Job 17 of 19 · Outline

Write short replies to customers who ask whether you can get them the heat pump grant, from the current Ofgem amounts and your own certification

The problem

Customers who ask a plumber about a new boiler increasingly ask about the heat pump grant. The Boiler Upgrade Scheme is installer-led: only an MCS-certified installer can apply for the grant on the customer's behalf, and it is open in England and Wales only. A plumber who is not MCS certified for heat pumps needs a polite, accurate answer that does not promise a grant, and a plumber who is certified needs one that gives the current amounts without saying the customer qualifies. AI can draft those replies from the facts you paste in. It never says a customer is eligible and it never replaces Ofgem's or MCS's own information.

What AI does

AI drafts short replies to customers asking about the heat pump grant, using your own sentence on what your firm offers and grant details you copy from the official page on the day. You delete any wording that could read as a promise (England and Wales; other nations differ).

Time

Time: About 30 minutes once, then 5 minutes when the amounts changeTools: ChatGPT, Claude

The steps, in short

  1. Write one plain sentence on what your firm offers for heat pumps.
  2. Copy the current grant details from the official page, with the date.
  3. Have AI draft short replies from your sentence and notes.
  4. Check every figure against the official page and remove any promises.

A short sample prompt

My heating business is in [England or Wales]. Using only my sentence and the official grant details below (copied [date]), draft short replies to a customer asking about the grant. Promise nothing.

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (5 points)
  • UK notes with official sources
The full playbook

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