The Self Storage Show | Storage Meetup #63 Podcast Recap & Key Takeaways

  • Updated on Mar 5, 2026
  • Gabriel P. Goncalves
    By Gabriel P. Goncalves
    Gabriel P. Goncalves
    Monument Chairman

    Gabriel is a software entrepreneur and Executive Chairman for Monument with over 20 years of experience. He leverages his operating…

Table of Contents

    Every Friday, Jim Ross hosts a “Storage Meetup” on the Self Storage Show podcast where owners, operators, and vendors in the self-storage industry jump on their computers, turn on their cameras, and learn from each other. It’s a space where real conversations take place, including live demos, with the goal of getting you more rentals, improving your operations, and staying informed and ahead in the self-storage industry. 

    The “Show and Tell” part of the show features someone from the self-storage community sharing something live—such as a demo, workflow, dashboard, or marketing campaign. This is meant to spark conversation and showcase real results from owners and operators.

    self storage meetup podcast

    Source

    In Episode #63, which took place on January 30, 2026, Gab Goncalves presents a live demo of Monument during “Show and Tell”, unpacking the software from the ground up and really getting into the “how” and “why” of its development. Afterwards, there’s an open discussion about lead tracking, manager training, and operational best practices.

    Why Monument Was Built

    Monument platform overview

    Monument was developed in direct response to operator feedback that legacy systems were not designed for modern, multi-facility portfolios. The platform was built alongside operators, with an advisory panel of 40+ facility operators pressure-testing workflows before launch. The platform is focused on insights to drive rentals, improve expense ratios, convert leads, and optimize operations.

    Highlights of Monument

    • Portfolio Management: It offers a dashboard that allows operators to view and manage multiple facilities and brands in bulk without juggling tabs.
    • Automated Lead Nurturing: Operators can build personalized, multi-touch communication sequences, such as sending an immediate text to a prospective tenant who abandoned their online cart, which can result in conversion rates of over 60%.
    • Deep Analytics: Built-in business intelligence helps operators see where leads originate, track how quickly facility managers respond, and identify exactly why leads are lost (e.g., losing a lead because a specific 10×20 unit is unavailable).
    • Scalability: Monument ensures scalability by hiring and building ahead of the curve, consistently adding to their client success and support teams.
    • Seamless Migration & Support: Monument handles the entire data migration process, including vaulting token transfers, so existing tenants stay on autopay without interruption. The responsive, Dallas-based support team means you can get help fast without the pain of long ticketing queues.
    • Payment Options: Apple Pay is on the roadmap for Q1 2026 rollout; Google Pay and Shop Pay are not currently available.

    Self-storage software built for
high-performance operators

    Lead Management and Follow-Up

    One hot-button topic that was discussed during the podcast was maximizing lead conversions. This is a major consideration because if leads aren’t contacted immediately, they can easily give up and go elsewhere.

    “Lead conversion rates are exceedingly better the quicker that you respond… if you respond within five minutes, your conversion rate is eight times higher.” – Cori, Garrod Self Storage

    Answering the Phone

    Multiple operators mentioned the importance of simply answering the phone. Some operators think that people don’t call anymore, but the real-world discussion that took place here proves that yes, customers do still call, and if you’re not answering the phone, you’re losing business. It was even mentioned that Google’s AI has begun calling businesses to verify pricing, and failing to answer those calls could cause a facility to drop from search results.

    “I actually took caller ID out of all my stores… completely. That way, they [managers] can’t screen calls [to determine whether to answer or not]. And people [act] like you’re crazy for doing that, but it worked.” – Shannon C, XPS Solutions

    Website Lead Tracking and Clear Pricing

    Having an effective lead tracking phone number on your website is also extremely important. Dynamic lead tracking numbers are preferred over static ones, as they help protect information like Name, Address, and Phone (NAP) consistency for SEO purposes.

    “I’m a big fan of a tracking number on different places [website, Google My Business, etc.] so that if they just dialed that phone number, you automatically know where it came from…” Jim Mooney, Mooney Storage Solutions

    In addition to a tracking number, multiple operators agreed that your website should make pricing clear, as this assists with conversions.

    Don’t Let Good Leads Die

    Giving up on leads too quickly can potentially cost you business. Setting your software to get rid of “expired” leads ensures that your system doesn’t get bogged down with contacts that won’t go anywhere, but having a list of ten or more leads ready to go is valuable so you always have prospects to reach out to.

    “[T]here was an area that had high parking, and they were full, but they kept leads pending, and when they got a few vacancies, they went back to the list and called like 10 people. They got five rentals from people who were still on a list.” – Jim Mooney, Mooney Storage Solutions

    Here’s how Monument’s Lead Dashboard Helps:

    monument self storage leads dashboard

    • Tracks the number of leads by facility and source, helping to catch demand shifts early. It also looks at engagement, such as how long it takes a facility to respond to a lead. 
    • Prompts the operator to merge duplicate leads based on email or phone number.
    • Shows how leads convert throughout automation rules.
    • Has a dedicated section on why leads are dismissed, such as for the unit type not being available. This data can quickly build a case for expansion or unit conversion.

    Manager Training and Mystery Shopping

    Managers should feel comfortable and confident with sales. A big part of that is setting clear and realistic expectations. These expectations are often tested through “mystery shops” where owners or hired individuals will go into a store to see if processes are being followed. Multiple operators highlighted the two most important things that their managers and staff should be asking when a customer walks into the store:

    1. Greet the customer, and then ask for their name, phone number, and email address. This information should immediately be entered into the system. Here’s why:
      • For safety reasons: During the facility tour, the manager and the customer’s safety is considered by recording the time and date of entry and the customer’s contact information.
      • Accountability: It holds the team member accountable for the interaction from start to finish.
      • Gives the ability to follow up: As Randy from StoreNational pointed out, “you can’t follow up with someone you don’t know.”
    2. Ask if they’d like a tour. The facility tour is extremely important because without it, the customer isn’t entirely sure what they’re getting. Plus, it gives more opportunity for authentic, natural conversation to happen, which builds trust.

    Maximizing your Call Center

    Making sure that your team mentions all of your facilities to potential customers when it’s appropriate to do so is important. This ensures that if one facility is full, but you have another one close by, the customer can still do business with you.

    “[I]f you have, for example, a facility in Columbus, Georgia, and maybe you’re at 96% occupancy, and you don’t have that unit… Are you offering your facility four miles down the road that does have those units, or are you simply saying, ‘Hey, thanks so much for calling. Unfortunately, we don’t have any[thing available]'” – Derek Torres, World Insurance Associates

    A good practice is auditing your call center’s script or template to ensure that everything is being followed when that call connects. Doing this periodically holds your call center accountable and ensures your customers are getting the service they deserve.

    Final Thoughts

    Storage Meetup #63 reinforced a simple but powerful truth: working smarter, not harder, is key in this industry. From rapid lead response and disciplined phone handling to structured manager training and portfolio-wide visibility, the discussion made it clear that execution drives NOI.

    Monument’s live demo illustrated how modern operators can systematize what top performers already know—standardize workflows, automate follow-up, track demand shifts in real time, and eliminate revenue leakage during transitions. The takeaway is not just about software; it is about control. Operators who combine strong operational fundamentals with enterprise-grade automation and analytics position themselves to convert more leads, reduce operational drag, and scale with confidence.

    For serious operators focused on maximizing performance across multiple facilities, the message was clear: the right systems turn best practices into repeatable results.

    See Monument in action. Book a demo with us today for a tailored walkthrough, or reach out to us directly with any questions.

    Self-storage software built for
high-performance operators