When we began with Cool Auto Detail, the business was operating entirely on paper. There were no digital systems, no structured price lists, and no memberships — making growth and consistency nearly impossible. We partnered with the owner to create foundational business systems, develop service and pricing structures, and implement a CRM that could scale as the business grew.
Workshops & Pricing Development: Led collaborative sessions to design and publish the business’s first clear service lists and pricing structure.
CRM Research & Transition:
Began with Detail Bookie (already purchased but unused) to avoid sunk costs.
Used Square as an interim customer-friendly solution.
Membership Program Creation: Built a four-tier membership model (Express, Cool, Cooler, Coolest), unlocking predictable recurring revenue.
Staff Training & Adoption: Delivered repeated training sessions, simplified resources, and ongoing retraining to support adoption despite turnover.
Moved the company from paper-only operations to a streamlined digital CRM.
Developed and published official service lists and pricing for the first time in business history.
Launched memberships, creating recurring monthly revenue and stronger client loyalty.
Improved client booking experience and owner confidence in presenting services.
Established a long-term partnership where we continue to guide growth and scalability.
This project wasn’t just about software — it was about building the operational backbone of the business. Cool Auto Detail continues to rely on us as their trusted growth partner, from CRM training to marketing strategy, ensuring they not only adopt new systems but thrive with them.
While it was paid for, the booking display wasn’t client-friendly. After testing Urable and OrbisX, we chose OrbisX for its scalability and features.
We provided live Zoom trainings, retraining when turnover occurred, and created step-by-step resources to make adoption as smooth as possible.
Through a series of collaborative workshops where we worked directly with the owner to define offerings, align pricing with value, and design loyalty-driven memberships.
Its client-friendly design, scalability, and industry-specific features made it the best fit after testing Detail Bookie and Urable.
Cool Auto Detail’s Digital Transformation & Membership Launch
Business Systems & CRM Integration
Cool Auto Detail
April–June 2024
3 months (and ongoing partnership)
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