We know how to get utility customer data and put it to work for you.


The utility customer is changing. Your customer expects you to know and understand them. Our effective, customer-centric utility knowledge based on past data, current research, ongoing behavioral analysis, and trailblazing analytics puts the power in your hands to achieve maximum results and customer satisfaction.

Direct Options has been helping utilities achieve their marketing objectives for 26 years. It’s what we do. And because we focus only on the energy industry, we understand your unique needs and challenges and our services are tailored to address your challenges.

Customer Optimization

The Customer Optimization Project (COP) is Direct Options’ residential analytics methodology that produces two primary outputs:

  • Customer Insights allows you to more effectively target each customer with the right programs, right messages through the right channel. This results in increased adoption and satisfaction while lowering cost of acquisition and customer fatigue.
  • Portfolio Strategy provides the tools for portfolio planning such as unmet program needs, market potential, best next programs and the financials of your portfolio. It supports financial business planning, portfolio strategy and regulatory planning.

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The elements of Customer Optimization and our Program Marketing services are broken out into more detail below:

Our customer insights products help you understand your customers to grow customer satisfaction and ensure a customer experience that leads to satisfied customers.
Our portfolio strategy products help you understand your customers’ experience with your programs as well as how they impact revenue to lead to more effective portfolio strategy and marketing.
Our understanding of what drives utility customers paired with our deep understanding of utility programs sets our program marketing apart from other providers. Our specialties include energy efficiency, demand response, billing programs, home protection, behavioral programs and renewables.

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