4 Steps to Training Self-Storage Managers on New Management Tools

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Follow Up

You need an effective and consistent follow-up process to ensure proper use of the management tool. Initially, you may ask each manager to send weekly updates of the reporting, marketing strategy, sales process or operations goal. Once you’re able to identify proper implementation, you may want to reduce the reporting period to bi-weekly, monthly or quarterly.

Here’s a good example: Ask your management team to use the lead follow-up tool included in your management software. They should collect enough information about any customer who calls or walks through the door to inquire about self-storage to allow for an effective follow-up if the customer doesn’t rent immediately. Create written instructions on use of the tool, and train managers how to use it at one of your sales meetings. You should then review the leads collected in your quarterly audit process.

Also, tell your team why you feel the tool is so important, and let them know there will be consistent follow-up and goals set for this tool. Without follow-up, a management tool may not be used to its full potential.

Conduct a Review

Finally, review your management tools and methods on a routine basis. If a tool has become ineffective or isn’t being regularly reviewed, eliminate it. The most important thing you can do to help your staff is reduce their workload so they can focus on improving the property’s income. Keep the day-to-day operations and tools as simple and focused as possible. You’ll find your entire organization will be much happier and more effective.

Training managers to use a new management tool is a process that can be extremely difficult and frustrating when the outcome isn’t as you envisioned. Having a step-by-step strategy in place for implementation makes everybody’s life much easier. By using a few simple rules like those outlined above will improve your success rate immediately.

Implementing new tools is important and necessary to the growth of any organization. At times, we could all do a better job of making the training process easier for our management team. Hopefully, a few of the recommendations above will lead to an improved and more successful training method for your self-storage business.

Kevin Bledsoe is a district manager of Storage Asset Management Inc. Based in York, Pa., the company provides full-service management, consulting, and website development services to self-storage owners on the East Coast. For more information call 717.779.0044.

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