Learn how to automatically populate Motion.io contracts using custom fields for faster, error-free client onboarding. Step-by-step video tutorial included.
By
Sam Chlebowski
Thinking of building a client portal in Notion? Explore 3 different setup methods, avoid common mistakes, and uncover the hidden pitfalls that can derail your workflow.
Most businesses don’t realize how much time (and money) they’re losing during client onboarding. In this article, we’ll break down the hidden costs of client onboarding and explain how to improve your process with actionable advice and a free eBook that provides a full roadmap for getting started.
With just a few minutes of setup, you can automatically invite new clients into a fully branded, loginless Motion.io portals to complete forms, file uploads, contracts, and more—the moment they're marked as a customer in GoHighLevel.
Motion.io brings every aspect of your client work—onboarding, communication, task tracking, and more—into one centralized platform, purpose-built for agencies, consultants, and other service professionals.
If you're a business using Motion.io to streamline client collaboration—or a client who's just received an invite to a Motion.io portal—this guide is for you.