Utilities Template Update Instructions

The “Unique Utilities Template” can be deployed only once to your Less Annoying CRM.
It needs updating from time to time because evolution is good and essential for Business growth
.

Please note these instructions are step by step.

Use the pictures below to compare what the Unique Utilities Template currently looks like and what changes you need to make. With the exception of any of your own tweaks and customisations, yours should look like the pictures.

TOP TIP = use a 2 screen setup on Your PC/Laptop if you have one to copy and paste or have your Web Pages open Side by Side to Copy & Paste the information.

A one click “update” button would be lovely, but that isn’t as easy as it sounds or it would already be possible, but we are working on it.


If you have any feedback on ways to make this better and easier then please let the coaching team know
Antony Haysom does offer a Template Update Service but it is a Chargeable Service as compensation for his time.
Thank you.

(Look for the colour the above date is highlighted in, to easily see the changes you need to make)

Latest Update: 18th October 2021
(Look for the colour the above date is highlighted in, to easily see the changes you need to make)

2 Updates = Potential & Existing UW Client
1 Update = Potential & Existing UW Partner
0 Updates = Phone Line Providers
0 Updates = Broadband Providers
21 Updates = Electricity Providers (Rename & CLOSE Status)
21 Updates = Gas Providers (Rename & CLOSE Status)
0 Updates = Mobile Phone Providers
0 Updates = TV Providers
0 Updates = Home Insurance
0 Updates = Cashback Card
0 Updates = Boiler & Home Cover
8 Updates = Custom Fields (add new Green Fixed Tariff’s)

Potential & Existing UW Client (1 Update)

Rename – Cashback Card (Activate to receive Gourmet Card) to Cashback Card (Activate to receive £50 Credit)

RemoveLED Light Bulbs – Eligible?

Potential & Existing UW Partner (1 Update)

“Recruitment Stages (Before & After joining UW)”

Rename – 15. After – Diarised Express Day, MAD & Kick Off? to

15. After – Diarised Major Events – Power Up, Amplify, etc

Electricity Providers (21 Updates) – Check your Main Pipeline page for customers within these Suppliers – make a note of them. Once you update the name through the “Edit” process Change the Status from Active to CLOSED – this will tuck it out of the way.

Gas Providers (21 Updates) – Check your Main Pipeline page for customers within these Suppliers – make a note of them. Once you update the name through the “Edit” process Change the Status from Active to CLOSED – this will tuck it out of the way.

Also do this for the previously Ceased Trading companies) Then pop them in alphabetical order making sure

Not Wanted

UW

are at the top!

  1. Rename Avro to Avro (Ceased Trading September 2021) – Then CLOSE status
  2. Economy Energy (Ceased Trading January 2019) – Change to CLOSED Status
  3. Rename Enstroga (Ceased Trading September 2021) – Then CLOSE status
  4. Extra Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
  5. GB Energy (Ceased Trading as of November 2016) – Change to CLOSED Status
  6. Rename Green Network to Green Network Energy (Ceased Trading September 2021) – Then CLOSE status
  7. Rename Hub to Hub (Ceased Trading September 2021) – Then CLOSE status
  8. Rename Igloo Energy (Ceased Trading September 2021) – Then CLOSE status
  9. Iresa (Ceased Trading of July 2018) – Change to CLOSED Status
  10. Rename MoneyPlus to MoneyPlus (Ceased Trading September 2021) – Then CLOSE status
  11. One Select (Ceased Trading as of November 2018) – Change to CLOSED Status
  12. Rename Peoples Energy to Peoples Energy (Ceased Trading September 2021) – Then CLOSE status
  13. Rename PFP Energy to PFP Energy (Ceased Trading September 2021) – Then CLOSE status
  14. Rename Pure Planet to Pure Planet (Ceased Trading October 2021) – Then CLOSE status
  15. Robin Hood Energy (ceased trading Sep 2020) – Change to CLOSED Status
  16. Sainsbury (Ceased Trading as of February 2019) – Change to CLOSED Status
  17. Spark Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
  18. Tonik Energy (Ceased trading as of 6th October 2020) – Change to CLOSED Status
  19. Toto Energy (Ceased trading as of 26th October 2019 – Change to CLOSED Status
  20. Rename Utility Point to Utility Point (Ceased Trading September 2021) – Then CLOSE status
  21. Yorkshire Energy (Ceased trading as of 6th December 2020) – Change to CLOSED Status

Gas Providers (21 Updates) – Check your Main Pipeline page for customers within these Suppliers – make a note of them. Once you update the name through the “Edit” process Change the Status from Active to CLOSED – this will tuck it out of the way.

Also do this for the previously Ceased Trading companies) Then pop them in alphabetical order making sure

Not Wanted

UW

are at the top!

