Commercial Energy Assessment Form

Commercial Lead Generation Form

A concise customer-facing form for commercial renewable energy enquiries.
Assessment date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Business & Contact Information
Business name
Contact name

First NameMiddle NameLast Name
Business sector
Schools & Academies
School or academy type
Trust or local authority
Decision-making or procurement route
If applicable
Term-time and holiday occupancy
Daytime electricity use
Available roof areas
Existing decarbonisation plan
Grant or funding interest
Faith & Community
Organisation type
Charity status
Trustee or committee approval route
Listed building, conservation, or heritage constraints
Weekly occupancy
Community-use hours
Grant or funding interest
Farms & Rural Estates
Farm or estate type
Number of meters or sites
Three-phase supply known
High-load equipment (e.g. refrigeration, milking, drying or pumps)
Seasonal demand
Asbestos roof concerns
Available roof or land area
Future electrification plans
Warehouses & Industrial
Business activity
Operating shifts
Half-hourly metering available
Maximum demand
Transformer or supply capacity
Roof warranty or lease constraints
Process loads
Fleet or EV plans
Battery interest
Planned shutdown or access periods
General Commercial
Premises type
Operating hours
Landlord or freeholder position
Major electrical loads
Growth plans
Job title
Phone

Country CodeArea CodePhone Number
Email
example@example.com
Site address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Postcode
Site & Energy Details
Property ownership or lease status
Landlord consent status
Operating days and hours
Approximate annual electricity spend
Annual electricity consumption (if known)
Current energy supplier
Number of sites
Roof type
Roof ownership
Available roof or land area
Objectives & Timing
Interest in Solutions

Other
Main Objective
Are you the decision-maker?
Decision Timeframe
Budget or Finance Preference
Uploads, Notes & Consent
Latest Bill Upload

Cancelof
Site Photo Upload

Cancelof
Notes
Follow-up Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Consent to Contact
Customer Signature
Sustainability or ESG objectives
Internal Use Only
Sales Representative Conducting Assessment
Lead source
Estimated project value
Route choice
Partner referred to
Expected finder’s fee
Referral status
Internal follow-up date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Lead grade
Data completeness status
Service-contact consent
Marketing consent
pageUrl
pagePath
source
medium
campaign
referrer
formSlot
calcSummary
Should be Empty:

Commercial Lead Generation Form

Business & Contact Information

Schools & Academies

Faith & Community

Farms & Rural Estates

Warehouses & Industrial

General Commercial

Site & Energy Details

Objectives & Timing

Uploads, Notes & Consent

Internal Use Only