Low and Moderate Income Customer Experience

Problem:

Low and moderate income households (LMI) make up 42% of the overall customer base. Those who receive assistance have far better outcomes, making up only 4% of disconnections, while only 1 in 3 low income receive assistance on a yearly basis. Today, the organization does not have the capability to track and measure moderate income assistance and program participation.

How might we provide easy access to meaningful assistance, and double the amount of LMI customers who make use of savings programs and energy waste reduction opportunities?


Goal:

1 in 6 > 1 in 3

Low and moderate income household participation in energy assistance and waste reduction programs by 2027.

Outcomes

Integrity, creativity, and empathy shape the way we work. These aren't just words—they’re the foundation of everything we build. We believe in doing great work, building real relationships, and making it easy for you to get the results you’re looking for.

100k Enrollments, 400k Leads

Eliminating the need for marketing expenses due to capacity limits.

Customer self-attested income

Increasing speed to participate and enhanced data collection, performance tracking, and goal projection.

Formalized customer-centric product team

Continuing human-centered practices with dedicated resources and detailed product roadmap.

2 week Experience Design ‘sprint’ standard

Enabling better project tracking, capacity planning, and Experience Design practice documentation.

Approach

Leveraging Design Thinking, and human-centered methods, the work was organized into two macro phases:

  1. Discovery and MVP Definition

  2. Solution Refinement and Delivery


Discovery and MVP Definition

Understand the breadth and depth of the problem space to uncover core needs a potential solution should address, revealing the ‘why’ behind customer motivations, values, and behaviors. Co-Create an experience vision and define a near-term solution.


Solution Refinement and Delivery

Understand the breadth and depth of the problem space to uncover core needs a potential solution should address, revealing the ‘why’ behind customer motivations, values, and behaviors. Co-Create an experience vision and define a near-term solution.

Outputs

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Communication was top-notch and the final outcome was even better than we imagined. A great experience all around."

    Former Customer