Records Storage Consulting Services                                 

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"Hit the ground running" with effective records center strategies that include financial forecasting, sales & marketing support and best-practices operational guidelines. Review the Table of Contents from our comprehensive "Consulting Services" Manual.

Business Start-Up Assistance

 

  • Start-up Action Plan

  • Cash Flow Forecast

  • Rates & Services

  • Facility Selection Support

  • Software Evaluation

  • Vendor Recommendations

  • Sales Compensation Agreement

  • Employment Agreement

Sales & Marketing Support

  • Top Client Classification            

  • Prospecting & Telemarketing

  • Key Buying Points

  • Sample Introductions

  • Sales Presentation Samples

  • Sales Proposal Samples

  • Sample Follow-up Letters

  • Handling Objections

  • Features & Benefits

  • Account Setup

Operational  "Best Practices"

 

  • Staffing & Job Descriptions                      

  • Staff Confidentiality Agreement

  • Work Flow Outline

  • Policy & Procedure Manual - Customer

  • Facility Security Audit

  • Service Order & Storage Agreement

  • Special Project Management

  • Insurance/Liability Issues

  • Operational Forms

  • New Product Line Diversification

  • Disaster Contingency Planning

  • The Quality Challenge

 

 

Acquisition Support and Due Diligence Assistance Provided