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.

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Heat pump B2C

Categories
Energy solutions
Sub-categories
B2C
Heating
Information
Version
v1.0.0
Last Updated
March 24, 2025
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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.
Process detail

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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The installation: Getting started has never been easier.

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Log in to your epilot test environment

From the marketplace, you go directly to epilot. Log in to the tenant where you want to install the blueprint.

Install everything at the push of a button

You have the freedom to customize the blueprint to your liking after installation or keep the default settings. Changes can be made at any time.

Get started & drive the energy transition forward

Transfer the blueprint, including all your customizations, to your live system at the push of a button when you’re ready.

Get a live demo

Watch a demo to find out how the epilot cloud platform can help you. Because no one likes inefficient processes. Neither employees, nor partners, nor customers.

Flexible & modular

GDPR compliant

No programming knowledge required

Check out the documentation to learn more about how to get the most out of the blueprints and accelerate your time-to-market!