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Energy management and audit companies · Sales process

Get the bills and the decision-maker on the table before an auditor drives to the plant.

A sales process for an energy audit company is the written order of steps from first enquiry to a signed audit and on to the retrofit: the trigger, the bills, the site walk-through, the proposal and the debrief. GullySales writes the steps with your lead auditor and keeps a record of where each enquiry stopped.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Editorial illustration for Sales process design and implementation

What sales process means

A sales process is the fixed sequence of steps, such as enquiry, site visit, quote and order, that every deal is expected to pass through in the same order. GullySales writes this sequence down for your business and checks that every salesperson actually follows it.

Also for energy management and audit companies

Sales and marketing for energy management and audit companies, the overview.

Last updated 6 Oct 2026.

For energy management and audit companies

Where it usually goes wrong, and what we would do.

  • “The visit comes before the data”

    An auditor spends a day on site on a phone promise, finds no bills and no one who can approve spending, and the proposal that follows is a guess.

  • “The sale stops when the report is delivered”

    The debrief, the action owners and the supervision of installation are where an audit becomes a project, and no one's name is against any of them.

  • “Price is asked before scope is known”

    A buyer wants a rate for the audit on the first call, while the number depends on connected load, the metering points and the plant's shutdown windows.

What we do

What we deliver for energy management and audit companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Steps in your firm's own words

    Each step from enquiry to verified saving named the way your auditors already speak, with what must be true before a plant moves to the next one.

    Result: Everyone knows where an enquiry stands.

  2. A data request sent before any visit

    A year of bills, the single line diagram, the connected load list and production figures, requested in writing and tracked in the CRM.

    Result: The first visit starts from numbers.

  3. A scope and instrument checklist

    Which loads are logged and for how long, what access the plant's electrician must give, which equipment needs a shutdown window and who on the client side can stop the work.

    Result: Site work starts without an argument about what was agreed.

  4. A savings sheet template in rupees

    The same layout for every report: investment, yearly saving, tariff and hours assumed, payback, and who in the plant owns the action.

    Result: The finance head reads the same page every time.

  5. A debrief with named owners

    A meeting after the report where each action is given an owner on the client side and a start date they choose, logged as a stage in the CRM.

    Result: The report ends in a first action.

  6. A project and verification step

    An offer to supervise installation and to compare readings after the retrofit, booked when the report goes out and read against the baseline recorded before work starts.

    Result: The relationship continues past the report.

How the result is measured

  • Deals following the process
  • Time spent at each step
  • Drop-off rate by step

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full sales process design and implementation page

Steps of a sale

Take every energy audit enquiry from the first call to a verified saving in the same order.

Enquiry and trigger
Ask what started the call: a penalty line, a tariff revision, a mandated audit, a lender or a customer. Record the trigger and any date attached to it.
Bills and data request
Ask for a year of bills, the connected load list and the single line diagram. Record what has arrived and who on their side is collecting it.
Site walk-through and scope
Walk the main loads with the plant electrician, note what can be logged and what needs a shutdown. Record the decision-maker's name and the loads the owner worries about.
Proposal and savings basis
Send the scope, the instruments, the report contents and what is excluded. Record the date sent, who reads it and what they compared you with.
Audit, report and debrief
Log the loads, write the report and walk the client through it. Record each action, its plant owner and the date they agreed to start.
Retrofit support and verification
Offer to supervise installation and to compare readings afterwards. Record who installed, what was done and whether the saving was verified.

Who it is for

This is written for these energy management and audit companies.

  • Energy auditors accredited for designated consumers in sectors such as textiles, cement, paper and metals
  • Energy audit and management consultancies serving MSME factories and industrial area clusters
  • Building energy auditors for hospitals, hotels, malls, IT parks and campuses
  • ISO 50001 consultants who set up and audit energy management systems
  • ESCOs that finance a retrofit and are paid from the savings
  • Energy monitoring and sub-metering companies selling meters and dashboards
  • Power quality specialists working on harmonics, capacitor banks and maximum demand
  • Green building and sustainability consultants who model energy use for rating systems

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is reply time, a follow-up sequence, the page buyers land on or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the sales process work runs

  1. 1

    Study current deal flow

    We trace how deals actually move today, comparing across reps and outcomes.

  2. 2

    Define the stages

    Clear stages and criteria are designed to match how deals genuinely progress and close.

  3. 3

    Configure the CRM

    The process is built into your CRM so it is enforced structurally, not just documented.

  4. 4

    Train the team

    Reps are trained on the new process and why each stage exists.

  5. 5

    Review adoption

    We check after rollout whether the process is being followed and adjust where it is not.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which of our people should do the first site visit?
A senior auditor, because the owner wants to meet someone who has done the work and will spot the loads that matter. Junior staff can fit loggers and take readings later, once scope and access are agreed.
A buyer only asks for the rate over the phone. Do we quote?
Give the factors that set it, not a figure: connected load, metering points, shutdown windows and report depth. Offer the data request as the next step. If he wants only the cheapest checklist visit, tell him that is not what you sell.
When should the quote go out?
After you have seen bills and spoken to someone who decides, either on site or on a call. A quote sent on a phone description gets laid beside a stranger's price, and you cannot defend the scope.
What should we write down at the site visit?
The connected load you saw, shutdown limits, who approves spending, who else will read the proposal, what earlier quotes said and what the owner is worried about. Put it into the CRM the same day, while it is fresh.
Should we offer a free audit to win the work?
Only a narrow one, such as a review of a year of bills with a power factor and demand check. A free full audit trains buyers to expect free work, and the dealers already give that away. Let the small free step lead straight into a scoped, priced proposal.
Can we describe ourselves as BEE accredited?
Only if your status is current. Accreditation of energy auditors is run by the Bureau of Energy Efficiency, and its rules and list change, so check the official list and copy the wording exactly. Procurement teams do look it up.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.

From the blog

Further reading for energy management and audit companies.

All articles

More for energy management and audit companies

Everything else we would do for you.

Or start from the overview: sales and marketing for energy management and audit companies.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need