Free worksheet from Mark Helm
The Community Scorecard
Self-storage is a hyper-local business. This one-page worksheet helps you track how well you or your manager show up in your trade area, alongside your standard KPIs.
- Five measures Mark suggests, from local business referrals to repeat business
- A row for your own measure, chosen for your trade area
- Goal, three months and a quarter total for each measure
- A partner and event log for who you met and what comes next
- Printable letter-size PDF
One page, ready to print. Fill it in each month with your manager and look back at the quarter.
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Smaller operators can stand out locally
In Episode 512, Mark shares three ways an independent operator can stand out against the big players for the same customer. The scorecard turns the third one into a habit you can track.
1. Fair, transparent pricing
No introductory rates followed by endless increases, and making sure customers know it.
2. Local business partnerships
You or your manager in local business groups, at business fairs and hosting events at the facility.
3. Measure beyond the usual KPIs
Referrals, events, partner reviews and repeat business, tracked alongside occupancy and delinquency.
“To win the game against big players, embrace hyper-localism and become effective at branding yourself as different and being a valued member of that community, facility by facility.”
Mark Helm
About Mark Helm
Mark is a self-storage investor, CCIM and author. He shares what he has learned since 2000 about buying, building, converting and operating self-storage on the Creating Wealth Through Self Storage podcast and blog.
Get the free scorecardGeneral education about the self-storage business, not investment, financial, tax or legal advice. Disclaimer