Dread them, run from them, collection calls arrive all the same. No matter what steps you take to ensure your self storage clients are current on their payments, odds are good that you’ll end up making calls to delinquent customers more than once. Our helpful Self Storage Operator Toolkit contains a collection call sheet that makes the whole process easier.
Download this free toolkit to get the collection call sheet as well as a bunch of other curated self storage checklists, documentation sheets, and worksheets to optimize some of the most frustrating parts of running a self storage business.
Proper documentation of collection calls is vital. Not only can you ensure that every customer was contacted fairly before their unit is auctioned, you can back up that claim with times, dates, and the identity of the caller in the event your procedures are questioned. This won’t be all the documentation you need, but it’s a good place to start.
Collection calls can be frustrating and downright unpleasant – this can lead to managers and operators avoiding them, rushing through them, and understandably just trying to get it over with. With this collection call sheet, you can be certain that every call is actually made, when, and the result of the call. Don’t let any unit slip through the cracks by utilizing our collection call sheet!
Good documentation can take some of the hassle out of collections calls. These sheets have spaces for all the relevant information, including unit number, amount owed, due date, and phone numbers for reaching the tenant. Once you’ve downloaded the sheet, it’s yours and you can customize it to meet your specific goals.
Our form ensures you have all the relevant information at hand when making your collection calls. Self storage unit number, phone numbers, amount owed, and important due dates are all prominently displayed on a completed call sheet. You can also add valuable reminders for whoever is making the call!
As with all of the other pieces in our operator toolkit, the goal of this Collection Calls Sheet is to save you time and energy. With a set of worksheets and checklists handy, self storage operators can get to working on all the other parts of the business, instead of dedicating mental energy to creating their own.
Good record-keeping can stand between you and lots of headaches. For starters, good record-keeping ensures you complete all the tasks you need to do. If you wonder later on whether X tenant has been contacted, you can simply check your sheets and see if and when someone got in touch. Next, it gets harder for delinquent renters to argue that they didn’t know you were going to sell their unit. Depending on the laws in your state, these may or may not have any legal weight, so it’s important to do your own research and not to rely solely on these.
Check out our Gabofocus session on collection and auctions here to learn how to improve your overall collections process.
Having a checklist or info sheet can also help operators determine what pieces of information are most valuable. If you find that you aren’t utilizing a certain portion of this info sheet, you can simply remove it and save yourself the time on every call.
Regardless of whether you manage one small facility or several large ones, proper documentation can protect against inevitable human errors. Not only can a good collections procedure help you recoup money that might otherwise be lost, it can improve your relationship with your customers. If you can create a good renting experience even under these less-than-ideal circumstances, you could benefit greatly from that reputation.
If you find this collection call sheet helpful, consider downloading our entire Self Storage Operator Toolkit. StoragePug curates a set of helpful forms that can get you out of the office faster!
For more great resources and information, check out the links below!
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