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Energy

AI Revenue Systems for Energy and Renewables

LONG CYCLES.
NOTHING FORGOTTEN.

Energy selling is a timing business. Contract end dates, grant windows and payback periods decide who wins — so we build agents that track the calendar and act on it, not on the sales team's mood.

24–48h

From kick-off to live agents

24/7

Enquiry and booking coverage

Multi

Channel outbound: email, voice, LinkedIn

100%

Conversations logged and auditable

THE PLAYBOOK.

Who It's For

Business energy brokers and suppliers, solar and heat-pump installers, and commercial efficiency providers.

The Problem

Contract end dates buried in spreadsheets, surveys booked and never followed up, and grant or tariff deadlines that pass without the pipeline being worked.

What We Build

  • ARIA — Enquiry qualification on property type, usage, current contract, tenure and decision maker — then books the survey.
  • HERALD — Contract-end-date nurture and quote follow-up across the full decision cycle.
  • NOVA — Commercial prospecting by site, sector and consumption profile.
  • CORTEX — Pipeline by contract-end month, so capacity is planned before the window opens.

WHAT ACTUALLY BREAKS.

  • Contract end dates live in spreadsheets and are missed
  • Surveys are booked and then never followed through to quote
  • Quotes sit unchased across a decision cycle measured in months
  • Grant, tariff and scheme deadlines pass without the relevant pipeline being worked

THE BUYING JOURNEY.

  1. 01

    Trigger

    Price rise, contract end, a sustainability target, a grant window or a new site.

  2. 02

    Research

    Comparison of suppliers or installers; payback and disruption are the real questions.

  3. 03

    Survey and quote

    Site survey, technical design, quote. Long gap before decision is normal.

  4. 04

    Decision and install

    Board or owner approval, financing, then scheduling and installation.

RECOMMENDED AGENTS.

ARIA

Qualifies property type, usage, tenure, current contract and decision maker, then books the survey.

HERALD

Runs contract-end and quote-follow-up nurture across the full decision cycle.

NOVA

Builds commercial target lists by sector, site and consumption profile.

CORTEX

Shows pipeline by contract-end month so install capacity can be planned ahead.

THE WORKFLOWS.

Contract-end pipeline

  1. 1.Contract end date captured on every conversation and stored in the CRM
  2. 2.Nurture opens at the window you define ahead of the date
  3. 3.ARIA re-qualifies usage and decision maker
  4. 4.Meeting or quote request booked with the account manager

Survey to quote to decision

  1. 1.Survey booked and confirmed with reminders
  2. 2.Quote issued using your approved calculator outputs only
  3. 3.HERALD follows up across the decision cycle with relevant, dated reasons
  4. 4.Won, lost or deferred recorded, with deferred entering a dated nurture

Scheme and grant window

  1. 1.Eligible segment identified from your CRM criteria
  2. 2.Message drafted referencing only published scheme terms
  3. 3.Human approves before the campaign runs
  4. 4.Eligibility always confirmed by a person, never by the agent

SYSTEMS & CHANNELS.

Common CRM systems

  • HubSpot
  • Salesforce
  • Pipedrive
  • Sector platforms such as Utility Cloud or bespoke broker CRMs

Acquisition channels

  • Outbound to commercial sites by consumption profile
  • Paid search on tariff, solar and heat-pump terms
  • Partner and installer networks
  • Local and trade press for domestic retrofit

Integrations we connect

  • CRM
  • Surveyor and installer calendars
  • Quoting and design tools
  • Telephony and email
  • Half-hourly consumption data feeds where available

Third-party product names are the trade marks of their owners and are listed because they are common in this sector — not to imply a partnership or certification. Where a platform has no open API we say so before we start.

KPIS THAT MATTER HERE.

  • Contract end dates captured per month
  • Survey booking and attendance rate
  • Quote to install conversion
  • Cost per installed job or contracted site
  • Average days from quote to decision

EXAMPLE ROI MODEL.

Formulas, not forecasts. Run them on your own figures — nothing below is a guaranteed or measured result.

Pipeline recovery
Unchased quotes × modelled uplift in conversion × average job value
Timing value
Contract-end records captured × re-engagement conversion × average contract margin
Sales time released
Chase and admin hours removed × loaded sales cost per hour
Payback
Platform cost ÷ modelled monthly margin gained
Open the ROI calculator

PROOF, HONESTLY.

Xiilio Ltd was incorporated on 23 January 2026 and publishes no case study for this sector. Rather than borrow someone else's numbers, here is exactly what we measure in an engagement — from your systems, against your baseline.

  • Quote-to-decision timing measured from your CRM before and after
  • Contract-end database built as an owned asset
  • Every savings statement traceable to your own calculator
How we grade every claim

WHAT YOU'RE PROBABLY THINKING.

"Our savings claims are heavily scrutinised."

Which is why agents are blocked from generating them. Only figures from your approved calculator are used, with assumptions shown.

"Domestic customers are protected consumers."

Domestic scripting is tighter, disclosure is explicit, and any comparison or savings claim requires human sign-off.

"The cycle is too long for automation."

Long cycles are exactly where automation wins — the agent remembers a date eleven months away and your team does not.

GUARDRAILS.

Compliance

  • Savings and payback figures come from your own approved calculators, never generated by an agent
  • Ofgem and consumer-protection expectations reflected in domestic scripting
  • Grant and scheme eligibility signposted only as published, with a human confirming
  • Consent, opt-out and full call transcripts retained

Security requirements

  • Consumption and site data encrypted with role-based access
  • No bank or payment details captured by an agent
  • UK data residency
  • Full audit trail per contact and per quote sent

Human approval required

  • All savings and payback figures human-approved
  • Scheme eligibility confirmed by a person
  • Domestic campaign copy approved before launch
  • Contractual terms issued only by your team

Xiilio holds no sector certification or regulatory approval, and nothing here transfers your regulatory responsibility to us. See Responsible AI for the full governance framework.

Frequently Asked

ENERGY, EXPLAINED.

Straight answers on scope, compliance and how Xiilio deploys for energy.

Can the agent quote savings?
Only figures your own approved calculator produces, presented as an estimate with its assumptions. Agents are blocked from generating savings or payback numbers themselves.
How does contract-end tracking work?
End dates in your CRM drive the sequence. Outreach starts at the window you set, escalates as the date approaches, and stops on renewal or opt-out.
Domestic as well as commercial?
Yes, with tighter scripting for domestic contacts and human sign-off on any comparison or savings claim.

READY TO START?

Book a free 30-minute strategy call and we'll map this playbook to your energy pipeline — no pitch deck, just the plan.

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