  1. Rename Avro to Avro (Ceased Trading September 2021) – Then CLOSE status
  2. Economy Energy (Ceased Trading January 2019) – Change to CLOSED Status
  3. Rename Enstroga (Ceased Trading September 2021) – Then CLOSE status
  4. Extra Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
  5. GB Energy (Ceased Trading as of November 2016) – Change to CLOSED Status
  6. Rename Green Network to Green Network Energy (Ceased Trading September 2021) – Then CLOSE status
  7. Rename Hub to Hub (Ceased Trading September 2021) – Then CLOSE status
  8. Rename Igloo Energy (Ceased Trading September 2021) – Then CLOSE status
  9. Iresa (Ceased Trading of July 2018) – Change to CLOSED Status
  10. Rename MoneyPlus to MoneyPlus (Ceased Trading September 2021) – Then CLOSE status
  11. One Select (Ceased Trading as of November 2018) – Change to CLOSED Status
  12. Rename Peoples Energy to Peoples Energy (Ceased Trading September 2021) – Then CLOSE status
  13. Rename PFP Energy to PFP Energy (Ceased Trading September 2021) – Then CLOSE status
  14. Rename Pure Planet to Pure Planet (Ceased Trading October 2021) – Then CLOSE status
  15. Robin Hood Energy (ceased trading Sep 2020) – Change to CLOSED Status
  16. Sainsbury (Ceased Trading as of February 2019) – Change to CLOSED Status
  17. Spark Energy (Ceased Trading as of November 2018) – Change to CLOSED Status
  18. Tonik Energy (Ceased trading as of 6th October 2020) – Change to CLOSED Status
  19. Toto Energy (Ceased trading as of 26th October 2019 – Change to CLOSED Status
  20. Rename Utility Point to Utility Point (Ceased Trading September 2021) – Then CLOSE status
  21. Yorkshire Energy (Ceased trading as of 6th December 2020) – Change to CLOSED Status

How to edit/create the “Custom Pipeline Fields”

Field Name = “Variable or Double Gold Fixed Energy Rate”

Field Type = Dropdown List

Add Entries as follows: (On BOTH Gas and Electric Pipelines)

  1. Variable Rate
  2. Green Fixed 19: 30th September 2022
  3. Green Fixed 18: 30th September 2022
  4. Green Fixed 17: 31st October 2022
  5. Green Fixed 16: 31st October 2022
  6. Green Fixed 15: 30th September 2022
  7. Green Fixed 14: 31st August 2022
  8. Green Fixed 13: 31st July 2022
  9. Green Fixed 12: 31st May 2022

This will lead you to here…

Rename the Pipeline from “Potential & Existing UW Customer” to “UW Client (Potential & Existing)” – (see the picture below to learn how to rename)

Ensure your Pipelines are all named like the above (detailed below), click “Rename” to change the Pipeline name.

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.

Active Statuses

  1. Not yet contacted
  2. Appointment scheduled
  3. Follow up required
  4. Follow Up required (EX-CUST)
  5. No For Now (Yes for Later)

Closed Statuses

  1. Passed Away
  2. Signed Up!

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.
Field Name = “Priority”

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary
Field Name = “Services Taken”

Field Type = Checkbox List

Entries as follows:

  1. Bill Protector
  2. Boiler & Home Cover
  3. Broadband
  4. Cashback Card (Activate to receive Gourmet Card)
  5. Electricity
  6. Gas
  7. Home Insurance
  8. Land Line
  9. LED Light Bulbs – Eligible?
  10. LED Light Bulbs – Installed?
  11. Mobile Broadband/Dongle
  12. Mobile Phone (UW Sim only or UW Sim & Handset)
  13. Mobile Phone Booster (Femto Cell) (£2 per month)

Field Name = “Home Owner or Tenant?”Field Type = Dropdown ListEntries as follows:

  1. Unknown
  2. Home Owner
  3. Tenant (As of May 2020 now get same benefits as Home Owner)
  4. Tenant (Established) (2 Years of good account reduces your Tenancy Percentage)

Field Name = “The Follow Up Steps”

Field Type = Checkbox List

Entries as follows (delete “FindMeTheCheapest” if you still have it:

  1. Ensured the Customer has Customer Services number in their Phone? (0333 777 0 777) (8am to 8pm Mon-Fri, 9 to 4.30 Sat)
  2. Demonstrated how to use ‘The UW App’?
  3. Demonstrated how to use the Live Chat with Customer Services?
  4. Clarified how to top up ‘The CashBack Card’?
  5. Demonstrated how to use ‘The Clubhouse Website’?
  6. Demonstrated how to use ‘The Online Shopping’?
  7. Demonstrated how to use ‘The CashBack Wizard’? ( wizard.utilitywarehouse.co.uk ) = DELETE
  8. Registered the customer’s interest in a Smart Meter?
  9. Have they got a Smart Meter fitted & working with UW?
  10. Are they Interested in Electric Car Charging Point?

