Templates · Auto Storages

Congrats on winning the auction! Details to access this unit are below. Once done emptying this unit reply to this message with pictures of the empty unit with UNIT NUMBERS VISIBLE and lock in the picture. Also, please make sure to leave our lock behind inside the Dropbox or a lost lock fee will apply. Once pictures of the empty unit have been sent to us PLEASE GIVE US A CALL to let us know that you have sent those so we can get that refund issued as soon as possible. Thanks, and have a wonderful day! Unit #{{unit}} @{{location_name}} Gate Code: {{gate_code}} Lock Code: {{lock_code}}

¡Felicidades por ganar la subasta! Los detalles para acceder a esta unidad están abajo. Una vez que hayas vaciado la unidad, responde a este mensaje con fotos de la unidad vacía, con los NÚMEROS DE LA UNIDAD VISIBLES y el candado en la foto. Además, asegúrate de dejar nuestro candado dentro del Dropbox, o se aplicará una tarifa por candado perdido. Una vez que nos hayas enviado las fotos de la unidad vacía, POR FAVOR LLÁMANOS para avisarnos que las enviaste, así podremos procesar el reembolso lo antes posible. ¡Gracias y que tengas un excelente día! Unidad #{{unit}} @{{location_name}} Código de la porton: {{gate_code}} Código del candado: {{lock_code}}

Hi, this is {{agent_name}}. You have won an auction unit but the website still needs to be paid. Please contact them and get them squared away. Once that it done please follow up with us at {{business_phone}} for our payment and access info. Thanks!

Subject: Dakota Harwell sent you the document "Settlement Request For {{customer_name}} With {{business_name}}" via PandaDoc Dakota Harwell sent you Settlement Request For {{customer_name}} With {{business_name}}. {{customer_name}}, See attached for a settlement offer. Please let me know if you have any questions or concerns. Thank you! Dakota Harwell {{business_name}} Open the document via [signing link] PandaDoc is an application to send, track, annotate, and sign documents online in a fast, secure, and professional way.

Agreement the customer signs

Settlement Agreement

As of [Date], unit # [Unit] occupied by [Customer name] is past due in the amount of $[Current balance]. This form serves as an agreement for tenant [Customer name] to make a payment of $[New agreed balance] by [Due date] and have items removed from the unit 48 hours after that payment. Failure to make the payment by stated date or remove items within the 48 hours will result in a forfeit of the belongings stored in said unit and the auction of the goods will proceed. Failure to fully remove all belongings from the unit will result in the remaining balance, along with a $500 cleaning fee, being sent to collections. This may negatively impact your credit. Tenant: [Signature] Unit #: [Unit] Business Name: [Business name] Manager: [Manager]

Fill out the form and the customer gets this message to sign automatically.

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Fill out the form and the customer gets this message to sign automatically.

Here's the address for {{business_name}}: {{location_address}} Tap for directions: {{maps_link}}

Hello this is {{agent_name}} with {{business_name}}. Your unit number is: {{unit}} Your gate code is: {{gate_code}} If you have any issues or questions please give us a call and we can further assist you! Have a great day!

Hello this is {{agent_name}} with {{business_name}}. Your unit number is: {{unit}} Your gate code is: {{gate_code}} Please send your insurance information to: support@automated-storage.com! If you have any issues or questions please give us a call and we can further assist you! Have a great day!

Hi, this is {{agent_name}} with {{business_name}}. We have received your request to process move out. Please reply with a picture of your clean and empty unit and call to let us know it has been sent so that we can finish the process. Thank you so much!

Hi, this is {{agent_name}} With {{business_name}}. We have received your request to process move out. Since you were unable to provide pictures of the clean and empty unit we will have to verify the move out during our next site check. Thanks for your patience and you should receive email confirmation once the move out is completed.

Hello, This is {{agent_name}} with {{business_name}}. We have received your request to transfer units and your new unit number is #{{unit}}. Please reply with a photo of the empty unit once transfer is complete and give us a call to let us know you have sent the photo. Thank you so much and have a wonderful day!

Reminder that today is the last day to provide pictures of empty units in order to get your deposit back. Thanks!

Please send your proof of insurance to Support@automated-storage.com. Please include your first and last name, unit number and name of the facility you rent with so we can ensure it is added to the correct account. Thank you!

Hello, this is {{agent_name}} with {{business_name}}. You have declined our insurance which means we will need proof of you personal homeowner or renters insurance for your account. Please forward a copy or your insurance declaration page to the email below and include your name and the facility name in the subject line of email. support@automated-storage.com

Hello, this is {{agent_name}} with {{business_name}}. We have received notification that the items in your unit have been damaged. Please take pictures of the damage and follow up with insurance to start a claim as soon as possible. I'm adding the insurance information below and if you have any questions please feel free to reach out so we can better assist.

Hello, this is {{agent_name}} with {{business_name}}. We have received notification that your unit appears to have been broken into. Please file a police report with your local PD and follow up with insurance to get that claim started. I'm adding the insurance information below and if you have any questions please feel free to reach out so we can better assist.

Thanks for calling <Facility Name>. This is <your name>, how can I help you?" Example: Thanks for calling Stor It Ville Storage. This is Alec, how can I help you?" This should be said in a friendly, upbeat manner.

