Power Wizard 2.0 Sales Script

Automated Greeting:

"Hello! Thank you for calling Power Wizard. Let’s get you to the right place.

• If you’re calling for new service or looking to Switch Providers in Texas for your home, press 1.
• If you’re looking for electricity for your business, press 2.
• If you're a Gold VIP member that enrolled prior to November 2024, press 3.
• For all other inquiries, press 4.

 

Transfer Message:

"Thanks! Let me get you over to one of our energy specialists. Hang tight for just a second."
(Transfers to a live agent)

 

Live Agent Intro:

"Hello, this is __ with Power Wizard. May I please have your name?”

 

Customer Request:
"Thank you, ___. Will you be moving into a new home or looking to switch plans? “

 

Regulatory Questions:

"Just a few quick things before we dive into your options:”

• May I have your full-service address, starting with your zip code?
• What type of home do you have? House or Apartment?
• For Switch Only- Do you happen to know your average usage? Or have an old bill handy.

 

Preferences:

"Do you have a specific plan or provider in mind? Or are you open to exploring all the options?"

(Navigate through plans with the customer)

 

Preferences (if the customer already has a plan they found online):

“Thanks for sharing the plan you saw online! Let's walk through it together to make sure it’s the best fit for you. Let’s review the plan details, confirm if it matches your preferences and check for any fine print. Feel free to tell me what stood out to you about this plan?”

 

Your Information:

"Great! To get started, I’ll just need to confirm a few details with you."

• First and Last name on the account?
• What is the best mobile number to reach you at? This will also be the number associated with your account.
• May I please have your Date of Birth?
• A good email address for you?
• Do you have a preferred language for your Provider communications?
  • If going paperless, please confirm with the customer that they will not receive bills by mail.

_____________________________________________________________________________

Service Information

• Just to confirm, your service address is ___.
• Is your billing address the same as your service address?
• What date would you like your service to start— this will be your move-in or switch date? (Say the applicable)

 

ID Verification & Credit Check

• Next, we’ll run a soft credit check just to see if a deposit might be needed. To run it, credit bureaus typically need either a Social Security Number or a Driver’s License. Optional- If a deposit is prompted, there are deposit waiver options to have it waived or reduced.

(Make sure you pause the recording until after sensitive information is collected)

 

Wrapping up the Call:

• "Alright, [Customer Full Name], I have you all set up with the [Plan Name] at [x kWh] with [Provider Name], scheduled to start on [Start Date] at [Service Address].
• You should be receiving an email shortly from Power Wizard with all of your plan details and be on the lookout for a Welcome email and packet in the mail once your plan is confirmed with [Provider Name].
• MOVING- Now that we’ve found you a new electric plan, we’re excited to offer our free home concierge service. It’s here to make your move easier by helping you get set up with things like internet, home security, and other must-haves. It only takes a few minutes. I can transfer you now if you’d like!
• SWITCHING- Now that we’ve found you a new electric plan, we’re excited to offer our free home concierge service that can help you save on internet, home security, and other must-haves. It only takes a few minutes. I can transfer you now if you’d like!
  • If yes, transfer.
  • If no, No problem, Is there anything else I can help you with today?
    • Customer answers no- Thank you so much for choosing Power Wizard. We're excited to have you as a valued customer, and I hope you have a fantastic day!"

 

Rebuttals

• "What exactly do you guys do?"
  • We'll give you the details necessary to make an informed choice on an electricity plan that best fits you.
• “I’ll call back.”
  • Just a heads-up—rates can change pretty fast, and I can’t guarantee this rate will still be around later. Just something to keep in mind!
• “I don’t want to pay any fees to switch.”
  • Please confirm whether they are under contract and if an ETF applies.
    • There’s no cost to switch with most of our providers, and we’ll let you know upfront if anything applies. Our goal is to save you money, not cost you more.