Type
Sector
Electricity
Gas
Segment
Consumer matters
Retail
Region
Australian Capital Territory
New South Wales
Queensland
South Australia
Tasmania
Status
Current
Date completed

Customer Engagement Toolkit

Customer engagement toolkit

Practical guide with better practices for identifying and supporting consumers experiencing vulnerability

Flexible slide deck

Presentation slides with key takeaways and activity worksheets

Printable poster

One-page visualisation of the 6 better practice principles in the toolkit

Developing the toolkit

The Customer Engagement Toolkit is Action 2 of the AER’s Towards Energy Equity Strategy.

The purpose of the toolkit is to provide guidance, support and resources to consumer-facing energy businesses on how to effectively engage with consumers, in the aim of building an environment that encourages early identification of and response to vulnerability.

The toolkit development process was informed by a range of resources, including:

  • stakeholder submissions to a consultation process in March and April 2024, which included a draft of the toolkit
  • input and feedback received through customer journey map workshops with various stakeholders, conversations with select consumer-facing energy businesses, and workshops with consumer advocates and representatives
  • existing Australian and international literature and research.

The toolkit summarises useful insights for customer engagement into 6 better practice principles:

  • Build an organisational culture focused on strong customer relationships and better consumer outcomes
  • Design for all consumers
  • Deliver customer service that engages effectively with vulnerability
  • Collaborate with other organisations
  • Use data to improve consumer outcomes
  • Commit to continuously improving consumer experiences and outcomes

The toolkit includes illustrative consumer stories, better practice insights and industry case studies, and summaries of how to put each principle into practice. In addition, a flexible slide deck with targeted practical exercises for teams to undertake and a poster have been developed as supplementary materials to support the toolkit’s up-take.

Background

In October 2022, we launched Towards energy equity – a strategy for an inclusive energy market. Our strategy seeks to tackle the enduring issues that prevent people from getting what they need from Australia’s energy system. The Toolkit is action 2 from the strategy.