Field Name = “UW Connection”

Field Type = Checkbox List

  1. Being prospected by another UW Partner
  2. Customer with me
  3. Customer with another Partner
  4. Previous Customer with me
  5. Previous Partner with me
  6. Previous Customer with someone else
  7. Previous Partner with someone else

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “UW Partner (Potential & Existing)”

Rename the Pipeline from “Potential & Existing UW Partner” to “UW Partner (Potential & Existing)” – (see the picture below to learn how to rename)

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.

Use the text below to Copy & Paste.

Active Statuses

  1. Not yet contacted
  2. Appointment Scheduled
  3. Follow up required
  4. Invite to a Business Launch
  5. Invite to an OP
  6. No For Now (Yes for Later)
  7. Quit
  8. Task Scheduled

Closed Statuses

  1. Not Interested
  2. Sign Up!

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

IMPORTANT NOTE:
After much desired feedback it became evident that the “Recruitment Stages” options were getting increasingly long and it made more sense to be split into 2 seperate Custom Pipeline Fields, laid out as follows.

!! WARNING BEFORE YOU MAKE THESE CHANGES – Deleting any Options will also delete the fact you may have ticked them!!TOP TIP =

Step 1 – Move your mouse/cursor over “Recruitment Stages”. Click on “Edit Field Settings” and then edit each of the ‘options’ in the “Recruitment Stages” Custom Pipeline Field (see below). Leave any of the existing Personal Development recommendations in place.

Step 2 – Click on “Create a new custom pipeline field” to create the secondary Custom Pipeline Field of “Personal Development Journey (Have they read/listened to the following?)” and enter each of the Check Box Options detailed below.

Step 3 – IT WILL TAKE TIME TO WORK THROUGH THESE = Before Deleting the “old Recruitment Stages” (which will appear as duplicated data). Update each of your existing “Potential & Existing UW Partners”, migrating the recorded ticks from the “old Recruitment Stages” to the new “Personal Development” tick boxes.

Step 4 – ONCE you are happy you have migrated the relevant data/ticked boxes of “old Recruitment Stages” to the new “Personal Development Journey (Have they read/listened to the following?)” ONLY THEN can you confidently go to “Edit field Settings” (of the “Recruitment Stages” Custom pipeline field), to delete each of “old Recruitment Stages”, so as the information is not recorded twice.
Field Name = “Priority”

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary

Field Name = “Recruitment Stages (Before & After joining UW)”

Field Type = Checkbox List

Entries as follows:

  1. Before – Have they read/listened to “Rich Dad, Poor Dad”?
  2. Before – Have they read the “It’s Your Life’ Magazine”?
  3. Before – Have they seen ANY of the “UW Stories”? ( uwstories.co.uk )
  4. Before – Have they read “The 4 Year Career”?
  5. Before – Have they received & read the ‘Information Pack’?
  6. Before – Have they attended an OP or VOP?
  7. Before – Have they attended an OP or VOP in the last 3 months?
  8. Before – Have they attended a Business Launch?
  9. Before – Have they seen the Business Opportunity Video?
  10. Before – Have they seen the Money Presentation?
  11. After – After – Download the UW Fast Start App
  12. After – Has the Fast Start Plan been completed?
  13. After – Have they booked their Classroom Training?
  14. After – Have they completed their Online Training?
  15. After – Diarised Major Events – Power Up, Amplify, etc?
  16. After – Explained 30 Day Fast Start?
  17. After – Linked Customer Account to Partner Account?
  18. After – Introduced to Team Whatsapp Group Chat?
  19. After – Explained how Pizza Tuesday works?

Click on “Create a new custom pipeline field”

Field Name = “Personal Development Journey (Have they read/listened to the following?

Field Type = Checkbox List

Entries as follows:

  1. Tom ‘Big Al’ Schreiter – The 4 Colours of MLM
  2. P Robinson & D Rich – The 5 Levels Of Formality
  3. Wes Linden – 79 Network Marketing Tips
  4. Jeff Olsen – The Slight Edge
  5. Darren Hardy – The Compound Effect
  6. Eric Worre – Go Pro
  7. Darren Hardy – Making The Shift
  8. Jim Rohn – Building Your Network Marketing Business
  9. Allan Pease – Questions are the Answer
  10. Rhonda Byrne – The Secret
  11. Susan Jeffers – Feel The Fear & Do It Anyway
  12. Dr. Tom Barrett – Dare To Dream And Work To Win
  13. Jordan Adler – Beach Money
  14. Paula Pritchard – Recruiting Made Simple
  15. Wes Linden – The Prospecting Game
  16. Chris Williams – Don’t Just Dream It, Do It

Edit and update “Statuses” and Custom “Fields” to replicate the layout in the above picture.

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “Phone Line Providers”

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.


