Blog Jul 19, 2017

Engaging Clients in Energy Conversations – Tip Sheet

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Recently, we talked to several top professionals in the mechanical and building automation sphere to ask them exactly how they became the trusted energy advisor for their most important clients. Everyone agreed, communication is key and the road to credibility starts with a simple conversation.

Easier said than done, right?

That’s why we produced Tips from Industry Experts: Leveraging Utility Data to Drive Client Engagement, a whitepaper that details our findings, guides you through a simple step-by-step process for qualifying your clients and helps you to identify many of the common obstacles they may present. It also provides some tried-and-true strategies to overcome objections and close the sale. You can download that white paper here.

In the meantime, check out this tip sheet for some general rules and guidelines to get you started. With a little planning and practice, you’ll be approaching energy conversations with ease, positioning you and your company as a trusted energy advisor and tapping into new revenue streams that were previously overlooked or ignored.