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Step one: define what gets examined
Begin by listing the areas an auditor looks at: attic and wall insulation, windows and doors, ducts, heating and cooling equipment, water heating, lighting and appliances. Explain each in a sentence of everyday language. In the worked example, a 1970s two-story home gets checked first for drafts around the attic hatch and rim joists, then for the age and condition of the furnace. A visitor should finish this section knowing the visit is a walkthrough with simple tests, not a renovation, and roughly how long it will take on site.
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Step two: show how findings are ranked
The central value of an audit is order. Describe how findings are sorted by likely effort, cost and comfort impact, without promising specific savings. In the example, the report places air sealing and attic insulation first because they are modest jobs, window replacement last because it is a large project, and thermostat habits as a no-cost item. Show a sample page with three tiers: do now, plan this year, consider later. This helps readers see that the document supports decisions rather than pushing a single product or contractor.
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Step three: explain follow-up and preparation
Close the page with what the homeowner should prepare and what follows the visit. Ask them to gather recent utility bills, note rooms that feel too hot or cold and clear access to the attic and basement. After the visit, describe the written report, a short review conversation and optional help finding qualified installers or checking available local incentives. In the example, the owner books a review call two days later, picks two items from the first tier and schedules quotes. End with a plain request to book, plus answers to common questions about timing and access.