A grant guide on the front, a lead operation running itself behind it.
Home energy & retrofit
The platform
HomeUpgrade.ie helps Irish homeowners work out which home energy grants they may qualify for, and puts the ones who ask in touch with registered installers in their county. A homeowner answers a few questions about their property and gets an indication of the supports that may apply. If they choose to, they ask to be contacted by a registered installer for the work they're interested in.
The problem
Every one of those requests had to be captured, checked and passed to a suitable installer, and reaching installers to take on the work was manual: one email and one phone call at a time. The more homeowners used the guide, the more of someone's day it took.
How an enquiry moves through it
Enquiries now move from the website to a matched installer without anyone copying details between tools or sending the outreach by hand.
- A person
Enquiry
The homeowner completes the checker and asks to be contacted.
- Automated
Capture
The answers and contact details are stored as one lead, with the consent they gave.
- Automated
Qualify
The lead is checked for completeness and for the upgrade it relates to.
- Automated
Match
It is matched to installers by county and type of work.
- Automated
Outreach
Matching installers are contacted and followed up.
- A person
Handover
The installer takes the enquiry and speaks to the homeowner.
Orange steps used to be done by hand and now run on their own.
What we built
Live
- Lead capture and management: each homeowner enquiry stored, checked and tracked without re-keying
- Matching of enquiries to installers by county and type of upgrade
- Automated contractor outreach, replacing the manual emails and calls
- The backend that connects these steps, so an enquiry moves from the website to an installer on its own
In build, not live yet
- An AI voice agent to answer homeowners' grant questions and take enquiries by phone
What made it harder than it sounds
- 01Consent has to travel with the dataA homeowner's details may only reach an installer when they've asked for that. The rule lives in the pipeline, not in someone remembering it.
- 02Matching is two questions at onceThe right installer covers the homeowner's county and does that kind of work. Either one alone sends the lead to the wrong person.
- 03It has to run unattendedThe point was to remove the daily manual work, so the pipeline has to cope with incomplete answers and unanswered outreach without someone watching it.
No performance figures yet. When there are measured numbers the client is happy to share, they'll go here.