Strategy Notebook

Momentum Marketplace Pilot

Created: May 21, 2026

Goals

  • Get a lot of buildings doing turnkey retrofit/upgrades through Momentum including all steps and owner-contractor communication through scoping, proposing, contracting, implementation
  • Learn what it takes to have the software support the process end to end
  • Build up a cohort of services for owners to browse and choose from in the platform
  • See whether we can entice owners and SPs to do work through the platform which they could do directly

Steps

  1. Recruit a set of service providers with offerings that meet our criteria and who are willing to work with us to understand and build out the functionality to support their full process.
  2. Criteria: 1. Turnkey offering (could be single measure or more comprehensive solution as long as it's turnkey). 1. Has real energy/carbon/comfort benefits 1. A good idea for a decent segment of NYC buildings 1. Can include a range of cost-effectiveness and depth of impact 1. Willing to revenue share with C15
  3. Software integration: 1. Cost, savings, LL97 and rebate calcs that are realistic 1. Decision-making wizard to help owners figure out when this is actually a good fit 1. Auto-generated specs or other required forms 1. Set up software to support all required process steps which may include proposals, site visits, contracts, rebates process, install milestones 1. Post reviews, photos, logos, contact information
  4. Promote these offerings to all Momentum users in a concerted way
  5. Be available to help owners and service providers to navigate the process and troubleshoot during pilot
  6. Track results:
  7. How many projects happened
  8. Which services sold or didn’t sell
  9. Which software features were necessary, which did we need that weren’t in place
  10. How did owners feel about it
  11. How did service providers feel about it
  12. How much did solutions actually cost
  13. Did we make money
  14. Did the solutions save energy/carbon/money, did we track it?
  15. Scale up (if it worked enough)
  16. Expand set of offerings to cover more project types and more buildings
  17. Expand user base to reach more owners
  18. Iterate on software features and integration needed for success

Hurdles

  • Will Service providers see enough upside from new business to spend the time integrating with us when they could work with owners directly?
  • Will owners find it easier/ safer enough to do business through Momentum when they could work directly with SPs?

Hypothesis on the “free” features

If we can just have owners log in and click “Buy X” why do we need Scope Builder?

  • It’s critical we are not pushing solutions that are not a good idea. So the back end calculations are key to vet potential offerings and also help recommend to the user whether or not a solution is a good candidate for their building
  • All the public data and calculations are really important trust-building tools that help owners get to a “yes” in a way that is rigorous and honest and will build long-term loyalty.

There may be other public data resources we can create that also enhance this trust while providing other value to the industry, e.g. Future Housing.