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 TitleYearRun TimeRelevant Documents
Requesting Additional Funds 202407:04Focus Requesting Additional Funds PDF
Who to Go to with Questions 202404:07Focus Org Chart PDF
Client Engagement 1012024Client Transition Email PDF | DOCX
New Client Flowchart PDF
Client Introduction for New Consultant DOCX
Building Relationships with Difficult Clients 202402:21

Client Engagement

Video TitleYearRun TimeRelevant Documents
Servicing Staffing Clients 202410:32
Reimbursements - The Cancer of Loss Control 202409:06
Delivering Situational Awareness Training 202411:49
Being the Best Safety Consultant 202448:55
The Importance of Data in Consulting 202305:49

Pre-Visit Document/Documentation Preparation

Video TitleYearRun TimeRelevant Documents
OSHA Log/Data Collection for RCAs 202316:34300A 2023 RCA Data Summary XLS
Enhanced Loss Analysis 202331:01Understanding Lag Time for Claims Reporting PDF

Post-Visit Report Writing

Video TitleYearRun TimeRelevant Documents
Industrial Staffing Ltd.2024ISL Letter Template 2024 DOCX
Completing a Prospect RCA 202409:53RCA Prospect Introductory Letter PDF | DOCX
Writing Recommendations 202312:41Focus Writing Recommendations PDF
Writing Action Plans 202308:51Writing Action Plans PDF
Completing the RCA 202351:50RCA Inital Letter of Contact PDF | DOCX
Tips for completing the RCA in Pulpstream PDF