Price & ROI Calculator

Salesforce vs. RSI · Bonsai

Price & ROI Calculator

We compare our DOCS solutions side-by-side and save scenarios to revisit later.

Executive summary

Key numbers across our pilots and CRM opportunities.

We calculate ROI & payback on incremental gain over our baseline of $155,020/mo (1,388 bookings/mo).

Best ROI

1,201.9%

RSI

Monthly savings vs what we're paying

—

No savings vs what we're paying today

Fastest payback

1 mo

RSI

Pilot summary — 2-month results (RSI: 39 providers · Bonsai: 70 providers)

Bonsai vs. RSI — toggle to view appointments, revenue added, or ROI.

Pilot	Providers	Bookings (2 mo)	Appts / provider
RSI (Sanova / DOCS)	39	2,039	52.3
Bonsai	70	4,534	64.8

Performance by location (2-month pilot)

Vendor	Location	Booked	Est. revenue
RSI	Sanova Dermatology	2,039	$343,617
Bonsai	Associated Derm, Clarkston, MWCD, Skin Care Center	4,534	$867,862

Source: 2-month pilot totals — RSI Sanova (39 providers, incl. Smart Waitlist $111,987), Bonsai across Associated Derm, Clarkston, MWCD, Skin Care Center (70 providers). Both pilots ran at $0 cost. Per-location split not broken out in the pilot data.

Cost & ROI — 50 vs. 250 providers

Each solution's monthly cost, revenue, net gain, and ROI at the pilot footprint (50 providers) vs. full DOCS deployment (250 providers). Cost uses each vendor's tiered/per-provider pricing; revenue = providers × appts/provider × $200.

Solution	Scale	Cost / mo	Revenue / mo	Net / mo	ROI (monthly)	Yearly net
RSI	50 providers	$14,047	$185,928	$171,881	1,223.6%	$2,062,569
	250 providers	$59,500	$929,640	$870,140	1,462.4%	$10,441,680
RSI Smart Waitlist	50 providers	$8,010	$60,573	$52,563	656.2%	$630,759
	250 providers	$34,000	$302,865	$268,865	790.8%	$3,226,380
Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center)	50 providers	$10,625	$103,509	$92,884	874.2%	$1,114,608
	250 providers	$53,125	$517,545	$464,420	874.2%	$5,573,040

Revenue per provider is held constant from each solution's current assumption and scaled linearly. Cost recomputes at each scale using tiered / per-provider pricing.

Overview — Current state (Salesforce today)

Snapshot of what's being spent on Salesforce today and current recall performance. Compare this baseline against the pilot vendors (RSI, Bonsai) in the sections below.

Salesforce cost / mo

$21,482

Salesforce cost / yr

$257,787

Bookings per month

Recall revenue per month

EBITDA per appt / provider

$ incremental EBITDA per appt (default $250)

Salesforce package (top line items)

Item	Monthly	Yearly
Marketing Cloud Engagement — Corporate Edition	$1,625	$19,500
Additional Contacts — Corporate Edition (1,000 × 3 lines)	$13,997	$167,960
Premier Success Plan — Marketing Cloud Engagement (fees)	$4,729	$56,747
SMS/MMS Mobile Messages (1,000)	$990	$11,882
Private IP / Dedicated IP	$27	$325
SSL Certificate	$114	$1,373
SMS/MMS Code Lease	$0	$0
Total	$21,482	$257,787

Full itemization, monthly/yearly toggle, and editable amounts live in the "Current CRM & Salesforce" section below.

Current performance notes

DOCS — Current performance

Last year campaign performance by audience segment. Denom shows the total addressable audience; conversion shows outreach sent, booked, showed, and estimated revenue.

Conversion — average performance

Segment	Conv %	Showed	Show %	Est. revenue
Lapsed highest conv	53.8%	11	78.6%	$2,035
Cancelled strong show rate	18.8%	229	66.0%	$42,365
Grand total (avg)	46.3%	1,440	44.1%	$266,400

By practice — 1-month average

Practice	Providers	Appts booked	Pay collected	Outstanding	Revenue added	Rev / provider
Sanova	39	710	$20,165	$60,625	$80,790	$2,072
Associated Dermatologists	16	344	$8,510	$29,615	$38,125	$2,383
Clarkston Dermatology	10	154	$4,810	$13,413	$18,223	$1,822
MWCD	28	104	$3,330	$8,262	$11,592	$414
Skin Care Center	16	76	$6,290	—	$6,290	$393
Total (5 brands)	109	1,388	$43,105	$111,915	$155,020	$1,422

Source: DOCS current-performance pivot (1-month avg). Revenue added = pay collected + outstanding.

