Customer Engagement Process

Our customer engagement process has proven highly successful in select markets resulting in Utilities consistently meeting their annual gWh goals in those markets.

Program Design

  • Design – we work closely with our utility partners to design custom and prescriptive energy efficiency measures that are tailored to the customer’s tariff rate and to take maximum advantage of available incentives.
  • Territory Analytic s – we conduct an in-depth segmentation analysis to understand the market, quantify savings, and estimate the potential return on investment for the addressable market up-front.
  • Market Segmentation – we identify customers that have a high potential for energy savings based on industry classification and utility historical energy consumption data.
  • Predictive Analytics and Infrastructure Design – Applying energy modeling and ranking system to orchestrate optimum program sales and implementation strategies.

Customer Engagement

  • Lead Generation – marketing and program outreach design.
  • Customer Touch – sales process implementation and energy adviser training.
  • Energy Assessment – field Engineering and equipment surveys.
  • Detailed Engineering, design and specification.
  • Customer Acquisition – proposal development and signature.
  • Field Quality Assurance – program design.

Program Implementation

  • Scheduling and logistics design and implementation
  • Procurement and supply chain management
  • Systems re- certification process design
  • Field quality control bench marking and reporting
  • Pre-installation bench-marking and post-installation measurement and verification of savings.

Data Intelligence that drives the Engagement Process

  • Program design metrics and goals
  • Marketing and outreach program uptake performance reporting
  • Streamlined customer assessment and enrollment
  • Streamlined and transparent installation management
  • Quality assurance verification
  • Transaction management
  • Full program monthly dashboard reporting


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