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ON-SITE VISITS

On-site visits help keep your team accountable with third-party assessments and guidance.

WE CONNECT WITH YOUR TEAM

On-site visits establish a face-to-face connection and relationship with your team to foster a culture of compliance.

How We Do It

ON-SITE VISITS

Our team of on-site compliance success consultants build relationships with your team by:

  • Assessing conditions 
  • Providing real-time feedback
  • Conducting impromptu trainings
  • Holding staff accountable

PRICING

With an annual subscription, on-site visits are a $100/rooftop/month add-on.

On-Site Visits Close The Loop

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Step 1

Announced/Unannounced Visits

Both announced and unannounced visits are valuable.  Let us know how you would like to proceed, and your locations will receive:

  • Scheduled Visits
  • Unscheduled Visits

 

Step 2

Check-In with Designated Staff

We check-in with your designated location compliance champions to discuss:

  • The Purpose of the Visit
  • Matters to be Assessed
  • Estimated Time
  • Timing of a Wrap-Up Meeting

 

Step 3

Assessments

Depending upon your programming, our compliance success consultants will perform:

  • Audits
  • Inspections
  • Walk-Throughs
  • Inventories
  • Employee Quizzing

Step 4

Written Reporting

Written reports are created to document issues, create accountability, and help change behaviors with:

  • Issues
  • Severity Levels
  • Potential Remedial Measures

 

Step 5

Wrap-Up Meetings

Discussions are help with your designated location compliance champions (and other staff - depending upon programming) to provide:

  • Written Assessment Reports
  • Findings Overview from Assessments
  • Guidance for Resolving Issues
  • Expectations for Next Visit

 

Step 6

Task Assignments

Tasks are assigned to the designated location compliance champions to resolve or re-assign discovered issues from:

  • Audits
  • Inspections
  • Walk-Throughs

 

Step 7

Issue Tracking and Resolution

Tasks are assigned to the designated location compliance champions to:

  • Resolve or Re-Assign Discovered Issues
  • Document Remedial Measures

 

Step 8

Review Outstanding Tasks

Between visits, both you, your team members, and your on-site consultant can review outstanding tasks with:

  • Dynamic Dashboards
  • Reminders
  • Messaging Tools

 

Step 9

Schedule Next Visit

Depending upon the frequency that you choose and your preference, our on-site compliance consultant will schedule an:

  • Announced Visit
  • Unannounced Visit

 

Step 10

Repeat the Process

Progress towards compliance objectives takes ongoing effort and focus.  In addition to all of the foregoing, our on-site consultants will uncover:

  • Resolved Issues that have resurfaced
  • New issues
  • Repeat Issues

READY TO LEARN MORE?

Sign up for a demo today so we can show you how we do it. 
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Customer Success Consultants

We come to you to with scheduled or unscheduled visits to see how your team is doing.

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