How Switchboard agency streamlines operations with Bonsai

Switching from Todoist and growing with Bonsai

When Switchboard started using Bonsai five years ago, it was looking for a central source of truth for managing projects and clients. Previously, they used Todoist for tasks and spreadsheets for invoices. As the team grew, they felt the need for a more robust solution.

Their goal was to find a software robust enough to support their growth, but not overly complex or difficult to use.

Bonsai was the perfect balance between robust and simplicity. Since then, their team has grown and scaled to 15 people.

Streamlining projects with Bonsai

The Switchboard team manages all their projects and clients within Bonsai. Throughout projects, they centralize all their communication within tasks where they share files and updates. 

Thanks to Bonsai, they've completely eliminated the need for back and forth emails.

Gaining insights into team hours

Everyone at Switchboard tracks their time in Bonsai. This means Taylor and the leadership team can closely monitor how many hours are spent on each client.

Internally, they also set billable hour goals for each employee and track those goals in Bonsai.

Saving hours on proposals and invoices

Before Bonsai, the Switchboard team was creating their proposals in-house. Their designers would take hours putting together good-looking proposals. 

They switched to Bonsai's proposals, created their templates, and it now takes them 15 minutes tops to send nicely designed proposals to their new leads. 

They also saved hours on billing admin by replacing their spreadsheet system for invoices with Bonsai's auto-invoicing. Plus their invoices look great and on-brand, giving them a more professional and polished look.

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