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Author: California Center for Sustainable Energy; Home Performance Resource Center
Publication Date: 2012

This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on sales training assistance programs for contractors.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2011

This Clean Energy Policy Brief describes how adding sales skills to contractors' existing technical expertise helps convert more assessments into comprehensive home energy upgrades. It profiles Efficiency Maine's contractor sales training and includes a list of resources.

Author: Courtney Moriarta, SRA International, Inc.; Emily Levin, Vermont Energy Investment Corporation; Tiger Adolf, Building Performance Institute; Brad Geyer, Fayette County Better Buildings Initiative; Sammy Chu, Suffolk County Department of Labor; Sam Flanery, Building Science Academy
Publication Date: 2012

Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.

One of the hurdles that many homeowners face when considering home energy upgrades is how to pay for them.  Contractors, as program partners who work with homeowners face-to-face, are in a unique position to help them address this concern by suggesting financing offered through the program. Many residential energy efficiency programs have found that training contractors on available energy upgrade financing products fosters greater understanding and uptake of those loan products. Working...

Residential energy efficiency programs striving to improve conversion rates from customer interest to completed upgrades have realized that contractors are typically the primary link between customers and their programs. Many successful programs have empowered contractors to promote program services through sales training and co-marketing. A comprehensive evaluation of over 140 programs across the United States found that successful programs have contractors who are skilled at helping...

Author: U.S. Department of Energy
Publication Date: 2012

This case study discusses strategies that Fayette County, Pennsylvania used to provide Building Performance Institute (BPI) certification and business skills training to aspiring energy efficiency contractors.

Author: U.S. Department of Energy
Publication Date: 2012

This case study explains how Maine provided contractor sales training to boost upgrade conversions.

Author: U.S. Department of Energy
Publication Date: 2012

This guide discusses the findings of research in moving existing companies, with a focus on HVAC, to deliver more comprehensive energy saving upgrade services. It also helps the industry understand the business processes and strategies for transitioning to such an approach.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on sales/business training for contractors and how residential energy efficiency programs can support contractor training.

Author: Kat Donnelly, EMpowerDevices; Kerry O'Neill, Earth Markets
Publication Date: 2012

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.

Author: U.S. Department of Energy
Publication Date: 2016

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for contractor training.

Workforce Development and Sales Training for Energy Efficiency Contractors
Presentation, Media, Transcript
Author: Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date: 2011

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.