For energy auditors & home performance contractors
Every energy auditor wears two hats. Train for the second one.
BPI, RESNET and LEED made you sharp on the house. The PROACT-ive Closing Method covers the part they skip: helping the homeowner understand what you found and decide to fix it, without becoming a salesman.
Start here
Which seat are you in?
I'm the one in the home.
- 1:1 coaching, scored against the same rubric your company would use
- The book, $119, on sale November 16
- Free lessons on YouTube
I run the company.
- A one-week on-site install with your whole audit team
- Ride-alongs and scoring sessions in real homes
- A system your lead runs after I leave
The gap
Nobody trusts a salesman.
Every credential in this trade teaches the building. None of them teach you how to hand what you found to the person living in it. So good auditors lose good jobs at the kitchen table and blame the price.
The honest path and the profitable path are the same path.
The Technician
Knows the house cold. Unloads the data. Hears "we'll think about it" and never hears back.
The Closer
Pushes, discounts and invents deadlines. Wins some jobs and loses the trust that brings referrals.
The Trusted Advisor
Diagnoses before prescribing, explains in plain English, and asks for the decision. The way a good doctor does.
The PROACT-ive Closing Method
Six gates every customer passes through before they say yes.
Each gate is something that has to be true before the homeowner will act. Skip one and the job stalls. The method tells you which gate stalled and what to do about it.
Pain
Find the gap between what's wrong and what's possible.
Reality
Make the current state of the home measurable.
Opportunity
Build the vision in the customer's own words.
Authority
Identify every decision-maker without interrogating.
Capacity
Surface the budget envelope without quoting.
Trust
Close on credibility, and keep it after the sale.
What good looks like
The posture, the eight steps of the audit, the six gates, the close and the referral.
Whether it happened
Fifty behaviors scored against written anchors, so "good" means the same thing every time.
How it gets better
Daily boot camp built from the lowest scores. Specific reps on the specific gate.
How it holds
Qualified, Certified and Master levels, each earned on three consecutive scored audits.
Six gates. Eight steps. Fifty scored behaviors. One standard for every auditor on your team.
For auditors
Get scored. Get a drill list. Get better.
We work from a live roleplay or a recording of one of your audits, made with everyone's consent. I score it against the same written anchors used in the book, so you leave knowing exactly which gate to work on.
One full scoring session. We walk the visit gate by gate, and you leave with your three lowest items and the drills for each.
Book a session →Score, drill, re-score. Four sessions spaced across your calendar so we can see the numbers move. Already booked a single? That $299 counts toward the pack.
Book the 4-pack →Run it
Roleplay a step of the audit with me, or bring a recording of a real visit.
Score it
Item by item, out loud, against the rubric. You learn the standard by applying it to your own work.
Drill it
Your low scores become your practice list. One hour a day on the gate that's costing you jobs.
Not ready to book? Start with the free lessons on YouTube. They cover what the method is and why it works.
Watch on YouTube →For owners & sales managers
Installed in a week. Run by your lead after that.
Most sales training is an excellent classroom day followed by no change in the field. This install is built around the field. I train your team, ride along on real audits, score every visit with your lead in the room, and leave a daily loop your lead runs after I go.
The overview
Eight hours with the whole team. The full method, plus the boot camp format so your lead can run the first session the next morning.
Ride-alongs
One auditor per day, a real audit in a real home. I observe and don't step in. It's an honest read of where each auditor is.
The scoring session
Back at the office with the auditor and your lead. We score the visit together. The low scores write the drill list.
Boot camp
One protected hour at a fixed time, drilling the lowest-scored gates. Your lead runs it. This is where the change happens.
- A full training dayThe whole audit team, in one room, for eight hours.
- Scheduled ride-alongsReal appointments on the calendar, one auditor per day.
- Your lead in every sessionThe person who will run the loop when I leave.
Run your own numbers
Same appointments. Fewer lost visits.
Added revenue per year
Based on 48 working weeks. An illustration, not a projection or guarantee. Results depend on skill, effort, lead quality, pricing and market.
Straight expectations
The install is fast. The change takes longer.
Shared vocabulary. The team scores the same visit the same way. Discovery gets longer.
Individual gates start moving. The auditor who never asked about the decision-maker starts asking.
Fewer proposals get shopped. Referral volume moves before close rate does.
Close rate and average job size. The last numbers to move, and the ones that matter most.
Team packages
Pick how long you want me involved.
Every package includes the full training day, scheduled ride-alongs and a scoring session after each one. Travel is included on the East Coast.
- Intake on your team, process and numbers
- Lost-deal review
- Baseline of your leading indicators
- Live roleplay with one auditor
- Written plan
- 8-hour team overview
- 4 ride-alongs, each scored the same day
- Lead calibrated to score like I do
- Boot camp running from day 2
- A book for every auditor, plus scorecards and a 4-week drill plan
- 30 days of follow-up
- 2-day return visit to re-score
- Everything in The Install
- Week 2: your lead runs ride-alongs while I calibrate
- 12 weekly calibration calls with your lead
- Monthly owner review of leading indicators
- Return visits at day 45 and day 90
- Everything in Install + Handoff
- I score certification audits; target Qualified at 60–90 days
- Your lead certified to run the loop
- Field Auditor / Closing Auditor setup
- New-hire onboarding track
- Quarterly visits and monthly calls
- 12-month in-house materials license
50% deposit holds your dates; the balance is due on day one. Install + Handoff and Certify & Run can be paid monthly. Outside the East Coast, airfare is billed at cost. Each auditor beyond the package limit adds a ride-along day at $1,500.
The book
The PROACT‑ive Closing Method
The Complete Training System. A practical, step-by-step guide for the home energy professional, with the full scorecard, the drills and the install inside.
- The six gates and the eight steps of the audit
- The 50-item Auditor Performance Scorecard
- Boot camp drills and a scenario library
- Diagnosing a stalled deal by gate
- The Language Library: numbers in plain English
- Certification levels and the standing rhythm
Buy a copy and your company can teach the method to its own auditors, run the drills and use the Scorecard internally.
Who built this
Built in the field, not a classroom.
David Q. Taylor sold in people's homes for twenty years before he ran his first energy audit in upstate New York in October 2016. Since then he has been in more than 10,000 homes, run thousands of audits and trained dozens of energy auditors on live visits.
Every certification he earned taught him the house. None of them taught him how to hand what he found to the person living in it. He built the PROACT-ive Closing Method to close that gap, first for his own teams and now for everyone else's.
Free, every week
Learn the what and the why for free.
Questions
Before you book.
Do I need a BPI certification to use this?
No. The method works for anyone who runs in-home assessments. Most people who use it already hold BPI, RESNET or similar credentials, because it covers what those programs don't.
We use separate closers. Does this still fit?
Yes. The Field Auditor runs the identical visit and stops one move short of the close. That handoff is prepared like a close and scored like one, so your closers get better-qualified customers.
How soon will our close rate change?
Close rate is the slowest number to move, usually 6 to 12 months. Scorecard averages, gate scores and referral volume move first, and those are what we track early.
How many auditors can one install cover?
The Install covers four auditors, one ride-along per day. Install + Handoff covers up to eight. Each additional auditor adds a ride-along day at $1,500.
Is travel really included?
Yes, on the East Coast: hotel, car, meals and mileage. Further out, airfare is billed at cost and everything else is still included.
I'm the only auditor at my company. Can I still do this?
Yes. Start with 1:1 coaching. We score your recordings or roleplays, and you drill your low items on your own. The book has a chapter built for solo auditors.
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