Deliver ESOS faster with a premium client facing platform.

One platform. More clients. Higher margin.
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Why now

Phase 4 is when the spreadsheet approach breaks.

Phase 3 made ESOS a live commitment, not a four-yearly audit. Phase 4 is when most consultancies actually feel it, because the market ran Phase 3 on spreadsheets, and Phase 4 makes you report progress against what you promised.

5 Dec 2026
Phase 3 Progress Update 2 due. The nearest-term obligation.
31 Dec 2026
Phase 4 qualification date. ~7,000 UK organisations in scope.
5 Dec 2027
Phase 4 compliance deadline.
The business development for Phase 4 is happening this quarter, not in 2027.
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Sound familiar?

Why ESOS delivery doesn't scale.

Chasing energy data site by site. Meter reads, invoices and half-hourly files in every format imaginable.
Senior people stuck on data prep. A large share of each engagement goes on wrangling data and assembling documents, not analysis.
Clients see a PDF once, then nothing. No live view of their energy or progress between cycles.
Growth is capped by headcount. More clients means more analysts, so margin doesn't move.
Evidence scattered across inboxes and drives. Reassembling it for the Environment Agency is painful and slow.
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One collaborative workspace.
Every report. Your brand.

The whole ESOS team works in one place, and your clients log into it under your name, not ours.

Your branding One dataset Live dashboards
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How it works

Upload once. Produce audit-grade ESOS outputs.

1

Upload the period's data once

Meters, invoices, fleet and travel. The Data Mapper takes any format, with no reformatting.

2

Structure into an auditable model

Climatise organises it site by site into a defensible, ESOS-ready data spine.

3

Analyse energy use and opportunities

Significant energy use, intensity and savings opportunities surface automatically.

4

Generate the outputs

Assessment report, site audit reports, opportunity passports, MESOS answer pack and the evidence pack.

app.yourbrand.com/esos
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One workspace, every role

All data, recommendations and sign-off in one place.

Site-audit engineer
Captures site data, readings and opportunity evidence on the ground.
Lead assessor
Reviews the analysis, applies judgement and signs off the assessment.
Director
Approves at board level: the formal ESOS director sign-off.
Partner & client
Manage delivery; the client follows progress in a read-only view.
Engineer captures
→
Lead assessor signs off
→
Director approves
→
Client notified
Full audit trail at every step. No version chaos, no email threads.
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One dataset, many reports

One energy dataset. More than one report.

From the same energy dataset
Energy

ESOS

Lead-assessor audit, opportunities and Phase 4 evidence pack.

Carbon

SECR

Scope 1, 2 and business travel, in a SECR-ready annual report from the same meter and activity data.

Additional services on the platform
Add-on service

Scope 3

The full value-chain footprint. Needs extra supplier and spend data, sold as a further service.

Add-on service

Net Zero

Targets, reduction planning and supplier engagement. A further service on the same platform.

ESOS and SECR off one collection effort. Scope 3 and net zero extend the relationship.
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Your brand, end to end

Reports in your livery. Yours to download and share.

Your logo, colours and cover. Every report and the portal carry your identity, not ours.
Export the branded report and evidence pack. Assessor-grade output, ready in a click.
Download and share with the client directly. Send the PDF, or give them the live version.
Nothing says Climatise. We sit behind your brand the whole way through.
ESOS Report - Your Brand
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The client experience

Serve clients a live, read-only dashboard.

app.yourbrand.com/dashboard
Clients log into a branded dashboard. Their own workspace, under your name.
They see their data live. Energy and carbon, year-round, not just at report time.
They pull specific figures themselves. By site, meter or period, read-only, no editing.
Fewer "can you send me…" emails. Self-serve answers mean your support time drops.
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Recommendations become services

Turn every opportunity into recurring work.

Every ESOS assessment surfaces energy-saving opportunities and recommendations.
Wrap your implementation and advisory services around them. The recommendations are your pipeline.
Each one is visualised in the client's dashboard and tracked over time in the reduction module, from planned to realised savings.
A four-yearly audit becomes a year-round reason to stay logged in.
Reduction module · opportunities tracked over time
Identified
Planned
In progress
Realised
LED lighting retrofit
Realised
BMS / controls optimisation
In progress
Rooftop solar PV
Planned
Compressed air leak survey
Planned
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What it means for you

More clients. Higher margin. Same team.

Capacity

Serve more clients per analyst. The platform handles setup, linkage and outputs, so you grow headcount-flat.

Margin

You set your client pricing. Less manual effort per engagement means more of it is margin.

Premium

A branded portal and live dashboards: a premium product, not a once-every-four-years PDF.

Sticky

Client data lives in your workspace across cycles and frameworks. Renewal becomes the default.

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Built around your assessors

The site walk is the product.
We make everything around it faster.

Climatise is a customisable report builder, not a template. Your assessors' judgement leads, and we make the setup, evidence and outputs defensible, reusable and quick to assemble.

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Partner story

Zenergi
Energy & sustainability consultancy
"Climatise is our central data source across every service lane. One branded platform our teams work from, so clients get clear data and practical plans, with progress they can see in real time."
Nick Drake
Nick Drake
Net Zero Director, Zenergi

How they use Climatise

→ A central data source across their SECR, ESOS and net zero service lanes
→ One branded platform shared across teams, not siloed spreadsheets
→ 250+ clients managed across services on the platform
→ Fully white-labelled client experience under the Zenergi brand
Zenergi
250+
Clients
Across services
3
Service lanes
SECR, ESOS, net zero
100%
White-label
Branded as Zenergi
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Next step

Book a demo.

See the white-label ESOS platform end to end, set up in your brand.

45 minutes with our team
Bring your assessors and directors
See your branded workspace live
Book a demo climatise.com
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