Turn the enquiries you already have into booked installs.
TradeFlow installs the follow-up system behind your enquiries — one pipeline, automatic chasing and a weekly report — so quotes stop going quiet and your close rate climbs without more ad spend.
- Setup
- 4 weeks
- Typical close-rate lift
- +12 pts
- Contract
- Rolling
Works with the tools you already run
- HubSpot
- Pipedrive
- Xero
- Google Ads
- Twilio
- Mailchimp
- Zapier
- Checkatrade
You don't have a lead problem. You have a follow-up problem.
You're winning the marketing battle — Google Ads, MCS directory listings, word-of-mouth. The phone rings. The inbox fills up.
Then a quote sits in drafts for four days. A homeowner books with a competitor. A "we'll get back to you" email never goes out.
The enquiries you've already paid for are worth more than the next batch. We build the system that collects them.
Four modules. One working pipeline.
Installed for you in four weeks — not handed over as a blank CRM account with a login and good luck.
Enquiry capture & routing
Every call, form and directory enquiry lands in one pipeline with an owner and a deadline attached — nothing sits in an inbox.
Follow-up sequences
Automated SMS and email built around the real MCS sales cycle — survey booking, quote chase, grant deadlines — so no homeowner goes quiet by accident.
Weekly pipeline reporting
One page every Monday: enquiries in, quotes out, installs won, and exactly which jobs need a call this week.
Lost-reason analysis
We tag every lost job so you stop guessing. Most installers discover price isn't the problem — silence is.
What is your follow-up gap worth?
Move the sliders to your real numbers. The figure on the right is the revenue a disciplined enquiry-to-install process typically puts back on the table each year.
Recoverable revenue per year
£720,000
Roughly 57.6 extra installs a year from the enquiries you already pay for.
Pipeline Fix pays for itself 126× over.
Assumes a 12 point improvement in close rate — the conservative end of what we see once follow-up stops depending on memory.
Built for heat pumps first. Proven across the trades.
Our workflows are shaped around MCS survey, quote and grant timelines. The same pipeline discipline works wherever a quote can go quiet.
Heat pump installersCore focus
MCS-compliant survey, quote and grant workflows. Our core focus.
Plumbing & heating
Boiler swaps and service plans running alongside renewables work.
Electricians
EV charger, solar and battery enquiries routed to the right engineer.
Builders
Longer, multi-stage pipelines with deposits and staged quotes.
Roofers
High-volume enquiry triage and fast quote turnaround.
Not a CRM. Not a lead agency.
Generic job software gives you an empty database. Lead agencies sell you more enquiries you can't chase. We fix the bit in the middle.
| Capability | TradeFlow | Generic trade CRM | Lead agency |
|---|---|---|---|
| Built for MCS heat pump workflows | Yes | No | No |
| Follow-up runs without you remembering | Yes | No | Yes |
| Set up for you, not a blank account | Yes | No | Yes |
| Reports on installs won, not clicks | Yes | No | No |
| Lost-reason analysis on every job | Yes | No | No |
| No long lock-in contract | Yes | Yes | No |
What installers say after four weeks.
“We were spending £4k a month on ads and losing quotes in a WhatsApp thread. Three months in, the same enquiry volume is producing nearly double the installs.”
“The Monday report is the thing. I know before my first coffee which five homeowners need a call, and my surveyors aren't guessing what to chase.”
“Lost-reason tagging changed how we quote. It wasn't price. We were just slower than the competitor down the road.”
Client names withheld at their request. Full figures in our case studies.
See how it works before you book.
A one-minute walkthrough of the four modules and how they fit around an MCS install pipeline.
Video transcript
Most MCS heat pump installers we speak to are winning the marketing battle. The phone rings. The inbox fills. The ad spend is working. But then a quote sits in drafts for four days. A homeowner books a competitor. A follow-up email never goes out. You don't have a lead problem — you have a follow-up problem.
TradeFlow is growth infrastructure built for UK MCS heat pump installers. We install the four systems that turn enquiries into booked installs: lead capture that actually works, follow-up sequences that match the MCS sales cycle, and a CRM pipeline you'll actually use, not a bloated tool built for SaaS teams.
Two ways to work with us: a one-off Pipeline Fix or an ongoing Growth Retainer. Book a free Pipeline Review and let's plug the leaks in your business.
Two ways to work with us.
For one installer, one pipeline.
Pipeline Fix
£900 setup
£400 / month
- All four modules installed
- One CRM, one enquiry pipeline
- Weekly pipeline report
- Monthly review call
For multi-region installers with multiple surveyors or fitting teams.
Growth Infrastructure Retainer
£1,500+ / month
Custom scope
- Everything in Pipeline Fix
- Multi-pipeline, multi-region routing
- Team-level reporting & lost-reason analysis
- Ongoing optimisation across the funnel
Written for installers, not marketers.
- How long does setup take?
- Four weeks from kick-off to a fully installed pipeline, with your team trained on it.
- Do I need to change CRM?
- No. We build on what you already use where possible, and recommend one if you have nothing.
- Is there a lock-in contract?
- No. The monthly retainer is rolling — 30 days' notice, any time.
See where your pipeline is leaking.
A 30-minute call. No pitch deck. Just a clear look at your enquiry-to-install funnel.