This title slide is titled "ACE Direct Install Program — Strategic Opportunity Overview." Its subtitle emphasizes "Why This Program Matters for Ecosave."

ACE Direct Install Program — Strategic Opportunity Overview

Why This Program Matters for Ecosave

Source: Ecosave PowerPoint Presentation

The Program Overview highlights up to 80% incentives with instant rebates and 0% financing to accelerate project closure. It enables rapid Ecosave market expansion, faster revenue via quick-turnaround jobs, and reduced engineering burden on core teams.

Program Overview

• Up to 80% incentives with instant rebates
• 0% financing accelerates project closure
• Expand Ecosave's market footprint rapidly
• Accelerate revenue via fast-turnaround jobs
• Reduce engineering burden on core teams

Source: ACE Direct Install Program Summary

The "Key Benefits Snapshot" slide outlines five key advantages of simple retrofit jobs, such as lighting, HVAC tweaks, and refrigeration with low design needs. It emphasizes fast turnaround via instant incentives and 0% financing, high incentives up to 80% coverage, short sales cycles closing in days or weeks, and minimal engineering handled by ACE Trade Allies.

Key Benefits Snapshot

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Source: ACE Direct Install Program — Strategic Opportunity Overview

This slide states that the solution is perfect for simple, small jobs, ideal for one-for-one retrofits like lighting, HVAC tweaks, and refrigeration. It offers low design and engineering needs, quick implementation with minimal complexity, and streamlined delivery for such jobs.

1. Perfect for Simple, Small Jobs

• Ideal for one-for-one retrofits (lighting, HVAC tweaks, refrigeration)
• Low design and engineering requirements
• Quick implementation, minimal complexity
• Streamlines small job delivery

Source: ACE Direct Install Program — Strategic Opportunity Overview

Fast-Cash, Fast-Turnaround Projects offer instant incentives for immediate rebates and 0% financing to accelerate deal closures. Rapid billing generates quick cash flow while ensuring a smooth, steady revenue stream.

2. Fast-Cash, Fast-Turnaround Projects

• Instant incentives provide immediate rebates
• 0% financing accelerates deal closures
• Rapid billing generates fast cash flow
• Ensures smooth, steady revenue stream

Source: ACE Direct Install Program — Strategic Opportunity Overview for Ecosave

This slide on "Extremely High Incentives" showcases up to 80% project cost coverage and over 90% close rates from fast decisions. It also highlights 70% cost reduction, minimizing customer out-of-pocket expenses.

3. Extremely High Incentives

• 80%: Incentive Coverage

Up to 80% project costs covered

• 90%+: Close Rates

High incentives drive fast decisions

• 70%: Cost Reduction

Low out-of-pocket for customers Source: ACE Direct Install Program

Small scopes and instant rebates enable rapid customer decisions and deal closures in days or weeks. This short sales cycle boosts revenue velocity and drives high close rates through low friction.

4. Short Sales Cycle

• Small scopes enable rapid customer decisions.
• Instant rebates eliminate rebate delays.
• Deals close in days or weeks.
• Faster cycles boost revenue velocity.
• Low friction drives high close rates.

Source: ACE Direct Install Program — Strategic Opportunity Overview

ACE Trade Allies conduct on-site assessments for DI projects, eliminating Ecosave's initial engineering burden and enabling quick qualification with minimal effort. This frees Ecosave's engineers to focus on complex, high-margin retrofits, optimizing resources and boosting profitability.

5. Minimal Engineering Burden

Source: ACE Direct Install Program — Strategic Opportunity Overview

The "Feeder for Deeper Retrofits" slide positions successful DI projects as a gateway to advanced energy upgrades. It builds customer trust, identifies deeper ECM opportunities on-site, upsells audits, drives high-margin retrofits, and funnels leads to larger engagements.

6. Feeder for Deeper Retrofits

• Builds customer trust through successful DI projects
• Identifies deeper ECM opportunities on-site
• Upsells comprehensive energy audits
• Drives high-margin capital retrofits
• Funnels leads to larger engagements

Source: ACE Direct Install Program — Strategic Opportunity Overview for Ecosave

This slide summarizes additional benefits in a feature grid, covering how it keeps installation crews busy with steady projects and expands market presence into new segments and territories. It also highlights appeal to budget customers via high incentives and boosts close rates with instant rebates and financing.

7–10. Additional Benefits Summary

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This slide serves as the section header for Section 11: Additional Strategic Considerations. The subtitle emphasizes that partnering with a mechanical contractor accelerates HVAC-heavy scopes through faster execution, broader capability, and better experience.

Additional Strategic Considerations

11

Additional Strategic Considerations

Mechanical contractor partnership accelerates HVAC-heavy scopes: faster execution, broader capability, better experience.

