Description
This is a complete done-for-you heat pump proposal system built inside your ServiceM8 account – so your quotes look professional, follow up automatically, and actually win you jobs.
I build it on your account. You just start sending out the proposals.
WHAT’S INCLUDED
✅ Bespoke Heat Pump Proposal Template – built on your ServiceM8 account (Value: £197) This isn’t a generic template you have to wrestle with. We ask you a few quick questions about your branding – your accreditation logos, highlight colour, and layout preferences – then build the whole thing directly inside your ServiceM8 account. Ready to send from day one.
✅ Full Proposal Follow-Up Email + SMS Sequence – written and set up for you (Value: £147) Most installers send a quote and never follow up. This closes that gap. You’ll get an opening email and SMS to go out with your proposal, plus three follow-up emails and SMS messages that send automatically afterwards. Written, set up, and running, without you having to do anything.
✅ Quick-Start Video Walkthrough (Value: £97) A short screen-recorded video walking you through the finished template inside ServiceM8. It included how to send a proposal, customise the layout, and add images, text and pricing. Watch it once and you’re good to go.
✅ Objection Handler Cheat Sheet (Value: £47) A two-page PDF covering the most common heat pump objections — “It won’t heat my house properly,” “the running costs are the same as gas” – with plain-English responses that actually work and properly sourced citations so you can rely on the answers. Keep it to hand for when a customer pushes back after your proposal goes out.
✅ Bonuses & Guarantees Ideas Cheat Sheet (Value: £47) Practical ideas to make your proposals more compelling – additions that remove objections, reduce risk anxiety, and increase perceived value without touching your price.
✅ Deposit Method Decider Cheat Sheet + Calculator (Value: £97) You’ll want to ask your customer to pay a deposit. I’m including a one-page guide to your deposit request options and how to choose between them – plus a calculator so you know exactly what fees apply to each method before you commit.
TOTAL VALUE: £632
Your investment today: £197
Launch price of £197 is available for the first 10 companies only, rising to £247 after that.
What happens when you purchase this service?
When you purchase this done-for-you service, I’ll send you a ServiceM8 Partner Support invite for access to your account and I’ll then be in touch to find out which service you would like me to set this up for.