Active Statuses

  1. Unknown
  2. ACN
  3. BT
  4. Connect (Business)
  5. Daisy
  6. Direct Save
  7. Eclipse
  8. EE
  9. Fuel
  10. iTalk
  11. John Lewis
  12. Kinex
  13. NowTV
  14. Plusnet
  15. Shell Energy (Formerly First Utility)
  16. Sky
  17. SSE
  18. TalkTalk
  19. The Post Office
  20. Three
  21. Unicom
  22. V4 Telecom
  23. Virgin Media
  24. Vodafone
  25. XLN
  26. Zen

Closed Statuses

  1. Not Wanted
  2. UW

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

Field Name = “Priority

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “Broadband Providers”

Duplication is key which is only possible if we are all using the same template.

Use the text below to Copy & Paste.

Active Statuses

  1. Unknown
  2. ACN
  3. BT
  4. Connect (Business)
  5. County Broadband
  6. Daisy
  7. Direct Save
  8. Eclipse
  9. EE
  10. FibreNest
  11. Fuel
  12. iTalk
  13. John Lewis
  14. Kinex
  15. NowTV
  16. Plusnet
  17. Shell Energy (Formerly First Utility)
  18. Sky
  19. SSE
  20. TalkTalk
  21. The Post Office
  22. Three
  23. Unicom
  24. V4 Telecom
  25. Virgin Media
  26. Vodafone
  27. XLN
  28. Zen

Closed Statuses

  1. Not Wanted
  2. UW

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

Field Name = “Priority”

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary
Field Name = “Broadband Type”

Field Type = Dropdown List

Entries as follows:

  1. Standard ADSL
  2. Fibre = Ultra (Infiniti 1 = BT Equivalent)
  3. Fibre = Ultra+ (Infiniti 2 = BT Equivalent)
  4. FTTP (Fibre To The Property) (No Phone Line)
  5. LLX (Non LLU – £10 Dearer)

Field Name = “Type of Router”

Field Type = Checkbox List

Entries as follows:

  1. Value Router (Free & £5.99 P&P)
  2. Premium Router (£1 per month & £5.99 P&P)
  3. Super Router (£2 per month & £5.99 P&P)
  4. Using Own Router
  5. Eero (WiFi Mesh system – £2.50 per unit per month)

Field Name = “How many “Eero” Units do they have?”

Field Type = Drop Down List

Entries as follows:

“Option 1” = “2

“Option 2” = “3

“Option 3” = “4

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “Electricity Providers”

Duplication is key which is only possible if we are all using the same template.

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the details listed below.
Use the text below to Copy & Paste.

Active Statuses

  1. Unknown
  2. Asda
  3. Avid Energy
  4. Avro (Ceased Trading September 2021)
  5. BES (Business)
  6. Boost
  7. Breathe Energy
  8. Bristol Energy
  9. British Gas
  10. Bulb
  11. CNG (Business)
  12. Commercial Power (Business)
  13. Co-Op
  14. Dual-Energy
  15. E-On
  16. E
  17. EBS Energy
  18. Economy Energy (Ceased Trading January 2019)
  19. EDF
  20. Enstroga
  21. ESB Energy
  22. Extra Energy (Ceased Trading as of November 2018)
  23. Flow
  24. Foxglove Energy
  25. GB Energy (Ceased Trading as of November 2016)
  26. Green Network Energy (Ceased Trading September 2021)
  27. Green Star Energy
  28. Hub (Ceased Trading September 2021)
  29. Igloo Energy
  30. Iresa (Ceased Trading of July 2018)
  31. iSupplyEnergy
  32. Leccy
  33. Look After My Bills
  34. Lumo Energy
  35. Marks And Spencer
  36. MoneyPlus (Ceased Trading September 2021)
  37. Nabuh Energy
  38. NPower
  39. Octopus
  40. One Select (Ceased Trading as of November 2018)
  41. Opus
  42. Outfox The Market
  43. Ovo
  44. Peoples Energy (Ceased Trading September 2021)
  45. PFP Energy (Ceased Trading September 2021)
  46. Pure Planet
  47. Robin Hood Energy (ceased trading September 2020)
  48. Sainsburys (Ceased Trading as of February 2019)
  49. Scottish Power
  50. Shell Energy (Formerly First Utility)
  51. So Energy
  52. Spark Energy (Ceased Trading as of November 2018)
  53. SSE
  54. Together Energy Ltd
  55. Tonik Energy (Ceased trading as of 6th October 2020)
  56. Toto Energy (Ceased trading as of 26th October 2019)
  57. Unicom
  58. Utilita
  59. Utility Point (Ceased Trading September 2021)
  60. White Rose Energy
  61. Yorkshire Energy (Ceased trading as of 6th December 2020)

Closed Statuses

  1. Not Available
  2. Commercial Power beyond UW Scope
  3. UW

If you come across any businesses you would like to support then Antony Haysom can share with you a way to earn money from this situation

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

Field Name = “Priority

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary

Field Name = “Meter Type”

Field Type = Dropdown List

Entries as follows:

  1. Smart Meter (Credit Mode)
  2. Smart Meter (Pre-Payment Mode)
  3. Credit Meter
  4. Pre-Payment Key/Card

Field Name = “Variable or Double Gold Fixed Energy Rate”Field Type = Dropdown ListEntries as follows:

  1. Variable Rate
  2. Green Fixed 16: 31st October 2022
  3. Green Fixed 15: 30th September 2022
  4. Green Fixed 14: 31st August 2022
  5. Green Fixed 13: 31st July 2022
  6. Green Fixed 12: 31st May 2022
  7. Green Fixed 11: 31st March 2022
  8. Green Fixed 10: 28th February 2022
  9. Green Fixed 9: 31st January 2022
  10. Green Fixed 8: 31st December 2021
  11. Green Fixed 7: 30th November 2021
  12. Green Fixed 6: 31st October 2021
  13. Green Fixed 5: 30th September 2021
  14. Green Fixed 4: 31st August 2021
  15. Green Fixed 3: 30th June 2021
  16. Green Fixed 2: 31st May 2021
  17. Green Fixed 1: 31st March 2021
  18. Tariff v28: 31st December 2020
  19. Tariff v27: 31st October 2020
  20. Tariff v26: 31st August 2020
  21. Tariff v25: 30th June 2020
  22. Tariff v24: 31st May 2020
  23. Tariff v23: 31st March 2020
  24. Tariff v22: 29th February 2020
  25. Tariff v21: 31st December 2019
  26. Tariff v20: 31st August 2020
  27. Tariff v19: 31st August 2020
  28. Tariff v18: 31 July 2020
  29. Tariff v17: 29 February 2020

Field Name = “Does the Customer have any high Electric usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)”
Field Type = Text Area (multi-line)

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “Gas Providers”

Duplication is key which is only possible if we are all using the same template.

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the details listed below.
Use the text below to Copy & Paste.

Active Statuses

  1. Unknown
  2. Asda
  3. Avid Energy
  4. Avro (Ceased Trading September 2021)
  5. BES (Business)
  6. Boost
  7. Breathe Energy
  8. Bristol Energy
  9. British Gas
  10. Bulb
  11. CNG (Business)
  12. Commercial Power (Business)
  13. Co-Op
  14. Dual-Energy
  15. E-On
  16. E
  17. EBS Energy
  18. Economy Energy (Ceased Trading January 2019)
  19. EDF
  20. Enstroga
  21. ESB Energy
  22. Extra Energy (Ceased Trading as of November 2018)
  23. Flow
  24. Foxglove Energy
  25. GB Energy (Ceased Trading as of November 2016)
  26. Green Network Energy (Ceased Trading September 2021)
  27. Green Star Energy
  28. Hub (Ceased Trading September 2021)
  29. Igloo Energy
  30. Iresa (Ceased Trading of July 2018)
  31. iSupplyEnergy
  32. Leccy
  33. Look After My Bills
  34. Lumo Energy
  35. Marks And Spencer
  36. MoneyPlus (Ceased Trading September 2021)
  37. Nabuh Energy
  38. NPower
  39. Octopus
  40. Oil
  41. One Select (Ceased Trading as of November 2018)
  42. Opus
  43. Outfox The Market
  44. Ovo
  45. Peoples Energy (Ceased Trading September 2021)
  46. PFP Energy (Ceased Trading September 2021)
  47. Pure Planet
  48. Robin Hood Energy (ceased trading September 2020)
  49. Sainsburys (Ceased Trading as of February 2019)
  50. Scottish Power
  51. Shell Energy (Formerly First Utility)
  52. So Energy
  53. Spark Energy (Ceased Trading as of November 2018)
  54. SSE
  55. Together Energy Ltd
  56. Tonik Energy (Ceased trading as of 6th October 2020)
  57. Toto Energy (Ceased trading as of 26th October 2019)
  58. Unicom
  59. Utilita
  60. Utility Point (Ceased Trading September 2021)
  61. White Rose Energy
  62. Yorkshire Energy (Ceased trading as of 6th December 2020)

Closed Statuses

  1. Not Available
  2. Commercial Power beyond UW Scope
  3. UW

If you come across any businesses you would like to support then Antony Haysom can share with you a way to earn money from this situation

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

Field Name = “Priority

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary

Field Name = “Meter Type

Field Type = Dropdown List

Entries as follows:

  1. Smart Meter (Credit Mode)
  2. Smart Meter (Pre-Payment Mode)
  3. Credit Meter
  4. Pre-Payment Key/Card

Field Name = “Variable or Double Gold Fixed Energy Rate”Field Type = Dropdown ListEntries as follows:

