The professional services industry (eg: consulting, agencies, etc) is plagued by inefficiencies during client onboarding, with 70% of projects exceeding onboarding budgets or facing delays. These challenges arise from disorganized workflows, fragmented tools, missed deadlines, and employee overwhelm/burnout, which leads to lost revenue and delayed partnerships. Despite the critical role of onboarding in project success (and client retention), existing solutions fail to meet the sector's needs, and there is an opportunity to redefine the client workflow journey and improve operational efficiency.

Motion.io addresses these pain points with a streamlined onboarding platform that centralizes client interactions and automates workflows. The product includes features such as loginless, white-labeled client portals, task builders with automated reminders, and reusable project templates to ensure consistent execution. Its workflow automation eliminates manual tasks, reducing errors and saving time. Early traction indicates strong user adoption, with a third of paid users logging in daily. The platform’s broad applicability and natural viral growth through its network effects position it as a game-changer in the B2B onboarding landscape.

Motion.io’s founding team, all based in Boulder, combines entrepreneurial success and technical expertise. CEO Perry Rosenbloom, a second-time founder, previously led Brighter Vision to acquisition by EverCommerce. CTO Zack Garbow, a Y Combinator alum, has a proven track record in building scalable technology solutions, including being named the youngest Master Inventor in IBM history. VP of Marketing Sam Chlebowski brings deep operational experience from his pivotal role in scaling Brighter Vision. In addition to the team’s strong backgrounds, they felt this problem firsthand in their prior companies, where onboarding clients was a big bottleneck, slowing down project success, wasting time, and increasing costs.

We like the company's initial focus on professional services and expect it to succeed in other industries in the future.