Source: ACE Direct Install Program — Strategic Opportunity Overview (Ecosave)

The Closed MUSH Network Opportunity offers exclusive access to the Municipal, University, Schools, and Hospitals sector. It features low competition, high project eligibility, and abundant deferred maintenance opportunities.

Closed MUSH Network Opportunity

• Exclusive access to MUSH sector (Municipal, University, Schools, Hospitals)
• Low competition landscape
• High eligibility for projects
• Abundant deferred maintenance opportunities

Source: ACE Direct Install Program — Strategic Opportunity Overview

Ecosave should leverage ACE DI by creating a dedicated "DI Fast Lane" for simple jobs, featuring rapid screening, eligibility checks, and 1-2 week turnaround times with specialized teams. This approach integrates with the upsell pipeline to fuel growth.

How Ecosave Should Leverage ACE DI

• Build dedicated “DI Fast Lane” for simple jobs
• Implement rapid screening and eligibility checks
• Target 1-2 week turnaround times
• Assign specialized teams and resources
• Integrate with upsell pipeline for growth

Source: Build “DI Fast Lane” for quick screening and turnaround. Icon: fast lane road.

The slide, titled "DI as a Top-of-Funnel Engine," quotes Jamie Carter: "\"Free assessment + 80% incentives + 0% financing.\"" This formula positions DI as an irresistible top-of-funnel tool for generating massive leads ripe for upselling retrofits and capital projects.

DI as a Top-of-Funnel Engine

> "Free assessment + 80% incentives + 0% financing." This irresistible formula positions DI as a top-of-funnel engine, attracting massive lead volume ripe for upselling deeper retrofits and capital projects.

— Jamie Carter, Ecosave Business Development Strategist

Source: ACE Direct Install Program — Strategic Opportunity Overview

The slide "Target High-Yield Verticals" identifies key sectors for efficient energy retrofits with quick paybacks. It covers restaurants (high-energy kitchens, fast lighting/HVAC), retail (LED/controls upgrades), offices (simple envelope tweaks), small manufacturing (machinery efficiency), warehouses (lighting-focused projects), and MUSH (exclusive access to deferred maintenance).

Target High-Yield Verticals

• Restaurants: High-energy kitchens, fast lighting/HVAC retrofits
• Retail: Storefronts ideal for quick LED and controls upgrades
• Offices: Simple envelope tweaks, low engineering needs
• Small Manufacturing: Machinery-adjacent efficiency gains
• Warehouses: Lighting dominance, rapid payback projects
• MUSH: Exclusive access, deferred maintenance opportunities

Source: Ecosave ACE DI Program Overview

The "Strengthen Partnerships" workflow outlines four steps to collaborate with mechanical contractors and ACE Trade Allies: identify partners via research and outreach (Business Development Team, 1-2 weeks). Build relationships through meetings and MOUs, integrate processes with shared tools (Operations & Sales Teams, 2-4 weeks total), and launch pilots for ongoing optimization (Project Managers).

Strengthen Partnerships

{ "headers": [ "Step", "Description", "Owner", "Duration" ], "rows": [ [ "1. Identify Partners", "Research and outreach to mechanical contractors and ACE Trade Allies aligned with DI scopes", "Business Development Team", "1-2 weeks" ], [ "2. Build Relationships", "Host meetings to align on mutual benefits, incentives, and roles; formalize MOUs", "Partnership Lead", "2-4 weeks" ], [ "3. Integrate Processes", "Co-develop streamlined proposal templates, execution playbooks, and shared tools for rapid flow", "Operations & Sales Teams", "3-4 weeks" ], [ "4. Launch & Optimize", "Pilot joint projects, track speed metrics, refine for faster execution and proposals", "Project Managers", "Ongoing" ] ] }

Source: ACE Direct Install Program — Strategic Opportunity Overview

DI as Revenue Stabilizer showcases over 500 simple projects per year, generating $1M+ in annual revenue with an average cost of $4,500 per install. A 30-day billing cycle ensures fast, predictable cash flow.

DI as Revenue Stabilizer

• 500+: Projects/Year

High volume, simple jobs

• $1M+: Annual Revenue

Predictable cash flow

• $4,500: Avg Project Cost

Low cost per install

• 30 days: Billing Cycle

Fast, steady revenue stream

This slide summarizes the opportunity as a high-velocity, high-incentive, low-barrier growth channel that strengthens Ecosave’s ACE presence, with next steps to build the DI model and enter MUSH. It calls for approving the DI model and MUSH entry next quarter to unlock rapid growth today.

Summary & Call to Action

• High-velocity, high-incentive, low-barrier growth channel

• Strengthens Ecosave’s ACE presence
• Next: build DI model + enter MUSH

Unlock Rapid Growth Today! Approve DI model & MUSH entry next quarter.

Source: ACE Direct Install Program — Strategic Opportunity Overview