  1. Variable Rate
  2. Green Fixed 16: 31st October 2022
  3. Green Fixed 15: 30th September 2022
  4. Green Fixed 14: 31st August 2022
  5. Green Fixed 13: 31st July 2022
  6. Green Fixed 12: 31st May 2022
  7. Green Fixed 11: 31st March 2022
  8. Green Fixed 10: 28th February 2022
  9. Green Fixed 9: 31st January 2022
  10. Green Fixed 8: 31st December 2021
  11. Green Fixed 7: 30th November 2021
  12. Green Fixed 6: 31st October 2021
  13. Green Fixed 5: 30th September 2021
  14. Green Fixed 4: 31st August 2021
  15. Green Fixed 3: 30th June 2021
  16. Green Fixed 2: 31st May 2021
  17. Green Fixed 1: 31st March 2021
  18. Tariff v28: 31st December 2020
  19. Tariff v27: 31st October 2020
  20. Tariff v26: 31st August 2020
  21. Tariff v25: 30th June 2020
  22. Tariff v24: 31st May 2020
  23. Tariff v23: 31st March 2020
  24. Tariff v22: 29th February 2020
  25. Tariff v21: 31st December 2019
  26. Tariff v20: 31st August 2020
  27. Tariff v19: 31st August 2020
  28. Tariff v18: 31 July 2020
  29. Tariff v17: 29 February 2020

Field Name = “Does the Customer have any high Electric usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)”
Field Type = Text Area (multi-line)

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “Mobile Phone Providers”
Duplication is key which is only possible if we are all using the same template.

Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.

Use the text below to Copy & Paste.

Active Statuses

  1. Unknown
  2. Asda
  3. BT
  4. EE
  5. Freedom Pop
  6. GiffGaff
  7. iD (Carphone Warehouse)
  8. Lebara
  9. Life
  10. Lyca
  11. Marks And Spencer
  12. O2
  13. Orange
  14. Plusnet
  15. Sainsburys
  16. Sky
  17. Smartie
  18. Superdrug
  19. T-Mobile
  20. TalkTalk
  21. Tesco
  22. Three
  23. TPO
  24. Unicom
  25. Virgin Media
  26. Vodafone
  27. Voxi

Closed Statuses

  1. Not Wanted
  2. UW

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

Field Name = “Priority

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary


Field Name = “Mobile Type”

Field Type = Dropdown List

Entries as follows:

  1. Contract Sim Only
  2. Contract Handset
  3. Pay As You Go
  4. UW Sim Only
  5. UW Contract Handset

Field Name = “Mobile Phone Helpful Information”

Field Type = “Checkbox List

Entries as follows:

  1. “Text “PAC” to 65075 (Transfer number)”
  2. “Text “STAC” to 75075 (To terminate account)”
  3. “Text “Info” to 85075 (to obtain Early Termination Fee (ETF) amount)”

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “TV Providers”


Duplication is key which is only possible if we are all using the same template.

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.

Use the text below to Copy & Paste.

Active Statuses

  1. Unknown
  2. Amazon
  3. Apple TV
  4. BT
  5. Firestick
  6. Freesat
  7. Freeview
  8. Kingston
  9. Netflix
  10. NowTV
  11. Sky
  12. TalkTalk
  13. Virgin Media

Closed Statuses

  1. UW

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.


Field Name = “Priority

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “Home Insurance”


Duplication is key which is only possible if we are all using the same template.

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.

Use the text below to Copy & Paste.

Active Statuses

  1. Active

Closed Statuses

  1. Not Wanted
  2. UW

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.


Field Name = “Priority

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary.

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “CashBack Card”

Duplication is key which is only possible if we are all using the same template.

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.

Use the text below to Copy & Paste.

Active Statuses

  1. Old or No CashBack Card

Closed Statuses

  1. Not Wanted
  2. Has new one as of Express Day 2018

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”.

Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

Field Name = “Priority”

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary.

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Pipeline = “Boiler & Home Cover”

Duplication is key which is only possible if we are all using the same template.

Click “Edit statuses and fields” (pictured above) to Edit and update “Statuses” and Custom “Fields” to replicate the layout in the following picture.

Use the text below to Copy & Paste.

Active Statuses

  1. Active

Closed Statuses

  1. Not Wanted
  2. UW

How to edit/create the “Custom Pipeline Fields”

Move your mouse/cursor over each relevant Custom Pipeline Field and you will see the option to click “Edit Field Settings”. Wherever necessary click on “Add Another Option” and copy the text from below into each relevant field.

Then use the symbol to the right of the field to place in to the correct order. Left click and hold to drag to the correct order.

Field Name = “Priority

DELETE this field if you still have it.

Reason = Priority on Pipelines are not necessary

END OF PIPELINES

Once you have finished this section please click “Return to main pipelines page” in the top right corner of your screen.

Custom Fields


Duplication is key which is only possible if we are all using the same template.
Hover your mouse/cursor over “Settings”, then click “Custom Fields” then click “Contacts”

Or click the picture below

Create, edit and update the “Custom Contacts Fields” to replicate the layout in the following picture.

Use the text below to Copy & Paste.

