Website & Automation System for Energy Compliance Company

Samuel Obazee

Samuel Obazee

United Energy Management (Website & Automation Systems)

Project Overview

United Energy Management (UEM) is a building energy benchmarking company serving multi-family, retail, and commercial properties. They help property owners comply with local energy benchmarking laws while avoiding fines and administrative stress.
UEM had no existing website or digital system in place. I was hired to build their online presence from scratch and set up automated workflows for client intake, communication, and compliance-related follow-ups.
This project covered both website design and development, and process automation.
Screenshot of the Website's Compliance Steps Section
Screenshot of the Website's Compliance Steps Section

The Challenge

UEM needed to launch with credibility in a compliance-driven industry where trust and clarity matter.
They required:
A professional website built from the ground up
Clear messaging that simplifies a complex compliance process
Strong conversion paths for property owners and managers
A system to capture and organize client data without manual handling
Automation for both communication and physical mail delivery
There was no prior infrastructure; everything needed to be designed, built, and connected from zero.

The Solution

Website Design & Development
Designed and developed a clean, responsive website on Carrd
Structured content to clearly explain benchmarking services and compliance steps
Built a conversion-focused user flow for booking calls and submitting intake details
Used Canva, custom CSS, and JavaScript to enhance layout, visuals, and usability
Lead Intake & Data Collection
Implemented Typeform to collect structured property and compliance information
Designed forms to reduce friction while capturing all required details

Automation Systems Implemented

Automation 1: Lead Intake to Email Communication
Typeform → Zapier Formatter → Zapier Code Implementation → MailerLite
Standardized and cleaned form data using Zapier Formatter
Added custom code to separate payment link for user based on selected package
Automatically added leads to MailerLite with proper tagging
Triggered confirmation and follow-up emails without manual input
Typeform + Stripe + Mailerlite Automation for UEM New Lead Conversion (Zapier)
Typeform + Stripe + Mailerlite Automation for UEM New Lead Conversion (Zapier)

Automation 2: Lead Intake → Physical Mail Fulfillment

Typeform → Zapier Formatter → PostGrid (Print & Mail)
Form submissions triggered automated print and mail delivery
Enabled offline compliance communication without staff involvement
Reduced delays and manual processing for mailed documents
Typeform + PostGrid Automation for UEM Postcard distribution to Leads (Zapier)
Typeform + PostGrid Automation for UEM Postcard distribution to Leads (Zapier)

Tools & Tech Stack

Website: Carrd
Design Element: Canva
Custom Enhancements: HTML, CSS, JavaScript
Forms: Carrd Built-in Form, Typeform
Automation: Zapier
Email Marketing: MailerLite
Print & Mail: PostGrid

Results

Launched UEM’s professional website
Turned a complex compliance service into a clear, guided user experience
Automated client intake and communication
Reduced manual administrative work
Created a scalable system ready for growth

My Role

Website design
Website development
Automation architecture
Zapier workflow setup
Email and print workflow integration
Conversion-focused user flow

Summary

This project took United Energy Management from no web presence to a fully functional, automated system that supports both online and offline compliance workflows. The result is a professional website paired with automation that saves time, reduces errors, and supports long-term growth.
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Posted Sep 15, 2025

Designed and built a professional website from scratch with automated client intake, email, and print workflows for an energy compliance company.