Playbook
The GreenHomes America Playbook
contains everything you need to start, manage, and grow a Home Performance Business.
The valuable information contained in our system has increased or added revenue by millions of dollars for contractors across the country and has changed how entrepreneurs view their business and their customer's homes.
Our proven systems, once only available to contractors in a franchise model for tens of thousands of dollars or more, plus ongoing royalty fees, is now available for a one-time, fixed cost, high value proposition with a return on investment beyond your imagination.
Yes, contractors across the country have started or added Home Performance to their current business and have gained millions of dollars in added revenue.
So, how much would you invest in yourself, your business, and your employees, to generate even an additional million dollars in business? Have a look at what's included in our GreenHomes America Playbook. You will be glad you did!
6 COMPREHENSIVE MANUALS
The GreenHomes America Playbook is divided into 6 sections:
>The Energy Assessment Process
All of these comprehensive manuals include their own recommended forms, checklists, & guides. These documents are available in Microsoft Word, Excel, and Publisher formats, and can be customized with your company logo and information.
This allows you to print out or email branded manuals to your team - building a detailed set step-by-step procedures and "Best Practices" guides without you having to do the work!
THE ENERGY ASSESSMENT PROCESS
Energy Assessment Sections
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- Home Energy Assessment Overview
- Home Energy Assessment
- Blower Door Testing Procedures
- Advisor Equipment Specification
- Energy Audit Health and Safety Testing Procedures
- Preparing the Test-In Folder
- Conducting the Customer Survey in a Home Energy Audit
- Test Out Process
- Customer Reference Guides Intro
53 Pages
Referenced Forms & Checklists
-
- Field Data Collection Form
- Customer Survey Questionnaire
- Test Out Checklist
- Energy Audit Features and Benefits
Customer Reference Guides
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- Indoor Air Quality
- My Energy Bills Are Too High
- My Home Is Too Cold
- My Home Is Too Hot
In-Field Quick Guides
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- Blower Door and Manometer Setup Checklist
- Looking for Common Household Energy Problems
- Baseline and Worst Case Measurements
- Hot Water Tank Testing Checklist
- Pressure Pan Test
- Gas Furnace Testing Checklist
- Gas Oven Testing Checklist
- Health and Safety Testing
Technician Fact Sheets
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- Converting CFM50 to ACHn (California)
- Air Sealing
- Attic Fans
- Blower Door Testing
- Energy Efficient Ductwork
- Insulation R-Values
- Attic Insulation
- Cool Roofs
- Proper Dryer Venting
- EnergyGuide Labels
- Health and Safety Testing
- Radiant Barriers
- Solar Hot Water
- Exterior Wall Insulation
- Energy Star Washers
- Whole House Fans
- Energy Efficient Heating & Cooling Systems
- High Efficiency Windows
- Carbon Monoxide Detection
SALES
Sales Manual Sections
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- Referral Program
- Conducting Efficient Sales Meetings
- Sales to Backlog to Production Forecasting and Management
- Sales Contest
- Sales Recognition Program
- Capturing Leads and Customers
- Service Tech Lead Generation – Things To Look For
- Advisor Annual Goal Worksheet
- Insulation Options and Installation Overview
- Post Assessment Lead Management
- Advisor and Technician Appearance Standards
- Pre-Appointment Preparation
- Arrival & Greeting
- Conducting the Customer Survey in a Home Energy Assessment
- Recommendations & Proposal Preparation
- Advisor Presentation Book
- Using the HEA Report as a Selling Tool
- Guarantees
- Resolving Objections
