Train your team to win the non-prime deal.
The vehicle-first sale works for many buyers — but not the ~30% with poor credit, fixed incomes, or no idea what they qualify for. In one focused workshop, your team learns the Finance First™ process: get the customer approved first, then sell — profitably, professionally, and ethically.
26 years on the floor · 1,000s of sales & F&I pros trained · 100% ROI in month one*
Why this workshop
Nearly one in three buyers is being turned away.
Most dealers still sell unit-first — so payment shock kills the deal at the desk and the customer controls the conversation. Finance First flips it: get approved first, then shop. Same store, no ick, more profit.
The customer shops inside a real, pre-approved budget — no payment shock at the desk.
Position financing like a mortgage broker would — calm, transparent, customer-first.
Structure deals properly up front: stronger fronts, better backs, fewer skinny deals.
Scripts, forms, and a coaching cadence your team actually follows after the workshop.
What your team learns
The Finance First™ process.
The agenda
Two days that change how you sell.
Each session maps to a part of the Finance First™ Blueprint — your team leaves with a working playbook, not just notes.
Why Finance First works — and the process begins.
- The reality of non-prime in Canada — the three customer groups & three failure modes
- The problem & the solution: get approved first, then shop
- Department set up, strategy, approach and the 5 ingredients for success.
- The Finance First philosophy & mindset shift
- Steps 1–3: Contact & Meet · Client Interview · Credit Profile & Protection
Day 1 outcome: explain the non-prime opportunity, deliver the mortgage-broker analogy, and run Contact → Interview → Credit Profile.
From pre-approval to delivery — and a system that sticks.
- Steps 4–10: Trade Appraisal · Pre-Approval · Selection & Presentation · Worksheet · Funding & Delivery
- The non-negotiables: speed to lead, holding the terms, always book the next step
- The Demand & Retention engine: pre-approved leads, the Credit Rebuilder play, deal salvage
- The Sell Smart Turnkey Program: the SME, the coaching cadence, the KPIs
- Your certification path & first-deal action plan
Day 2 outcome: run a deal end-to-end, position the marketing & retention play, salvage a deal, and stand up the coaching cadence.
Choose your format
Two ways to get your team trained.
Both teach the core Finance First™ process. Pick the lowest-risk on-ramp or go all-in, hands-on.
Online Workshop
Four live online sessions — 1 hour per day, over 4 days. Learn the Finance First™ process from your desk, on your schedule.
- 4 live, interactive sessions (1 hr/day)
- The full 10-step process
- Scripts, forms & the core toolkit
- Q&A with Kim and the community
2-Day In-Person Workshop
Two days, hands-on, in your market. Walk out with a working Finance First™ playbook — and your application to the certification cohort.
- Two full days, live role-plays with real deals
- The complete Blueprint manual & print toolkit
- On-demand video course + community access
- Application to the turnkey certification cohort
Bringing a whole team, a dealer group, or an OEM program? We tailor private workshops too — note it on the form and we'll scope it with you.
Who it's for
Built for the people who close the deal.
Stand up a predictable non-prime profit centre instead of a back room.
Give your floor one repeatable process for every credit type.
Structure cleaner deals up front — better fronts and backs at once.
Stop losing ups you never knew you missed. Win the deal you used to turn away.
Your instructor
What dealers say
Real workshop feedback.
Reserve your seat
Hold your spot in the next workshop.
Tell us a little about your store and which format fits. We’ll confirm dates, seats, and next steps — no obligation.
- Online ($599/person) or 2-Day In-Person ($2,998/dealership)
- Walk out with a working Finance First™ playbook
- The 2-day is your on-ramp to certification
- Questions? +1 902-700-2310 · [email protected]
Thank you — request received.
We’ll reach out shortly to confirm your workshop seat. Talk soon!