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3 Ways to Create a Client Portal in ClickUp (Step-by-Step Tutorial)
Blog Posts
3 Ways to Create a Client Portal in ClickUp (Step-by-Step Tutorial)

Learn 3 practical ways to create a client portal in ClickUp—plus discover the limitations, risks, and challenges of using ClickUp for client-facing work. This guide helps you make the right choice before you commit.

By

Sam Chlebowski

August 6, 2025
Automate Client Onboarding in Minutes with AI: How to Turn SOPs into Workflows Using Motion.io
Blog Posts
Automate Client Onboarding in Minutes with AI: How to Turn SOPs into Workflows Using Motion.io

Learn how to automate your client onboarding process using AI. Turn SOPs into complete workflows and test them with a simulated client—only on Motion.io.

By

Sam Chlebowski

July 28, 2025
Auto-Fill Contracts with Custom Fields in Motion.io | Step-by-Step Guide
Blog Posts
Auto-Fill Contracts with Custom Fields in Motion.io | Step-by-Step Guide

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

July 16, 2025
3 Ways to Build a Client Portal in Notion (And Mistakes to Avoid)
Blog Posts
3 Ways to Build a Client Portal in Notion (And Mistakes to Avoid)

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.

By

Sam Chlebowski

July 11, 2025
AI Clients, a Better Mobile Experience, and More! June 2025 Release Notes
Product Updates
AI Clients, a Better Mobile Experience, and More! June 2025 Release Notes

AI Clients are here—plus faster mobile, smoother file sharing, and smart updates to help you move projects forward with less effort.

By

Sam Chlebowski

July 4, 2025
How to Improve Your Client Onboarding Process Before It Costs You More Time & Revenue [Free eBook Inside]
Agency Growth Tactics & Strategies
How to Improve Your Client Onboarding Process Before It Costs You More Time & Revenue [Free eBook Inside]

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

June 25, 2025