Discover how Bottom Line Savings replaced manual phone intake with a structured Jotform application collecting the bills and business details needed to start a savings assessment in one step.
40%
Faster Assessment Start Time
Zero
Missing Intake Documents
One
Standardized Application Form
Automated
Lead Routing to Analysts
Prospective clients called in to start a savings assessment, and staff manually collected business details and requested bills or statements over email one at a time.
Incomplete submissions meant an analyst couldn’t start reviewing a case until several rounds of follow-up were finished, and there was no consistent record of which documents had actually been requested versus received for a given prospect.
Leads sat in a shared inbox until someone had time to assign them to an analyst.
We built Bottom Line Savings a standardized Jotform application that collects business details and required bill or statement uploads in a single submission, replacing the manual phone-and-email intake process.
Required fields and file uploads mean an analyst can start a case immediately instead of chasing missing documents.
New applications now route automatically to an available analyst, and qualified prospects move into the Pipedrive pipeline analysts already work from, so nothing sits unassigned in a shared inbox.
Bottom Line Savings helps businesses identify cost-reduction opportunities across expenses like fees, utilities, and vendor contracts, starting with a detailed savings assessment.
Bottom Line Savings
