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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.

An energy auditor takes readings beside an electrical cabinet

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.

  • The firm takes one audit a quarter from a known client, and a written ladder of steps would be heavier than the work it describes.
  • The lead auditor has not yet decided what the firm will and will not audit, so the steps would have nothing fixed to stand on.

How it works

How the sales process work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  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.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

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 the buyer wants only the cheapest checklist visit, say 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.
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.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

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.

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