Not every renovation / retrofit will need major changes. And for the sake of your client's budget, be realistic with those changes.
Consult on the Job - Talk to the client about what's wrong. What do they want to change? What problems do they see? Set a time for a thorough visual inspection based on their concerns. Charge for the consult, report and inspection.
Qualify the Job - What's the budget for the work? Have they thought about this? If they have no idea, be ready with some ball park estimates based on minor, mid-level and major jobs.
Inspect the Job - It is HIGHLY recommended to bring on a professional home and property inspector when engaging in renovation and retrofit work. Their expertise and reporting can be an excellent addition to your services.
Advocate for Moderation - If the building could be improved with moderate energy efficiency upgrades, then recommend this. Consult with your client on affordable measures that will see noticeable improvements for energy use - attic insulation, exterior continuous insulation and window replacements.
Create a Standard Checklist for Yourself - For your consult, your visual inspection and your work report, create a simple template that you can use on every job. Keep track of how long the checklist takes to fill out per job and work towards standardizing fees.
Underpromise and Over Deliver - Do a job that paves the way for word-of-mouth references. Be a client service expert on top of your renovation skills.
NEED HELP FINDING FUNDS THAT MIGHT INCREASE A CLIENT'S ENERGY RETROFIT BUDGET? CHECK OUT THE NAIMA CANADA INCENTIVES AND REBATES DATABASE!