- Making the Presentation to the Homeowner(s)
- Friends & Family Rewards Program
- Handling Upset Customers
- Home Performance Financing Options
- CSR Training Script
126 Pages
Recommended Forms & Guides
-
- Field Data Collection Form
- Customer Survey Questionnaire
- Guarantees Reference Guide
- Advisor Annual Goal Worksheet
- Advisor Training Checklist
- Friends and Family Referral Reward Form
- Sales Backlog Production Targets
- Sales Backlog Revenue Targets
- Sales Recognition Contest Reporting Form
- Appointment Gathering Data Sheet
- Looking for Home Performance Opportunities
- Work Scope Options Worksheet
- Energy Savings Guarantee Form
- Friends and Family Referral Reward Agreement
- Request for Commission Form
- CSR Training Script
- Immediate Customer Response Letter
- Work Scope Form
Advisor Presentation Book
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- Cover Page
- Code of Ethics
- Company Story
- Company Awards
- Advisor’s BPI Certificate
- Utility Overpayment Intro
- Utility Overpayment Calculator
- Before & After Pictures
- No Guesswork Guarantee
- Investment Assurance Guarantee
- Property Protection Guarantee
- Total Comfort Guarantee
- 25% Energy Savings Guarantee
- 25% Energy Savings Form
- Air Sealing Poster 1
- Building Science Poster 1
- Cantilevers Poster 1
- Cape Cod Styles Homes Poster 1
- Split Level Homes Poster 1
- Sample Certified Home Certificate
- Indoor Air Quality
- My Energy Bills Are Too High
- My Home is Too Cold
- My Home is Too Hot
MARKETING
Marketing Manual Sections
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- Company Page on GHA.com
- Existing Customer Letter
- Email Marketing
- Direct Mail Postcard Templates
- Group Meetings Program
- Lunch and Learn Program
- Shows and Fairs
- Customizing Radio Commercials
- Radio Call-In Show
- Infographics
- Website Content: Home Performance
- Search Engine Optimization (SEO) for Home Performance Contractors
- Social Media
- Quarterly Marketing Campaigns
- Guarantees
- Rehash Appointment
- Running a Sweepstakes
38 Pages
Recommended Forms & Checklists
-
- Existing Customer Letter
- Postcard Templates
- Home Energy Audit Presentation (PowerPoint)
- Radio Scripts
- Home Performance Website Information
- Guarantees Reference Guide
- Group Meeting List
- Energy Savings Guarantee Form
- No Guesswork Guarantee
- Investment Assurance Guarantee
- Guarantee Personal Property
- Total Comfort Guarantee
- Energy Savings Guarantee
Marketing Materials
-
- Yard Sign
- Existing Customers Email Template for Allergy Season
- Infographic: Allergies
- Infographic: Take Action
- Infographic: Energy Usage During the Holidays
- Social Media Posts – Allergies
- Social Media Posts – Energy Action Month
- Social Media Posts – Holiday Season
- Talking Points for Allergy Campaign
- Talking Points for Energy Action Month
- Talking Points for Holiday Campaign
- Email Marketing Examples
OFFICE PROCESS
Office Process Sections
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- Employment Application
- Creating Service Orders
- Exit Interview
- Sales to Backlog to Production Forecasting and Management
- Test-out Quality Tracking
- Building Sciences Overview for General Manager
- Employee Confidentiality Agreement
- Commission Report
- Payment Collections at Job Completion
- Business Listing on Google Places
- New Movers List
- 25% Energy Savings Guarantee
- Handling Upset Customers
- Building Performance Institute (BPI) certification process
- Customer Status Manager Tool
55 Pages
Job Ads
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- General Manager Job Ad
- Project Coordinator Job Ad
- HVAC Installer Job Ad
- General Laborer Job Ad
- Director of Marketing Job Ad
- Insulation/Air Sealing Technician Job Ad
- Lead Shell Technician Job Ad
- Door and Window Installer Job Ad
- Sales Advisor Job Ad
- Customer Service Representative Job Ad
Recommended Forms
-