By practice — projected ROI, payback & gain

Uplift applied per provider from the 2-mo pilots: RSI = $4,405/prov/mo · Bonsai = $6,199/prov/mo. Cost uses 250-provider discount: RSI $238/prov/mo · Bonsai $212.50/prov/mo. No upfront fee → payback is Month 1 whenever net > 0.

Practice	Providers	Baseline rev/mo	Vendor	Proj. gain/mo	Cost/mo	Net/mo	Annual ROI	Payback
Sanova	39	$80,790	RSI	$171,809	$9,282	$162,527	1,751%	M1
			Bonsai	$241,762	$8,288	$233,474	2,817%	M1
Associated Dermatologists	16	$38,125	RSI	$70,486	$3,808	$66,678	1,751%	M1
			Bonsai	$99,184	$3,400	$95,784	2,817%	M1
Clarkston Dermatology	10	$18,223	RSI	$44,053	$2,380	$41,673	1,751%	M1
			Bonsai	$61,990	$2,125	$59,865	2,817%	M1
MWCD	28	$11,592	RSI	$123,350	$6,664	$116,686	1,751%	M1
			Bonsai	$173,572	$5,950	$167,622	2,817%	M1
Skin Care Center	16	$6,290	RSI	$70,486	$3,808	$66,678	1,751%	M1
			Bonsai	$99,184	$3,400	$95,784	2,817%	M1
Total (both vendors combined view)	109	$155,020	—	$1,155,875	$49,105	$1,106,771	2,254%	M1

Annual ROI = (net × 12) / (cost × 12) = net / cost. Payback = Month 1 since neither vendor charges an upfront fee.

Salesforce — current spend

Powering the campaigns above (Marketing Cloud bundle + Data Storage add-on)

$21,482/mo

$257,787/yr

Total recall revenue / mo (all locations)

$155,020

1-mo avg across 109 providers (5 brands) — outstanding + collected

Salesforce cost / mo (flat)

$21,482

One flat bill — not per location or provider (semi-annual invoice × 2 / 12)

Net revenue across all locations (revenue − SF)

$133,538

Total DOCS-wide, not per location

Source: DOCS conversion pivot (all quarters, all systems). Lapsed and Cancelled segments called out as the highest-value re-engagement audiences. Salesforce spend from current invoice baseline.

Projected results — Pilot vendors vs. today

Recall & re-engage uplift vs the DOCS baseline (1,388 booked, $155,020 rev/mo — 1-mo avg across 109 providers in 5 brands). Projections use each solution's providers × appts/provider assumption and $200 revenue per appt.

Scenario	Booked / mo	Revenue / mo	Cost / mo	Δ Booked	Δ Revenue	Uplift %
DOCS today (Salesforce)	1,388	$155,020	$21,482	—	—	—
RSI (projected)	5,515	$929,640	$59,500	+4,127	+$774,620	+500%
RSI Smart Waitlist (projected)	763	$302,865	$34,000	-625	+$147,845	+95%
Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center) (projected)	2,340	$517,545	$53,125	+952	+$362,525	+234%

Revenue = providers × appts/provider × $200. Cost = each solution's recurring monthly fee. Edit each solution's providers or appts/provider to sensitize.

Salesforce (current state) vs. Pilot vendors

Head-to-head: what we pay Salesforce today versus each pilot vendor's cost, incremental gain, and payback.

Vendor	Monthly cost	Yearly cost	Δ /mo vs Salesforce	Δ /yr vs Salesforce	Monthly gain	Monthly net	Payback (mo)
Salesforce Current state	$21,482	$257,787	—	—	—	—	—
RSI	$59,500	$714,000	+$38,018	+$456,213	$929,640	$870,140	1
RSI Smart Waitlist	$34,000	$408,000	+$12,518	+$150,213	$302,865	$268,865	1
Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center)	$53,125	$637,500	+$31,643	+$379,713	$517,545	$464,420	1

Green = pilot vendor is cheaper or net-positive vs Salesforce baseline. Monthly gain uses the $200/appt assumption from each solution card.

