Energy advice follow-through
Help households complete actions after advice with reminders, check-ins, barrier logging, and partner visibility.
Case WC-1048 · Adviser: M. Hughes
Plan from 28 May session
Completed
1 of 4
Next nudge
Tue 09:00
Evidence
2 items
Advice ends. The plan often does not execute.
Most household energy problems need several small actions to resolve. Funded advice sessions are designed to diagnose, not to see those actions through. The gap is where follow-through lives.
A trained adviser gives a session
Funded 20 to 30 minute calls. Household leaves with notes but no structured plan, no reminders, and no audit of what was recommended.
Referral to a scheme is logged
Hardship fund, ECO, LA grant. The household's side of the work, documents to gather, tariffs to check, often goes unrecorded.
Two weeks later, silence
No one owns what happened after the session. If the household stalled, drifted off, or ran into a barrier, the adviser rarely hears.
Funder asks: what changed
Session counts and referrals are available. Completed actions per household, with a defensible reason, are not.
Four moves, in sequence, always governed.
Follow-through is not a chatbot or a dashboard. It is a structured loop around advice that every partner can read, audit, and adjust.
Step 1
Capture the plan in-session
At the end of the adviser's session, agreed actions are captured as a structured plan tied to the case. No new advice is generated; the adviser authors, we record.
- Plain-language actions
- Reason recorded per action
- Consent captured up front
Step 2
Sequence and send, within rules
Wattcue schedules contact on a cadence appropriate to the action and the household's consent preferences. Each nudge carries the 'why' behind it, not just a reminder.
- Email, SMS, or letter
- Renter-safe sequencing
- Quiet hours respected
Step 3
Catch the barrier, not the symptom
When a household replies 'this did not work', Wattcue classifies the barrier (access, document, supplier, health) and routes it to the right adviser queue, not to a bot.
- Structured barrier log
- Safeguarding prompts
- Adviser review by default
Step 4
Evidence the outcome
For every household, the completed action, the rule that fired, the version live at the time, and the adviser who signed off become a defensible record a funder can read.
- Per-case audit trail
- Cohort completion view
- Exportable funder pack
Actions the household can actually do, with reasons attached.
We favour low-friction, low-cost, renter-safe actions, with a clear reason written next to every recommendation so the household understands why the plan says what it says.
Billing and tariffs
- Warm Home Discount eligibility check
- Tariff-switch checklist tied to smart meter readiness
- Hardship fund application prompts
Low-cost, renter-safe actions
- Draught-proofing and heating controls basics
- Meter reading cadence for accurate bills
- Condensation and damp triage
Referrals that stay routed
- Local authority grant signposting
- Housing provider contact for landlord works
- Trusted partner for regulated debt advice
What follow-through deliberately refuses.
These are not caveats in the small print. They are hard boundaries in the rule engine.
No regulated debt advice
Priority debts, forbearance, and insolvency belong with FCA-authorised services. Wattcue routes, it does not decide.
No new advice generated
Every recommendation in the plan traces back to a trained adviser's session. We do not invent advice from templates.
No guaranteed-savings language
No nudge or plan step promises a specific reduction in bills. Claims stay within what the household's own supplier has confirmed.
No autonomous safeguarding calls
Safeguarding concerns go to a trained human for review. The system prompts; the decision is always made by a person.
Follow-through fits the teams already accountable for outcomes.
The operating model is the same across audiences. The reporting, consent model, and escalation routes are tuned per partner.
Let's talk about your cohort.
A 30-minute discovery call is the fastest way to see whether Wattcue fits your programme. No pitch deck required, just your delivery context and the outcomes you need to evidence.