Engagement Services

Our leadership team brings decades of expertise in trade ally management, supporting the success of energy efficiency programs at scale. We have experience managing large trade ally networks with 1,200+ contractors, spanning overlapping gas and electric service territories 

Our approach starts with a data-driven strategy, estimating the addressable market in your service territory and developing a go-to-market plan that aligns with your program’s key objectives—whether it’s kWh savings, CCF reduction, yield optimization, or other efficiency targets.

We focus on ongoing engagement, quality assurance, and long-term success, ensuring that trade allies remain active, compliant, and consistently delivering high-quality installations.Partner with us to build a high-performing trade ally network that drives measurable results.

In retail merchandising, we enhance product visibility and placement, driving customer awareness and adoption. 

UES advances third-generation retail program delivery for utility energy efficiency and electrification through our Retail Ambassador model—a modern approach that pairs knowledgeable outreach staff with powerful field data tools.

Unlike second-generation high-volume bulb programs that prioritized scale over impact, our model is built for the needs of today’s next-generation initiatives.

Our Retail Ambassadors are trained to promote and support technologies such as:

• Heat pump water heaters
• ENERGY STAR® appliances and air conditioners
• Air source heat pumps
• Smart thermostats

Their product expertise and program knowledge drive customer engagement and consistent in-store execution. 

Backed by a robust field service platform, our team delivers:

• Marketing material verification
• Custom field intelligence capture
• Actionable insights into retail performance
• Real-time, store-level dashboards
• Fast, easy-to-digest field reporting
• QA/QC tracking and verification
• Deep expertise in advanced product categories
• Route optimization