Solutions

3 solutions

Best ROIShortest payback

Upfront cost ($)

Monthly cost ($)

Monthly gain ($)

Period (months)

# Providers

Appts / provider / mo

EBITDA margin (% of total gain)

EBITDA margin %

When > 0, EBITDA = Total Gain × margin %. Leave 0 to fall back to add-back math.

Per-URL / per-provider fees (added to monthly cost)

# URLs

Fee per URL ($/mo)

Fee per provider ($/mo)

RSI/DOCS pilot: $625/mo MM API Fee is modeled as 1 URL × $625. Bonsai: $212.50/mo per licensed provider.

RSI tiered per-provider pricing (overrides above when enabled)

RSI pricing tier

Tiered: 1–5 @ $349, 6–25 @ $296.65, 26–45 @ $261.75, 46+ @ $226.85 per provider/mo. Current (250 providers): $59,500/mo.

Total cost$714,000

Total gain$11,155,680

Net profit$10,441,680

EBITDA$16,545,000

EBITDA margin148.3%

ROI1,462.4%

Payback period1 mo

Salesforce cost (period)$0

Appts / mo (total)5,515

Upfront cost ($)

Monthly cost ($)

Monthly gain ($)

Period (months)

# Providers

Appts / provider / mo

EBITDA margin (% of total gain)

EBITDA margin %

When > 0, EBITDA = Total Gain × margin %. Leave 0 to fall back to add-back math.

Per-URL / per-provider fees (added to monthly cost)

# URLs

Fee per URL ($/mo)

Fee per provider ($/mo)

RSI/DOCS pilot: $625/mo MM API Fee is modeled as 1 URL × $625. Bonsai: $212.50/mo per licensed provider.

RSI tiered per-provider pricing (overrides above when enabled)

RSI pricing tier

Tiered: 1–5 @ $199, 6–25 @ $169.15, 26–45 @ $149.25, 46+ @ $129.35 per provider/mo. Current (250 providers): $34,000/mo.

Total cost$204,000

Total gain$1,817,190

Net profit$1,613,190

EBITDA$1,143,750

EBITDA margin62.9%

ROI790.8%

Payback period1 mo

Salesforce cost (period)$0

Appts / mo (total)762.5

Upfront cost ($)

Monthly cost ($)

Monthly gain ($)

Period (months)

# Providers

Appts / provider / mo

EBITDA margin (% of total gain)

EBITDA margin %

When > 0, EBITDA = Total Gain × margin %. Leave 0 to fall back to add-back math.

Per-URL / per-provider fees (added to monthly cost)

# URLs

Fee per URL ($/mo)

Fee per provider ($/mo)

RSI/DOCS pilot: $625/mo MM API Fee is modeled as 1 URL × $625. Bonsai: $212.50/mo per licensed provider.

Bonsai tiered per-provider pricing (overrides above when enabled)

Bonsai pricing tier

Total cost$637,500

Total gain$6,210,540

Net profit$5,573,040

EBITDA$7,020,000

EBITDA margin113%

ROI874.2%

Payback period1 mo

Salesforce cost (period)$0

Appts / mo (total)2,340

ROI summary — RSI vs Bonsai

Live from current inputs. Yearly view includes upfront costs. Provider ROI = providers × appts/provider/mo × $250 EBITDA ÷ cost.

Solution	Yearly cost	Yearly gain	Yearly net	Yearly ROI	Yearly EBITDA (providers)	Yearly provider ROI
RSI(RSI · 250 prov)	$714,000	$11,155,680	$10,441,680	1,462.4%	$16,545,000	2,317.2%
Bonsai(Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center) · 250 prov)	$637,500	$6,210,540	$5,573,040	874.2%	$7,020,000	1,101.2%
RSI − Bonsai (Δ)	$76,500	$4,945,140	$4,868,640	588.2%	$9,525,000	1,216.1%

RSI leads on yearly ROI at 1,462.4%.

RSI has the best net profit at $10,441,680 over the period.

Scale by providers

Projected period net EBITDA (gain − solution cost) if we scale each solution to different provider counts. Both gain and monthly cost scale linearly with providers.

Solution	Base providers	Cost / provider / mo	20 providers	50 providers	100 providers	200 providers
RSI	250	$238	$1,249,263	$3,140,433	$6,313,323	$12,659,103
RSI Smart Waitlist	250	$136	$70,307	$180,692	$370,637	$750,527
Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center)	250	$213	$510,600	$1,276,500	$2,553,000	$5,106,000

Current CRM + Salesforce vs options

Baseline we're paying today — updates live as we type

Current CRM ($/mo)

Current Salesforce ($/6mo (as invoiced))

Invoiced semi-annually. Monthly = value ÷ 6; Yearly = value × 2.