  1. Registered their Interest for Smart Meter?
  2. Do they have a Smart Meter which works with UW?
  3. Heart Burn or Hot Button
  4. Partner (ID) Start Date
  5. Partner (ID) Number
  6. FSB Date = 3 Gold Customers in 30 days (£100)

Click on “Create New Custom Field

Field Name = “Names of Referrals Given

Field Type = ‘Text Area’


Click on “Create New Custom Field”

Field Name = “Colour Personality Type (are you speaking their language?)”
Field Type = ‘Dropdown List’

Entries as follows:

  1. “Blue – Talker – Fun”
  2. “Green – Contemplative – Information/Facts”
  3. “Red – Urgency – Money/Targets”
  4. “Yellow – Caring – Help”
  5. “Don’t know”

Click on “Create New Custom Field

Field Name = “Tipple, Likes, Favourite, Treat (Gift Idea)
Field Type = ‘This is a Text Area (multi-line)

Previous Updates

Update: 4th April 2021


(Look for the colour the above date is highlighted in, to easily see the changes you need to make)
Potential & Existing UW Customer (2 Updates)

  1. Rename from “Potential & Existing UW Customer” to “UW Client (Potential & Existing)”
  2. Add “UW Connection”

“Checkbox List”

  • Being prospected by another UW Partner
  • Customer with me
  • Customer with another Partner
  • Previous Customer with me
  • Previous Partner with me
  • Previous Customer with someone else
  • Previous Partner with someone else

Potential & Existing UW Partner (1 Update)

  1. Rename from “Potential & Existing UW Partner” to “UW Partner (Potential & Existing)”

Phone Line Providers (1 Update)

  1. Add “Kinex”

Broadband Providers (4 Updates)

  1. Add “County Broadband”
  2. Add “Kinex”
  3. Broadband Type = Add “FTTP (Fibre To The Property) (No Phone Line)”
  4. Type Of Router = change “Standard Router” to “Value Router”

Electricity Providers (8 Updates)

  1. Add “Kinex”
  2. Add “Look After My Bills” (Credit to John Oliver)
  3. Add “Outfox The Market” (Credit to Dave Skinner)
  4. Add “People’s Energy” (Credit to John Oliver)
  5. Change “Tonik Energy” to “Tonik Energy (Ceased trading as of 6th October 2020)”
  6. Add “Utility Point” (Credit to Wayne Rawlinson)
  7. Change “Smart Meter” to “Smart Meter (Credit Mode)”
  8. Add “Smart Meter (Pre-Payment Mode)

Gas Providers (8 Updates)

  1. Add “Kinex”
  2. Add “Look After My Bills” (Credit to John Oliver)
  3. Add “Outfox The Market” (Credit to Dave Skinner)
  4. Add “People’s Energy” (Credit to John Oliver)
  5. Change “Tonik Energy” to “Tonik Energy (Ceased trading as of 6th October 2020)”
  6. Add “Utility Point” (Credit to Wayne Rawlinson)
  7. Change “Smart Meter” to “Smart Meter (Credit Mode)”
  8. Add “Smart Meter (Pre-Payment Mode)

Custom Fields (1 Update)

Add = “Tipple, Likes, Favourite, Treat, (Gift Idea)”

Update 2nd June 2020

Update ALL instances of “The Utility Warehouse” to “UW”
8 Updates = Potential & Existing UW Customer

  1. Rename “Potential & Existing UW Customer” to “Potential & Existing UW Client”
  2. Delete ‘Active Status’ of “Task Scheduled”
  3. Services Taken add “Mobile Phone Booster (Femto Cell) (£2 per month)” at the bottom – (Credit to Lee Storer)
  4. “Home Owner Or Tenant” please add “Unknown” – (Credit to Sharon Louise)
  5. Change “Tenant 30+” to “Tenant (May 2020 now get same benefits as Home Owner)”
  6. Once you have completed Number 5 – Update any Contacts Classed as “Tenant Under 30 (Can’t Have LED Bulbs & £200 ETF)” to “Tenant (May 2020 now get same benefits as Home Owner)” (To find all of the entries please run a “Report” of this Pipeline.)

    To run a Report please Click “Reports” (far left column)
    Click “Potential & Existing UW Clients”
    Then Click “Add a Filter” (from Column 2)
    The next screen will say “What would you like to filter by?”
    Then Filter by “Home Owner or Tenant”
    Then is “
    Tenant Under 30 (Can’t Have LED Bulbs & £200 ETF)
    Then click “Apply Filter” to finalise the Report
  7. Once done Number 6 – Delete “Tenant Under 30 (Can’t Have LED Bulbs & £200 ETF)”
  8. Change “Tenant Under 30 (Established) (2 Years of good account can have extra Benefits)” to “Tenant (Established) (2 Years of good account reduces Tenancy Percentage)”

3 Updates = Potential & Existing UW Partner
Within the Custom Field called “Recruitement Stages (Before & After joining UW)”

