Schedule a 30-Minute Consultation with Shelterly

At Shelterly, we understand that every property has unique management needs. That’s why we offer a complimentary 30-minute phone consultation for potential Facility Management clients. This call allows us to learn more about your property, discuss your maintenance requirements, and explore whether Shelterly is the right fit for your management needs.

What We’ll Cover:

✔️ The size, type, and scope of your facility
✔️ Your current maintenance challenges and priorities
✔️ Required services, including routine upkeep and special projects
✔️ Budget considerations and cost-effective management solutions
✔️ How our team’s expertise aligns with your property’s needs

This conversation is informal and obligation-free—our goal is to ensure that our services align with your expectations.

The purpose of our initial site visit is to assess your facility’s current condition, understand its unique operational requirements, and identify immediate and long-term maintenance needs. This visit allows us to review essential aspects such as safety protocols, equipment functionality, infrastructure conditions, and compliance with regulations. The initial site visit also provides an opportunity to meet with key personnel, clarify specific client goals, and gather detailed information to develop a tailored facility management plan that optimizes performance, minimizes costs, and ensures a safe, well-maintained environment.

Understanding a facility’s mission and service goals is essential when taking on a new facility management client, as it ensures that the management approach aligns with the organization’s core purpose. For shelters, mental health centers, and community resource buildings, the mission often revolves around providing critical services to vulnerable populations. By aligning facility operations with these goals, the facility management team can prioritize the unique needs of the space—whether that means enhancing safety, optimizing service areas, or maintaining an atmosphere of support and care. This alignment enables the facility management team to make decisions that directly support the client’s mission, creating a harmonious environment where staff can focus on delivering impactful services, confident that the facility is running smoothly in the background.

Examining current service agreements is critical when taking on a new facility management client, as it provides a clear understanding of existing contracts, service expectations, and vendor relationships. Reviewing these agreements helps identify any gaps or overlaps in services, allowing for a smooth transition and ensuring continuity in essential operations. Additionally, it reveals the scope, costs, and performance of current providers, enabling the facility management team to make informed decisions about potential improvements, renegotiations, or new partnerships. Ultimately, a thorough review of service agreements ensures that the facility management strategy is aligned with the client’s operational needs, budget, and quality standards from day one.

A new facility management plan provides a structured, strategic approach to managing and maintaining a facility to ensure it operates efficiently, safely, and aligns with the client’s specific needs.

Setting up clear communication channels and reporting protocols as a facility manager for a new client is essential to ensure transparency, efficiency, and responsiveness.

At Shelterly, we help organizations review, modify, and create customized health, safety, and compliance standards to ensure your facility meets industry regulations and operates at the highest safety levels. Our team conducts thorough risk assessments, identifies gaps in existing protocols, and develops practical, up-to-date policies tailored to your facility’s needs. We also assist with training implementation, inspections, and ongoing compliance monitoring, ensuring your organization stays compliant, reduces liability, and fosters a safe, efficient work environment.

At Shelterly, we understand that facility needs and operational demands evolve over time. That’s why we offer regular reviews and adjustments to ensure your facility management plan remains efficient, cost-effective, and aligned with your organization’s goals. Our team conducts scheduled evaluations, assesses performance metrics, and collaborates with your staff to identify new challenges and implement necessary improvements. Whether it’s optimizing workflows, adjusting maintenance schedules, or enhancing compliance measures, we adapt to meet your facility’s changing demands and keep your operations running smoothly.

At Shelterly, we work alongside your leadership team to execute directives that keep your facility operating seamlessly. Our goal is to ensure your property runs exactly as needed, creating a safe, efficient, and well-maintained environment for everyone who uses it. From facility upkeep and compliance to vendor coordination and maintenance execution, we handle the details so your team can focus on strategic priorities. By aligning our management approach with your leadership’s vision, we help foster an enjoyable, productive, and high-functioning facility for staff, tenants, and visitors alike.

At Shelterly, we make the client onboarding process smooth and efficient, ensuring a seamless transition into our facility management services. From the moment you partner with us, we take the time to understand your property’s unique needs, operational challenges, and long-term goals. Our team handles everything from initial assessments and service implementation to vendor coordination and compliance alignment, so you can focus on running your organization without disruption. By integrating our expertise with your expectations, we create a customized facility management plan that ensures your property remains safe, efficient, and well-maintained from day one.