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.
By
Sam Chlebowski
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.
If you’re tired of scope creep, chaos, and inconsistent revenue, you’re in the right place. In this guide, I’ll show you exactly how to productize your agency services. I’ll share what I learned, what I’d do differently, and the tools that made it possible.
Perry
Discover what’s new in Motion.io’s May 2025 release—custom portal header images, automation improvements, new user roles, weekly recurring tasks, and more.