Develop the procurement, outreach, and loan support resources required to perform your financing activities.

Develop workforce and contractor engagement procedures, forms, and materials

Publicize benefits and lessons learned resulting from your organization’s success in the market.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.

Define your business model, including market position, products and services, type of customers, financial model, governance structure, and the assets and infrastructure your organization needs.

Identify and engage organizational partners in your business model design.

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.

Create your program's branding guidelines and materials to elevate program visibility and support your marketing and outreach efforts.

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.

Establish goals, objectives, and timeframes for your financing activities.

Establish relationships with organizations that will assist with program marketing and outreach.

Identify and prioritize potential target audiences based on their likely receptivity to your program's services.

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.

Develop contractor engagement, quality assurance, and workforce development plans that include strategies, workflow, timelines, and staff and partner roles and responsibilities.

Ensure a positive customer experience with your program from launch through implementation over time.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.