontent creationoperational challengestrust in partnershipshands-on involvementAI in marketing
Thanks to our Partners, Shop Boss and AppFueled
In this no-fluff episode of the Auto Repair Marketing Podcast, Brian Walker is joined by Caroline Legrand, Danni Marks, and J.R. Portman for a candid conversation shop owners need to hear, especially if you're trying to figure out the real difference between a marketing agency, a business coach, and a fractional CMO.
They dig deep into the roles each one plays, where responsibilities blur, and how shop owners can avoid the infamous “Spider-Man pointing fingers” scenario. You'll hear the good, the bad, and the straight-up truth about what happens when everyone's doing the work but no one knows who’s really driving the results.
From strategy gaps to operational blind spots, this episode is a masterclass in understanding who’s responsible for what and how to build a team of partners (not vendors) who care as much about your success as you do.
If you've ever asked, “Who do I trust?” or “Can I fire my CMO?”, you’ll want to hit play, take notes, and maybe even send this one to your leadership team.
Show Notes with Timestamps
Introduction and Episode Context (00:00:01): Brian Walker introduces the episode, explains the "fly on the wall" format, and sets up the discussion about marketing roles.
Content Creation Process & AI Use (00:01:16): Explains their approach to content creation, use of AI, and the importance of unique, thought-leadership-based content.
Episode Format and Sponsor Messages (00:03:31): Describes the episode’s unique format, honesty in discussion, and includes sponsor messages.
Defining Roles: Marketing Agency, Fractional CMO, and Coach (00:04:40): Breakdown of what each provider (agency, fractional CMO, coach) does for auto repair shops.
Shop Marketing Pros: Scope of Work (00:05:36): Details the specific marketing tasks handled by Shop Marketing Pros, including SEO, ads, social media, and website management.
Fractional CMO: Strategy and Accountability (00:06:53): Explains the role of a fractional CMO in driving strategy, creating plans, and holding others accountable.
Coaching Companies: Business Guidance (00:08:01): Describes how coaches provide business advice, recommend agencies, and review marketing results.
Overlap and Blurred Lines Between Roles (00:10:02): Discussion on where marketing agencies, CMOs, and coaches overlap, especially in client consultations.
Marketing vs. Operations: Who Does What? (00:10:37): Clarifies the division between marketing services and shop operations, and where coaches step in.
Consultative Role of Agencies (00:11:22): Agencies are increasingly expected to provide business advice, not just marketing services.
Ongoing Agency-Shop Owner Relationship (00:12:04): Importance of proactive communication and evolving strategies between agencies and shop owners.
Responsibility for Results: The "Finger Pointing" Problem (00:13:08): Addresses confusion when multiple providers are involved and how to identify who is responsible for issues.
Case Example: Adjusting Marketing Services (00:13:43): Shares a real-world example of shifting marketing tactics based on client needs and results.
Shop Owner Time Investment (00:14:19): Discusses the time commitment required from shop owners for effective marketing collaboration.
Shop Owner Involvement and Results (00:14:34): Highlights that more involved shop owners see better marketing outcomes.
Trust and Choosing Who to Believe (00:16:57): Advice on how shop owners should decide whom to trust when providers disagree.
Variability in Provider
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Hi, everyone, and welcome to another episode of the Auto Repair Marketing Podcast.
I'm your host, Brian Walker, and today is going to be a very different kind of episode.
We're essentially talking about the difference between shop marketing pros or companies like
shop marketing pros, a CMO, so chief marketing officer or specifically a fractional chief marketing
officer.
There are a couple of companies in our industry who do that type of work, or your coaching
company and what their roles are when it comes to marketing.
The way that this podcast came about is it wasn't a podcast.
We recorded this.
It was never intended to be a podcast, so you're going to essentially get to
be a fly on the wall during an internal meeting.
Let me give you a little rundown on what it is that we were doing.