Once you deliver your intro — “Thanks for calling <facility name>. This is <your name>. How can I help you?”... the customer will begin explaining what they need assistance with. At that point, your response should be something along the lines of: “Absolutely! I can help with that. Give me one moment to get logged in and I’ll get you taken care of.” This is extremely important because it accomplishes a few things: * It reassures the customer they have reached the correct business * It lets them know you are actively working to assist them * It buys you a few moments to get logged into the management software and get properly prepared to help This small step creates a smoother, more professional customer experience and helps avoid awkward silence while you are getting set up. If a customer calls in inquiring about pricing, I would like you to adjust the phrase above slightly. "Absolutely! I can help with that. Give me one moment to get logged in and I'll get you the best rate possible."

"Yeah! I can help with that. Give me one moment and I'll get you the best rate possible."

When a customer calls asking about storage availability, they will usually say something like: “I was calling to see if you have any storage units available.” If a customer inquires about pricing and availability, your response should sound something like: “Absolutely! I can help with that. Give me one moment to get logged in and I’ll get you the best rate possible.” From there, we want to start a conversation and learn more about what they are planning to store. A great question to ask is: “Are you needing a smaller unit or a larger unit?” This helps the customer describe what they are storing and allows you to guide them toward the correct unit size. Once you understand what size they need, confidently quote the available options. For example: “We currently have a couple 5x5 units available for $X/month and a 5x10 available for $X/month. Would one of those units work for you?” Most importantly — ASK for their business. Do NOT simply give pricing and then sit silently waiting for a response. Be proactive and confidently guide the conversation toward the rental. Examples: * “Would one of those units work for you?” * “Would you like to go ahead and get that rented today?” * “It’s only a couple minute process and we can get everything set up for your move-in.” The goal is to confidently assist the customer and guide them toward completing the rental over the phone. Here's how a typical conversation would go: * Ring ring ring * You: Thanks for calling <Facility Name>. This is Alec. How can I help you?" Caller: I was calling to see if you had any storage units available. You: Absolutely! I can help with that. Give me one moment to get logged in and I'll get you the best rate possible: You: Are you needing a small or a big unit? Caller: I don't need a very large unit. Probably a medium sized unit. You: Gotcha! We have just a couple 10x10 units going for $xx/mo and a 10x15 going for just $xx/mo. Could one of those units work for you?" Caller: Yeah, I think the 10x10 would work. You: Great! To rent the unit, it's just a couple minute process where we get your contact info, payment info and sign the lease. Would you like to go ahead and knock out the rental? It's just a couple minute process.

During the move in process, you are going to come to a section to add insurance to the account. If a facility REQUIRES insurance, you should say the following script: "Next step here is insurance. Insurance is required with all new rentals. Most people go with our basic plan. Which is $x/ month for $x worth of coverage. We also have a couple premium options. Would you like to go with the basic plan today?" If a facility does not require insurance, you should say the following script: "Next step here is insurance. Insurance is recommended with all new rentals. Most people go with our basic plan. Which is $x/ month for $x worth of coverage. We also have a couple premium options. Would you like to go with the basic plan today?""

“...next step is our lease agreement. Because our phone calls are recorded, we have the ability to VERBALLY sign our lease agreement. To give you a quick rundown: * We are taking the prorated rent today. So you will be paid through the end of this month. * Rent is due on the 1st of each month * Other than that, please don’t store any: * Food * Flammable material * And make sure you give us a call when the unit is 100% clean so we can move you out on our end. * Lastly, it’s just a standard Month to Month agreement and you can move out at any time. * With that being said, do I have your permission to sign your name and send you a completed copy for your review?”

*Ring Ring Ring* Agent: Thanks for calling <business name>. This is Alec, how can I help you? Caller: Yeah I just need to make a payment on my account. Agent: Awesome. I can definitely help with that. What is the name on the account here with us? Caller: Michael Slayton Agent: Alright Mr Slayton, I got you right here in unit 108A. I am just seeing a balance of $50.00 for this months rent. Would you like to put that on the card on file ending in 1234? * If there is more than 1 card on file. Ask the caller what the last 4 digits are of the number they would like to use. Caller: Yes. * Run the payment Agent: Awesome Mr Slayton. That payment went through, I just emailed you your receipt and you are good to go here. Anything else I can help with today? Caller: No, I'm good Agent: Alright well thanks for knocking that out. Have a great day and call us anytime!

*Ring Ring Ring* Agent: Thanks for calling <business name>. This is Alec, how can I help you? Caller: Yeah I just need to make a payment on my account. Agent: Awesome. I can definitely help with that. What is the name on the account here with us? Caller: Michael Slayton Agent: Alright Mr Slayton, give me one second while I pull up your account... Agent: Alright sir, I got you right here in unit 108A. I am just seeing a balance of $50.00 for this months rent. And I am ready for the card number when you are. OR, if a card is on file, Would you like to put the payment on the card on file ending in 1234? Caller: Yes. * Run the payment Agent: Awesome Mr Slayton. That payment went through, I just emailed you your receipt and you are good to go here. Anything else I can help with today? Caller: No, I'm good Agent: Alright well thanks for knocking that out. Have a great day and call us anytime!