If your inbox is a mess, your team’s dropping the ball on follow-ups, and “personalized client touchpoints” sound like a fairy tale, you’re not alone. Bonjoro’s team features actually help—if you know what to focus on (and what to skip). This guide is for client-facing teams who want to send personal video messages together, without tripping over each other or burning hours on admin.
Let’s get real about what works, what’s fluff, and how to set up Bonjoro’s team tools so your clients actually notice the difference.
1. Understand What Bonjoro Team Features Actually Do
Before you roll out a new tool, you want to know if it’s worth the effort. Bonjoro is built for sending quick, personal video messages to clients—think onboarding, check-ins, thank-yous, or nudges to move deals forward. The “team” side of Bonjoro lets you:
- Assign video tasks (“Bonjoros”) to teammates, so the right person follows up.
- Share templates, branding, and workflow settings, so everyone’s on the same page.
- Track who’s sent what, and who’s dropped the ball (no more “I thought you emailed them?”).
- Keep all replies and client reactions in one place.
What it doesn’t do: It’s not a full-on CRM, and it won’t magically fix a chaotic team. If you don’t have a basic follow-up process, Bonjoro won’t invent one for you.
Pro tip: Don’t get distracted by every bell and whistle. Focus on a few core workflows—onboarding, renewals, or deal-wins—before you try to automate everything.
2. Step-by-Step: Setting Up Your Bonjoro Team Workspace
Here’s how to get your team using Bonjoro without making it a second job.
Step 1: Add Your Team (but Don’t Go Overboard)
Start small. Invite only the people who actually need to send client video messages—sales, account managers, maybe customer success. If you add the whole company, it’s chaos.
- Go to your Team Workspace settings.
- Send invites by email. Make sure folks know why they’re being added.
- Assign appropriate permissions (most people just need “user,” not “admin”).
What to skip: Don’t waste time trying to onboard teammates who’ll never send a video. You can always add more later.
Step 2: Set Up Shared Branding & Templates
Clients should feel like they’re hearing from your company, not just random people.
- Upload your logo and brand colors in the Branding section. This keeps video emails and landing pages consistent.
- Create a few templates for common situations—like “Welcome!”, “Thanks for your order,” or “Renewal reminder.”
- Share templates with the team so nobody’s writing the same intro a dozen times.
Honest take: Over-customizing every template is a time sink. Get the basics right and move on.
Step 3: Integrate Your CRM or Email Platform (If You Use One)
If you’re using HubSpot, Salesforce, Mailchimp, or similar, connect it to Bonjoro. This lets you automatically trigger video tasks based on real events (new deal, new signup, etc.).
- Use Bonjoro’s native integrations or Zapier for more niche tools.
- Map key fields (name, email, etc.) so videos go to the right people.
- Test with a few dummy contacts before turning it loose on real clients.
Skip: If your team is small or doesn’t use a CRM, just upload CSVs or add tasks manually. Integrations are helpful, not mandatory.
Step 4: Assign Bonjoros to the Right People
This is where the team features shine. You can manually assign video tasks, or set up rules (like “new signups go to Jamie”).
- Assign based on territory, deal owner, or round-robin—whatever matches how you work.
- Use filters to find overdue or unassigned tasks.
- Reassign as needed if someone’s out sick or overloaded.
What doesn’t work: Don’t try to automate assignment rules for every edge case. Keep it simple—manual assignment is fine for most teams, especially when you’re getting started.
Step 5: Track Team Activity (Without Turning into Big Brother)
Bonjoro’s dashboard shows who’s sent their videos, who hasn’t, and which clients have watched or replied. Use it to spot bottlenecks, not to micromanage.
- Check the “To Do” and “Sent” tabs for each team member.
- See open rates and replies—useful for coaching, not shaming.
- If someone’s consistently falling behind, talk process, not guilt.
Pro tip: Metrics are only useful if you act on them. If nobody looks at the dashboard, the data is just noise.
3. Using Bonjoro Team Features Day-to-Day
Here’s what works when real teams use Bonjoro—not just what the marketing page says.
Make Video Tasks Part of a Routine
- Block 15 minutes after lunch for video follow-ups.
- Use mobile if you’re on the go—Bonjoro’s app is actually decent.
- Keep scripts short, and don’t fuss over perfect lighting or takes. Authentic beats polished.
Keep Communication Tight
- Use the team chat or notes on each Bonjoro to flag special cases (“This client is upset—be extra warm”).
- If a client replies, make sure someone follows up—don’t assume it’s handled.
Don’t Over-Engineer the Workflow
- You don’t need automations for everything. Most teams get more mileage from clear ownership (“You take new clients, I take renewals”) than from fancy triggers.
- Review your process monthly. If a step feels like busywork, cut it.
What to Ignore
- Leaderboards and “gamification”—unless your team likes that sort of thing, they’re more distracting than helpful.
- Overly complex integrations. If you’re spending more time fixing a Zap than sending videos, you’ve missed the point.
4. Honest Pros and Cons of Bonjoro Team Features
What Works
- Assigning tasks: It’s actually easy to make sure the right person follows up.
- Shared templates: Saves time and keeps your brand voice consistent.
- Tracking: You see who’s done what, so nothing slips through the cracks.
What Doesn’t
- Overly granular permissions: Most teams don’t need this. If you’re not in a regulated industry, keep it simple.
- Trying to automate every scenario: You’ll waste hours on edge cases that barely matter.
- Notifications overload: If you turn everything on, you’ll tune it all out. Stick to the essentials.
5. Pro Tips for Getting the Most Out of Bonjoro Teams
- Start with one or two workflows: Nail onboarding or renewals before expanding.
- Rotate video senders: If clients always hear from the same person, rotate occasionally for a personal touch.
- Review what’s working: Once a month, look at open/reply rates. Are certain videos hitting better? Adjust scripts or timing.
- Don’t force video on everyone: Some teammates are naturals, others aren’t. That’s fine—assign tasks accordingly.
6. Keeping It Simple (and Actually Using It)
Bonjoro’s team features are useful if you stay focused. Don’t let setup drag on for weeks, and don’t try to automate your whole business from day one. Get your team sending a few real videos, see what sticks, and tweak as you go.
Focus on what moves the needle: clear ownership, consistent messages, and a habit of quick, personal follow-ups. Everything else can wait. If you keep it simple, you’ll actually use it—and your clients will notice.