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