Our Process
Whether you’re looking for a clear, one-time answer or ongoing strategic support, our process brings in engineering, financial, and regulatory expertise to answer one simple question: what is the right energy decision for you?
We guide our customers through the process of answering this question, establishing the foundation of understanding their energy consumption and building on that to determine which strategy or investment to take.
How It Works
Energy Assessments
Whether it is the Baseline Assessment or the Feasibility Assessment, the process is as follows:
- Pay & Book: Pay your assessment through Stripe, our third-party processing platform. Then pick a timeslot that works for you for your welcome call.
- Welcome Call: We’ll get on a call with you to retrieve your utility bill and interval data. We’ll guide you through this process.
- Analysis: Once we have your utility data, we will run our analysis and build a personalized assessment for you.
- Report Delivery: You will receive a final report of the assessment. If you need a walkthrough of the results, we are happy to go over the results with you.
- Next Steps: You can upgrade to the Feasibility Assessment (we will apply the $199 to the new fee), or keep us involved as an owner’s rep if you’d like to proceed with a project.
Typical turnaround: 3-5 business days after we acquire utility interval data.
You don’t need to gather everything up front—we’ll guide you.
Owner’s Representation
Our Energy Advisors represent you and your interests. The following delineates how we work together:
- Intro Call: We start with a short 30-minute discovery call to understand your role, goals, and project stage, as well as any stakeholders involved.
- Scope & Contract: If there’s a fit, you’ll receive a clear engagement outline defining the scope of support, expected decision points and milestones, communication cadence, and fee structure.
- Project Baseline: We establish a baseline by reviewing existing information, utility data, rate structures, site constraints, interconnection context, regulatory considerations, budgeting, and schedule constraints.
- Decision and Project Support: We perform the analyses required throughout the project lifecycle to support your contract scope and translate them into decision-ready guidance, giving you clarity and confidence in your project’s direction, risks, and next steps.