Bonsai

This year marks the 7th year we’ve been using Bonsai at anagram. So it was particularly special to redesign their brand and website last spring. Bonsai has been instrumental for our growth. From running a one-person shop to a 10-people agency. We manage our project pipeline, track all our hours and monitor project budgets in Bonsai. As I’m growing the team, it gives me the clarity I need on how we’re spending time. In the last year, we witnessed first-hand all the new features Bonsai has been releasing for agencies. Our job was to refresh their brand to better reflect their recent efforts in building the most comprehensive all-in-one platform for agencies. It’s great to see how it turned out. Bonsai now showcases all their products on their website—from client, project and financial management → https://lnkd.in/ewFsy9G2 And of course, we were using Bonsai to manage our time and budgets throughout the project.

New in Bonsai: Client messaging ?? Centralize your client communications in one place by sending and receiving messages in the Client Portal.

I’m five years into coaching agency owners, and there’s one thing I hear constantly: tracking key KPIs is a full-time job. But with the right tools, like Bonsai, that job gets a whole lot easier. The most successful agency owners know their KPIs like the back of their hands. Whether it’s budgets, utilization rates, or overall profitability, these numbers need to be easily accessible to drive success. But tracking these KPIs isn’t always straightforward. Some agency owners rely on spreadsheets. That’s time-consuming and prone to errors. Instead, I recommend an all-in-one agency management software like Bonsai. You can manage time tracking, tasks, billing, and client details in one place. This offers clear visibility into your KPIs and allows for instant reporting on budgets, profitability, and more. Understanding your agency's financials is crucial, but it shouldn't consume all your time. Tools like Bonsai streamline operations, giving you more freedom to focus on what you do best—serving your clients. We dive deep into topics like this on my podcast, Agency Bytes. Across more than 20 episodes, we explore setting and tracking the right agency KPIs to drive real growth. How does your agency measure success? How do you track these KPIs or others?

New in Bonsai: Project budget forecasting ?? See your predicted project spend based on your task estimates and billable rates. Gain better control of your budget by seeing exactly how it will progress. Modify it before your project kicks off and avoid unexpected costs.

?? Today, Bonsai's all-in-one platform for agencies just got more powerful. Our new forecasting tool gives agencies full control over their project budgets. We teamed up with top agencies to understand their priorities: better budget predictions. Agency project managers are often taken by surprise when their budget runs out. It’s then too late to course-correct, and projects go over budget. With Bonsai's new forecast, agencies can spot risks of overspending — before they happen. They can adjust project plans and resources to keep project profitable. With Bonsai's new forecast, agencies can keep every single project within budget. You can try it today at www.hellobonsai.com

Discover our top releases in October ↓ ?? Client task collaboration ??? Service rate billing on tasks ?? Project billing types ??Tax rates on proposals ? Improvements to tasks

Is your agency managing projects in ClickUp/Monday and tracking time in another tool? This is your sign to move to Bonsai. Splitting time tracking and task management is hurting your business. ?? It's slowing you down. Time spent switching between apps could be better used for billable tasks. ?? You're missing out on important data. You’re forced to work in spreadsheets to compute budget and profitability. ?? You're paying more than you need to. Why pay for 2?? licenses per team member when you could be paying for 1??? Sounds familiar? Might be time to consider switching to a software like Bonsai. It lets you track time and tasks in one place. It streamlines your processes. It ensures you're getting the most out of your data. It can save you money in the long run. Don't let your tools dictate your workflow. Choose a tool that adapts to your needs and enhances your productivity. → hellobonsai.com #productivity #agencylife #projectmanagement #Bonsai

New in Bonsai: Assign service billable rates to tasks Manage billing for projects with different service rates easily with Bonsai. Automatically apply a service's hourly rate to time entries for specific tasks, simplifying your billing process.

New in Bonsai: Collaborate on tasks with clients Give clients more visibility and work seamlessly together on tasks in the Client Portal. Choose what clients can view, and if they can edit, comment on, or create tasks. In their portal, clients will be able to collaborate with you based on the permissions you set. Check it out → https://lnkd.in/eD2J8Rug