Mobilising Legionella Contracts

By Lauren Whittington, Legionella Services Manager

“A great onboarding process is a vital first step in offering our customers the best possible service, on their journey towards legionella compliance”, explains Lauren, she adds that “once we receive an initial enquiry from a potential client, our technical salesperson speaks to them the same day, to find out about any legionella compliance issues and service requirements”.

Then, the account manager arranges to visit your site(s), if required, to carry out a site survey at a time and date to suit you, before putting a quote and a compliance action plan together to help your site(s) become legionella compliant.

This could involve setting up a compliance monitoring schedule, or ensuring initial legionella risk assessments are carried out to assess any non-conformance with follow up remedial action to ensure compliance.

Once a quote has been accepted, we will process and send confirmation, before holding an internal onboarding meeting, depending on the size of the project. For example, for a new client with over 500 assets, we might organise an asset mapping project before the monitoring takes place.

Often, we will also arrange an on-site onboarding meeting with the client, with representation from our technical sales team, our field management team, the team leader managing the project day-to-day from the site(s) and the lead from our internal service delivery team. This allows us to ensure that we and our client are on the same page, we have the same expectations and the same priorities.

We would then have a second internal onboarding meeting to discuss the program of works and, once agreed, we would start.

Some things we might consider at this point are:

• Best dates/ times to attend to minimise disruption on-site
• Keys access
• Site access: consider if there a