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.
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Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.
Monitor the effectiveness of marketing and outreach strategies and adapt as needed.
Implement marketing and outreach activities in coordination with other program components to generate demand for your program's services.
Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies.
Establish relationships with organizations that will assist with program marketing and outreach.
Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.
Develop the necessary materials, tools, and staff capacity to effectively deliver and manage your program.
Incentives can be the easiest approach to overcome motivation barriers and attract customers’ and contractors’ attention, as long as the upgrade and reimbursement processes are kept simple and easy to follow. Successful programs have found incentives help entice customers to complete upgrades...
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Organizations or Programs
Efficiency Maine,
Efficiency Vermont
This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.
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This marketing plan template was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors develop their marketing plans.
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This marketing tactics spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.
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Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.
Publication Date
Organizations or Programs
Efficiency Maine
This case study explains how Efficiency Maine provided contractor sales training to boost upgrade conversions.