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The table below lays out the various key delivery roles and their basic purpose. As relevant reference is made back to the customer journey above; and the Appendix number provided for the more detailed info including role description, qualifications and accreditations required can be found. 

Role  Description  Service provided 

Retrofit Advisor 

(RAd) 

Deliver retrofit advice to clients and householders during LEAD home visits 

• Initial contact with HO including pre-visit telephone call 

• Meeting with the HO in the first instance during the LEAD home visit 

• Produce a post-visit report with recommendations including grants 

• Educating and informing HOs in what they can expect from other retrofit professionals and the type of measures that could be appropriate  

• Assisting HO’s in evaluating which measures may or may not be suitable for their home use, lifestyle, budget or physical dwelling 

• Offer Whole House Plan service to able-to pay clients