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Renting Units
Unit Changes
Leads & Reservations *
OPS.2 Empty to Empty Transfer
Renting units
OPS. 7 Unit Upsize or Downsize
SPAREFOOT
Promotions
OPS.5 Customer Name Change
OPS.34 Customer to Business Name Change
OPS.26 New & Online Move In Follow-ups-DRAFT
Specialty Account Types
Unit Types
Unit Sizes & Types (temp control)
Car, RV, Boat, Trailer Storage
Payments / Fees
Military Rentals
OPS.10 Death of a Customer
Non-Profit/Charity Units
OPS 8 Guardian or POA Customer Accounts
OPS.32 Customer Identification
Problem Solving
OPS.1 Incident Report
Unlocked Unit With Contents *
Damaged Unit *
Past Due Account- Vacant Unit *
OPS.13 & OPS.14 Auto Payment
Fee Schedule First Month *
Add a Fee *
Promise to Pays *
Mailing Address & Payment Methods
OPS. 17 Overlock Process Fee
OPS.19 Notice To Vacate
Facility Tasks & Follow-ups
Daily Tasks- A Monthly Glance
Abandoned Calls In Call Potential
APS Definitions*
OPS.29 Customer Moved Out & Left Items Behind (sq ft fee)
Collections < 35 days
Inspections / Appfolio
OPS.15 Lock Cut Request
Unit Inventory
Locks & Tags
Collections Scripts & Process
Pay Half & Move Out
Promise to Pay*
OPS.16 Clear the Balance or Send to ART
Call To Action- Collection Calls
Move-Outs
OPS.21 The Move Out Process
Documents
OPS.23 & OPS.25 E-sign: Agreement /COMMS
1st & 2nd Request to sign RA Follow Up
Sending Documents
Protection/Insurance
SMS Protection Plan
Call Training/Customer Service
Example Calls
OPS.12 New Ownership Welcome Call
De-Escalation Training
Disrespectful Customers
Customer Service Success*
OPS.11 Five Star Reviews
OPS.24 Rate Increase Complaints
SAVE OUR SALES (SOS) *
Communication
Phishing E-mails
Texting Shortcuts *
OPS.3 Missed, Unprocessed & Return Calls in CP
OPS.4 Abandoned Contents-Less than 35 days
Video Training
APS Map & Facility Card
Saving Document in StorEdge
CP Lead Features Training
APPFolio- Completed NO Bil Needed
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