Digital Marketing Client Onboarding | How Marketing Agencies Use Motion.io

In this video, co-founder Sam Chlebowski explains how your Digital Marketing Agency can use Motion.io to create a seamless onboarding experience that impresses your clients and saves your team time by automating the collection of signatures, information, and files needed for work to begin.

After giving a high-level overview of how it works, Sam will walk you through a setup roadmap that will allow your business to automate your onboarding process and start using Motion.io with real clients in as little as an hour after signing up for an account – highlighting powerful features and best practices along the way.

Create a free Motion.io account: https://app.motion.io/register

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[Setup Guide] Kick Off Projects Using Zapier:    • Client Onboarding Automation | Invite...  
[Support Article] Documents & Contracts: https://help.motion.io/article/76-cre...
[Support Article] Custom Fields: https://help.motion.io/article/69-cus...
[Support Article] Import Tasks & Stages: https://help.motion.io/article/56-imp...
[Blog Post] Use Custom Fields to Populate Google Drive Folders: https://motion.io/automatically-add-g...

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00:00 - Introduction
01:00 - How Motion.io Works
02:43 - Setup Roadmap
03:07 - Create a Template
03:19 - Create Stages & Tasks
06:57 - Customize Portal Pages
08:03 - Customize Welcome Email
08:33 - Decide How You'll Kick Off Projects
10:42 - Additional Features
12:28 - Conclusion