- Employment Application
- Test-Out Quality Tracking Report
- Employee Confidentiality Agreement
- New Movers Mailer
PRODUCTION
Production Guides
-
- Glossary
- Set Up Installer’s Tool Kit
- Power Tool Safety
- Hand Tool Safety
- Utility Knife Safety
- Pneumatic Stapler Safety
- General Safety Rules
- Roof Safety
- Attic Safety
- Job Costing System
- Ladder and Stepladder Safety
- Insulation Truck Configuration
- Driver Safety
- Electrical Safety
- Evaluating Pre-Existing Conditions
- Blower Door and Manometer Overview
- Evaluating Knob and Tube Wiring (Field)
- Infrared Camera Usage
- Lifting and Moving Heavy Objects
- Production Scheduler review of work order
- Material Safety Data Sheets (MSDS)
- Review work scope with homeowner - Crew Chief
- Vermiculite Insulation
- Setting up sidewall insulation jobs
- Proper Respirator Use
- Check Outside Walls for Returns
- Asphalt Siding Procedure
- 7” Exposure Wood Shingle Removal and Reinstallation
- 14” Exposure Wood Shingle Removal and Reinstallation
Production Guides
-
- Removing and Re-Installing Wood Clapboards
- Horizontal Aluminum-Vinyl Siding Procedure
- Remove Reinstall and Repair Cementitious Shingles
- Sidewall fill-tube dense pack/drilling/probing
- Take and measure dense pack core sample
- Air Sealing Metal Chimney
- Air Sealing Floored Attic Parallel
- Air Sealing Floored Attic Perpendicular
- Air Sealing Un-Floored Attic Parallel
- Air Sealing Un-Floored Attic Perpendicular
- Air Sealing Soil Pipe Penetration
- Air Seal Masonry Chimney
- Air Sealing Open Stairwell in Un-Floored Attic
- Air Sealing Recessed Can Lights
- Air Sealing Partition Walls in Attic
- Air Sealing a Dropped Soffit
- Air Sealing Split Level Common Wall
- Air Sealing Electrical Penetrations
- Air Sealing and Insulating Basement Rim/band Joist
- Insulate Kneewalls With Dense Pack Cellulose – Typar Finish
- Insulate Kneewalls with Dense Pack Cellulose - Rigid Foam Finish
- Insulate Kneewalls with Fiberglass
- Insulate Cathedral Ceilings
- Insulate Open Rafter with Dense Pack (Unvented)
- Insulate Floored Attic with Dense Pack Insulation
- Insulate Open Rafter with Dense Pack Cellulose (Vented)
- Insulate Garage Ceilings
- Insulate Band Joist Between Floors
Production Guides
-
- Insulate Behind Paneling with no Sheetrock
- Insulate Attic Stairwell Walls and Treads
- Insulate Cantilevers-Aluminum-Vinyl Walls
- Insulate Plywood Cantilevers
- Insulate crawlspace or basement foundation walls
- Insulate Crawlspace Ceiling
- Insulate walls with wood Dutch-Lap siding
- Insulate Over Windows and Doors
- Install Soffit Ventilation in Aluminum-Vinyl Soffit
- Install Soffit Ventilation in Wood Soffit
- Install Ventilation Baffles
- Install Gable Vents
- Install Ridge Vent
- Install Roof Vent
- Install Pull-Down Stairs Insulated Box
- Install Continuous Soffit Ventilation
- Install a vapor barrier on a crawlspace floor
- Maintain Krendl Blowing Machines
- Sharpen drill bits
- Clean Up Job Site
- Seal duct boots
- Weatherstrip and Insulate Attic Hatch
- Weatherstrip & Insulate Attic Doors + Cape Cod Side Access
- Natural Gas/Propane Leak Testing
- Atmospheric/Natural Draft Hot Water Tank Testing
- Gas Furnace Issue Identification
- How to Evaluate House Pressures
- Stucco Wall Dense Pack Installation
Recommended Checklists & Forms
-
- Equipment Checklist: Insulation Truck
- Notification of Conditions
- Shell Installer Hand Tool Checklist
- Shell Installer Power Tool Checklist
- Crew Lead Checklist
- Vehicle Inspection Report
- Daily Field Crew Summary Sheet
- Knob and Tube Wiring Checklist
- Workscope Form
- Insulation Inventory Checklist
PERSONNEL
Personnel Sections
-
- Customer Service Representative
- Home Performance Coordinator
- Marketing Coordinator
- Sales Advisor
- Tech Advisor
- Home Performance Manager
- Home Performance Crew Lead
- General Manager
- Advisor Compensation Summary
- Variable Compensation Plan
