Company Case Studies

AutomationAnytime & EnergyReferralAgency

case study of EnergyReferalAgency

Overview:

EnergyReferalAgency 2014

Current Situation:

Bridge the gap between current attorney pricing and/or an underserviced section of the U.S. alternative energy space.

The current situation of the energy marketing space was perplexing.  My 'best buddy' ironically was, at the time, hired as a consultant for Peter Grubstien of NGen Partners - whom, at the time, was not in the energy deregulation space...then, after our team had initial success, Peter and Brandon, funded ChooseEnergy and acquired volumes of online customers, leaving my team of people with...nothing, except a lawsuit by PG&E to cease and desist operations.  Lucky, the same friend instructed me to cease consulting for company (as didn't gain monetary compensation for the scale as was extremely early states...)  The company, from a business stanpoint scaled to 1.8 million in 6 months.  Peter, went out and funded an ESCO (to acquire upwards of $1,000 per enrollment vs. 'our teams agreement' of roughly $50-$100 per customer).

It's business, rite?

The current situation of the customer we served was helping consumers choose alternative options for their energy supplier and helping them discover additional options for energy supply.  A potentially reduced cost of energy production and, at the same time, reduces emissions.

As founding, managing and scaling operations, an overview:

Door To Door Division

Recruited upwards of 700+ door to door reps for a northern California division - 'our team' had acquired over18,000 signups in less than 6 months.    A gross profit of 1.8 MM.

Inbound Call Center

10-15 agents fielding 1,000+ inbound calls responding to digital media ads.

Online acquisition 

SEM (search engine marketing) campaign with 2-6 landing pages acquiring leads with both online enrollments and outbound call campaigns.

Now deceased Col. Dr. Larrie Wanberg and Andy Graham article - HERE! - Dr. Larrie worked at the Pentagon and one of the main advocates for Vietnam Veterans payout post war.

Continuation of EnergyReferralAgency Company Case Study 

Potential Outcomes

Door To Door Division

Our door to door division was sued by PG&E for some small violation.  Although wasn't official a portion of any of the operations, only a consultant for that division

Inbound Call Center

The inbound call center 'closed shop' within a short amount of time, after setting up shop, building campaigns, building webpages and marketing material, onboarding sales reps and generating inbound calls.  Marketing regulation was pending for one of the ways our team was planning to generate inquiries and was alerted by a consultant to close shope before scaling.

Online acquisition 

SEM (search engine marketing) campaigns were closed for sites, however, still keep an active site for further clarification and potentially future digital media campaigns.