Scale client operations and grow your business faster

Read our latest blog posts and release notes and access free resources to help you grow your agency, consulting business, or software company.
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How Much Time & Money Can Marketing Agencies Save with Client Onboarding Automation? [Real Statistics]
Blog Posts
How Much Time & Money Can Marketing Agencies Save with Client Onboarding Automation? [Real Statistics]

Manual onboarding doesn’t just create delays. It eats into billable hours that could be spent on strategy and creative work. Or worse, it leaves clients with a rocky first impression that can lead to early churn.

By

Sam Chlebowski

September 1, 2025
Automate Client Onboarding: How to Connect HubSpot to Motion.io with Zapier
Blog Posts
Automate Client Onboarding: How to Connect HubSpot to Motion.io with Zapier

In this guide (with a step-by-step video tutorial), you’ll learn how to automatically invite new customers into a white-label, loginless Motion.io portal the moment they become a customer in HubSpot.

By

Sam Chlebowski

August 21, 2025
Migrate Forms from Jotform, Fillout, & Gravity Forms to Motion.io in 30 Seconds with AI
Blog Posts
Migrate Forms from Jotform, Fillout, & Gravity Forms to Motion.io in 30 Seconds with AI

Whether you use Jotform, Fillout, Gravity Forms, or another tool, migrating your existing forms to Motion.io doesn’t have to be a tedious, manual process.

By

Sam Chlebowski

August 13, 2025
Productivity Reporting, Enhancements to Message Center, and More! July 2025 Release Notes
Product Updates
Productivity Reporting, Enhancements to Message Center, and More! July 2025 Release Notes

Discover Motion.io’s July 2025 release: enhanced Message Center, Productivity Reporting, embedded Portal Forms, detailed Task Activity Feed, and other productivity upgrades.

By

Sam Chlebowski

August 7, 2025
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