The Solar Co. · Professional Services
The Solar Co. Automates Preliminary Requirement Gathering for 3x Faster Consultations
Renewable energy consultancy The Solar Co. deployed Botinx interactive WhatsApp forms to capture electricity bill benchmarks and rooftop details before scheduling site visits.
3x FasterConsultation Speed
From initial lead inquiry to scheduled engineer visit
96%Data Accuracy
Of preliminary roof & billing data accurately captured
+32%Client Conversion
Increase in proposal-to-contract closure rates
The Problem
The Challenge Before Botinx
Consulting on residential and commercial solar installations required gathering extensive technical data before proposing solutions:
- Repetitive Discovery Calls: Consultants spent 30+ minutes per client collecting monthly electricity tariffs and roof specifications.
- High Drop-off: Complex email questionnaires had less than a 15% completion rate.
The Strategy
How Botinx Solved It
The Solar Co. automated preliminary client data intake using Botinx:
- Interactive WhatsApp Survey: Clients upload their power bill copy and choose their roof type inside a guided WhatsApp bot.
- Automated Feasibility Assessment: The bot calculates estimated system capacity and monthly savings instantly.
- Advisor Routing: Pre-qualified opportunities are assigned to solar engineers with complete client context.
The Outcome
Key Results & Business Impact
- Cut preliminary requirement gathering time from 3 days to under 5 minutes.
- Achieved a 96% completion rate on client feasibility surveys.
- Increased closed installation contracts by 32%.
“Our consulting engagements run smoother because we automate preliminary requirement gathering before the first meeting.”
M
Mr. AshwiniFounder, The Solar Co.
Features Used:WhatsApp FormsAutomation BuilderShared Team InboxContact CRM
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