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 (17 minutes total)
| 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 | |
| Building Working with your Team Coordinator | 2024 | 03:18 |
Client Engagement (2 hours)
| Video Title | Year | Run Time | Relevant Documents |
|---|---|---|---|
| Servicing a Watchlist Member | 2024 | 17:19 | |
| 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 | |
| Chasing Clients | 2024 | 08:07 | |
| Providing Starbucks Level Service | 2024 | 05:17 | |
| Being a Data-driven Consultant | 2024 | 05:49 |
Pre-Visit Document/Documentation Preparation (47 minutes total)
| 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 (1 hour, 23 minutes total)
| 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 |