Green Deal Customer Journey

Presentation to EMCAN Forum

Presentation By: Peter O’Neill

Date: 2nd October 2013

Current Position

1. Understanding my home’s requirements

Appointment booking

Appointment booking

Pre-survey letter

Pre-survey letter

Green Deal Survey

Green Deal Survey

Understand what my home has alreadyCheck my ECO eligiblity / Pre survey Questions

Understand what my home has alreadyCheck my ECO eligiblity / Pre survey Questions

Confirm time, price and what to expectExplain how my data will be used & with whom

Confirm time, price and what to expectExplain how my data will be used & with whom

Take me through how I can save energyGive details of my financing options, including cash backShare with me the GD process including credit checkingCheck my bill and identity

Take me through how I can save energyGive details of my financing options, including cash backShare with me the GD process including credit checkingCheck my bill and identity

2. Choosing how I will pay

GDAR lodgeGDAR lodge

Adequate ExplanationAdequate

Explanation

Credit CheckCredit Check

Send me my GD advice reportTell me how much the building works will costCashback

Send me my GD advice reportTell me how much the building works will costCashback

Provide me with a quotation for financeGain my agreement to proceed with finance Provide me with a quotation for financeGain my agreement to proceed with finance

Contact with my electricity supplier I have no debtCheck my credit rating with Experian

Contact with my electricity supplier I have no debtCheck my credit rating with Experian

3. Agreeing finance (optional)

Green Deal Plan

Green Deal Plan

ConfirmationConfirmation

Send me my Green Deal Plan:•Installation T&Cs•Schedule of Works•SECCI•Finance agreement•Finance T&Cs•Insurance summary

Send me my Green Deal Plan:•Installation T&Cs•Schedule of Works•SECCI•Finance agreement•Finance T&Cs•Insurance summary

I will sign the contract and return to you within 10 daysI will sign the contract and return to you within 10 days

4. Quality installations

InstallationInstallation

Sign offSign off

GuaranteesGuarantees

PAS2030 accredited installersPAS2030 accredited installers

I am happy to sign off each product installedI am happy to sign off each product installed

Send me my product warrantiesAlso my GD insurance backed guaranteeSend me my product warrantiesAlso my GD insurance backed guarantee

5. Setting up my GD payments (optional)

2nd EPC2nd EPC

CashbackCashback

GD paymentsGD payments

My EPC is updated & available on Landmark should I move homeMy EPC is updated & available on Landmark should I move home

Government credits my bank accountGovernment credits my bank account

My electricity supplier confirms my first date of paymentsMy electricity supplier confirms my first date of payments