Bonsai

We recently switched our agency operations from Asana to Bonsai. Here's why. At Intuitive Websites we're proud of how we operate. Each service is mapped to a task template, broken down into to-dos for our team to deliver the best client work. When we kick off a client sprint, we know exactly which tasks to pull up and our team can hit the ground running. Asana couldn’t support this. We tried, but tasks weren’t connected to time tracking or team availability, and we lacked clear insights into service and client profitability. When I found Bonsai it was the perfect mix of project management and business insights. We made the switch to their platform in April. Their onboarding team helped us bring over 170+ task templates from Asana and train our teams. Now we get: - A visual workload management where we can map tasks based on people's capacities - Real-time insights on profitability and budgets If you're curious about how we’ve set up our templates and streamlined our service delivery, DM me and I’d be happy to share more.

We went from 8 tools to run agency operations at Overpass Studio to just 1.   After years of juggling multiple tools for timesheets, project planning and task management, we finally landed on Bonsai.   We had tried everything. Trello, Airtable, Notion, Linear, Toggle, Google docs, Figma and Slack. Nothing worked together, It was a royal pain in the arse. Now we can finally see everything into one platform.   But here's why I am giving Bonsai a shout out.   When we give feedback, they actually listen. We speak directly with their product team and see changes implemented quickly.   It feels like they're building a platform with agencies like us, not just for us.   So if you're a studio owner tired of swapping tools every 5 minutes I really do recommend checking them out.  PS. I was anti-time tracking before we started using Bonsai, now I’m kicking myself we didn’t start sooner. If your on the fence about time tracking for your agency feel free to drop me a DM, always happy to help. ✌

Bonsai - once you know... you know.

🤔 It's been 5 months since I somehow managed to convince the 21 Degrees Digital team to move all of our project management operations to Bonsai and here's the biggest win: We finally have direct insights into the profitability of our projects without the endless hours of Excel admin 😁 Before Bonsai, we were tracking time and tasks in ClickUp. But we’ve always wanted clearer visibility of our project budgets, project management and a client portal all within the same platform 🤩 Finding a platform where we can align project management requirements all in real time has really improved our team’s servicing, awareness and efficiency. Now we can see: 👉 Where we're bleeding hours vs. budget 👉 Team resource utilisation across the business 👉 Profit margins per client, per project type If you need better visibility on your agency project budgets, or even if you’re a growing freelancer managing multiple projects, let me know in the comments; I’m more than happy to share more on how Bonsai has helped our team project manage more efficiently!

Running a business while living abroad, working across time zones, and juggling client calls, creative projects, and invoices is a lot. I get it. I live it. But I’ll tell you what’s made the biggest difference in my business (and my peace of mind): → A content system I can actually stick to → & a really good project management/client system (shout out Bonsai) I’m not on too many platforms. I don’t post every day. But I show up strategically. A couple posts a week with a clear POV will build more trust than a dozen recycled trends. I help founders and creatives build lean, magnetic content strategies that don’t require them to “be on” 24/7. Your brand can grow quietly, but it has to grow intentionally.

We’ve made a shift at Square Waves to improve how we operate—internally and for our clients. Over the past few months, we’ve reworked how we handle resource planning, project tracking, budgeting, and overall client delivery. That meant moving away from a disconnected mix of tools—one for project management, another for time tracking, another for proposals—and centralizing everything in Bonsai. Now, our operations are more connected, efficient, and insightful: -Better agency coordination: project tracking and client management are always in sync. -Real-time profitability insights: no more manual data crunching. -Optimized resource allocation: we know what’s being worked on, by who, and when. -Actionable reporting: we can pull insights across clients and projects to refine how we scope, plan, and deliver. The result: less friction, clearer visibility, and smarter iterations—so every project gets better than the last. With how simple Bonsai looks, I was skeptical it would work for us—but I was pleasantly surprised. Bonsai didn’t just replace our tools. It transformed how we run Square Waves. For anyone scaling an agency, it’s a game-changer worth considering.

A few months ago, we moved many of our agency operations to Bonsai. Before, our team at Winger Marketing was navigating multiple platforms, and I was paying for several different subscriptions. With Bonsai, we’re setting ourselves up for long-term growth with: - Great project tracking, including budget tracking and alignment. - Real-time insights into our profitability: No manual data crunching needed - Clear resource allocation: We know who is maxed out and who can do more for the team. Bonsai didn't just replace our tools; it also enhanced our workflow. It has begun to transform our approach to running Winger Marketing. For those scaling an agency, it's a game-changer worth considering. #marketingagency #workflow #agencytools #scale #software

A few months ago, we moved many of our agency operations to Bonsai. Before, our team was navigating multiple platforms, and I was paying for several different subscriptions. With Bonsai, we’re setting ourselves up for long-term growth with: - Great project tracking, including budget tracking and alignment. - Real-time insights into our profitability: No manual data crunching needed - Clear resource allocation: We know who is maxed out and who can do more for the team. Bonsai didn't just replace our tools; it also enhanced our workflow. It has begun to transform our approach to running Winger Marketing. For those scaling an agency, it's a game-changer worth considering. #marketingagency #workflow #agencytools #software

After 12 years on the same CRM platform, we switched all our agency operations to Bonsai. We didn’t take this change lightly. We benchmarked many solutions before choosing Bonsai: it had to tick all the right boxes. After 6 months, I can confidently look back at this decision and say Bonsai was the right choice for our clients and redPepper: 1️⃣ Effortless resource planning No more guesswork. Every team member is right where they need to be. 2️⃣ Project visibility Deadlines and progress? Crystal clear. Seamless task transitions? Check. 3️⃣Sleek design and smooth onboarding Bonsai's interface is a breath of fresh air, and is easy for everyone to learn. This internal move has made us more efficient and better equipped to serve our clients. I'm proud of our team's adaptability and look forward to the continued growth this change will bring.