- Licenses, insurance, and legal review
- Never guarantee eligibility, interpret taxes, submit without authorization, or claim government affiliation.
- Revenue models
- Fixed-fee packages, hourly support, recurring retainers, and clearly scoped add-on services.
- Suggested pricing
- Planning estimate: $100–$400 per organized rebate file.
- Ongoing expenses
- Insurance, software, equipment, training, secure storage, marketing, taxes, and subcontractor support when needed.
- Marketing
- Partner with qualified energy contractors, community action agencies, and home-performance educators.
- Risks and common mistakes
- Working outside the written scope, weak privacy or record controls, underpricing travel or revisions, and making guarantees.