The fare·well team run all their operations on Bonsai after switching over from Clickup and Monday both of which proved either too complex, costly or unsuited to their agency needs.
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Increasing revenue thanks to better profit insights
With Bonsai, fare·well has clear visibility into project profit and time tracked, empowering them to adjust client fees based on actual time tracked, resulting in increased revenue.
We’ve seen a revenue increase of $4,000/month thanks to Bonsai’s time tracking insights. We can confidently show clients when we’re reaching their monthly subscription limit and upgrade them.
— Kevin Watkins, Founder of fare·well
They now track key metrics like agency gross income and billable hours in real time, instead of in spreadsheets, allowing for better resource allocation and financial visibility.
Bonsai’s built-in reporting on agency health metrics removes a huge source of friction for us. We were doing this in Excel, but it was hard to track these metrics. Now they are front and center.
— Kevin Watkins, Founder of fare·well
Enhancing project and team management
With Bonsai, the fare·well team collaborates smoothly across different teams and time zones. Tasks, assets and communication are centralized so that the team consistently hit their project deadlines while staying under budget.
With Bonsai, we can time-track natively, assign tasks time estimates, set budgets, utilize resourcing for capacity checks, and more. I now have a great pulse on my project's (and my team’s) overall health at all times.
Consolidating 5 tools into one
By consolidating project management, time tracking, client portals, and subscription management into Bonsai, fare·well reduced their reliance on multiple tools, saving both time and money. This integration has been crucial for fare·well as they continue to run a profitable, sustainable business model.
All assets and tasks are now in one place and everyone is collaborating well within Bonsai. We have fewer lost Slack messages and notifications. Our operations are so much more streamlined than when we were spread across 5 different tools.
— Sage Jackson, Director of Website Marketing at fare·well
Choosing Bonsai for ease of use
Bonsai's intuitive interface and made switching over a smooth process. The team quickly adapted to Bonsai for daily communication, time tracking, project updates, and more.
Bonsai is so intuitive to use, and has some of the cleanest UI I’ve come across when using project management tools. It made the effort of switching agency management systems less daunting.
— Camille Poynter, Director of Human Operations at fare·well
Providing best-in-class client support
Kevin and Camille can trace back every hour spent on client work for each of their ongoing subscriptions.
This level of detail ensures they can accurately share project progress with clients in their portal, provide a clear project scope and excellent client support without the risk of over-billing.
