CMS Surveyors has the technical credibility to become the go-to independent QA inspection partner for the UK's renewable energy accreditation ecosystem. This is the plan to get there.
Every major UK accreditation body that certifies renewable energy installers is legally required to audit their members regularly. Most struggle to do it properly. That's CMS's opening.
UKAS-accredited bodies must regularly inspect member installers against MCS/PAS 2030 standards. With thousands of members, the audit volume is enormous — and many bodies are under-resourced to deliver it.
CMS already performs technical QA work in the renewable energy space. The jump from client-facing inspections to white-label auditor for an accreditation body is a natural and credible extension.
A single contract with NAPIT, NICEIC, or HETAS could mean hundreds of inspections per year. One relationship = compounding revenue. Fewer, larger, stickier deals than chasing individual installers.
To install renewable energy systems and access government subsidy schemes (BUS, ECO4, RHI), installers must be certified by an MCS-approved Certification Body. Bodies like NAPIT, NICEIC, HETAS, OFTEC, and the IAA carry out that certification and ongoing surveillance.
Certification bodies are themselves accredited by UKAS (the UK's national accreditation body) and must demonstrate robust QA processes — including technical inspections of member installations. They typically either employ in-house inspectors or contract specialist third parties. CMS can be that third party.
Every major UK accreditation and certification body has been mapped, prioritised, and enriched with contact data. The full list is in the linked spreadsheet.
📊 Open Target Spreadsheet (Google Sheets) →+ 10 medium priority and 6 lower priority targets in the spreadsheet
The pitch is simple: you're already doing mandatory audits — let us do them better, faster, and at lower cost than building the capability in-house.
Independent, on-site inspection of renewable energy installations (solar PV, heat pumps, battery storage, biomass) against MCS and PAS 2030 standards. Includes photography, measurement, and evidence collection.
Detailed written reports to accreditation body standards. Evidence-based findings, pass/fail assessments, remediation recommendations. White-labelled to the CB if required.
Ongoing scheduled inspection programme for CB member businesses — annual or biannual cycles. Systematic coverage of a CB's installer base, with reporting dashboard and trend analysis.
Rapid-response inspections when a CB receives a complaint about a member installer. Independent third-party assessment provides defensible evidence for disciplinary or remediation decisions.
To write the marketing document and outreach messages, we need CMS to confirm:
Before a single message is sent, we need two things: a PDF one-pager to share on connection, and a short video from Stephen to anchor the follow-up.
A clean, 2-page PDF that lands in LinkedIn messages. Recipients should be able to read it in under 90 seconds and know exactly what CMS offers and why they should talk to Stephen.
Recommended structure:
⚡ Levity will design and write this once CMS confirms the above.
A short, informal-but-professional video of Stephen speaking to the camera. This goes in the Day 7 follow-up message. Personal > polished — the goal is trust, not production value.
Recommended script structure:
⚡ Levity will write the full script. CMS shoots it. We can edit if needed.
Outreach runs from Stephen McCrum's personal LinkedIn. As a founder, his profile carries significantly more weight than a company page. The sequence is: connect → document → video → Calendly.
Automation tool
Expandi / Dripify
see tool comparison below
Send a connection request with a brief, non-salesy note referencing their specific role. Max 200 characters. The goal is acceptance — not a pitch.
"Hi [First Name] — I work with independent inspection teams supporting certification bodies in the renewable energy space. Thought it'd be worth connecting. — Stephen"
Personalise the [First Name] and optionally add a line referencing their specific body (e.g. "saw your work with NAPIT").
Within 24 hours of acceptance, send the one-pager PDF (or a link to it). Keep the message warm, not transactional. No call-to-action for a meeting yet.
"Thanks for connecting, [First Name]. We work with accreditation bodies to handle technical inspection and surveillance work for their installer networks — thought this brief overview might be useful. Happy to chat if timing's ever right. No rush at all."
Attach the PDF or link to a hosted version of the document.
The PDF one-pager needs to be ready before this message goes out. Also: does Stephen have a hosted link (e.g. Google Drive, or we host it on levityleads.com)?
Share the founder video. This is the highest-converting touchpoint. A real face and voice builds trust instantly and stands out from 99% of LinkedIn messages.
"[First Name] — I recorded a short 2-minute video explaining exactly what we do and why I think it might be relevant to [their org]. Worth 2 minutes if you have them: [video link]"
The video needs to be recorded and hosted (YouTube unlisted, Loom, or Vimeo) before this step is activated. Levity will write the script — CMS shoots it.
A short, direct final message. If they haven't responded by now, this is the last automated touch. After this, archive and revisit in 3 months.
"Last one from me, [First Name] — if independent technical inspections for your installer network is ever on your radar, I'd love 20 minutes. Here's a link to my calendar: [Calendly link]. If not, totally understood — happy to connect again down the line."
Stephen needs a Calendly account (free tier is fine) set up with a 20-30 minute "Discovery Call" slot. Link goes in this message. calendly.com →
Best-in-class LinkedIn safety record. Cloud-based (not Chrome extension), so works while your laptop is off. Smart sending limits mimic human behaviour.
Slightly cheaper than Expandi, similar feature set. Good for straightforward sequences. Less sophisticated safety controls but still widely used.
Realistic phased plan assuming CMS can provide inputs promptly. All setup and sequence management is handled by Levity.
Everything is ready to go on Levity's side. The campaign is blocked only on inputs from CMS. Here's the complete list.
Tell us exactly what CMS offers, pricing model, geographic coverage, and team capacity. This is the foundation of everything.
What qualifications does the team hold? Any stats (number of inspections, years trading)? Any client quotes or case studies (anonymised is fine)?
Free account at calendly.com. Create a "20-min Discovery Call" event type. Share the link with Levity.
expandi.io — connect to Stephen's LinkedIn account. Levity handles all configuration and sequence setup.
Levity writes it once inputs are received. CMS reviews before it goes live. Should take under a week to turn around once we have the content.
Levity writes the script. Stephen films it on a phone (tripod recommended). 2–3 minutes. Indoor setting, good lighting. No production needed.
Levity will write all 4 templates. CMS reviews for tone and accuracy before sequences go live.
Levity will load the High Priority contacts from the spreadsheet into the sequence tool and configure sending limits.
The target list is researched and ready. The sequences are designed. All we need is the inputs above from CMS to put it all into motion.