From the Trade Ally Perspective Crescent Electric Supply Co. 6/25/2018

What is our goal? Why are we here? What are we all trying to accomplish? We all have different goals that hopefully lead us to the same place Utility and Program Managers – kwh Savings Contractors, Distributors and Reps – Expanding business Customers – Energy Savings, Upgrading a facility 6/25/2018

What do we need to do to be successful together? Simplify Communicate Be consistent Educate Promote 6/25/2018

Simplify Make programs easier for trade allies and customers to understand. Break it down, make the programs simple Do we need to have so many options? 6/25/2018

Communicate Communication is one of the biggest challenges. Where do we learn new information about programs? How do we know when there are changes and updates available? Who is in charge of this communication? Does the trade ally have to hunt for information? 6/25/2018

Consistency Consistency between programs would be beneficial Consolidate tools or use similar tools Use similar programs Maybe have a central website 6/25/2018

Educate Incentive Programs Program Contacts Training on how to sell your program New Technologies/Products – This is HUGE! Comprehensive Solutions – The whole thing. 6/25/2018

Promote Use tiered programs to promote customers to do more upgrades per project. Promote Bonus Programs with ending dates. Trade allies spend most of their day promoting the programs that they understand and can sell. Remember…Keep it Simple! 6/25/2018