  1. Change “Before – Have they attended an OP” to “Before – Have they attended an OP or VOP?” – (Credit Bill Johnson)
  2. Change “Before – Have they attended an OP in the last 3 months?” to “Before – Have they attended an OP or VOP in the last 3 months?”
  3. Add custom field called “After – Has the Fast Start Plan been completed?” and move to be the first Step once they become a Partner

1 Updates = Broadband Providers

  1. Update “Non LLU (£10 Dearer” to “LLX (Non LLU – £10 Dearer)” (Credit to Wayne Rawlinson)

3 Updates = Electricity Providers

  1. Add the following to the “Variable or Double Gold Fixed Energy Rate Custom Field = “Tariff Green Fixed v3: 30th June 2021” – (Credit to Emma Scorgie)
  2. Add the following to the “Variable or Double Gold Fixed Energy Rate Custom Field = “Tariff Green Fixed v2: 31st May 2021” – (Credit to Sharon Louise)
  3. Add a closed status called = “Commercial Power beyond UW Scope”

3 Updates = Gas Providers

  1. Add the following to the “Variable or Double Gold Fixed Energy Rate Custom Field = “Tariff Green Fixed v3: 30th June 2021” – (Credit to Emma Scorgie)
  2. Add the following to the “Variable or Double Gold Fixed Energy Rate Custom Field = “Tariff Green Fixed v2: 31st May 2021” – (Credit to Sharon Louise)
  3. Add a closed status called = “Commercial Power beyond UW Scope”

2 Updates = Mobile Phone Providers

  1. Add Active Status called the following and move into alphabetical order = “Smartie”
  2. Add Active Status called the following and move into alphabetical order = “Voxi”


3 Updates = Custom Fields = (Contacts)

  1. Add “Custom Field” (‘Field Type’ = ‘Text Area’) called “Names of Referrals Given” – (Credit to Bill Johnson)
  2. Rename “ID Number” & “ID Start” date to “Partner (ID) Number” & “Partner (ID) Start Date” – (Credit to Bill Johnson)
  3. Add “Custom Field” – Field Name = “Colour Personality Type (are you speaking their language?)” – (Credit to Paul Burley)
  • “Field Type” = ‘Dropdown List’
  • Blue – Talker – Fun
  • Green – Contemplative – Information/Facts
  • Red – Urgency – Money/Targets
  • Yellow – Caring – Help
  • Unsure/Don’t Know

Update 19th April 2021

UW Client (Potential & Existing) (4 Updates) – The Follow Up Steps

  1. Add = “Ensured the Customer has Customer Services number in their Phone? (0333 777 0 777) (8am to 8pm Mon-Fri, 9 to 4.30 Sat)”
  2. Add = “Demonstrated how to use the Live Chat with Customer Services?”
  3. Add = “Are they Interested in Electric Car Charging Point?”
  4. Delete = “Demonstrated how to use ‘The CashBack Wizard’?”

UW Partner (Potential & Existing) (1 Update) – Recruitment Stages (Before & After joining UW)

  1. Add = “After – Download the UW Fast Start App” (Credit to Daniel Wickens)

Broadband Providers (2 Updates)

  1. Type of Router = Add another Option = “Eero (WiFi Mesh system – £2.50 per unit per month)”
  2. “Create a new custom Pipeline field” = How many “Eero” units do they have?

“Field Type” = “Drop Down List”
Option 1 = “2”
Option 2 = “3”Option 3 = “4”
Electricity Providers (1 Update)
“Create a new custom Pipeline field” = “Does the Customer have any high Electric usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)” (Credit to Lisa Mogan)“Field Type” = “Text Area (multi-line)
Gas Providers (1 Update)
“Create a new custom Pipeline field” = “Does the Customer have any high Gas usage appliances/devices/needs? (Swimming Pool, Hot Tub, Under Floor Heating etc)” (Credit to Lisa Mogan)“Field Type” = “Text Area (multi-line)

Update 29th February 2020

0 Updates = Potential & Existing UW Customer
5 Updates = Potential & Existing UW Partner (Added extra recruitment steps – credit to Karen Collo)
0 Updates = Phone Line Providers
0 Updates = Broadband Providers
4 Updates = Electricity Providers
4 Updates = Gas Providers
0 Updates = Mobile Phone Providers
0 Updates = TV Providers
1 Updates = Home Insurance (removed the renewal date as it was unnecessary)
0 Updates = Cashback Card
1 Updates = Boiler & Home Cover (removed the renewal date as it was unnecessary & bonus for having a boiler installed)
1 Updates = Custom Fields


Update 7th November 2019

1 Updates = Potential & Existing UW Customer
1 Updates = Potential & Existing UW Partner
0 Updates = Phone Line Providers
0 Updates = Broadband Providers
1 Updates = Electricity Providers (add “Lumo”)
1 Updates = Gas Providers (add “Lumo”)
0 Updates = Mobile Phone Providers
0 Updates = TV Providers
0 Updates = Home Insurance
0 Updates = Cashback Card
0 Updates = Boiler & Home Cover
0 Updates = Custom Fields