Onboard new users faster and reduce churn risk

You’ve outgrown manual onboarding. Motion.io helps your CS team gather info, manage client tasks, and track onboarding progress in one place—so every customer hits value faster.

Scale your user base without scaling your headcount

Collect everything you need, instantly

From kickoff forms to signed contracts to implementation files—centralize your onboarding in one white-labeled portal. No more days lost chasing missing info.

Cut the manual updates and follow ups

Replace spreadsheets with automated workflows. Your CS team shouldn’t be copying updates into Airtable—they should be helping users succeed.

Give users visibility into their own progress

When users can see what’s next, they stay engaged. Motion.io gives clients a clean, centralized portal to track tasks, share assets, and message your team.

Accelerate onboarding and elevate your customer experience

Invite your clients to fully white-labeled and loginless client portals that make it easy for them to sign contracts, submit forms, and provide the information your team needs before work can begin.

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Your team's toolkit for onboarding at scale

FREE TOOL

Create SOP templates with AI
Standard Operating Procedures (SOPs) help your business run more efficiently and increase its overall value. With Motion's free AI-powered SOP builder, you can generate fully reusable onboarding SOPs in just minutes.
Generate your SOP now >

FREE EBOOK

Improve your client onbarding process
Download our free eBook and discover how the hidden costs of client onboarding are killing your growth. Discover common costly mistakes to avoid and get actionable advice for improving your onboarding process.
Download the free eBook now >

Why teams trust Motion.io
to run their client projects

78% fewer

client phone calls & meetings

15+ hours

saved each week

37% faster

customer onboarding

"Our team was initially attracted to Motion.io’s file approvals because we were having trouble collecting clear and prompt client feedback, but we soon realized it could do so much more. Motion.io has become an integral tool for client onboarding by automating client information collection."
Jess Tebben

Crown Jewel Marketing

"An invaluable tool for saving our team time and helping us deliver the best client experience possible. It's made it so much easier for us to manage client and team tasks, monitor project progress, and ensure that all client requirements and deadlines are met promptly and effectively."
Faye Aguilar

The Growth Hub

"Motion.io has helped us automate our onboarding process, simplify our deal-closing process, and keep our client projects more organized. My team also loves Motion.io, as it allows them to do more in fewer hours by eliminating client follow-ups and tedious project management tasks."
Chase Miller

Impact Applications

Scale your onboarding, not your overhead

Motion.io gives you the workflows, visibility, and automation to take on more clients--without the chaos.