An On-Line guide to Off-Site or Commercial Records Storage 9/4:22

What's in it?

Introduction

Conducting a Facility Tour

Sample Mission Statement (Downloadable version)

Customer Satisfaction Survey (Downloadable version)

Customer Satisfaction Survey Wizard

Sample Storage Pricing

Records Center Diagnostic Questionnaire (Downloadable version)

Records Center Diagnostic Survey Wizard

What is Records Management?

Initial Move Budget & Cost Accumulation Summary (Downloadable version)

Termination Reimbursement Approval Form (Downloadable version)

Sample Customer Records Survey & Analysis Form (Downloadable version)

Customer Records Survey & Analysis Wizard

Operations and Customer Service

"Operations and Customer Service" is geared to cover beyond the basics. It contains a myriad of different topics that you may not have thought of covering with your tenure staff or your new hires.

A facility tour can be integral to closing the business or making your existing customers feel comfortable with their choice in companies.

A Mission Statement is an often over-looked item when creating your vision and position with your employees and your customers.

We have provided a Customer Satisfaction Survey in two formats. The downloadable version can be modified and mailed to your customers. The "Wizard" can also be modified any way you wish but you will be able to send it to them and have the responses automatically compiled in a report. The report can be fashioned anyway you wish.

The Records Center Diagnostic Questionnaire is provided to you in two formats. This has over 100 questions to ask yourself or your staff! These questions are based on many years of accumulated knowledge and experience from many different operations people from large and small companies. Regardless of your individual experience and knowledge, you are sure to find this tool very useful and enlightening! The downloadable version can be modified and mailed to your other centers or to multiple staff members to compare the responses. The "Wizard" can also be modified any way you wish but you will be able to send it to your recipients and have the responses automatically compiled in a report. The report can be fashioned anyway you wish.

Customer Records Survey & Analysis Form can be utilized in downloadable format or a "Wizard" format and modified as you wish. This is an outline that can be used to perform an analysis of a prospect's or customer's records function or program. The "Wizard" format can be sent to your recipients and you can have the responses automatically compiled in a report. The report can be fashioned anyway you wish.

There are a few administrative forms that can be utilized. Please let us know if you have any questions as to the best way to utilize any of these documents or tools.

Please look to the left for all the topics.

"TRUST" without that you have nothing