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Template

THJ Account Health Check - Monthly

by Tom Hunter, from the Community

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Use this template to run a structured monthly account health check across your portfolio. Review communication cadence, finance KPIs and debt status, governance and client feedback, and keep Momentum data current. Drive operational excellence by confirming statutory maintenance, documenting vendor meetings, closing tickets on time, maintaining ATW and PTW processes, and reporting JLL and non JLL working hours. Ideal for facilities and account managers seeking consistent visibility and risk control.

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

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

Community

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.