U.S. Department of Energy Energy Efficiency & Renewable Energy U.S. Department of Energy Energy Efficiency & Renewable Energy

Can an energy advising or coaching strategy help my program complete more upgrades?

A common reason why homeowners do not complete home upgrades is that it is too time-consuming or overwhelming.  Providing expertise and a streamlined upgrade process to homeowners can increase the number, depth, and breadth of energy-saving measures installed and improve customer satisfaction. Many programs offer energy advisor services, also known as energy coaching, to guide homeowners through the upgrade process and help them overcome barriers to completing a home energy upgrade. Common energy advisor services range from being a trusted, independent expert on technical aspects of the upgrade to facilitating logistics, reviewing contractor bids with the customer, explaining financing to the customer, and ensuring the quality of work performed. Providing these services offers an opportunity to gain customer trust, build program credibility, and more actively encourage participants to complete recommended upgrades.


Learn more with the following Solution Center resources:

Topical Resources

  • Author: Lawrence Berkeley National Laboratory
    Publication Date: 2016

    This white paper from Lawrence Berkeley National Laboratory describes the benefits and costs of energy advisors, and describes how residential energy efficiency programs have made use of them in their program design.

  • Author: U.S. Department of Energy
    Publication Date: 2013

    This summary from a Better Buildings Residential Network peer exchange call focused on energy advising and concierge services without American Recovery and Reinvestment Act grants.

Examples

  • Author: U.S. Department of Energy
    Publication Date: 2014

    This case study discusses Denver Energy Challenge's adjustment from focusing on door-to-door outreach to an energy advisor model that allowed customers to receive one on one support throughout the home energy upgrade process.

  • Author: U.S. Department of Energy
    Publication Date: 2014

    In this video interview segment, Yvonne Kraus of Conservation Services Group describes how energy advisors were an important strategy for building trust with customers in the community.

  • Author: U.S. Department of Energy
    Publication Date: 2014

    In this video interview segment, Ludy Biddle with Neighborworks of Western Vermont describes the benefits of one-on-one communications between customers and the Neighborhood H.E.A.T. Squad program's energy advisors.

  • Author: Dave Hatchimonji, EnergySmart
    Publication Date: 2014

    Overview of lessons learned from EnergySmart Colorado's energy advisor model.

Handbooks

Last Updated: 
August 9, 2017