Section I

Startup-1
Regulation Compliance-2-3
Storage Container Type/Dimensions-4
Rates and Services-5-7
Permanent Removal Definition-8
Sample Service and Storage Agreement/Contract-9-12
Cash Flow Forecast-13-15
Facility Site Selection-16-18
Facility Specification Example-19-20
Facility Security Audit-21-23
Racking/Shelving -24-25
Shelving requirements, layout, locator and box stacking-26-28
Facility Security and Confidentiality-29-33
Software Evaluation & Review-34-36
Sales Compensation Schedule (and Buyout Formula)-37-40
Sales Employment Agreement-41-44
Vendor Recommendations -45-50
Professional Associations / Glossary-51-55

Section II

Operations-56
Work Flow and Organizational Charts-57-58
Staff Confidentiality Agreement-59
Dress and Appearance Policy-60-61
Job Descriptions-62-70
Work Flow Outline-71-85
Material Handling Equipment-86-87
Facility Safety & Training-88-98
Policy and Procedures Manual-99-131
Disaster Contingency Planning-132-185
Records Center Diversification-186-187
Special Project Management-188-197
Open Shelf Filing -198-203
Inventory Management-204-206
Insurance/Liability Issues-207-220
The Quality Challenge-221-234

Section III

Sales and Marketing-235
Top Client Classifications- 236-237
Prospecting and Telemarketing-238-268
Sample Introduction Letters-269-272
Prospect Needs/Concerns-273-275
Features and Benefits-276-279
Key Buying Points-280-281
Sales Presentation-282-297
Sample Proposals -298-320
Permanent Removal Fee/Buy Out Options-321
Hard Copy Vs. Imaging Analysis-322
Customer Cost Analysis-323
Sample Follow-up Letters-324-331
Sample Rate Increase Letter-332
Handling Objections-333-342
Account Setup-343-354

Section IV

Sample Forms-355
Records Retention Guideline-356-362
Carton Transmittal Inventory-363
File Transmittal Inventory -364
Destruction Certificate-365
Authorization for Access-366

Sample Barcode Labels and Reports-367
Customer Container Report-368
Customer File Report-369
Container Barcode Labels- 370
Container Transmittal Sheet-371
File Barcode Labels-372
Work Order-373
Audit Report-374
Picklist-375
Putaway List-376
Invoice-377
Invoice Work Order Detail-378
Invoice Register-379
Aging Receivables-380
Payment Posting-381

Section V

Vault Media Service-382
Vault Requirements-383
Selling Vault Media Services-384-390
Prospecting for Vault Media Clients-391-398
Sample Media Pricing-399
Sample Media Proposal-400-410
Vault Media Professional Associations-411
Vault Media Vendors-412-414

Review
Startup Action Plan Outline-415-417