B2C Blueprint heat pump

Would you like to revolutionize your B2C heat pump business? Manage the entire process efficiently, from enquiry to submission of an offer to acceptance.

Click to explore what’s included. To actually try the Blueprint, install it safely in a free sandbox — nothing will happen until you’re ready.

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Revolutionize your B2C heat pump business from inquiry to offer creation and final approval.
Why choose this blueprint for your heat pump sales?
  • 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.
Prozessdetails

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.

Journeys in this Blueprint
Journey zur Leadgenerierung
Journeys zur Nachqualifizierung
The key features of this blueprint
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Neue Version verfügbar

Heat pump B2C

Categories
Energy solutions
Sub-categories
B2C
Heating
Information
Version
v1.0.0
v1.0.0
Last Updated
October 9, 2025
Interessiert an diesem Blueprint?
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Interessiert an diesem Blueprint?
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Vom Marktplatz kommst du direkt zu epilot. Melde dich in dem Mandanten an, in dem du den Blueprint installieren möchtest.

Installiere alles auf Knopfdruck

Du hast die Freiheit, nach der Installation den Blueprint nach deinen Wünschen anzupassen oder die Standardeinstellungen beizubehalten. Änderungen sind jederzeit möglich.

Leg los & bringe die Energiewende voran

Übertrage den Blueprint inklusive all deiner Anpassungen, wenn du bereit bist, per Knopfdruck in dein Live-System.

Live Demo erhalten

Finde in einer Demo heraus, wie die epilot Cloud-Plattform dich unterstützen kann. Weil niemand ineffiziente Prozesse mag. Weder Mitarbeiter noch Partner noch Kunden.

Flexibel & modular

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