What's included in the current Salesforce package

From current semi-annual Salesforce invoice ($128,893.47 × 2 = $257,786.94/yr)

Line item	Source	Billing cycle	Monthly
Marketing Cloud Engagement — Corporate Edition	Semi-annual 9,750.00 × 2	Semi-annual
Additional Contacts — Corporate Edition (1,000 × 3 lines)	Semi-annual 15,946.67 + 24,700.00 + 43,333.33 = 83,980.00 × 2	Semi-annual
Premier Success Plan — Marketing Cloud Engagement (fees)	Semi-annual 205.92 + 48.75 + 13,000 + 2,925 + 4,784 + 7,410 = 28,373.67 × 2	Semi-annual
SMS/MMS Mobile Messages (1,000)	Semi-annual 2,340.90 + 3,600.00 = 5,940.90 × 2	Semi-annual
Private IP / Dedicated IP	Semi-annual 162.50 × 2	Semi-annual
SSL Certificate	Semi-annual 686.40 × 2	Semi-annual
SMS/MMS Code Lease	Included with Edition (no charge)	Semi-annual
Total Salesforce package			$21,482

Current baseline cost (monthly)$21,482

Option	Monthly recurring	Δ vs current /mo	Δ vs current /yr
RSI	$59,500	+$38,018	+$456,213
RSI Smart Waitlist	$34,000	+$12,518	+$150,213
Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center)	$53,125	+$31,643	+$379,713

Negative deltas (blue) = savings vs what we're paying for our current CRM + Salesforce spend.

Cumulative cash flow

All solutions · payback points marked

RSI: payback in month 1 RSI Smart Waitlist: payback in month 1 Bonsai: payback in month 1

Salesforce vs pilot vendors — visual comparison

Monthly gain · cumulative net · payback timeline

Monthly gain vs monthly cost

Cumulative net — Salesforce vs pilot vendors

Salesforce line represents pure cost over time ($$21,482/mo, no offsetting gain). Vendor lines cross $0 at payback.

Payback timeline (months)

Solid bars = cash payback (first month cumulative cash turns positive). Faded bars = EBITDA-adjusted payback, which includes the Depreciation, Amortization, Interest, and Taxes add-backs from each solution's assumptions. Salesforce is a pure cost baseline and has no payback.

Total cost vs total gain & ROI over time

Cumulative cost, cumulative gain, and running ROI% per solution.

RSI

Month-by-month cumulative view

RSI Smart Waitlist

Month-by-month cumulative view

Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center)

Month-by-month cumulative view

RSI appendix — Monthly performance

Month-by-month cumulative cash flow with payback highlighted. Click to expand.

Scenario sets

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Bonsai ROI vs Salesforce cost

Bonsai (Associated Dermatologists, Clarkston, Midwest, Skin Care Center) over 12 months · 250 providers · Salesforce billed monthly.

Bonsai EBITDA (period)

$7,020,000

$585,000 / mo

Salesforce cost (period)

$257,787

$21,482 / mo · $257,786.94 / yr

Net gain vs Salesforce

$6,762,213

$563,518 / mo

EBITDA payback on Salesforce

27.23×

EBITDA ÷ Salesforce cost

Bonsai payback (upfront + fees)

1 mo

Cumulative cash flow (period)

$5,573,040

EBITDA / provider / mo

$2,340

Salesforce / mo (flat)

$21,482

Not billed per provider

Metric	Bonsai	Salesforce	Net (Bonsai − SF)
Monthly	$585,000	$21,482	$563,518
Period (12 mo)	$7,020,000	$257,787	$6,762,213
Monthly cost basis	$53,125 / mo	$21,482 / mo (flat)	—

EBITDA payback on Salesforce shows how many times Bonsai's EBITDA covers the Salesforce spend over the same period. Values above 1× mean Bonsai fully offsets Salesforce; below 1× means it doesn't.

Spreadsheet upload — validation

Upload the source pilot spreadsheet (.xlsx). We flag any totals that don't match the expected pilot values (RSI 2,039 booked / $343,617 · Bonsai 4,534 booked / $867,862 · Smart Waitlist $111,987 · DOCS baseline 1,388 booked / $155,020).

Choose spreadsheet

Appendix — Detailed performance

Bonsai practice-level results and RSI pilot performance. Click to expand.