A utilities expert will reach out and learn their goals. They’ll discuss whether the business is right for utility bill auditing. As part of this consultation, customers must review and sign a short agreement. It just says that they want our partner to conduct a free audit of their current utility bills. They can choose which utility services to include or exclude in the no-risk review. It also says that they agree to share a portion of any savings with our partner if they’re able to recover or reduce the business’ utility spending.
When your customer makes the decision to move forward, the only thing they do is provide copies of their most recent utility bills. It may be as simple as granting access to their utility provider billing accounts. The data is required to analyze and identify cost savings and refund opportunities that may be available.