CX · Customer experience
The moments clients feel.
The moments a energy assessor client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Trades & Home Services
AI agents for Energy Assessors
What should stay human at a energy assessor, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a energy assessor, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a energy assessor. Agents can surface the gaps; the owner still decides.
Main roles
The people a energy assessor usually employs. Each card is written for this business, then links out to the full role page.
Role
Owner-Operator
Sets prices and services, oversees quality, and handles hiring, suppliers and the overall direction of the energy Assessor.
Role
Energy Auditor
Handles day-to-day energy auditor work for the energy Assessor.
Role
Administrative Assistant
Handles scheduling, documents, follow-ups and day-to-day admin so the energy Assessor stays organised.
Role
Customer Service Representative
Answers enquiries, takes bookings or orders, and resolves customer issues for the energy Assessor.
Freelancers & agencies you might hire
Specialists a energy assessor often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Bookkeeper
Keeps accounts current, reconciles transactions, prepares BAS or tax information, and tidies invoicing for the owner.
Freelancer
Freelance Web Developer
Builds and updates the website, booking or enquiry forms, and fixes issues so customers can find and contact the business online.
Agency
Digital Marketing Agency
Plans and runs digital marketing, including search and paid campaigns, and reports on leads and results.
Want this set up for you?
If you would like someone to build these flows for a energy assessor, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Related
Other business types in Trades & Home Services.