Training Videos and Client Engagement Templates
These training videos and documents will cover best practices and real-world examples to help you set up and conduct effective trainings and meetings with your clients.
Focus Information
Video Title | Year | Run Time | Relevant Documents |
---|---|---|---|
Requesting Additional Funds | 2024 | 07:04 | Focus Requesting Additional Funds PDF |
Who to Go to with Questions | 2024 | 04:07 | Focus Org Chart PDF |
Client Engagement 101 | 2024 | Client Transition Email PDF | DOCX New Client Flowchart PDF Client Introduction for New Consultant DOCX |
|
Building Relationships with Difficult Clients | 2024 | 02:21 |
Client Engagement
Video Title | Year | Run Time | Relevant Documents |
---|---|---|---|
Servicing Staffing Clients | 2024 | 10:32 | |
Reimbursements - The Cancer of Loss Control | 2024 | 09:06 | |
Delivering Situational Awareness Training | 2024 | 11:49 | |
Being the Best Safety Consultant | 2024 | 48:55 | |
The Importance of Data in Consulting | 2023 | 05:49 |
Pre-Visit Document/Documentation Preparation
Video Title | Year | Run Time | Relevant Documents |
---|---|---|---|
OSHA Log/Data Collection for RCAs | 2023 | 16:34 | 300A 2023 RCA Data Summary XLS |
Enhanced Loss Analysis | 2023 | 31:01 | Understanding Lag Time for Claims Reporting PDF |
Post-Visit Report Writing
Video Title | Year | Run Time | Relevant Documents |
---|---|---|---|
Industrial Staffing Ltd. | 2024 | ISL Letter Template 2024 DOCX | |
Completing a Prospect RCA | 2024 | 09:53 | RCA Prospect Introductory Letter PDF | DOCX |
Writing Recommendations | 2023 | 12:41 | Focus Writing Recommendations PDF |
Writing Action Plans | 2023 | 08:51 | Writing Action Plans PDF |
Completing the RCA | 2023 | 51:50 | RCA Inital Letter of Contact PDF | DOCX Tips for completing the RCA in Pulpstream PDF |