What details should operators collect from prospects joining a storage waitlist?

Contact information

Start with reliable ways to reach the prospect: a phone number and an email. Without solid contact details, even the best waitlist cannot deliver an alert.

Confirm the details at intake. A mistyped number turns a promising lead into a dead end.

Desired unit size

Record the size the prospect wants, and note any flexibility. Knowing they will take a ten by ten or a slightly larger unit widens your matching options.

Size is the core matching field. It determines who you alert when a specific unit opens.

Timing and urgency

Ask when they need the unit and how urgent it is. A prospect who needs storage next week should be prioritized over one planning months ahead.

Timing helps you make the best offer when several prospects want the same size. You reach the ready-to-move ones first.

Preferences and notes

Capture any preferences, like climate control, ground-floor access, or a target price. These details help you match the right opening to the right person.

Do not overdo the intake, though. Keep it short enough that prospects will actually complete it while capturing what you truly need.