Basic Operations
Renting to New Customers
Current Customer Management
Safety and Maintenance
100

Mon-Fri: 9AM-6PM, Sat: 9AM-5PM, Sun: CLOSED

What are Regular Working Hours?

100

Contact within 10 minutes, Expectation is 6 calls in 3 days (2-2-2), alternate call times to the customers (call #1 in the AM, Call #2 in the PM).

What are Prospect Calls?

100

This can only be given to the Primary Account Holder. Alternate/access customers must get this from the Primary Account Holder.

What is Gate/Access Code?

100

Get a good footing, place feet 8-12 inches apart, bend your legs, keep the load close to your body, keep your back straight.

What are Safe Lifting Practices?

200

Complete your bank deposit, clean up any trash on your site, clean out any vacant units, complete your daily walk through/lock check.

What are Tasks between 9AM and 10AM?

200

STOP, SMILE, AND FOCUS, “Thank you for choosing (brand name) this is “Your Name” How may I help you?

What is Telephone Verbiage? 

200

Make sure the ID matches the person listed on the account; You can let the customer know their Paid Through Date, you can let them know the amount due, you can make account changes if the customer places them in writing.

What is In-Person Verifications? 

200

These attach each section of the unit door to the next. They allow the door to turn at the top of the opening.

What are Hinges?

300

Please sign and date this document and upload it to the Storage Locker to the correct folder for your store.

What is Walk Thru Worksheet?

300

Contact the customer initially and remind them and add notes of date and time, wait 3 days then place a final phone call and enter a note with the date and time, wait 7 days then expire/remove gate code to encourage the renter to come in. DO NOT OVERLOCK!

What is Move-ins that Do Not Sign the Lease?

300

The customer account must be current. Only the Primary can make changes. Cannot be rolled back. Limited to 1 per unit per year. Once it is changed, it cannot be changed back. Once the change is processed, payment will need to be made on the due balance. New lease will have to be signed.

What is Changing a Customer Paid-Thru Date?

300

Gas: Take your foot off the gas. Steer: Turn the wheel in the direction you want the front of the car to go. Brakes: Do not use the brakes until you regain control, then apply gentle pressure until the car stops.

What are Steps for Skids?

400

Restart computer routers, view the discounts given, complete a maintenance inspection of the property, file all month end paperwork

What are Monthly Tasks?

400

DO NOT offer this – the customer has decided they value the unit at the rate you already quoted them.

What are Promotions?

400

Something to act as the tenant’s temporary password

What is E-Commerce Code?

400

The meeting of worker health, safety, and science. This aims to improve efficiency in a person’s work environment and reduce the likelihood of injury.

What is Ergonomics?

500

Daily Deposits, Weekly Walk-thru Reports, Vacated Leases, Maintenance Logs (if any), Any other monthly paperwork you may have/use.

What is End of Month Paperwork?

500

During this type of rental, a “Fiduciary Agreement” is required.

What is Renting to a Business?

500

Technique used for customer resolutions.

What is L.A.S.T.?

500

Violence committed to the intended victim by someone with a personal relationship but not a business relationship. For example, a spouse, family member, or former significant other of an employee may come to the workplace with the intent to harm the employee there.

What is Type 4 Violence?

M
e
n
u