RS-Lite and Traditional CRC Start-up Training
The FileMan Executive Education and Start-up Training Course is unique in the RIM Services Industry. This course has been designed to assist Self Storage Entrepreneurs and other RIM Professionals to enter the Commercial Records Management Space.
The development
of this course represents the results of 35 years of FileMan training and consulting for more than 500 RIM Services companies in 39 countries. It has been developed to simplify the start-up process by delivering a road-map to potential operators. This Course contains the collected knowledge of hundreds of successful businesses.
The deliverables include comprehensive Video, Audio, MP3 and Written Support Materials to build dynamic records storage and management business. It is designed to form either a Traditional Commercial Records Center or FileMan RS-Lite™ Records Storage within the walls of another business. There is also a path to move from RS-Lite™ to Traditional over time.
The Course is comprised of 20 Lessons. Each lesson contains a 30-45 minute Audio Recording on 20 CD’s plus 20 MP3 files. There are several videos on DVD included. Each of these comes with the written support materials for each of the 20 Lessons. Additional digital support material is available.
The Lessons Include:
- Fundamentals, History & Future of Records Management
- RS-Lite versus Traditional CRM
- Records Management Isn’t for Everyone or is it
- RS Lite (Operating a CRC within the walls of another business)
- Business Plan, Proforma and Market Assessment
- Developing a Marketing Plan & Marketing Strategy
- Selling RS-Lite
- The Services GuideBook and the Selection of Initial Services
- The FileMan Consultative Selling Process
- How to Perform a Needs Assessment (The CNA Process)
- The Cost of Acquisition of a Customer
- Facilities, Space Utilization and Racking Options
- Choosing the Right Software
- How to implement and Use “Just-in-time Labor”
- Day-to-day Operations of a Commercial Records Center
- Customer Training Manual (SOP)
- Creating a Project Management Plan & a CRC Disaster Plan
- Agreements and Contracts for the RIM Services Industry
- Creating and Compiling an Operating Manual (Policy and Procedures)
- Interview with the FileMan Cary McGovern
The First Part covers the Industry, developing the Business Plan and the Proforma. These have been used by companies to interest investors, assure small business loans and provide the road-map for successful implementation. This includes how to decide if you will implement RS-Lite™ or a Traditional Commercial Records Business.
The Second Component shows you how to develop a Marketing Plan, Marketing Strategy and Sales and Sales Management model and method. These are the keys to growing your business into a long term annuity investment.
The Third Component is how to develop your Standard Operating Policy Procedures along with your services strategy and pricing … No longer is there any guessing about what to do next and at what time … but a clear path to next activity.
All three of these include full a services policy guidebook, operating manuals and customer SOP.
These tools can easily provide a proven method to owning, operating and profiting from a successful commercial records storage business.