Establish an evaluation plan that will allow you to determine how your financing activities are impacting the market.
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Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.
Develop a plan to implement your financing activities, with defined roles for financial institution partners, contractors, customers, and your program.
Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.
Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.
Decide on priority target audience segments, messages, and incentives that will motivate customers.
Identify and partner with financial institutions that can provide capital, underwriting, and other functions to enable your customers to access financing.
Establish goals, objectives, and timeframes for your financing activities.
Establish relationships with organizations that will assist with program marketing and outreach.
Determine how your target audience currently funds energy efficiency services, to what extent upfront cost is a barrier, and whether improvements to their financing options would increase the uptake of energy efficiency measures.
Identify and prioritize potential target audiences based on their likely receptivity to your program's services.
Establish specific marketing and outreach goals, objectives, targets, and timeframes.
Ensure that your program’s customers will have access to affordable financing, so they can pay for the services you offer.
Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.