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Storage Asset MGMT

Storage task

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theepaulraymond59
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17 views

Storage Asset MGMT

Storage task

Uploaded by

theepaulraymond59
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Client: Storage Asset Management

Client Specifications: Updated 1/24/2024

Shop Scenario:
• Visit solo or with one adult guest. Children not permitted.
• You must follow the establishment’s requirements for Covid protocols, if applicable.
• You must verify the location is open and meet all client requirements outlined below
• You MUST take a tour of the property UNLESS there are extenuating circumstances which would prevent this from happening. IF you
arrive and no one is there (very unlikely), you MUST call and speak with someone to see how it's handled.

Client Objective:
You will be calling AND visiting your assigned location and inquiring about renting a space for storage. Allow the sales associate to ask qualifying
questions to determine your needs. MUST have a scenario in mind prior to your visit (see Shop Details below). During call, if it does not appear that
a tour will be offered, you must ask to look at a unit. If you are told that no units are available, please ask when they may be and say you may come
by to take a look anyway. You MUST still visit and tour, even if no units are currently available.

Some Ideas for Storage Scenarios:


-You are moving into a smaller house and need to store excess furniture until you are able to sell or give it away. Have in mind what items you
might need to store (i.e., a queen size bed, dresser, nightstand, or a sofa and loveseat, etc.).
-You need extra storage space for your growing business (maybe you need to store equipment or need extra space for works in progress).
-You are planning to sell your home and need to store some of your excess furniture while your home is on the market so it looks more spacious.
-You are doing major renovations on your home and need to temporarily store some of your furniture.
-You need a place to store hobby or sports equipment.
-or Be creative! Think of a reason you either have used self-storage or could envision using it. Make sure your scenario is believable and makes
sense for you. You must be able to answer enough questions so the sales associate can make a recommendation for a unit.

Key Observations/Elements:
• Visit client’s website: http://storageassetmanagement.com/ - familiarize yourself with the establishment AND verify hours*
*Locations may close during lunch hours, avoid calling/visiting between 1:30-2PM
• Pre-Visit Call and Onsite Tour required
• Obtain staff member names. Name tags not required, must ask their name(s).
• Uniform Standards - company logoed shirt/outerwear, trouser type pants (no jeans/sweatpants), plain ball cap acceptable. Neat &
professional in appearance.
• AFTER TOUR ONLY - Visit restroom for cleanliness/supplies check. Please only visit the restroom for which you identify. If no restroom,
mark questions ‘N/A’
• 1 photo required

Pre-Visit Call:
RECORDED – to record your call, you will initiate your call from your event online. You must ensure you have reached the location and not the call
center. If your call rolls to the automated greeting recording (click link to listen to Call Center Greeting), you have been transferred to the call
center and need to try your call again. All calls should be during open, business hours and must be at least 4 hours apart. On the first two attempts,
you must ensure you have reached the location and not the customer care center (call center). Press 1 for English (or 2 for Spanish). Press 1 again to
speak to the store manager. ON THE FIRST TWO ATTEMPTS: If the store manager does not answer, hang up and call again later. ON THE THIRD
ATTEMPT: If the store manager does not answer, select option to speak to Customer Care Center representative.

• Assess phone efficiency and skill of the sales associate. Let the staff member guide the conversation by asking you questions.
• DO NOT start the call by saying what size storage you are interested in. Most people do not know what specific size unit they need.
• Start simple - “I am looking for a storage unit,” or, “I just wanted to get some pricing for storage.”
• Be prepared to answer questions about what or how much you need to store.
• DO NOT indicate a mystery shopper is coming NOR follow up on the subject of your call when you arrive, unless brought up by them

Photo requirements
= 1 photo of the exterior of the building with signage showing address (to show you have visited the correct location)
**IMPORTANT: This photo may ONLY be taken AFTER your tour, as you are leaving the location. DO NOT take the photo in view of the staff,
as this WILL identify you as a shopper.

Contact Information/Follow-up:
• Your phone number will be blocked when calling through our recording software. If asked, you MUST provide an accurate EMAIL
ADDRESS AND PHONE NUMBER to the sales associate.
• During your on-site tour, if asked, you should provide an accurate phone number and email address. Do not decline to provide a phone
number.
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• Please do not refuse the rental after the tour. If you mention you are going to go with another facility during the tour, managers won’t
follow-up.
• Report on whether the staff member followed up within 24 hours (or Monday end of business if your visit was on a Saturday) via phone,
text OR email. If you received an email, you must upload copy to your report.

Questionnaire:
Review the questionnaire in its entirety prior to attending. All questions must be answered and supporting commentary made.

Deadline and Possible Follow-up


You will submit your report within 24 hours after your tour. The editor will then either contact you or return the report to you after 48 hours to
inquire about any follow-up received. Any email follow-up should be attached to the report. If the report is not returned to you, please include the
email follow-up when responding to the editor so they can attach it to the report.

Reimbursement & Receipts:


No purchase required. You will be paid a flat fee for successfully completing the shop.

Client Terms & Conditions:


• Shop Acceptance: Client specifications are to be followed exactly in order for you to be paid for your shop. If you did not follow a
guideline, you can contact A Closer Look via chat and explain. False info/photos will not be accepted
• Date/Time/Location: Shops must start within the date and time range given.
• Client Specific Event Requirements: These are special instructions for your shop. They will override any information contained here.
• Video Surveillance: Expect that your visit is being recorded and that the recording will be used to verify elements of your submitted
report. Accuracy is paramount. If you are unsure about something, explain that you are unsure and why.
• Photos: All photos MUST be in focus and sharp enough to clearly identify the subject (use flash as needed). BLURRY photos, thumbnail
images or PDFs will NOT be accepted by the client.
• Receipt Upload: Clear digital image(s) of your receipt(s) is to be attached to your report in the receipt area. We cannot accept thumbnail
images or PDF files.
• Social Media/Online Reviews: Unless expressly authorized otherwise, you may NOT post any reviews about your experience online or
publicly in any manner. Doing so will result in non-reimbursement and immediate disqualification of future assignments.

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