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Five Keys to an Effective Energy Assessment Report

Our firm completes tens of thousands of energy assessments each year.  The objective and design of the report is to prompt customers to install recommended energy efficiency measures. The end goal being to achieve savings that help the customer, yet also meet our clients’ desired results. 

The format of the assessment report is typically customized for each program. Each client has its own unique mandatories. Nevertheless, all reports should follow these five guidelines to be the most effective tool.

1) Called Out Upfront: The recommendations for energy efficiency improvements should be near the top or front of the report.  Most customers have limited time and limited attention span.  Putting the recommendations near the top helps insure that the customer actually sees them.

2) Make the Choice Clear: Limit the number of recommendations. Few customers will install everything that we recommend.  Listing too many ideas may lead to “choice overload,” where customers take no action at all when presented with too many choices.  The ideal number of recommendations is three.  Pick your best three, using criteria such as high savings, short payback, or items that the customer has expressed some interest in.  There should be no reason to go over five recommendations.  If the customer installs all the recommendations, we can then offer more.

3) Prompt Action Step by Step: Explain each step of the process that requires customer action, so they understand the actions required to reach project completion. 

4) Cut out the Jargon: Customers aren’t engineers. They don’t know the difference between prescriptive and custom measures. kW and kWh may seem like potato pot-ah-to to them. Leave out industry terms that may be Greek to the everyday customer.

5) The Shorter. The Better:  A single-page report would be optimal. Aim for a two-page report as the maximum length. Two pages should be plenty enough to include all vital information. Nine times out of ten, the customer is not an energy geek. Keep it simple to keep them from scratching their head. Remember, this is simply a tool to get them to opt in.

A well-designed energy assessment report can be a powerful tool. It can mean the difference between opt in or tune out.

Want to learn more about our customer engagement strategies or our portfolio of services? Contact us today!
Ed Carroll
Written by Ed Carroll

Senior Vice President
Ed Carroll pursued his passion for demand side management and building engineering before he had even secured his first professional job, and he never looked back. He navigates the world of new program and product design across all sectors and markets, serving as lead of Franklin Energy's internal innovation team focused on product management. In that role, Ed oversees and guides leaders in demand response and other distributed energy resources, marketing and the residential, multifamily, small business, and commercial/industrial customer groups as they develop solutions to meet our clients’ current and future needs. Ed holds a master's degree in energy analysis and policy from the University of Wisconsin-Madison and is a certified business energy professional (BEP).

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