CALL US TODAY: 800.440.0472

Recently our very own Phil Baratz was at the Eastern Energy EXPO in Hershey, PA and NEFI EXPO in Worcester, MA where he presented how to unlock your customer’s secrets. He received thoughtful questions so we put together a list of the top takeaways and FAQs.


  1. Analyzing your customer base to better understand how they will act in the future is not only possible but as more and more dealers are acting on this “predictive” need, that analysis is now required.
  2. The data needed to start the process of predicting future behavior is NOT something that you need to go out and get – it is almost always based on information that is easily obtained from your existing back office software (BOS).
  3. You do not need to hire a bunch of MIT geniuses to understand more about your customers.
  4. If you have not been populating your BOS with clean and complete (or mostly complete) data, you NEED to start implementing better data capture procedures within your organization.
  5. If you have clean data, before spending the time to try to better predict customer behavior, ask yourself “Will I change our company behavior if I knew which of our customers are more likely to leave than others?
  6. Computer models, whether we like it or not, have started to replace gut feelings in almost every area of marketing and customer service.  If you don’t think that it is happening in our industry, you probably can ignore the rest of this.
  7. At a bare minimum, you need to know what types (segments) of customers are more likely to stay than others – hint:  it is usually a combination of things (aka “variables”), not just “budget customers” or “service contract customers.”
  8. “Modeling”, which is the basis for any type of prediction, can be done for just about anything that you have questions about:  retention, profitability, referability, etc.

To request a copy of Phil’s presentation please email


Disclaimer: When applicable, advice from Angus Energy may include a discussion about risk mitigation via commodity and/or weather hedging. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. The risk of loss in trading commodity interests can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. In considering whether to trade or to authorize someone else to trade for you, you should be aware that you could lose all or substantially all of your investment and may be liable for amounts well above your initial investment.

Let Angus Energy become your Trusted Partner to protect and to grow all the products and services you’ve worked for generations to create.



I was able to come out of our meeting with George with a better understanding of how the price programs work in theory and more importantly, how it can benefit our customers and us.
–Jeff Godfrey, Reggie’s Oil Co., Inc.

* Testimonials may not be representative of the experience of other clients, and they are not guarantees of future performance or success. The testimonials provided herein are unpaid.

Copyright © 2018 Angus Partners, LLC. All Rights Reserved. Terms Of Use.