Incentives can significantly improve project economics, accelerate customer decision-making, and help contractors close more deals. However, navigating the complex landscape of rebates, grants, financing programs, tax credits, and utility incentives can be overwhelming—even for experienced professionals. Many contractors miss valuable opportunities because they don't know where to look, how to combine programs, or how to communicate the benefits effectively to clients.
This interactive 90-minute workshop provides a practical roadmap for turning incentives into a competitive advantage. Designed for contractors working in commercial and multifamily buildings, the course focuses on a repeatable process for identifying, evaluating, stacking, and presenting incentives that can help move projects from consideration to implementation.
Rather than concentrating on specific programs that frequently change, participants will learn a proven framework for finding opportunities, understanding eligibility requirements, avoiding common pitfalls, and integrating incentives into the sales process. Through real-world case studies from multifamily electrification, energy efficiency, and building upgrade projects, attendees will see how successful teams have leveraged multiple funding sources to improve project affordability and increase customer adoption.
The course also explores common challenges encountered during incentive applications and project implementation, offering lessons learned from actual projects across California. Participants will leave with practical tools, templates, and resources that can be immediately applied to future projects and proposals.
Whether you are new to incentives or looking to improve your ability to leverage them strategically, this workshop will help you create greater value for your clients, increase project viability, and position your business for success in an evolving building-performance marketplace.
Leave with a repeatable process, practical tools, and real-world examples that will help you win more projects, create greater customer value, and make incentives a strategic advantage rather than an administrative headache.
LEARNING OBJECTIVES
- Identify and Evaluate Incentive Opportunities: Recognize the major categories of incentives, understand common program requirements, and apply a systematic approach to identifying opportunities for commercial and multifamily projects.
- Develop Effective Incentive Stacking Strategies: Assess how multiple incentives, financing options, and funding sources can be combined to improve project economics while avoiding common compliance and eligibility pitfalls.
- Communicate the Value of Incentives to Clients: Use incentives as a sales and decision-making tool by presenting financial benefits, reducing perceived project costs, and helping clients confidently move forward with building upgrades.
- Apply Proven Processes from Real-World Projects: Analyze successful case studies and lessons learned from actual multifamily and commercial projects to streamline implementation, avoid costly mistakes, and improve project outcomes.
Training Development Partner: Build Smart Group
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How to navigate this course:
- Register and attend the Live Event.
- Download the course materials to advance to the required training evaluation survey.
- Complete the exam and submit the training evaluation survey.
- Download your certificate and continuing education credit instructions document.
