Accelerating C&I Energy Audit Participation

Boosting Enrollment for a Utility C&I Energy Audit Program

Michaels Energy partnered with a Midwestern utility to quickly increase participation in its Commercial & Industrial (C&I) energy audit offering—supplementing in-house efforts with targeted outreach, scheduling support, and on-site technical expertise.

Background

Mid-year, the utility aimed to strengthen enrollment in its C&I energy audit program. Michaels Energy was engaged to act as an extension of the utility team, providing dedicated outreach to identify interested facilities and move them smoothly into scheduled audits.

Approach

Michaels Energy deployed a coordinated outreach and delivery model:

• Curated and prioritized customer lists prepared by program management.
• Structured call campaigns from Customer Support Center (CSC) staff to educate customers, confirm eligibility, and schedule audits.
• Seamless handoff to Michaels engineers for timely, high-quality on-site energy audits.
• Ongoing coordination with the utility to monitor progress toward enrollment goals.

Impact

Within approximately two months, the outreach effort propelled the program from roughly 30% of annual goal to full enrollment target. With client approval, scheduling continued beyond target to capitalize on program momentum and maintain a strong pipeline of C&I audits.

Results at a Glance

*It took only 368 calls to reach the audit enrollment goal. Remaining customers not called during this effort will be contacts in the next program year.