Systems Utilized
Policies and Procedures
Customer Service
Best Practices
Not in Property Manager’s Playbook🤯
100

Auction platform for units that are in lien status.

What is Lockerfox?

100

A customer asked you for a W9, where are they located?

What is the vault under Operations Documents>Manuals, Forms, and Guides> w-9’s ?

100

This is the first thing you should do when you answer the phone.

What is “Thank you for choosing (storage brand), this is (your name), how may I help you?”

100

Where do you place the Rodent packs inside the unit?

What is inside the doorway channel/tracks on both sides?

100

Merchandise Inventory counts are uploaded in on this day of the month. 

What is by the 15th?

200

Customer care and field escalation system.

What is CSRScape?

200

Related to SBOA, which report is important to periodically review to ensure tenants are compliant with their lease? 

What is an Insurance Status Report under Operations Reports in SSM?

200

What are the first three things you do when a customer walks into your office? Hint-Acronym SSG

What is Smile, Stand, and Greet?

200

Trick question😂, this TV show revolves around bidding on abandoned storage units.

What is Storage Wars?

200

This report should be printed at the start of every day and contains which units are available to rent and the size.

What is a Vacant Unit List?

300

Ticketing system to enter Capex requests for your site.

What is CRO?

300

Share your screen and create a label via simple certified mail.

What is …(review team member’s steps)?

300

What is something that is commonly required for all rentals and provides the facility extra income?

What is tenant protection/tenant insurance/SBOA?

300

Here are the products or services where we want to overcome objections.

What is Insurance, Locks, and Autopay?

300

This report informs you of any credits/anllowances issued within a specified time period.

What is a Credits under Accounting Report?

400

Website used for our cyber security training.

What is knowbe4?

400

What type of sale is this in the following scenario? Mr. Smith, now I just need your ID and debit or credit card for the monthly payments to start the lease process.

What is an “assumptive” sale process/assume the autopay?

400

This is a crucial skill when dealing with upset tenants/challenging situations.

What is Listen, Apologize, Solve, Thank?

400

What features should you state for SBOA-TI when providing information to the tenant?

What are low monthly cost, zero deductible, no long term commitment?

400

This report lists important information about the storage facility's performance each month such as income, occupancy, delinquency, move ins & move outs, leads converted and more.

What is the Management Summary II Report?

500

Reporting system used for DATA for your facility.

What is a PowerBI?

500

This term is called the modification to a customer’s monthly rent rate.

What is ECRI-Existing Customer Rate Increase?

500

These 4 phases are used in the sales process. 

What is a Connect, Discover, Recommend, and Close?

500

Listed in Pg. 30 in playbook, name 2 best practices to secure Google Reviews.

What is leverage happy moments, target your Gmail users, be review ready with QR codes, capture the moment to have it completed in the office…?

500

This term refers to the one time fee you pay to rent a storage unit.

What is an administration fee?

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