This collection of sales and marketing materials was developed to support TBL Fund’s clean energy lending programs for multifamily affordable housing and tribal communities. Each piece was designed with a specific stage of the sales cycle in mind—helping to educate, engage, and convert leads generated through outreach, conferences, and partner referrals.
- Postcards were strategically deployed by the sales team for follow-up with warm leads, reinforcing IRA/BIL incentive messaging and driving traffic to self-service tools like the Bridge Loan application and Benefits Estimator.
- Flyers and rack cards were distributed at industry events and used in one-on-one meetings to explain the value of TBL Fund’s offerings in a concise, visually compelling format.
- Brochures supported deeper consultative conversations, providing educational content on financing mechanisms for decision-makers unfamiliar with off-balance-sheet options.
This asset suite reflects a blend of demand generation, education, and mission-based storytelling to position TBL Fund as both a financing partner and a trusted guide in the green retrofit space.
Collateral Highlights: Purpose, CTA & Links
- Borrower Flyer
- Purpose: Deep dive into TBL Fund’s lending value proposition
- Highlight: Simplified benefits and process breakdownTBL Fund Borrower Flyer
- Borrower Rack Card
- Purpose: Quick overview of product options for potential borrowers
- Highlight: “Ask us if you qualify for no out-of-pocket financing”TBL Fund Borrower Rack …
- Bridge Loan Postcard
- Purpose: Fast-tracked financing promotion for solar and energy upgrades
- CTA: Encourages immediate pre-installation action
- URL Highlight:
TBLFund.org/bridge-loan
- IRA/BIL Calculator Postcard
- Purpose: Promotes use of TBL Fund’s incentive calculator
- CTA: “Take advantage of billions in incentives”
- URL Highlight:
TBLFund.org/ira-bil-calculator
- IRA/BIL Resource Guide Postcard
- Purpose: Drives traffic to downloadable guide on braiding incentives
- CTA: “Now available – free download”
- URL Highlight:
TBLFund.org/irabilresourceguide
- Product Sheet – Lending
- Purpose: Technical one-sheet on financing products and impact
- Highlight: Tailored to investor and stakeholder audiences
- Off-Balance Sheet Financing Brochure
- Purpose: Education piece on financing mechanisms like PACE, EPC, PPA, and EaaS
- Highlight: Supports consultative sales and partner onboarding
Jacqueline Willoughby 