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 |
|
| Building Relationships with Difficult Clients | 2024 | 02:21 |
Client Engagement
| Video Title | Year | Run Time | Relevant Documents |
|---|---|---|---|
| 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 | |
| Enhanced Loss Analysis | 2023 | 31:01 | Understanding Lag Time for Claims Reporting PDF |
Post-Visit Report Writing
| Video Title | Year | Run Time | Relevant Documents |
|---|---|---|---|
| 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 |
| Completing a Prospect RCA | 2024 | 09:53 | RCA Prospect Introductory Letter PDF | DOCX |