How Wirely Cut Client Onboarding Time by Over 90%

The Problems They Wanted to Solve

Wirely is a fast-growing SaaS platform that connects and streamlines the systems used by hotels, pubs, and clubs across the hospitality industry. By providing seamless integration between various hospitality software tools, Wirely helps businesses operate more efficiently behind the scenes.

But as a company rooted in a client-first industry, Wirely faced a major operational challenge: getting new customers onboarded quickly without wasting countless hours on email back-and-forth.

As Lloyd Boolkin, Head of Customer Success, explained in our interview:

“Our software touches nearly every aspect of our clients’ businesses—from finance and logistics to operations—which means onboarding often involves collecting information, files and documents from many different stakeholders. Before Motion.io, it could take up to three months to onboard a new client."

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The Tools They Used Before Motion.io

Before discovering Motion.io, Wirely tried several popular project management tools to streamline onboarding—but none of them stuck.

“We had used things like Asana and ClickUp before, but found them to be super clunky and definitely not client-focused.”

These platforms, while effective for internal project tracking, fell short when it came to working with hospitality clients. The biggest issue? Adoption.

Clients often defaulted back to email, which led to scattered communication, inconsistent updates, and missed deadlines. Even simple onboarding tasks became complex due to fragmented tools and workflows.

“We’d send out an onboarding form and request a bunch of information via email only to get dribs and drabs of it back. We'd spend hours chasing down stakeholders for the rest—digging through endless email threads just to figure out what had been sent, what was still missing, and where anything was actually saved.”

The team at Wirely knew they needed something better—something built with the client experience in mind, that didn’t require logins, training, or constant reminders.

The Motion.io Solution

Motion.io gave Wirely a centralized, client-friendly onboarding experience that eliminated the need for clunky project management tools or endless email threads. By providing clients with a simple, no-login-required portal, the Wirely team was able to reduce back-and-forth communication and gain real-time visibility into onboarding progress.

Here’s how Motion.io has made an impact at Wirely:

Massive Time Savings

Before Motion.io, each Customer Success Manager spent up to four hours per client chasing down onboarding info. Now, that time has been cut to just 10–15 minutes—freeing up the team to focus on delivering value instead of tracking emails.

“We rarely have to email clients during onboarding now. Motion.io's automated reminders do all the heavy lifting of following up with clients until we have the information we need.”

Frictionless Client Experience

Instead of relying on traditional project management tools that clients found confusing and rarely adopted, Wirely now uses fully customized, white-labeled Motion.io portals to guide new customers through onboarding. Seconds after signing up, clients can begin submitting forms, uploading files, and tracking their onboarding progress—all without needing to create an account or remember a password, thanks to Motion.io’s seamless magic link access.

The intuitive design of portals means clients can complete tasks quickly and confidently, without extra training or support.

“Instead of sorting through long lists or unclear emails, clients know exactly what needs to be done from day one. What used to take us up to two weeks to collect, we’re now getting in just a few days—so we can hit the ground running much faster.”

No More Endless Email Threads

With Motion.io, Wirely’s Customer Success team finally has a single, organized hub for all onboarding activity. Instead of piecing together emails, Slack messages, and scattered documents, everything now lives in one place—task assignments, file uploads, client responses, and real-time status updates.

This centralized setup makes it easy for the team to quickly see what’s been submitted, what’s still outstanding, and who’s responsible for each item. There's no more second-guessing whether a client sent a file or wondering where it was saved.

“Rather than digging through email saying, ‘Have they actually sent me this or not?’, we can follow up with clients directly within the task we’re still waiting on.”

Not only does this eliminate confusion on the internal side, it also gives clients a much clearer view of what’s expected of them—ensuring both sides are always aligned and moving forward efficiently.

Ready to Automate Your Onboarding Like Wirely?

Wirely’s success shows what’s possible when you remove friction from client communication and onboarding. With Motion.io, your team can save hours and make every client touchpoint more efficient.

👉 Start using Motion.io for free or book a demo to see it in action.