energy savings assistance program outreach and enrollment workshop # 6 october 26, 2011
TRANSCRIPT
Energy Savings Assistance ProgramOutreach and Enrollment
Workshop # 6October 26, 2011
Energy Savings Assistance ProgramOutreach and Enrollment
Workshop # 6October 26, 2011
Automated Outbound Calling Campaigns•Engage customers though the use of the ‘Direct Connect’ feature
Direct Mailer / Postcard Campaigns•Includes service provider’s information to increase the legitimacy of the program
E-mail Campaigns to MyAccount Customers•Includes program video and ability to “apply now”
Univision’s ‘A Su Lado’ •Promote the program during the live morning newscast
Community Outreach & Involvement•Leverage grass root outreach opportunities with cities, regional centers, and fairs
Outreach and MarketingOutreach and MarketingExisting StrategiesExisting Strategies
Outreach and MarketingOutreach and MarketingExisting StrategiesExisting Strategies
Outreach and MarketingOutreach and MarketingNew StrategiesNew Strategies
Outreach and MarketingOutreach and MarketingNew StrategiesNew Strategies
Customized Messaging•Tailor material and outbound calling scripts to customer segment
Multi-Language Support•Translate collateral material and outbound scripts
Utilize Text Messaging•Promote program through text with “Apply Now”
Automated Re-instatement•Customers with cancelled appointments can re-schedule
Integrate Messaging with Energy Efficiency•Include information within the educational and outreach materials
EnrollmentEnrollmentExisting StrategiesExisting StrategiesEnrollmentEnrollment
Existing StrategiesExisting Strategies
Tablet PC Technology•Offers the ability to validate information in “real time”
Bulk Work Assignment•Work is referred out to service provider within a neighborhood
•Ensure the service provider has a full days worth of work in a small geographic area
SMART (Schedule Manager and Routing Tool)•Single point of reference for all routing ,scheduling, and dispatching tasks
•Reduce drive time and gas consumption•Automate schedule setting tasks•Decrease program’s carbon footprint•Increase visibility to crew appointments
EnrollmentEnrollmentNew StrategiesNew Strategies
EnrollmentEnrollmentNew StrategiesNew Strategies
Simplified Owner’s Waiver•Improve clarity of language with assistance from service providers•Option for property owners to refuse services and still return the form
Property Owner Program Brochure•Benefits to Owner / Tenants•Measure service description•Enrollment process description•Available to service providers
Simplify the Enrollment Form•Simplified layout to reduce error rate•Develop one form to utilize for dual enrollment agencies
• Coordination with SCG•Translate Terms and Conditions to all supported languages
EnrollmentEnrollmentNew StrategiesNew Strategies
EnrollmentEnrollmentNew StrategiesNew Strategies
Smart Phone Technology•Mobile Work Order Management
• Sync appointments to GPS• Interactive Map on Smart Phone• Work Order E-mail Feature• Ability to close out work orders through phone
Communication Preference•Ability to communicate via email, text, or VRU
• Ability to cancel or change appointments • Remind customers of scheduled maintenance• Opt-in to be reminded of upcoming appointments
Paperless Enrollment Software•Remote installation to compatible hardware
Energy Education on Tablet PC•Automated discussion topics using customer data captured during enrollment to ensure standardized and customized energy education
Integrated User Interface for Tablet•Reduce time to enroll customer•Eliminate duplicate data entry work•Upload data to both utilities’ databases
EnrollmentEnrollmentNew StrategiesNew Strategies
EnrollmentEnrollmentNew StrategiesNew Strategies