We've gone all in on the whole they-ask-you-answer thing that we talk about all the time.
We realized recently that there were some strategic pieces of content that we never
created, and that came from reading Marcus Sheridan's new book, Endless Customers.
If you know me and Kim, we are completely bought in on the idea of they-ask-you-answer.
We're doing a big push to create some of that type of content that will live on our website
and in some other places.
The way that we do that, we do use AI when we're creating our content, but we want
that AI to be completely based off of our thought leadership.
This is something that we used to handwrite all of our content.
We don't believe in just letting AI go write willy-nilly content for us.
That's based on all of the stuff that it has learned online.
We want it to create content that's unique to us based on our thought leadership.
One of the ways that we are able to do that is we can get together, we can have
a discussion, we can really hash something out.
You're going to see, we spend almost an hour in this episode talking about this with four
of us that are bringing all of these thoughts to the table.
We then transcribe that.
We give it to AI and we tell it exactly what we're looking for in an article.
It creates an article and then we will do editing both through AI prompting and
manual editing.
What you are listening to is the meeting where we get together and talk through the ideas
that are going to create the article.
It will actually be really great too if you want to use this methodology for creating
your own content.
Then you'll get to see at least part of what it is that we do and later on, once that
article is written, we'll come back and we'll add a link to the article into the
show notes so that you can go after you listen to the podcast and read the article and kind
of see how it is that it came out.
Very broad discussion.
We might say some things in here.
I mean, I know the full discussion.
There's some things in here where, like, man, do we want to just put that out
to the world?
There might be a couple of things that we do, snip out of the recording, just going
to be real with you, but it is a very honest and real discussion and in the end, we were
talking about it and it was like, man, there would be a lot of value for somebody to listen
to that.
We should turn that into a podcast episode.
Like I said, it's very unlike our normal podcast episodes.
We're going to thank our sponsors and then we're going to get right into the
recording.
Let me know what you think about this one because this isn't the only time that we do
this and there's other content that we create like this where you kind of get to see the
raw, mostly unfiltered discussion, so I hope you all enjoy it.
This episode is sponsored by Shot Boss.
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Are you ready to convert clients to members?
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repair businesses.
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Keep your shop top of mind on the mobile device they love.
First question has to do with the scope of work in regards to a shop marketing pros
or a marketing agency, a auto repair business coach, and a CMO or a fractional CMO.
First question is, what does each provider actually do for the client?
What marketing tasks do they execute or who's responsible for implementing that work?
When we say CMO, are we talking about someone that the shop hires that is on staff or are
we talking about a fractional CMO like turnkey or overdrive?
I would say a fractional CMO to say if they're looking to outsource something and they're
trying to decide should I hire SMP, Elite, or Overdrive, why they might need all
of them or why they might need two out of three and what the differences are.
It's not a rating of the business, it's just what we know that they do.
We know what SMP does, so it's easiest to start with us.
What do we handle for clients?
All right.
So shop marketing pros or a company like us is going to do the actual marketing work.
So we're going to do things like design and build a website.
We're going to do the search engine optimization and all of the little tasks that come
along with that like building citations and creating backlinks and optimizing the
words that are on the pages of the website and making sure the website speed is where
it needs to be and all of these things that would be done for SEO.
Same thing like with Google ads, we're going to actually go set up the ads
and run them for the client and optimize them and check in on them weekly and do all
the things to make sure that the ads are running and they're performing as well as they can.
We do social media management.
So we're going to communicate with the client, find out what's happening in their shop.
Hopefully they're going to do things like send us pictures and videos if they want us to do
like a really great job for them.
They're going to communicate and send us those kind of assets so that we can share
on their social media to get people to know, like and trust them.
What else? I mean, that's ads, SEO, social media, website.
Those are the primary functions that we do at Shop Marketing Pros.
There could be some of our competitors that might do some other little things as well.
But as the marketers, we are actually doing that work.
