Energy Mod1 Page3
DUS - Energy Training (4 of 17)
The DCF
The next document we need is the Data Capture Form also referred to as the Energy DCF. The DCF is not a legal document, it just allows us to gather more information so we are able to find the right contract for the client. It is an essential help for pricing, for DUS administration and also for yourself to jog your memory both now and in the future on important client information (e.g. A bad experience with a particular company, you wont want to quote that to them 12 months later)
Advice for filling out the Energy DCF -
1. Any information that you feel is relevant in assisting us to win the energy contract should be noted on the DCF.
2. Fill this form out with the client, as to make sure you gather as much information as you possibly can.
3. Whilst filling out the DCF with the client you can build your relationship further. Ask the client questions about how the business is doing, etc.
4. If you want to make any comment about commissions please do NOT do this in front of the client. You can add this information to the DCF once you have finished the meeting. (e.g. lower commission as there is another broker competing or higher commission as they are currently overcharged)
5. The Additional information section at the bottom of the form is a brilliant place to ask the client what they are really looking for in a supplier. Do they look for a good customer service or is it purely the price that they focus on.
6. It is essential that you ask the questions on payment method and bill frequency. Both answers can affect pricing, there is nothing more frustrating than assuming its is a direct debit monthly payment, getting it priced only for the customer to want to pay a quarterly bill by cheque. You would have to get it repriced, a higher quote and less chance of signing the customer.
Paperwork
Below is the Energy Data Capture Form in a PDF and a word format. Please Download these and get familiar with this document.
