- Fast Time-to-Market: Start selling heat pumps in minutes, not months.
- Expert Support: The blueprint was developed by industry experts and tested in practice.
- Transparency: All components of the blueprint are clearly labeled, and you can customize everything.
- Partner Collaboration: Seamlessly integrate installation partners into the process – everything is already configured.
1. Inquiry and Online Qualification
Quickly generate leads through your website and collect all relevant customer and building data through automated online qualification.
2. On-Site Appointment and Cost Estimate
Schedule an on-site appointment and create a cost estimate for a tailored heat pump solution, including the seamless and efficient involvement of an installation partner.

3. Offer Submission
After sending your final offer via email, your customers can conveniently accept it digitally through a streamlined process.
4. Subsidy Processing
Provide the best possible support to your customers by integrating subsidy management into the process. Automations ensure nothing is overlooked.
5. Installation and Final Approval
Initiate the technical setup through your partner and maintain oversight throughout delivery, installation, and commissioning.

The blueprint includes a total of 9 journeys with 12 additional automations to efficiently support the entire process. It also features 23 email templates, 3 document templates for consistent and professional communication, and 1 example product.
You will find more detailed information about this blueprint on epilot before installation.