Now, if we bring the fractional CMO, if we talk about what they do,
in theory, what a fractional CMO is going to do is they are going to drive the overall
marketing strategy for your company.
They're going to create a marketing plan and then they are going to hold other
people accountable to executing that plan.
So a fractional CMO is going to work with a company like us in most cases.
They are going to make sure that the work that we are doing is aligning with the shop's strategy.
They're going to make sure that the work that we are doing is performing by looking at the
reports and doing analysis of that and seeing the phone calls that are coming in and
listening to those phone calls and like that.
These are the things that they should be doing.
It is my opinion that it is a conflict of interest for the fractional CMO to be doing that type of work.
However, the fractional CMOs that are in our industry, they do like social media management.
They will do some programmatic advertising, which we will do also at Shop Marketing
Pros. I didn't talk about that because it's not one of our major services.
But my point is the fractional CMOs will do some of this type of work.
The two companies that are in our industry that I know of, they have to hold themselves accountable.
I do believe that there is a definite conflict of interest in those companies
doing that type of work.
Now you bring in the coaching companies.
And the coaching companies are going to be a little bit different.
Usually they don't get too involved in the marketing aspect.
They might give some ideas.
They will very often recommend working with certain marketing agencies or marketing companies.
They will definitely do some aspect of looking at the overall marketing to help you
as a shop owner determine is it working.
But most of the coaching companies do not get into marketing.
I know that there were a couple of them that dabbled in trying to sell marketing services,
but I don't think that any of them really succeeded in that space.
And I think most of them have decided to stay in their lane
coach on overall business practices.
And then like I said, I do believe that it is the job of the coach to look at
a shops of marketing and the results that they're getting with their client
and help them to make smart decisions as to whether or not
the company that they're working with is providing them a good return.
Where else would you say, I feel like Danny, you'll be able to answer this, that
marketing, whether it's a fractional CMO or a marketing agency and coaching
kind of overlap because I know sitting in client meetings, you have to show the
line sometimes of being or having to be like a consultation maybe about the business
rather than about their marketing.
So what is that like?
It does get blurry sometimes where clients are asking specifically CSMs or their
marketing agency more coach-like questions.
I think the clearest line there is we implement the marketing services,
we watch the marketing services and we send the leads to the shop.
But whenever it gets into the operations of the shop, that's where more of your
business coach steps in.
They're like Brian said, looking at your business operations, your business practices,
your marketing agency sends you the leads for your team to take it from there
into their daily operations and convert them.
It's very much a supplement to the overall plan.
It's not the only plan for a shop.
In Sudden Figure Agency, they talk to us about how so many of our clients, I'm going
to say our, I'm talking about in that whole room of the agencies that are there,
that our clients are depending on us more and more and especially the CSMs that
they're working with to actually work with them in that consultative matter,
not at all to try to replace the coach.
But for us, when we see something that can be improved in their business to actually
talk to them about it and to be able to talk business numbers and strategy and all of that.
For the marketing agency and the CSMs, we're so involved as an ongoing
point of contact and we're having these proactive conversations.
So we, as a marketing agency, can be with the shop as their strategies evolve
and as they grow and as they shift with some of their own planning there.
So for instance, the other day, a shop asked me a question on,
are we keeping track of his returning customers?
Right. And I had a conversation with him where that's more of a business coach type conversation
because we're sending them the leads, we're keeping track of the leads that we are sending,
but it's really up to his team to take the leads and then track their own customer
retention. We're very much acquisition based in what we do and then his team
and his operations is the retention side.
I feel like what I see with what clients experience sometimes is they come to us or their marketing
agency or their coach or their fractional CMO about something and everybody ends up pointing
to the other person. It's kind of like that Spider-Man meme where there's like two or three
of them and everybody is like, no, it's that person. So how can we break down maybe
on some specific examples like who is the best person to talk to in that scenario?
Your marketing team is telling you that your ads are working, your results look great.
