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Get all your data flowing into one place.

• ☐ Connect PMS data export (SiteLink / Cubby / storEDGE / SSM)
• ☐ Connect Google Ads account for marketing data
• ☐ Verify facility count, unit count, and occupancy baseline
• ☐ Review data quality flags (missing fields, outliers)
• ☐ Establish monthly data refresh cadence

See your portfolio as a single system, not individual sites.

• ☐ Review 4 occupancy types: physical, rentable, economic, performing
• ☐ Identify vacancy cost per facility (annual $)
• ☐ Identify below-street pricing gap per facility
• ☐ Review RevPAF (Revenue per Available Foot) rankings
• ☐ Categorize facilities: Maximize / Push / Focus / Critical
• ☐ Identify total portfolio opportunity ($)

Start closing the revenue gap with targeted interventions.

• ☐ Address below-street pricing (ECRI candidates)
• ☐ Enable Google Ads on unadvertised facilities
• ☐ Resolve overlocked / problem units
• ☐ Set cost-per-move-in targets by facility
• ☐ Review delinquency aging — prioritize collections
• ☐ Implement rate increases at high-occupancy facilities (85%+)

Move from reactive to proactive revenue management.

• ☐ Track month-over-month move-in velocity trends
• ☐ Monitor churn rate and early churn (<90 days)
• ☐ Review customer LTV by tenure bucket
• ☐ Implement seasonal rate adjustments
• ☐ Set up monthly portfolio review cadence
• ☐ Build competitive pricing awareness per market

Key Principle: Never Stop Advertising

At any occupancy level, you keep ads running. At high occupancy (92%+), you raise rates aggressively while maintaining ad spend. Every empty unit is wasted money. Every day a unit sits vacant is rent you never recover. At 95%+, new customers are near-pure profit — fixed costs are already covered.