The complete SummitFlow blueprint — ICP, messaging, outreach, delivery stack, and the 180-day roadmap to £10k MRR.
Targeting established installation businesses with the capability to convert surveys but without the systems to generate a consistent pipeline.
MCS-certified heat pump installers across the UK. Companies with trained engineers doing air source and ground source heat pump installations. Eligible to complete Boiler Upgrade Scheme installations (£7,500 government grant).
Owner-operated businesses with 2–15 engineers. Revenue of £200k–£2M annually. Owner is accessible as the decision-maker and actively involved in business development. Likely trades under their own brand, not a franchise.
£8,000–£18,000 per installation (with BUS grant reducing homeowner cost to £3,500–£10,500). A single install covers months of SummitFlow retainer.
Level 2–3: Problem aware and solution aware. Know they need more surveys. Most have tried marketing or manufacturer leads. Few aware of AI appointment setting.
MCS Certificate database (public). Companies House. Google Maps. LinkedIn. Decision-maker typically answers the office phone directly.
Why MCS is the perfect niche: The MCS database is public and gives you a verified, qualified list of every eligible installer in the UK. You're not guessing who to call — you know exactly who can deliver the service and who qualifies to do BUS grant work.
Four ingredients: niche-specific value, measurable results, a clear timeframe, and a risk reversal that removes all hesitation.
"We help MCS-certified heat pump installers across the UK get 8–12 guaranteed qualified survey appointments booked directly into their calendar each month — on a performance-backed retainer."
The SummitFlow Core Offer"We help heat pump installers stop losing BUS grant customers to competitors and keep their survey calendars full — without relying on manufacturer leads or word-of-mouth."
Speaks to the emotional pain. "MCS-certified" creates instant recognition — they understand exactly who you're talking about.
"8–12 guaranteed qualified survey appointments booked directly into your calendar each month."
Specific number. Qualified (not tyre-kickers). Booked directly via AppointWise AI. The specificity builds credibility.
"First surveys in your calendar within 2 weeks of going live."
Fast enough to create urgency. Realistic for lead outreach + AI qualification. Creates accountability from day one.
"Performance-backed retainer — we guarantee a minimum number of surveys per month. Short on the guarantee, we work for free until we deliver it."
Removes all risk. Aligns incentives completely — SummitFlow only wins when the client wins.
The BUS Grant Angle: The Boiler Upgrade Scheme gives homeowners £7,500 off a heat pump installation. There are homeowners actively searching for MCS-certified installers RIGHT NOW to access this grant. They have strong intent and a financial incentive to convert. This is the highest-quality lead in the heat pump market.
Cold calling is the highest-converting outreach method for this market. The decision-makers answer their phones. Competition is low. Volume wins.
"Have you seen what some of the bigger installation companies are doing to guarantee their survey pipeline throughout the year?"
Triggers competitive instinct. Business owners hate competitors doing better. Per Jordan: "They hate being competed."
"Are you making the most of the Boiler Upgrade Scheme demand? There are homeowners in your area qualifying for the £7,500 grant right now and actively searching for MCS installers."
Creates immediate relevance. Positions you as informed about their market. FOMO on real demand.
"Could you handle an extra 8–10 qualified heat pump surveys booked into your calendar next month?"
"Could you handle" feeds ego — of course they can. Opens desire-based conversation immediately.
A fixed monthly retainer with a guaranteed minimum delivery. Simple. Removes risk. Aligns incentives.
ROI argument for the close: At £10k average installation value and 30% survey-to-install conversion rate, 8 qualified surveys = 2–3 installs = £20–30k revenue. The £1,500 retainer pays for itself many times over from a single installation.
From homeowner interest to qualified survey in the installer's calendar — fully automated.
Meta/Facebook Ads + targeted outreach to homeowners actively researching heat pump installations and Boiler Upgrade Scheme grants. High-intent traffic only.
AppointWise — 24/7 automated lead qualification, objection handling, and direct calendar booking. Responds within 60 seconds. Qualifies for BUS grant eligibility, property type, and survey readiness.
Go High Level — pipeline management, automated follow-up sequences, lead scoring, SMS/WhatsApp/email flows. Single source of truth for every lead.
Surveys booked directly into the installer's Google Calendar. No friction. No manual work from the client. Show rate optimised via automated confirmations.
Phase-by-phase execution. Currently in Phase 2 — the only metric that matters is calls made and meetings booked.
"It is completely normal to be riddled with fear when it comes to cold calling. We are dedicating time in our day to be told no again and again. Everything you want to achieve is on the other side of that fear barrier." — Jordan Platten
100 calls/day is not optional. At 4% meeting rate you need 25 conversations. 25 conversations require 80–100 dials. The maths only works if you show up every day. Volume solves everything.
"You are not going to break through imposter syndrome until you sign up your first couple of clients, deliver great results, and they tell you they're happy. Imposter syndrome indicates growth, not evidence to stop." — Jordan Platten
Runway ends August 19. That's roughly 10 weeks. One client = the runway extended. Three clients = sustainable. The only thing that closes clients is calls made. Everything else is noise.