Use Case

Automating Energy Bill Switching With AI: A 0-to-1 Lead-to-Signature Workflow
6 min read

Client: Confidential Energy Broker (White-Labeled Project)
Industry: Renewable Energy & Utility Switching
Challenge: Manual Quote Generation and Slow Client Conversion for Energy Switching Services

Introduction

Switching energy providers should be fast, simple, and client-friendly — but for most brokers, the process is still manual and time-consuming. From collecting bills to generating personalized proposals and closing the deal, too many steps rely on staff availability and repetitive tasks.

We built a fully automated, AI-powered energy switch workflow that transforms a client's utility bill into a signed agreement — with no human touch required until the final step. This custom workflow, powered by Make.com, OCR + GPT automation, and GoHighLevel, accelerates the switch process while improving conversion rates and client experience.

Challenges Faced by the Client

1. Manual Data Entry from Utility Bills
Agents were reading PDF bills line by line to extract usage, provider info, and price/kWh — an error-prone and slow process.

2. Slow Quote Generation
Finding and comparing offers from partner providers was done manually in spreadsheets, limiting the ability to respond quickly and at scale.

3. Generic Messaging
Outreach relied on templates, lacking personalized savings breakdowns or contextual messaging — reducing engagement.

4. Low Operational Efficiency
The process from form fill to signed agreement took several days, with high drop-off between steps due to delays.

The AI-Powered Energy Switch Workflow

We created a no-touch, AI-driven pipeline that processes a client's energy bill and automatically generates a tailored switching proposal — delivered via WhatsApp and email — with clear next steps and digital signature integration.

Step-by-Step Workflow Overview

1. Bill Submission
The client submits their utility bill through a GHL form or via WhatsApp chat using webchat or keyword trigger.

2. Document Upload to Google Drive
The file is automatically stored in a dedicated folder, organized by client or submission timestamp.

3. OCR Trigger via Make.com
Using Mindee or Nanonets, the automation extracts key values from the bill:

• Provider name

• Price per kWh

• Energy usage data

4. Offer Comparison Logic
Make.com fetches the current partner provider offers from Google Sheets or Airtable, including:

• Region

• Current prices

• Promotion timelines

5. Rate Comparison + Savings Calculation
The system compares the extracted bill data against available offers and calculates projected monthly and yearly savings.

6. GPT-Based Proposal Generation
A personalized message is generated by GPT, using:

• The client’s name

• Their current energy usage and rate

• The matched offer and estimated savings

• A clear CTA (e.g., “Click to switch and save $312/year”)

7. Proposal Delivery
The proposal is sent via:

• Email using GHL

• WhatsApp using Twilio or 360dialog integration

8. Client Signs & Uploads ID
The message includes a link to DocuSign, where the client can authorize the switch and upload a required ID document.

9. Internal Delivery
Once signed, the package is routed to the energy provider or internal ops team for processing.

10. Follow-Up, Upsells & Referral Automation
After the switch is confirmed, GHL automatically:

• Sends confirmation

• Offers green energy upgrades or additional services

• Requests referrals or reviews

Impact of the AI Switch Workflow

1. End-to-End Automation
The process from document submission to proposal delivery is fully automated — often completed in under 15 minutes.

2. Higher Conversion Rates
Personalized messages based on the client’s actual bill and savings increased response and signature rates.

3. Scalable Without Adding Headcount
The system handles dozens of concurrent requests without agent intervention — freeing up human resources for high-touch support only when needed.

4. Reduced Drop-Offs
Real-time follow-ups, instant proposals, and click-to-sign flows minimized abandonment and delays.

Why This Model Works for Energy and Beyond

This workflow is a replicable blueprint for any document-based intake + proposal process, including:

• Insurance quotes

• Financial advising

• Telecom & broadband switching

• Legal service onboarding

• Home services estimates

If your business involves collecting documents, generating quotes, and getting signatures — this model saves time, increases conversions, and adds professionalism to your client journey.

Conclusion: From Paperwork to Proposal in Minutes

This AI-powered automation doesn't just process bills — it builds trust, speeds up revenue, and delivers real value to both businesses and clients. By combining OCR, GPT, and automation logic into one streamlined experience, we turned a slow, manual workflow into a conversion engine.

If you're ready to automate your document-based services with intelligence and scale, we’ll build it for you.

Book a Free Strategy Call →
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