Business energy services

Organisation type

Many requests, much follow-up, little time per customer

Selling energy or energy services to businesses brings requests from many channels and requires prompt, well-prepared follow-up. A workflow can register, supplement and prepare, while advice and commitments stay with your team.

Book an introduction

Scoping first, then a proposal
EU hosting
Human oversight stays

September 25, 2026Sales

Characteristics

What defines this sector

The sales process often starts with a request: a form, email or phone call from a business wanting to discuss energy. How quickly and how well prepared you call back determines whether a conversation happens.

Then comes a lot of follow-up: gathering customer data, developing a proposal, recording agreements and getting back in touch at the right time. This recurring, context-heavy work is exactly where a small sales team loses time.

Processes

Suitable processes

Register and enrich applications

A request by form, email or phone becomes a lead in the CRM, supplemented with the company details needed for the first conversation. See sales follow-up.

Qualify leads

Assess requests against your criteria, so the right adviser gets the right lead and uncertain cases go to a person.

Prepare conversations

A short brief for each conversation, with what is known about the customer, earlier contacts and open questions.

Process customer conversations

After the conversation, notes and agreements are in the CRM, with a proposed next step. See meeting to CRM.

Prepare a proposal

A draft proposal from the request and conversation, with source references; price and commitments stay with a person. See quote from intake.

Limits

Where the limits lie

Advice and pricing stay with your team. A workflow prepares and proposes; it makes no commitments about rates or savings, and no proposal goes out without human approval.

We discuss the rules applying to your sales during scoping. The workflow follows those rules; it does not set them.

Frequently asked questions

Does a workflow call or email customers itself?

No. A workflow prepares a conversation brief, draft email and proposed activity. Customer contact stays with your team, and a workflow never sends email itself.

Does this work with our own CRM?

We assess that during scoping. For each system, the site states which integration exists and the route it uses; if there is no route yet, we explain what is needed.

Does this sound like your organisation?

Bring one process. We assess suitability, risk and expected value, and tell you if it is not a good fit.