How to Buy Heat Pump Leads in the UK: An Installer's Checklist
Before buying heat pump leads, agree what the customer requested, which properties you serve, the information you will receive and what happens when an enquiry misses the agreed criteria. A phone number alone does not tell your surveyor whether the next conversation is useful.
This is a commercial buying checklist from PoweredLeads, a lead generation and marketing business. It is not a technical design standard. The questions below are practical suggestions for your supply agreement; they are not claims that every supplier collects these fields.
Use our installer profitability calculator and trial scorecard to explore your own assumptions and record a trial cohort. It does not predict or guarantee results, and no contact details are required.
1. Separate a quote request from a grant question
A person asking “can I get a heat pump grant?” may still be researching heating options. A person asking an installer to assess their house is at a different stage. Both can be valuable, but their expectations and next steps differ.
Agree a clear enquiry description with the supplier:
- Information request: wants to understand heat pumps or funding.
- Installation discussion: wants an installer to discuss a possible replacement.
- Survey request: wants to arrange an assessment, with a date still to be agreed.
- Booked appointment: has an actual confirmed appointment; define attendance and cancellation terms separately.
Do not buy one category while judging it against another. Nor should a supplier describe a form submission as an appointment that does not exist.
2. Match the lead to your installation service
Solar and ASHP teams may share customers, but the early questions are different. Use this checklist when agreeing what should accompany an enquiry.
| Information | Why your team needs it | What it does not prove |
|---|---|---|
| Requested technology and reason for enquiry | Establishes what the customer expects you to discuss | Consent to market every other product |
| Full service postcode and property address | Checks your actual survey and installation coverage | Technical suitability |
| Ownership or authority to arrange works | Helps identify who can progress a project | Planning, landlord or other permissions |
| Existing heating and fuel, with an unknown option | Gives your first conversation useful context | A verified heating-system survey |
| Desired timescale | Separates immediate enquiries from future research | A commitment to buy |
| Funding interest and understanding of possible costs | Helps avoid a “free installation” misunderstanding | Grant eligibility or finance approval |
| Contact details and preferred contact time | Makes a relevant response practical | A guarantee the customer will answer |
| Source, request time and agreed contact permission | Establishes where the request came from and what contact was expected | Blanket permission for unrelated marketing |
Questions about outdoor space or hot-water storage can help prepare a conversation, but customer answers cannot replace a competent assessment. Energy Saving Trust explains the importance of suitable space and the wider installation design in its air source heat pump guide.
3. Keep funding claims specific to the scheme
The Boiler Upgrade Scheme is an England and Wales scheme. GOV.UK directs households in Scotland and Northern Ireland to different support information. Avoid describing it as a universal UK entitlement. Official scheme overview.
For the Boiler Upgrade Scheme, the homeowner works with an MCS certified installer, confirms eligibility and agrees a quote; the installer applies on their behalf. A lead supplier should not convert a questionnaire answer into a grant approval. Official application process.
A useful first-call question is: “Are you looking for an installation quote, funding guidance, or both?” Record the answer without promising a grant, a free system or a saving you have not calculated for that home.
4. Define exclusivity and acceptance in writing
Ask whether the lead goes to one installer, several installers or a comparison service. “Exclusive” needs a scope: is it exclusive within the supplier’s distribution, a named territory or a campaign? It cannot stop the homeowner independently requesting other quotes.
Your agreement should also explain:
- How duplicates are identified, including a customer who previously contacted your team.
- Which wrong details or out-of-area enquiries qualify for replacement or credit.
- How to report a problem and what evidence is needed.
- Whether unanswered calls alone make a lead invalid.
- Delivery timing, expected order period and what happens if supply falls behind.
- Payment, cancellation and unused-balance terms.
Keep these terms accessible to the person making the calls, not only the person who signed the order.
5. Test the handover before buying a larger programme
A test record should reach the same inbox or system your staff will use. Confirm the service category, customer answers and contact details are visible there. A successful website form does not establish that the installer received all its fields.
Name an owner for new enquiries and agree an achievable response process. If the team cannot contact customers during installation work, address that constraint when choosing delivery pace. Keep a record of contact attempts and respect a customer’s request to stop.
6. Review a defined group of leads through to outcome
Track received, accepted, contacted, surveyed, quoted and installed counts for leads acquired during a stated period. Report rejected leads separately, with reasons. Review open proposals after enough time has passed for your own sales cycle.
Compare total acquisition cost per completed installation and contribution after those costs. Do not interpret a quiet week or an immature cohort as conclusive proof of either success or failure. Our heat pump lead economics guide shows the calculation with explicit assumptions.
Ready to discuss supply? Tell us your heat pump services and coverage, or read how our ASHP enquiry proposals work. Pricing and availability are confirmed for your brief.
Sources checked 5 September 2026. Scheme rules can change; use the linked official guidance when assessing a live project.