Business energy audit request form template
This six-step business energy audit request form asks the energy type, annual cost, company size, past savings measures and any notes, followed by the contact details. Clone it into your Growform account and rename the free report.
What the form asks, step by step
The form is framed as a free energy savings report, which gives a business owner a reason to answer. Every question helps a consultant size the opportunity before the first call.
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Step 1: “What type of energy does your company use, primarily?”
Electricity, natural gas, oil or renewables points the report at the right tariffs.
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Step 2: “What is your company’s annual energy cost?”
Cost bands from under $10,000 to over $100,000 show the size of the saving.
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Step 3: “What size is your business?”
Headcount bands separate a small office from a corporate estate with several sites.
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Step 4: “Has your business undertaken any energy-saving measures over the last two years?”
A business that has done nothing yet often has the easiest savings to find.
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Step 5: “Is there anything else you’d like to tell us?”
Invite customers to mention contract end dates or extra sites here.
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Step 6: “Where shall we send your free report?”
Name, email and phone come last.
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After submitting
Once the form is sent, a thank-you message confirms the request, and you can reword it to say when the report will arrive.
Who it’s for
Energy consultants, commercial energy brokers and efficiency contractors use this template to turn a free savings report into qualified conversations. The annual cost and company size answers show within seconds whether a lead deserves a full business energy audit or a short email. It suits paid campaigns aimed at facilities managers and finance directors, and brokers use the same structure to invite a business energy quote. The free-text step catches details that matter to a broker, such as when the current contract ends.
Why this structure converts
- The report offer on step one explains why the form asks about costs, which makes the financial questions feel reasonable.
- Spend and headcount are banded, so nobody has to find last year’s invoices to answer.
- The past-measures question separates businesses planning action from those only browsing, without asking directly.
- The email address is requested as the place to send the report, which reads as a delivery detail rather than a sales step.
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Ask for the contract end date
Brokers price around renewal dates. A date field after the energy type lets you schedule follow-up for the months before the current contract expires.
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Add a sites question
Ask how many premises the business operates. Companies with several sites need a different report and usually a different consultant.
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Localize the currency
The cost bands are in dollars. Change them to pounds or euros and adjust the ranges to typical bills in your market.
Send every lead where your team works
Frequently asked questions
What does a business energy audit request form ask?
This one asks the main energy type, the annual energy cost, the size of the business, any energy-saving work in the last two years and a free-text note. Contact details come last, framed as where to send the report.
Can I use it for business energy quotes instead of audits?
Yes. Rename the offer on step one from a savings report to a quote, and add a question about the current supplier or the contract end date.
Is this an energy audit form for site visits?
No. It is the request that comes before an audit. Meter readings, floor plans and site data belong in the full energy audit form your consultant completes on the visit.
Where do the leads go?
Each request is emailed to you, and it can also be sent to HubSpot, Salesforce, Pipedrive or a Google Sheet through Growform’s integrations.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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