View the video and read the print materials.

Complete the Mutual Evaluation Program Questionnaire.

Participate in a background and experience interview by phone with a CAE associate. (The CAE associate will answer any questions you have about Cost Analysts Enterprises.)

Select between visiting the Cost Analysts, Inc. office in Greensboro, North Carolina and scheduling a conference call with Cost Analysts, Inc. The objective of each is to allow you to get acquainted with our organization and learn about the “life cycle of a client”. On the call or in person, we and our staff will explain the details of the entire client management process. From finding and signing clients, to receiving actual refunds and savings, on to preparing and presenting the final report, billing and follow up for repeat audits. Additionally you will have the opportunity to speak with a current affiliate.

Participate in the Market Assessment Survey in order to evaluate your local market for utility and telecommunications cost management services and your comfort level in the role of consultant.

Review the results and your assessment of the marketplace with a CAE associate.

Review the CAE disclosure documents.

Decide when to attend training.