Free audit for energy consultancies

Where is your energy consultancy losing time and commissions?

Tell me how you win customers, how bills reach you, how you build your studies and how you manage your portfolio. I'll tell you which agents fit you, why, and what you get back each month.

Everything is optional. When I ask for a number, a rough monthly figure is fine.

Not an energy consultancy? Take the general audit

Audit for energy consultancies

Who's answering

Name *

Email *

Role or area

1.Your profile

How would you describe yourself?

Freelancer or sole traderSME (2 to 49 people)Company (50 people or more)

What's your company called?

If you're a freelancer with no trading name, leave it blank.

What do you do?

How many people are you in total, including you?

What is your business's website?

If you don't have one yet, leave it blank.

Where do customers reach you today?

2.Lead capture and sales

Where do your customers usually come from? (referrals, social media, website, ads, word of mouth…)

Do you use any software to keep track of your customers? Which one?

Who uses it and who keeps it up to date?

Is it always up to date, or does everyone keep their own list?

YesNoSometimes

When you send a quote, how do you follow up until the customer says yes or no?

From 1 to 5, what score would you give to how lead capture and follow-up work today?

3.Support: phone and WhatsApp

How many calls come in per week, roughly?

Count all of them, answered or not.

How many of those go unanswered in a normal week?

Out of every 10 calls you do answer, how many end up buying?

From 0 to 10.

What does a new customer bring you on average?

In euros, whether they come by phone or by WhatsApp.

How many new WhatsApp messages do you get per week, from people who aren't customers yet?

Out of every 10, how many arrive out of hours?

Of the ones you reply to late, how many never come back, out of every 10?

Out of every 10 you reply to in time, how many buy?

Who answers the phone and WhatsApp today?

From 1 to 5, what score would you give to your phone and WhatsApp support today?

4.Social media

What social media accounts do you have and who runs them?

How many hours a month do you spend on social media (thinking, writing, designing, posting)?

What is that hour worth, yours or whoever does it?

How many weeks a month do you end up not posting anything?

Out of 4.

How many comments and private messages do you get per week across all accounts?

Out of every 10, how many ask about price or availability?

Of those, how many do you reply to today, out of every 10?

Of the ones you reply to, how many end up buying, out of every 10?

What does a new customer who comes through social media bring you on average?

From 1 to 5, what score would you give to how you run social media today?

5.Email

How many emails do you get a day, roughly?

Are there email accounts used by several people?

YesNo

How long does it usually take you to reply to an email?

Do you use templates for the replies that repeat most?

YesNoSome

From 1 to 5, what score would you give to how you handle email today?

6.Website and visibility

From 1 to 5, what score would you give to your online presence (website, Google, social media) today?

7.Admin

How many hours a month go into rotas, timesheets or invoices (all the admin)?

What is that hour worth, yours or whoever does it?

How many hours a month do you pay for that nobody really worked?

Badly done rotas, hours logged that never happened…

What does an employee hour cost you, including social security?

Do you copy data by hand between different programs or spreadsheets?

YesNo

From 1 to 5, what score would you give to how you handle admin today?

8.Tools and data

What tools or software do you use today to work?

Are they connected to each other, or does each one go its own way?

Where does the important business information live?

A spreadsheet, a program, someone's head…

9.Team

How many people work on the team?

Who does what day to day? Are there defined departments?

Has the team received training in digital tools or AI?

YesNoSome

10.Consultancy: winning customers

Everything is optional. When I ask for a number, a rough monthly figure is fine.

Where do your customers come from?

How many sales reps or agents work with you?

How many potential customers come in each month?

Of those, how many end up in a study?

11.Consultancy: collecting bills

How do customers' bills reach you?

How many bills do you receive a month?

Who types them in by hand?

How many minutes does it take to type in each bill?

13.Consultancy: contracts and sign-ups

What documents do you ask for a sign-up?

ID or company tax numberIBANLatest billPower of attorney or authorisation

How does the customer sign?

On paperWith a digital signatureIt depends on the customer

Do you enter each contract by hand on the supplier's portal?

YesNo

On average, how many days until a contract goes live?

How many sign-ups fail or stall each month?

Because of missing paperwork, a missing signature, a wrong detail…

14.Consultancy: portfolio and renewals

How many customers are in your portfolio?

And how many supply points (CUPS)?

Do you track when each contract expires?

Yes, with automatic remindersBy hand (spreadsheet, diary…)No

How do you track it?

How many renewals do you lose a month?

Contracts that expire without a call, or customers another consultancy takes.

On average, how much commission does each customer bring you?

In euros, per contract.

Do you warn customers when their price goes up (indexed vs fixed)?

YesNoSometimes

15.Consultancy: commissions

How do you check that what suppliers pay you matches what was signed?

Do you have unpaid commissions or ones that don't match?

YesNoI don't know

Roughly what amount a month is left unreconciled or unpaid?

How many hours a month do you spend reconciling commissions?

17.Consultancy: support and after-sales

What queries reach you after the sale?

Questions about billsComplaintsChange of account holder

How do they reach you?

PhoneWhatsAppEmailIn person

How many after-sales queries do you get a month?

18.Bottlenecks and priority

If you could fix just one thing tomorrow, what would it be?

What repetitive task does the team hate most?

How many hours a week does that task take?

19.Decision

Who decides and who signs off on this in your business?

When would you want this up and running?

Right nowIn 1-3 monthsIn 3-6 monthsNo rush

What rough budget do you have in mind for this?

Under €2,000Between €2,000 and €5,000Between €5,000 and €10,000Over €10,000

Everything is optional. If you don't know something, skip to the next one.

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