11 Steps to Becoming a Successful Home Energy Pro

I've made my living solely as a home energy pro since 2004, and I was building a high performance home for two years before that. For six of the past eight years, I've been running my own business, and Energy Vanguard is halfway through its fourth year now. It doesn't take a PhD in physics to be successful in this business (though it's certainly helpful to have one), but I can point out a few factors that I believe have contributed to my success and longevity in this business.

  • Be passionate. Why do you want to be a home energy pro? My longstanding passion for the environment is what drives me. I also love seeing things done right, hate waste, and fear collapse. A passion for money may work for some people, but long-term success, I believe, comes from more meaningful passions.
  • Keep educating yourself. Everyone I know in this field is constantly striving to learn more. Taking a one-week HERS Rater or BPI Building Analyst class is just the beginning of your education if you want to stay in this field. You need to keep taking more classes, reading books, going to conferences, subscribing to blogs (box at top right)...
  • Build a network of other home energy pros. Going to conferences is the traditional way to do this, but with all that's going on in social media these days, anyone who has access to the Interwebs can build a network. Being able to discuss home performance or marketing issues with pros in other markets can lead to new ideas and a stronger business.
  • Remain flexible. Some people take a Home Energy Rater or Building Analyst class and think they're going to go out and easily make a living doing energy audits. That's not so easy unless you live in an area with a well-funded program that keeps you busy. Most new energy auditors will probably have to find other sources of revenue. Be aware of how your skills may match up with what potential clients are asking for. Look for opportunities to add new skills to your company.
  • Find mentors. They may be nearby or they may be far away, but having more experienced, knowledgeable people who are willing to help you learn makes your path to success a lot easier. I was able to get valuable mentoring during my short stint at the Southface Energy Institute, especially from having the opportunity to teach about 20 HERS rater classes there with Mike Barcik.
  • Develop strategic alliances. You can do it the hard way and try to bring in every client yourself. Or you can develop strategic alliances with other companies where the relationship is mutually beneficial. If you're a home energy pro, you need to ally yourself with HVAC companies, insulation contractors, home builders, remodelers, building inspectors...
  • Learn all about programs. Research all the green building, energy efficiency, and home energy retrofit programs in your area. Get involved with them where it makes sense to do so.
  • Do good work. If you get known for doing things the right way and leaving happy clients behind, your path to success will be a lot easier. Getting referrals from satisfied clients is much easier than having to go out and find new business every day.
  • Care about people. If your clients feel that you really care about them and their needs, your business will benefit. This is really what we're all about anyway. It's not about houses. It's about people.
  • Be persistent. This is one of the most important points. It's not like buying a Chick-Fil-A franchise and having people camping out waiting for you to open your doors. You're going to have work hard at this to make it happen. You may be one of the few who start making money right out of the gate, but most of us who have been in this business for a while had to keep pushing and pushing even when it wasn't clear that we'd succeed.
  • Be patient. Give it time. If you have the resources to stick it out and do the things I've listed above, you'll eventually succeed. It may not be easy. It may seem futile at times. But your breakthrough will come if you give it enough time.


Related Articles

Will the Independent Home Energy Auditor Become Extinct?

10 Reasons to Buy a Home Energy Audit on Cyber Monday

Energy Auditor Training: Caveat Emptor

How to Choose a Company to Do a Home Energy Audit


Views: 543

Tags: energy, home, pro


You need to be a member of Home Energy Pros to add comments!

Join Home Energy Pros

Comment by Bud Poll on February 7, 2012 at 6:23am

Allison, great list!

If anyone is not doing all of those they are short changing their opportunity.  Being the boss of your own business means doing it all, not just the things you like and letting the rest slide.

Education:  Keeping pace with the changes and adding new knowledge should never stop.  As Allison says, your first certification is just the beginning.

Experience:  If you don't have it, get it.  One of the advantages of this business is it is 90% labor, which means, if you have to give some away (volunteer) to get your first 100 audits under your belt, it won't cost you a fortune.  For those starting out with minimal construction experience, you won't be the same person when you reach 100 audits.

Allison's advice is not just free, it's money in your pocket.


Comment by David Eggleton on January 29, 2012 at 10:07am

So clear and yet so far!

If you have the resources....”  I am available to extend the resources of a limited number of people, for the purpose of improving ability to juggle all these.  You need invest only attention, time and energy that you've got.

To accept this invitation, send me a friend request that mentions this blog.  Friending will enable us to exchange private messages.  We'll use this site as our meeting place, mostly.

Each engagement will be different, but I have determined your first assignment.

Home Energy Pros

Home Energy Pros was founded by the developers of Home Energy Saver Pro (sponsored by the U.S. Department of Energy,) and brought to you in partnership with Home Energy magazine.  Home Energy Pros is sponsored by the Better Buildings Residential Network.

Latest Activity

Alfie Davis posted a blog post

Rent to Own Companies Montana

Montana is a great place where you definitely feel at home especially if you own your own home,…See More
2 hours ago
Colin Genge posted an event

Home Efficiency Forum at Courtyard Portland City Center

October 21, 2015 at 8am to October 23, 2015 at 5pm
Home Efficiency Forum (formerly known as Boot Camp) brings Northwest Raters, Verifiers, builders…See More
10 hours ago
MCX posted a blog post

Good HVAC in Arlington, Texas

Arlington is a city in the U.S. state of Texas, within the Dallas–Fort Worth–Arlington metropolitan…See More
10 hours ago
Profile IconRichard L. Sanderson and Diane Jackson joined Diane Chojnowski's group

Home Energy Pros on Twitter

We've created a twitter list of members of Home Energy Pros who tweet!See More
11 hours ago
Diane Jackson commented on Diane Chojnowski's group Home Energy Pros on Twitter
"@addisonhomes "
12 hours ago
Diane Jackson posted a blog post
12 hours ago
John Gillis replied to John Gillis's discussion Energy Savings of Whole House Fans vs. Air Conditioners in SoCal Featured on New 'Ask This Old House' Season in the group News & Announcements
"Hi Eric. Thanks for the response. If you wouldn't mind calling/e-mailing Nelson Warner or…"
18 hours ago
Profile IconShandi Whited, Noah Sanders, Edward G Fahrenkrug Jr and 2 more joined Home Energy Pros
20 hours ago

© 2015   Created by Lawrence Berkeley National Laboratory.

Badges  |  Report an Issue  |  Terms of Service