Client Communication for Assessors and Coordinator

Client Communication for Assessors and Coordinators is a practical training module designed to strengthen communication skills across the retrofit sector. Tailored for UK-based energy assessors, retrofit coordinators, and related professionals, it focuses on building trust, improving client engagement, and meeting the legal and procedural requirements set out in PAS 2035. The module provides a clear framework for communicating effectively with homeowners, landlords, housing providers, and local authorities. Participants will explore the full communication lifecycle — from first contact and on-site visits to reporting, ongoing coordination, and post-project support. Key challenges such as technical jargon, unrealistic expectations, and emotional responses to home disruption are addressed with actionable strategies. Guidance on digital communication, difficult conversations, and collaborative work with contractors and fellow professionals is also included. The course promotes empathy, clarity, and professionalism, helping practitioners adapt their style to different audiences while maintaining compliance and ethical standards. Tools like templates, summaries, and checklists support efficient, client-centred communication that improves outcomes across retrofit projects. Whether you’re new to the sector or looking to refine your approach, this module offers valuable insights and tools to ensure every client interaction is clear, respectful, and effective.