BUS Scheme Lead Generation

• Customer prospecting for approved client campaigns
• Initial customer engagement using client-agreed messaging
• Lead qualification against criteria supplied by your business
• Collection of relevant customer and property information
• Appointment or property-assessment coordination
• Follow-up communications and CRM record updates
• Document-chasing and administrative support
• Clear handover to the appropriate installer or scheme process

How we work

1. 1

   Understand your process

   We start by mapping how BUS Scheme customer engagement works in your business today — the tools, the handovers and the decisions your team makes.

2. 2

   Document a client-specific SOP

   Every workflow is written down and agreed with you before go-live, so the team follows your standards rather than a generic script.

3. 3

   Train and run quality checks

   Team members are trained on your SOP, and completed work is sampled through internal quality checks with feedback loops.

4. 4

   Report and refine

   You receive agreed reporting on volumes and progress, plus regular reviews where we suggest practical improvements.

Who this suits

• UK heat-pump installers that need structured prospecting and qualification capacity
• Energy businesses coordinating customer assessments and installer handovers
• Teams that need careful customer communication without making funding guarantees