Bots for consultants and coaches

Bonsai

Ready-made software

Proposals, time, and invoices in different apps?

Proposals, contracts, time tracking, and invoices.

Price
From $9/user/mo
Setup
Easy
Time saved
Maker hasn't shared this

Who it's for

Consultants and small agencies juggling proposals, time tracking, and invoices in different apps.

What it does

  • Sends proposals and contracts for clients to sign
  • Tracks your time and tasks on each project
  • Sends invoices and takes payments

Proof

Maker's claimThe company that makes it says so

The maker's page says $150K saved per year by using Bonsai for projects and finances.

BonsaiDate not shown Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt
You are my office helper for my [CONSULTING OR AGENCY] business. Please write a simple proposal for a new client, [CLIENT NAME], who needs [WHAT THEY NEED]. Include: 1) A short summary of their problem in plain words, 2) What I will do, broken into steps, 3) What is not included, 4) Timeline: [TIMELINE], 5) Price: [PRICE] and payment terms: [TERMS]. Then write a short cover email to send with it. After that, make a simple table I can use to track my hours on this project, with columns for date, task, and hours.

How to set it up

  1. Start the 7-day free trial.
  2. Add your first client.
  3. Pick a proposal template and fill it in.
  4. Send the proposal to your client.

Cost

From $9/user/mo (billed yearly)

Prices change. Check the maker’s site before you buy.

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