Section I

Startup-1
Market Analysis-2-6
Regulation Compliance-7-8
Storage Container Type/Dimensions-9
Rates and Services-10-12
Permanent Removal Definition-13
Sample Service and Storage Agreement/Contract-14-17
Cash Flow Forecast -18-20
Facility Site Selection- 21-23
Facility Specification Example-24-25
Facility Security Audit-26-28
Racking/Shelving-29-30
Shelving requirements, layout, locator and box stacking- 31-33
Facility Security and Confidentiality-34-38
Software Evaluation & Review-39-41
Sales Compensation Schedule (and Buyout Formula)-42-45
Sales Employment Agreement-46-49
Vendor Recommendations-50-55
Professional Associations/Glossary-56-60

Section II

Operations-61
Work Flow and Organizational Charts-62-63
Staff Confidentiality Agreement-64
Dress and Appearance Policy-65-66
Job Descriptions-67-75
Work Flow Outline-76-90
Material Handling Equipment-91-92
Facility Safety & Training-93-103
Policy and Procedures Manual-104-136
Disaster Contingency Planning-137-190
Records Center Diversification-191-192
Special Project Management-193-202
Open Shelf Filing-203-208
Inventory Management-209-211
Insurance/Liability Issues-212-225
The Quality Challenge-226-239

Section III

Sales and Marketing-240
Top Client Classifications-241-242
Prospecting and Telemarketing-243-273
Sample Introduction Letters-274-277
Prospect Needs/Concerns-278-280
Features and Benefits-281-284
Key Buying Points-285-286
Sales Presentation-287-302
Sample Proposals-303-325
Permanent Removal Fee/Buy Out Options-326
Hard Copy Vs. Imaging Analysis -327
Customer Cost Analysis-328
Sample Follow-up Letters-329-336
Sample Rate Increase Letter-337
Handling Objections-338-347
Account Setup-348-359

Section IV

Sample Forms-360
Records Retention Guideline-361-367
Carton Transmittal Inventory-368
File Transmittal Inventory369
Destruction Certificate-370
Authorization for Access-371
Sample Barcode Labels and Reports-372
Customer Container Report-373
Customer File Report -374
Container Barcode Labels-375
Container Transmittal Sheet-376
File Barcode Labels-377
Work Order-378
Audit Report-379
Picklist-380
Putaway List-381
Invoice-382
Invoice Work Order Detail-383
Invoice Register-384
Aging Receivables-385
Payment Posting-386

Section V

Vault Media Service-387
Vault Requirements-388
Selling Vault Media Services-389-395
Prospecting for Vault Media Clients-402-403
Sample Media Pricing -404
Sample Media Proposal-405-415
Vault Media Professional Associations-416
Vault Media Vendors-417-419

Review

Startup Action Plan Outline-420-422