Now that we are updating our Price Plans on May 20th, you will have to consider which plan you want to be on. For some, it is just a question of capacity, for others, it concerns the whole setup. We have prepared a story for you who wants to know more about the advantages of the Business Plan. This is a story about Bonzer, and a the team-setup has helped them triple their output as they have more independent employees and increased central control at one and the same time.
As you might have noticed, we are updating our Price Plans on May 20th. This is a result of all the new features we have introduced lately and will be launching in the near future. The update means that some of you will be upgraded to another plan automatically (in case you have a team, you will as a team-owner be upgraded to the Business Plan), while others will have to decide on a preferred plan.
Choosing the right plan is mostly a matter of the size of your organisation and how frequent you use contracts. Deciding whether you need a Freemium Plan with 1 contract per month, or a Standard Plan with 3 contracts per month all depends on how many contracts you send. The upgrade from Standard to our recommended Business Plan takes a bit more consideration. That is not just a question of your capacity to send and store contracts - you get a bunch of extra features as well.
Upgrading to a Business Plan unlocks features such as reminders, contacts, comments, and sharing of documents as well as access to integrations and APIs. Most of these features are made to support collaboration and the overall Team-feature. With a Team-setup, you can send templates, drafts and contracts back and forth, comment on each others work and structure your legal documents in an organised manner. In a short while, we will also launch the Activity Feed where you get streamlined data in a visual overview so you can track your contracts and analyse your performance.
To work as a team, you need at least one team owner on a Business Plan. Team-members can be added, adjusted and scaled as you grow, and they can either be on Standard Plans or Standard+ Plans depending on their needs. Deciding whether or not your organisation needs a team structure can be tough, but you are always welcome to contact us (firstname.lastname@example.org) if you need guidance. Alternatively, you can read the following story of how the digital marketing bureau Bonzer benefits from having a Team-setup so they can easily up-scale their sales efforts.
The basics of Bonzer
Bonzer is a Copenhagen-based digital marketing agency that specialises in SEO (Search Engine Optimisation). Currently, they have 14 people employed, and the company is led by CEO Ulrich Svarrer (the guy on the photo!).
They have four profiles on Contractbook - 1 Business Profile managed by Ulrich and 3 Standard+ Profiles used by their business developers. All four profiles are connected in a team so that Ulrich gets a central overview of all contracts managed in the team, while all the business developers can work independently on their own contracts.
“We are primarily using Contractbook in sales to offer contracts for our new customers. It is important that we are professional, digital and futuristic since we are branding ourselves as an SEO-agency of the future. All our touchpoints must be matching this brand. It sends a good signal that we are efficient and do things the smartest way possible. And then theres also the enviroment” Ulrich Svarrer explains. He mainly uses his profile to create employment contracts, internship contracts and collaboration agreements, while his business developers are using sales agreements to onboard new clients.
So what would he do without Contractbook?
“We would always choose a digital option. It could be sending a PDF on an email and have people reply “Ok” which I think is legally binding. We have also tried another product that was 4 times more expensive and also more sales oriented. But this is about more than sales. The most important thing when you onboard a customer is not just to close the deal but to build a solid foundation for the subsequent collaboration,” Ulrich Svarrer answers.
A team above all: central control and independent employees
Bonzer decided to upgrade to a Team-setup when they were in the process of streamlining and scaling their sales efforts. While they were also setting up Hubspot-accounts, they decided to integrate Contractbook fully in the sales process.
“We decided to give our business developers their own stack of essential tools, with their own log-in so we can develop and scale better. They need the best conditions to deliver, and they get that with their own profiles. They have their own contracts and their own way of doing things,” says Ulrich Svarrer.
Before they upgraded to a team, all Bonzers contracts were handled through Ulrich's account. That took up a lot of time and made their contract list a bit messy: “Everything was on my account, so the business developers had to send contracts in my name, and I had to spend time getting familiar with the case in order to prepare the contract and know what I would sign. Now, contracts are sent without ever getting by me. That is where I want to be, so I can focus more on creating value. I see myself more as a consultant in my own company,” he elaborates.
More independent employees are not the only benefit of having a Team Setup, Ulrich explains. As a team-owner with a Business profile that has access to his employees' accounts, he also get more central control: “I can see when we get new customers, and I can follow the flow of different steps in our onboarding. I can see if it goes wrong somewhere, if someone is not closing enough deals and I can compare the number of signed contracts to the number of send contracts,” he says.
Also, the Team-setup enables him to create a general structure of their contractual work. All contracts are organised in the right folders and only the relevant templates are relevant to his business developers. In this way, he gets a better overview of the deals made and security that the contracts match his expectations.
A more efficient marketing effort, an improved way to catch leads and an increased focus on making better agreements have tripled Bonzers output. Their Contractbook Team-Setup has played an important part in getting such good results, says Ulrich Svarrer: “It is sometimes neglected in other companies. They focus on marketing and getting in leads, instead of creating a good, serious contract with the customers,” he explains.
Also, getting the contract negotiation quickly helps sealing the deal as it makes talks more concrete: “Sometimes a business developer sits at home a late afternoon and gets an email from a potential customer saying that they want to get started. Before, that person would have to wait until the day after to get it by me and have me sign it. That could take hours, and then it is maybe too late if the customer finds it sloppy that it takes so much time,” Ulrich Svarrer concludes.
Above all a team
To sum it up, Bonzer upgraded to a team because they had bottleneck challenges and a disorganised contract flow. The team setup has helped them triple their output and as CEO of the company Ulrich Svarrer now has more independent employees and increased central control at one and the same time.
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