They're following the strategy that was set in place from your fractional CMO,
but the customers aren't coming in the door.
So we had a client and his regular Google search ads weren't hitting the
mark anymore for him and he wasn't doing SEO and he's a general shop so he was eligible
for LSA ads. We took all of this into consideration with the shifts that he wanted to do
and the goals that he wanted to achieve and we consulted him to swap services to SEO
and local service ads and now he's much more happier with those services.
In the day-to-day with working with these different types of companies,
what is the time investment from a shop owner look like?
The time investment, I don't know how to answer that as far as the amount of time that it actually
would take, but I do know that the shop owners that we work with that spend more time and get
more involved in their marketing tend to have much better results and at any time that we talk
about this, the first person I think of is Chris Laoma at Jerry's Automotive who has a videographer
who is coming in once a month and shooting video and Chris is there working with him
and who is analyzing those LSA calls that he gets to determine are these things performing
the way that we need them to who is looking at their service advisor and the performance
of that service advisor and then we have the shop owners that we're not trying to turn them
into marketers by any means, but when we can train them, especially if we're handling
their social media, when we can train them to recognize moments that are happening in
their business and to see that is something that I need to share with my marketing company.
They just quickly pull out their phone and share with their CSM what's going on.
Cumulatively, I would imagine that that is something where a shop owner is going to spend
eight hours a month if that, where they are doing things like listening to some of their
own phone calls, which I really think that every shop owner should be doing, going around
a couple of times throughout the month and take some pictures of what's happening in the shop
and send it to the marketing company and then spending that one hour once a month talking
with their CSM, like having the meeting, going through the report, understanding what's happening
in their marketing. They have a responsibility in their own marketing and we see both sides of it.
So we see the shop owners that they don't want anything to do with their marketing and they
just hire us and they never talk to us and they let us do our thing and we get results for
them. But when we have the ones who actually do invest that time and they meet with us and they
send us information, Power My Services advisors perform on the phone and all of these things,
they are going to get much better results from their marketing than the client who wants to just be
completely hands off. And then to go back to your other question Caroline, because
you had asked a question about when you have a shop owner that's working with a coach or working
with a fractional CMO and they are working with a marketing company, which one I think
essentially what you were asking is, who do you believe? Because you got three people that are
often pointing fingers at each other. I don't think that there is a standard answer for that.
I think that as a shop owner, you have to hire people that you trust. And when you do that and
you have three different people that are pointing fingers at each other, at some point you just
have to decide which one of these people do I trust and do I believe the most. Because it
would be really easy for me as the marketer to say, well, you should trust your marketer
because they're the ones that are actually doing the work. They're the closest to it and they do
more of this stuff than anyone else. Logically, it should be the fractional CMO because that's
what you hired them to do. You hired them to set the strategy and then hold the people who are
doing the work accountable to getting good results and aligning with the strategy. But
unfortunately, we have had multiple cases where somebody was working with a fractional CMO
and when they worked with us and worked with the fractional CMO, they were like,
why am I paying this CMO? And they ended up firing the CMO company and working just with us.
And we have some of those clients that years later are still with us.
It's a hard thing to answer and I'm not saying by any means that these CMO companies
are bad because I think that it can depend very much on who the person's CSM is with that CMO
company. We've got a lot of acronyms going on here. Even here, whereas I truly believe that
we're the best and I believe that everyone on our team is amazing, you're going to have
a different experience if you are a shop working with Danny versus a shop working with Kendra versus
a shop working with Katie versus a shop working with Michael. You're going to have a different
experience and it could be the same thing with the fractional CMO companies. When I think of
the big fractional CMO company, Turnkey Marketing in our industry, they are obviously
having great success right now. I mean, the office that they just moved into is amazing.
They're having lots of growth and you don't do that by accident. You don't do that by providing a
bad service. So the experiences that we've had where somebody left, it could have literally
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