ALL MARKETS SALES CYCLE

ALL MARKET SALES CYCLE PROCESS

Here is a proven, step-by-step sales process designed to help Agents and Brokers maximize customer acquisition across all markets while producing consistent, measurable results. When followed correctly, this process not only drives new business, but also builds a compounding stream of residual income—where each customer adds to your long-term earning power month after month.

STEP-BY-STEP SALES CYCLE PROCESS

STEP № 1

Using the CRM/Dialer, contact prospective customers to introduce the Electric Utility Audit. The goal is not to sell a new contract, but to secure their interest and commitment to move forward with the audit. Position it as a risk-free review designed to uncover billing errors, hidden charges, and potential savings that are not visible on the surface of the utility bill.

STEP № 2

Upon receipt of the customer’s utility bill(s), ensure the complete bill is in PDF format (all pages included). Then, submit the file to the Auditing Team using the secure upload link located on the Agent’s or Broker’s customer website under “Utility Bill Audit Review.” Once the customer submits their bill, a copy will go to the Audit Team, a copy will go to the Agent or Broker of record, and a copy will go to your Mentor of Record.

STEP № 3

Immediately enter the customer’s information and utility bill details into the Pricing Platform to generate an accurate proposal. For standard accounts, produce the proposal directly; for larger or more complex customers, position the account for a Reverse Auction, RFP, or Custom Pricing strategy to secure the most competitive rates. If a Mentor of Record is assigned, they will assist to ensure accuracy and optimal positioning.

STEP № 4

Rename the proposal PDF (from Step № 3) using the customer’s business name and deliver it to the customer using the Email Template in the CRM.

STEP № 5

Follow up with the customer to confirm receipt of their utility bill and inform them that the Audit is already in progress, noting that an initial review has identified potential additional savings opportunities. Advise that you have sent information via email, ask them to review it at their convenience, and schedule a time to go over the details together. Upon their review and agreement, proceed by selecting the appropriate SIGNUP option.

STEP № 6

Once the new contract is confirmed by the supplier (as reflected in the Broker Back Office), contact the customer to review additional cost-saving opportunities. Guide them through all available cost centers on the TruPowur Utility Audit submission page to help maximize potential refunds and overall savings. If the customer has Natural Gas service, repeat Steps № 2 through № 5 for Natural Gas (where available in their area). Refer to Markets and Services by State for availability.

STEP № 7

Identify and present additional TruPowur services that may benefit the customer, such as Residential Electric and Natural Gas, AutoPilot Bill Reduction, Power Factor Correction, LED Lighting, and other available energy solutions.

Note: Utility bills with a past-due balance are not eligible for processing.