Business Operations

Company structure, team coordination, and operational setup for Max Storage Limited

Dashboard > Operations

🏒 Business Structure Status

Current setup progress for Max Storage Limited

βœ… Completed Setup

  • Company Registration: Max Storage Limited
  • Domain Registration: maxstorage.co.nz
  • Directors Appointed: Ed & Tom Douglas
  • Legal Structure: Asset protection active

πŸ”„ In Progress

  • Bank Account: Opening in process
  • IRD Registration: GST setup pending
  • Insurance Setup: Policies being finalized
  • Software Selection: Management system evaluation

⏳ Pending Setup

  • Payment Processing: Stripe/Square setup
  • Customer Database: CRM implementation
  • Staff Training: Operations procedures
  • Launch Marketing: Customer acquisition

πŸ‘₯ Team & Organization

Key personnel and operational responsibilities

πŸ”‘ Key Personnel

Ed Douglas Director, Day-to-day Operations
Tom Douglas Director, Strategic Planning
Connor Douglas Shareholder, Technical Support
Jenny Douglas Asset Owner (Douglas Enterprises)

πŸ“‹ Shareholding Structure

Ed Douglas 24%
Tom Douglas 24%
Connor Douglas 24%
Jenny Douglas 28%

Assets owned by Douglas Enterprises Limited for protection

🎯 Operational Roles

  • Site Management: Ed Douglas (Primary)
  • Customer Service: Ed Douglas
  • Financial Management: Tom Douglas
  • Technical Systems: Connor Douglas
  • Legal/Compliance: External advisors
  • Marketing: To be determined

πŸ“Š Recent Meetings & Updates

Latest coordination and planning sessions

πŸ“… August 21, 2025 - Strategy Meeting

Key Outcomes:

  • Pricing Strategy: Launch at $95/week, standard $110/week
  • Construction Update: Concrete poured, fence 85% complete
  • Customer Leads: Neighbors already expressing interest
  • Priority Focus: Competitor research and customer tracking system
View Full Meeting Notes

πŸ“‹ Action Items Status

  • βœ… Concrete Progress: Slab poured Aug 19
  • πŸ”„ Fence Completion: 85% done, targeting Aug 25
  • ⏳ Customer Database: Excel template needed
  • ⏳ Payment System: Stripe/Square research required
  • πŸ”„ Competitor Calls: 3 critical calls identified

πŸ“ž Meeting History

πŸ“ Operational Documents

Access all business operations and setup documentation

🏒 Business Structure

Company setup, legal structure, and asset protection strategy

  • Company registration details
  • Director appointments
  • Shareholding structure
  • Asset protection setup
View Structure

πŸ‘₯ Team Operations

Team roles, responsibilities, and coordination procedures

  • Role definitions
  • Contact information
  • Responsibility matrix
  • Communication protocols
View Team Info

πŸ’» Software Integration

Management software options and integration planning

  • Storman system evaluation
  • Payment processing options
  • Customer management tools
  • Integration roadmap
View Software Options

🎯 Action Plan

Current priorities and implementation roadmap

  • Immediate action items
  • Priority rankings
  • Timeline planning
  • Resource allocation
View Action Plan

⚑ Critical Operational Needs

Urgent setup requirements for business launch

🚨 Immediate Requirements

Customer Management System (Urgent)

Status: NO SYSTEM currently in place

Impact: Cannot capture customer leads from neighbors

  • Create Excel customer tracking spreadsheet
  • Include: Name, contact, unit #, rate, payment status
  • Set up payment processing (Stripe/Square)
  • Create waiting list form

Financial Setup (This Week)

  • Bank Account: Complete opening process
  • IRD/GST: Finalize registration
  • Accounting System: Set up for launch
  • Insurance: Activate coverage before opening

πŸ“Š Operational Metrics

4 Key Team Members
75% Business Setup Complete
12 Storage Units Available
$2,428 Monthly Break-Even