Smart Energy – Lower My Energy Bill Concierge Workflow No Smart Device Required

Created by Lamont Gibson, Modified on Sun, 21 Jun at 2:58 PM by Lamont Gibson

Purpose

This workflow is used when a customer wants to reduce energy costs, lower utility bills, identify energy waste, or maximize savings using their existing home, equipment, and smart devices.

The goal is to identify the biggest opportunities for savings before recommending any new products or upgrades.

Customer Trigger Phrases

Examples:

Lower my energy bill
Reduce my electric bill
Save money on utilities
Why is my energy bill so high?
Maximize my energy savings
Help me save money
Reduce my monthly utility costs
My electric bill keeps increasing
Help me lower my HVAC costs

Step 1 – Ticket Creation

Freshdesk creates a ticket.

Category:

Smart Energy

Request Type:

Energy Optimization

Status:

New

Step 2 – In Review

Determine the customer's current situation.

Collect:

Utility Information

Utility provider
Electric provider
Gas provider (if applicable)

Billing Information

Average monthly bill
Highest recent bill
Seasonal changes

Property Information

Home size
Property type
Number of occupants

Existing Smart Devices

Examples:

ecobee
Alexa
Ring
Smart plugs
Smart lighting
Smart locks

Step 3 – Move to In Progress

Customer information is attached to the GHL contact.

Information is passed to:

Customer profile
Property information
Utility information
Existing devices
SmartHomeConcierge.ai Bot

Step 4 – Concierge Analysis

The SmartHomeConcierge.ai Bot reviews:

Utility Usage

Review:

Monthly bills
Seasonal spikes
Usage trends

Home Occupancy

Review:

Work schedules
Time away from home
Sleep schedules

Existing Equipment

Review:

HVAC system
Thermostat
Lighting
Existing smart devices

Existing Automations

Review:

Alexa routines
Thermostat schedules
Lighting schedules
Smart plug schedules

Step 5 – Identify Savings Opportunities

Phase 1 – No Purchases Required

Review and recommend:

Utility Plan Review

Determine if the customer is on the most cost-effective energy plan.

Lifestyle Review

Identify unnecessary energy usage patterns.

Examples:

Cooling empty home
Heating empty home
Lights left on unnecessarily
Excessive fan operation

Home Efficiency Recommendations

Examples:

Change HVAC filter
Close blinds during peak sunlight
Adjust water heater settings
Reduce unnecessary appliance runtime

Existing Device Optimization

Examples:

Thermostat schedule optimization
Comfort Setting optimization
Vacation schedule setup
Fan runtime adjustments
Alexa routine optimization
Smart plug scheduling
Lighting schedule optimization

Phase 2 – Existing Features Not Being Used

Identify devices already owned but not fully utilized.

Examples:

ecobee

Comfort Settings
Home Energy Reports
Vacation Scheduling
Auto Heat/Cool

Alexa

Away routines
Bedtime routines
Vacation routines

Smart Plugs

Lamp schedules
Fan schedules
Device shutdown schedules

Lighting

Motion schedules
Occupancy schedules
Automatic shutoff schedules

Phase 3 – Additional Recommendations

Only if additional savings opportunities exist.

Examples:

Smart Devices

Smart thermostat
Smart plugs
Smart power strips
Smart blinds
Smart curtains
Energy monitoring devices

Larger Projects

Whole-home energy monitoring
Solar evaluation
Advanced automation projects

If multiple recommendations exist, create a Project/SOW.

Step 6 – Generate Recommendations

Recommendations should be prioritized as follows:

Priority 1

No-cost savings opportunities

Priority 2

Optimization of existing devices

Priority 3

Low-cost improvements

Priority 4

New smart device recommendations

Step 7 – Customer Response

Example:

"We reviewed your energy usage, utility information, home occupancy patterns, and existing smart devices. We identified several opportunities to reduce energy consumption using your current equipment before recommending additional purchases."

Step 8 – Resolved

Work Completed:

Utility review completed
Home usage reviewed
Existing smart devices reviewed
Energy-saving recommendations delivered

Status:

Resolved

SMS Sent:

"Your SmartHomeConcierge.ai energy optimization recommendations are ready. Please review the recommendations and let us know if you would like assistance implementing them."

Step 9 – Closed

Customer confirms recommendations received.

Status:

Closed

Knowledge Capture

Document:

Utility provider
Average monthly bill
Home size
Existing devices
Recommendations provided
Savings opportunities identified
Customer outcome

Freshdesk Bot Learning

Capture:

Successful energy-saving recommendations
Common utility concerns
Effective optimization strategies

SmartHomeConcierge.ai Bot Learning

Learn:

Which recommendations consistently reduce energy costs
Which devices provide the greatest savings
Common causes of high utility bills
Future energy optimization opportunities

Goal

The goal of this workflow is to help customers save money by understanding their utility usage, home occupancy patterns, lifestyle habits, and existing smart home ecosystem before recommending additional devices or larger energy projects.