DETAILED STEPS THROUGH THE SIGNUP PROCESS

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

GETTING STARTED

What We OfferSince 2001, we have provided a steady flow of new customers to hundreds of companies across the United States. These companies gain sustainable competitive advantage by:• Building Route Density• Acquiring Market Share• Gaining Exclusive Competitive Advantages

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

THE REFERRAL PROCESS

450 calls

100 Internet inquiries

50 call backs

125 Sales-Ready Referrals

450 calls

100 Internet inquiries

50 call backs

125 Sales-Ready Referrals

Our ProcessRecord Nations strives to catch consumers in the earliest part of their search for information, and provide immediate answers. Our sales team responds to dozens of inquiries a day. 30% of our calls become a sales-ready referral. Our referrals must:• Be located within your service area• Contain accurate contact information• Meet specific volume requirements• Represent a need for scanning or storage in a reasonable time

frame

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

THE REFERRAL PROCESS

Our SystemEach referral is then entered into our internal processing system, where it is automatically matched by zip code with members of our network.

• We track each referral by unique ID number• We know exactly who the referral is sent to and can track its full history• The system limits each referral from 1 to 4 service providers

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

STEP 1

About Your BusinessIn order to send you better referrals, at the time of sign up you will be asked the following questions:• What is your preferred service area?• Do you provide scanning or storage services, or both?• Do you provide on or offsite scanning services, or both?• Do you have office staff?• Who answers your phone?• Who will be receiving the referral notifications?• Who will receive the billing information, Accounting Department

and/or Owner?

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

STEP 2

What is Your Service Area?You will also be asked which kind of service requests you would like to receive.• Are you interested in referrals for:

• Document Scanning• Records Storage• Document Software• Tape Storage• Cloud Storage

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

STEP 3

Flexibility to Grow Your Market ShareIn order to send you better referrals, we will work with you: • Adapting to a broad geographical market strategy.• Targeting areas where competition is strong or weak.• Exploring new geographical markets.• Growing new document scanning and storage customers.

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

STEP 4

Acquiring Exclusive AdvantagesWe offer our members exclusive advantages. We can work with you:• Finding holes where there is no competition.• Utilizing our exclusive referral program, where referrals are only sent to

one network member.• Using Record Nations and world class customer service as the exclusive

way to grow (avoiding the overhead of conventional marketing).

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

STEP 5

Learn How to Use Our Resources for Your Business

We provide our members with additional resources after signing up with us. Some of these resources include:• Weekly Budget: A tool

available to help control referral expenses

• Find the budgeting tool under Settings, ‘referral options’.

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

STEP 6

Learn How to Use Our Resources for Your BusinessWe provide our members with additional resources after signing up with us. Some of these resources include:• Profile Page: A profile page of

your company is provided to the referrals we send you. You can update your profile at any time. This gives referrals a quick overview of your company and your services.

• To edit your profile go to Settings and the ‘Customer Display Profile’.

• Always make sure to hit save after making any changes to your profile.

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

Billing

Weekly Invoices• Our billing cycle is one week so you will never be surprised by a bill.• Your account will be invoiced weekly. You can easily view and print off

invoices from our website by selecting the ‘Invoices’ Tab and the correct date.

DETA

ILEDS

TEPS

TH

RO

UG

HTH

ES

IGN

UP

PR

OC

ESS

JOIN US

Joining our NetworkThe signup process typically takes about 10-15 minutes.• You will receive a link giving you access to your Record Nations Account• Then one of our experts will walk you through the site and answer any

questions you may have.• Call us at (303) 962-5572 to signup to receive your sales-ready referrals

today!