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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.

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