Demo script: explaining the annual statement to a customer

Conversation flow for a Leafy Energy customer

This is a detailed demo script for support staff who want to walk a customer through their annual statement. It is meant as inspiration, not as a rigid checklist.

Suggested structure

1. Start with a summary: “You have paid more/less than your actual costs this year.”
2. Walk through the main blocks: usage, fixed fees, taxes.
3. Explain deposits vs actual: show the chart.
4. Discuss the future: ask if they want to adjust their deposit.

Tips for tone and language

• Avoid jargon where possible.
• Use concrete examples (“your EV roughly uses as much as…”).
• End on a positive, solution-focused note.

In internal Leafy Energy training, this script is ideal for role play between sales and support.