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SafetyCulture
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Customer Engagement and Relationship Management

by Hayden Abraham, from the Community

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A practical guide to structure customer engagement and relationship reviews for equipment and fleet operations. Cover health, safety and environment discussions, PPE and compliance observations, yard and gate check trends, asset performance and financials, dry hire credits, and data checks. Address asset condition, risks, and upcoming works, then plan uptime and downtime management, communication on defects and service, and overdue items. Finish with forward planning, internal changes, potential lockdowns, improvements, and suggestions to enhance service and supplier relationships.

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Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.