Fewer tyre-kickers. More surveys that go ahead.
Heat pump buyers research for months, ask a lot of questions and often stall after the survey. We send you certified leads and qualified survey appointments, then use AI to answer the questions and keep warm prospects moving until they are ready to sign.
The longest sale in home heating.
Nobody wakes up and buys a heat pump the same afternoon. The typical buyer has read articles, watched videos, argued with a neighbour about whether they work in old houses, and asked the same questions three different ways before they ever fill in a form.
Then comes the part your margins live or die on. You send a surveyor, carry out a room-by-room heat loss calculation, design the system, check where the outdoor unit can go and work out which radiators need upsizing. That is hours of skilled time before a penny is committed. If the homeowner was never serious, or never had a realistic budget in mind, that time is gone.
From first enquiry to commissioning is often a matter of weeks or months, not days. Along the way the buyer worries about running costs, noise, whether the house needs insulating first, and how the grant actually works. Every unanswered question is a chance for them to drift off or go with the installer who replied first.
What hurts heat pump installers most
- Expensive surveys for unready buyers. A free heat loss survey invites people who are curious, not committed.
- Grant confusion. Homeowners hear about the grant, assume it covers everything, then baulk at the remaining balance.
- The post-survey silence. The design goes out, the customer says they need to think, and weeks pass.
- Question overload. Your best engineers spend evenings answering emails about defrost cycles and flow temperatures.
The grant, stated carefully
In England and Wales the Boiler Upgrade Scheme currently offers a grant towards an air source heat pump, claimed by an MCS certified installer on the homeowner's behalf. The amount and rules are set by government and administered by Ofgem, and they have changed before. We point prospects to the official guidance rather than quoting grant figures in ads, so the expectations you inherit are realistic.
Qualified before your surveyor gets in the van.
Leads come from comparison sites and paid social. Each one is certified, meaning the homeowner replied to an SMS or spoke to us to confirm their details and interest. Exclusive to you, delivered in real time.
Certified heat pump leads
From £20 per lead, ex VAT, varying by region and criteria. We qualify on the things that decide whether a survey is worth doing:
- Homeowner of a house, not a flat, unless you want flats
- Property type, age and rough size
- Current heating: gas, oil, LPG, electric storage or none
- Outside space for an outdoor unit
- Whether they understand a balance is likely after any grant
- Timescale and your postcode coverage
Booked heat loss surveys
From £130 per appointment, ex VAT. VoiceAI talks the homeowner through what a survey involves, confirms budget and timescale, and books them in.
- Budget checked against a realistic balance after any grant
- Decision makers confirmed, so both partners are home
- Booked only into survey slots you release
- Reminders the day before and on the morning
- Replaced if outside criteria, reported within 72 hours
Answer the hundred questions. Keep the deal alive.
In this trade the follow-up does more selling than the advert. AI handles the repetitive education and the patient chasing, so your engineers spend time on designs.
A chatbot that knows your answers
Will it work with my radiators? How loud is it? Do I need to insulate first? What happens in a cold snap? An AI agent on your website, WhatsApp or SMS answers from a knowledge base you approve, so homeowners get consistent, accurate answers at 10pm without your engineers typing them out. When it does not know, it says so and passes the question on.
Post-survey nurture
After the design goes out, AI checks in at sensible intervals: any questions on the quote, would a call with the designer help, is the timing still right? Every reply and objection is logged in your CRM so your team picks up where the AI left off.
VoiceAI for inbound and instant callback
Every call answered in under three rings. Every web form called back within moments, while the homeowner is still reading about heat pumps on your site. The agent qualifies, books the survey and logs a recording and notes.
Old quote reactivation
Policy shifts, energy prices and grant changes move buyers. When something changes, AI can contact past prospects who stalled and ask whether it is time to look again, which is usually cheaper than buying a new lead.
Design and paperwork flow
Survey data, photos, designs and grant paperwork scattered across email and spreadsheets? We connect your CRM, calendars and documents so each job moves from survey to design to install without someone copying details between systems. CRM integration →
Install day reminders
Automated reminders before survey and install days, plus a checklist message so the customer clears access to the cylinder cupboard and the unit location. Fewer wasted trips.
Managed AI agents from £497 per month. Custom automation from £2,500. Typical delivery one to three weeks.
Price your surveys, not just your leads.
Heat pump economics turn on survey conversion. These numbers are made up to show the reasoning, not taken from any client. Replace them with your own.
Route A: buy leads, survey everyone
- 40 certified leads at £30 = £1,200
- Your team surveys 25 of them
- 5 go ahead
- Lead cost per install: £240
- Plus 20 surveys that went nowhere, each costing hours of design time
Route B: buy qualified surveys
- 15 booked surveys at £150 = £2,250
- Budget and timescale already checked
- 5 go ahead
- Appointment cost per install: £450
- But only 10 wasted surveys instead of 20
Route A looks cheaper per install until you price your surveyor's time. If a survey and design costs you a few hundred pounds in wages and travel, the ten surveys Route B saves may outweigh the higher appointment cost. Which route wins depends on your team, and that is exactly what we work through on a discovery call. Many installers end up with a mix.
No "free heat pump" promises.
Overpromising running costs or grants creates leads that collapse at the survey and complaints afterwards. Our campaigns stay factual, consent is recorded on every lead, calls and texts follow UK GDPR and PECR with TPS screening where required, and our VoiceAI always discloses that it is an AI.
You stay responsible for MCS certification, heat loss calculations, the noise assessment for the outdoor unit and the grant claim. We make sure the people in front of you are worth that effort, and that none of them slip away for lack of a reply.
Heat pump installers ask us.
Do your heat pump leads expect a free installation?
We work hard to stop that. Our campaigns do not promise free heat pumps, and on booked appointments VoiceAI checks the homeowner understands there is usually a balance to pay after any grant.
Do you mention the Boiler Upgrade Scheme in your ads?
Carefully. We refer to government support in general terms and point people to official guidance, because grant amounts and rules are set by government and can change. We avoid quoting figures that might be out of date by the time your surveyor arrives.
Can you filter out flats and properties with no outside space?
Yes. Property type and outdoor space are standard questions. Tell us what you can and cannot install and we build that into your criteria.
Are appointments or leads better for heat pumps?
It depends on what a wasted survey costs you. If design time is your bottleneck, qualified appointments usually make more sense. If you have spare surveyor capacity, certified leads can be cheaper. We often start with a mix and adjust.
Can the chatbot answer technical questions accurately?
It answers only from a knowledge base you approve, so it says what your engineers would say. When a question goes beyond that, it hands over to a person rather than guessing.
How long until leads start arriving?
Once your criteria and postcodes are agreed, campaigns can usually go live quickly. AI automation typically takes one to three weeks to deploy.
Do you work with hybrid systems or ground source?
Our standard campaigns focus on air source heat pumps. If you install other systems, raise it on the discovery call and we will tell you honestly whether we can source that demand.
Spend your survey time on buyers who are ready.
Book a 30-minute discovery call. We will look at your survey conversion, your coverage and your follow-up, then tell you what certified leads or booked surveys should cost.