Lead the Location

Lead the Location Course

People, Profit & Performance

Your Location Managers Carry the Whole Business. Give Them the Tools to Lead It.

A location manager’s day rarely stays inside one department. A service delay becomes a customer concern. A parts decision affects cash flow. A staffing gap changes what the entire location can deliver.

Keeping the day moving is only part of the job. Your managers also need to develop people, understand the numbers, grow customer relationships, and turn company priorities into consistent action.

When every issue lands on the manager’s desk, there is little time left to build a stronger location.

Build the Confidence to Lead Across Every Department

Lead the Location: People, Profit & Performance equips equipment dealership location, branch, and general managers with practical tools to take ownership of their location’s performance.

Through dealership scenarios, financial exercises, self-assessments, and action planning, participants connect the decisions they make each day to the people, customers, and results they are responsible for.

Managers learn to see how parts, service, equipment sales, and rental work together, while keeping their location aligned with the broader organization.

This Course Is For:

  • Location Managers
  • Branch Managers
  • General Managers

Built for equipment dealership leaders responsible for performance across departments, particularly within multi-location organizations.

Sound Familiar?

  • Managers spend the day solving urgent problems, with little time to plan or develop their team.
  • Parts, service, and sales work toward different priorities.
  • Financial reports show the results, but managers are unsure which actions will improve them.
  • Customer updates and department handoffs fall through the cracks.
  • Performance conversations are delayed and expectations remain unclear.
  • Location results depend too heavily on the manager being involved in every decision.

Key Outcomes:

Participants will learn how to:

  • Set clear standards and build a culture of ownership and accountability.
  • Connect department decisions to margin, absorption, inventory, and asset performance.
  • Identify market opportunities and prioritize customer coverage.
  • Strengthen hiring, onboarding, coaching, and team development.
  • Improve handoffs with clear ownership, deadlines, and follow-up.
  • Address performance issues through prepared, productive conversations.
  • Protect time for planning and reduce avoidable interruptions.
  • Create a practical location action plan with priorities, owners, and measures.

What Your Managers Will Work On

The course moves from understanding the whole location to building the habits that keep it performing.

01 / CULTURE & OWNERSHIP

Set the Standard for Your Location

Assess location culture, clarify the manager’s responsibilities, and connect daily leadership behavior to team performance.

02 / FINANCIAL PERFORMANCE

Understand What Drives the Results

Work through service recovery, parts inventory, absorption, work in process, equipment trade-ins, and rental fundamentals.

03 / MARKET & CUSTOMERS

Focus Effort Where It Can Make a Difference

Explore market potential, customer segmentation, account coverage, participation, close rates, and retention.

04 / PEOPLE & LEADERSHIP

Build a Team That Can Grow

Strengthen recruiting and onboarding, adapt leadership to the person and task, and choose when to coach, train, or mentor.

05 / COMMUNICATION & ACCOUNTABILITY

Turn Expectations Into Follow-Through

Practice clear directions, active listening, department handoffs, tough conversations, and specific positive feedback.

06 / PLANNING & EXECUTION

Bring the Learning Back to Your Location

Set priorities, establish daily and weekly routines, delegate with clarity, and build a 30/60/90-day action plan.

Practical Tools to Put to Work

  • Participant guide and workbook with dealership exercises.
  • Location assessments and section checklists to identify gaps.
  • Conversation, coaching, and planning frameworks.
  • A location action plan that names priorities, owners, first steps, and measures of progress.

Choose the Format That Fits Your Team

Virtual

Live facilitated online sessions for your dealership’s leaders.

In-Person

Onsite delivery at your dealership.

Interested in This Course?

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Serving equipment dealers and manufacturers in North America. Based in Bowling Green, Ohio.  ·  Get in touch