Energy Mod1 Page4
DUS - Energy Training (5 of 17)
How to fill out the DCF
How to fill out the DCF.
1. Business Details
- The top section of the DCF is exactly the same as the LOA, so if you are in a rush, you can fill that out at a later stage once you have left the client.
2. Client Details - In order for us to be able to assist a business that is not a limited company, we require this information. We need to know - The clients full name, Home Address, Date of Birth, and the number of years at their current property. (if this is less than 5 please put their previous address in the additional information at the bottom of the page.)
3. Contract Info - This information is about the competition we are facing when pricing a new contract. This is not essential but can really help.
4.
Electricity Info - This section is important - We need this information in order to price accurately. We require the following information -
a)
Number of Electric Meters - This information is useful for us when pricing the client as we don't want to miss any meters.
b)
Estimated Annual Spend - gives us a good idea of what they spent last year so we know our information is accurate.
c)
Existing Supplier - Essential if we do not have copy invoices.
d)
Bill Frequency Does the client get invoiced Monthly or Quarterly? You can ask "How often do your bills come?"
e)
Payment method - How does the client currently pay for their energy? (Cheque/Cash, Variable or fixed Direct Debit)
f)
Dispute - Is the client currently in a dispute with their current energy provider?
g)
Debt -
Is there a debt or outstanding unpaid balance on the clients account? (we need to know)
h) Contract End date - we need to know this, but if you are unsure leave it blank, the current supplier will usually tell us.
i)
Termination - We also need to know if we are required to give termination on their behalf. (We usually will anyway as it is better to have a duplication of notice than no notice at all.)
5. Gas Info
-Once you have filled out the electricity, do the same for the gas (If applicable)
6. Additional Information
- This section is quite possibly the most important section, this is where you can make notes about things you have spoken about with the client. This information can be really helpful when pricing.
You could write things such as -
"Customer does not like British Gas"
" Looking for a good price as client has 4 more sites"
" Do not price with current supplier as client has had a horrible experience with them"
"Client already uses an energy broker so need to be keen on the pricing"
"This customer is out of contract, can we get prices ASAP"
Paperwork
Below is a document on how to fill out the Letter of Authority. Please Download it and get familiar with this document. This is possibly the most important document you will use in your business.
