Streamline Retrofit Enquiries & Handle Scheme Deadline Surges
Qualify property leads and schedule assessor site visits automatically, even when funding announcements trigger sudden lead spikes.
Eco-retrofit projects involve complex compliance steps (PAS 2030 / ECO4 criteria). Sarah handles initial homeowner screening over text, WhatsApp, or phone, collecting property details so your assessors focus purely on site surveys.
Simplify Complex Eco Grant & Compliance Lead Intake
Grant Campaign Surge Management
Massive enquiry volumes generated by scheme funding announcements are processed smoothly without overwhelming your office team. Rapid automated follow-up ensures every lead is captured, qualified, and organized as soon as interest peaks.
Property & Urgency Qualification
Key project details are captured upfront to distinguish residential properties from commercial buildings while confirming expected start dates. Your operations team receives structured intake data so high-priority projects move forward first.
Direct Assessor Calendar Dispatch
Eligible leads select open slots straight from your live assessor diary for a 1 hour site audit. Physical assessments are scheduled without phone tag, maximizing daily assessor efficiency and maintaining steady project velocity.
🔒Claim Exclusive Rights To Your Postcode
We only deploy Sarah for one trade contractor per postcode area. Once your patch is locked, your local competitors cannot access our system.
Frequently Asked Questions
Can Sarah screen leads for PAS 2030 / ECO4 grant eligibility?
Yes. Sarah is configured to ask upfront qualifying questions including property EPC band, tenure type, and household income indicators, filtering for likely ECO4-eligible properties before your assessors visit.
Can the system handle multiple grant schemes at once?
Yes. The AI intake logic can be configured to screen for multiple overlapping schemes — ECO4, LA Flex, SHDF, and HUG2 — so the right leads are routed to the right programme.
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