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LSI Help Guide

Current Status Reasons

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Within the webapp you will be told what the exact status of your lead is. You will be able to find out at what stage through the process your lead is and whether LSI require any assistance from you. Below we have listed all the different statuses you might see along with a description and if any action is required by the IBO.

Log Sales Enquiry - Sales Enquiry has been logged and is processing. (No action required by IBO.)

Obtain Copy Bills - Copy bills received. (No action required by IBO.)

Supplier Letter - Supplier letter being processed. (Please check that you sent a valid supplier letter when submitting your lead form.)

Confirm current supply data - LSI is confirming your customer’s current energy data. (No action required by IBO.)

Termination Accepted - LSI has served termination to your customer’s incumbent supplier. (No action required by IBO.)

HH data requested - LSI has requested the consumption data from the current supplier in order to price your customers’ contract. (No action required by IBO.)

HH data received - LSI has received the consumption data needed to send your customer a contract. (No action required by IBO.)

Quote Customer - LSI has been in contact with your customer and is currently in the process of pricing their contracts. (Please contact your customer and advise them that LSI will need them to return a signed contract once they have received our quote.)

Quote Customer Complete - Your customer has returned the signed contract to LSI. (No action required by IBO.)

Process Signed Contract - LSI has received a signed contract from your customer and it has been sent to their chosen supplier to book and secure. (No action required by IBO.)

Transfer to SME Customer Services - LSI has received a signed contract from your customer and has sent the information to their chosen supplier; LSI is awaiting confirmation of acceptance from the supplier. (No action required by IBO.)

Process Signed Contract Complete - LSI has received confirmation from the chosen supplier that the contract has been accepted. (No action required by IBO.)

Data & Paperwork Verification - LSI is undertaking internal checks to ensure that all relevant documentation meets the required standard. (No action required by IBO.)

Sale Complete - LSI has completed all internal checks, your customer’s contract has been confirmed with their chosen supplier and the sales process is complete pending successful registration for the requested contract start date. (No action required by IBO.)

Live Data Confirmation - LSI has received confirmation from your customers’ energy supplier that their contract has successfully completed the registration process and is live with the chosen supplier. (No action required by IBO.)

Confirmation to Customer - LSI has written to your customer to confirm that their new contract has started. No action required by IBO.

Lost LSI was unable to complete the sale, please see LEAD LOST REASON for further information. (No action required by IBO.)

Lead Lost Reasons

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If LSI was unable to assist your customer the lead will be considered Lost. Within the webapp you will be told the exact reasons and whether or not you can assist LSI by contacting your customer. Below we have listed all the different lost reasons you might see along with a description and if any action is required by the IBO.

Prospect - Your customer’s contract was not due to end for over 6 months. LSI has diarised your clients’ information and will contact them at the right time. (Please contact your customer to remind them LSI will deal with their next contract when it is appropriate. Remind your customer to keep an eye out for LSI’s monthly e-mails.)

Info - Your customer did not supply sufficient information for LSI to process the Lead. Your customer would have received an e-mail from LSI requesting the missing information. (Please contact your customer and ask them to return the requested details to LSI.)

Not Signed - LSI sent an energy contract to your customer but they have not returned the signed paperwork within the appropriate time period, therefore, this Lead is considered lost. (Please contact your customer and ask them to re-contact LSI if they wish to proceed at which point LSI would be happy to discuss their options moving forward.)

Direct to Supplier - Your customer signed a new contract direct with an energy supplier. LSI has marked this lead as lost. (Please remind your customer that if they would like to re-engage with LSI to renew their next contract they must contact us and supply LSI with the Supplier Name and Contract End Date in order for us to contact them again at the appropriate time.)

Another Broker - Your customer signed a contract with another energy broker. LSI has marked this lead as lost. (Please remind your customer that if they would like to re-engage with LSI to renew their next contract they must contact us and supply LSI with the Supplier Name and Contract End Date in order for us to contact them again at the appropriate time.)

Meter Removed/Deenergised - Your customers’ energy meter is not recognised as it has been removed or de-energised. (No action required by IBO.)

Meter Removed/Deenergised - Your customers’ energy meter is not recognised as it has been removed or de-energised. (No action required by IBO.)

Min Order Value Not Achieved - Your customers’ usage was too small for LSI to be able to help them. (No action required by IBO.)

Credit - Your customer does not meet the standard credit criteria and has been rejected by the supplier. (Please contact your customer for details.)

Domestic Meter - LSI is unable to quote for your customers’ energy, as it is purely domestic usage. (Please direct your customer to your ACN Shop to order domestic energy.)

Duplicate - This customer is already in the LSI system. (No action required by IBO.)

COT - Your customer has or is in the process of moving premises (change of tenancy). This can delay the quoting process if the customer does not have all of the relevant formal documentation. (Please ask your customer to advise you when the change of tenancy is complete and the bills are in their name. The bills can then be submitted to LSI quoting the original quotation reference.)

Customer Contact Left Company - The contact information provided on the lead form is out of date and we cannot establish a new contact. (Please contact your customer and find out if they would still like a quote from LSI, in which case we will need the updated contact information.)

Unable to Contact Customer - LSI is unable to make contact with your customer even though we have all details to price. (Please contact your customer and tell them in order for LSI to help they need to answer our calls or respond to our e-mails.)