Choose which cookies we may use. You can change this at any time from "Cookie settings" in the footer.

Our work
Planful

12 Month of partnership: Creating a video marketing plan that scales.

When Planful approached us in late 2024, the goal was clear, "to create a video marketing plan that could drive long-term growth". Over the next 12 months, we rolled out a full creative strategy that included making animated assets that represented their brands, creating short videos for the Perform25 event, producing content for the Meet The CFO podcast, and supporting their new AI Lab launch with cohesive storytelling across all channels.
Project type
Subscription
Project timeline
Completed
Dashboard display showing Planful financial metrics including cash flow trends, signal context graph, and plan metrics progress with diverse smiling faces around it on a purple background.
Range of projects

Quick project overview

Here’s a glimpse of what we’ve created for Planful so far — from UGC videos and explainer content to animation assets and branded motion design. Throughout this case study, we’ll dive deeper into how we approached creating a video marketing plan, the results achieved so far, and how Planful has responded to the work.
Vision

The Planful story: 1 forward-thinking company. 4 unique brands. 100+ creative assets delivered.

Planful is a financial performance management company that helps finance and accounting teams plan, close, and report with speed and accuracy. As a forward-thinking enterprise, they manage four distinct brands: Planful, Perform25, AI Labs, and Meet the CFO. Each brand has its own style and audience, so our focus was on creating a video marketing plan for each one that could stand strong on its own while still feeling part of the bigger Planful story. Together, we turned complex design ideas into clear, consistent, and engaging content that built real impact.
How Planful Uses Motion Assets to Scale Their Video Marketing
the plus points

But, why did planful choose us?

Our subscription model is built for flexibility. We shape it around whatever our clients need
from creative design support to extra hands on the team. That’s what makes it the perfect fit for Planful.
  • Digital illustration of a smartphone with a central play button surrounded by icons for web and home, set against a background of binary code and dark panels.

    Flexible project type

    One of the biggest benefits of building teams around what our clients need is that it gives them more flexibility in the types of creative projects they can do with us.
  • Abstract digital illustration showing a central circular icon with two arrows forming a cycle, connected to two smaller boxes with group icons on a gradient blue and purple background.

    Team build around their need

    On our first call, we focused on getting a clear big-picture view of every project Planful needed. With that understanding, we built a team ready to cover the entire scope.
  • Dark circular interface with a blue lightning bolt icon in the center surrounded by glowing blue and purple gradients and digital lines.

    Fast turn-around time

    With the amount of daily and weekly content we create for Planful, they needed fast turnaround times with solid quality control. That’s exactly where our subscription model shines.

the results

Scaling creativity:
High-volume marketing video content, consistent quality.

What's the core of any great video marketing plan? Consistency. that's why the designs and contents we create for Planful are not limited to one format. From storyboards to MOGRTs, branded animations, and full marketing videos built to perform on any platform.

Planful

Perform 25

Next CFO

AI Labs
Planful | UGC
UGC motion video
Template motion asset
Motion intro
Countdown video
Logo animation
Planful | Perform25 | Animated Event Video
Event trailer
Countdown video
Made with Clipchamp
Podcast clip video
Planful | Next CFO Trailer
Trailer video
Next CFO Intro + Title Card
Template motion asset
AI Labs motion asset
Motion graphic asset
Logo animation
Audience response

The feedback that matters

As their creative partner, we handle everything from quick content that connects assets to full content pieces. The variety isn’t just in content types but also in branding, and since a lot of it goes on social media, we get to see right away how the audience reacts. And the response has been nothing but positive.
Thank you Motion The Agency, for all of your support!
The campaign launch went great and the videos were a crucial part.
Creative Director
Teams we helped

Big team. Varying objectives. One design subscription.

Our subscription model is designed to be a creative extension of your company. We build a team around your needs, giving you access to experts in their fields — from animators to designers — to support your existing goals. Whether it’s video production, social media content, event design, or marketing collateral, we’ve got it covered. In Planful’s case, here are the team members we worked closely with and how we supported them.
Purple digital globe with connecting lines linking profile pictures and labels of social media, video production, design, event management, and creative teams around a central pink and purple M logo.
Pink stylized letter M on a circular dark purple background with dotted pattern.
Our Process

Animating for impact: Strategic video marketing across the customer journey.

We created over half a dozen promotional and branding videos that Planful shared across all their platforms. On average, these videos drove engagement rates above 40%. This is how we planned them and the results.
Meet Planful

Planning process

This is how we quickly design storyboards that set us up for fast-paced animation execution. We use Figma to map out the storyboard, which then becomes the baseline for the animation. And use Frame.io for revision

Result

The result is a high-quality animated video that not only fits their branding but also delivers their message and keeps Planful’s audience engaged from start to finish.

Meet Planful
Lesson learned

Key takeaways

  1. Digital project timeline interface showing tasks labeled Video editing, Outro, Motion intro, and Lower third with a cursor pointer on Video editing, spanning months August to October.
    By building teams around each client’s needs, it helps both them and us anticipate upcoming projects and plan ahead.
  2. Central circular icon with letter ‘P’ surrounded by four smaller icons connected by lines on a blue and black abstract background.
    Beyond creating a video marketing plan, we became an extension of their creative team and delivered everything from logo animations to full-scale marketing videos that fit their brand perfectly.
  3. Abstract digital illustration with magnifying glass highlighting a blue ‘P’ logo over layered transparent rectangles on a blue background.
    Our job is to make sure the designs we deliver are usable for them. How and where they use them is out of our hands, but making sure the results are high quality and match their needs is always one of our top priorities.
Frequently asked questions

Got questions?
We've got answers

We want to make sure you feel confident that our service is right for you. Here we’ve looked to address some commonly asked questions. If you have any more specific questions, don’t hesitate to get in touch with a member of the team.

Just like any of our subscription projects, we built a dedicated team around Planful’s needs. Our support covered everything from ideation and storyboarding to script writing and full content production — all the way through to ready-to-publish video marketing assets.

We produced a variety of marketing videos across Planful’s brands. This included launch trailers for the Perform25 event and AI Labs rollout, short podcast clips for social media, and a brand explainer video for Planful. Beyond publish-ready videos, we also created custom MOGRTs and lower-thirds to keep their internal team’s future edits consistent and on-brand.

We created over 100 animation assets for Planful, covering everything from event trailers and explainer videos to social media content and animated countdowns. Each piece was designed to align with their video marketing plan and support different stages of the user journey.

A video marketing plan is a strategy that helps brands create content with purpose and consistency. Through our creative subscription model, we help clients plan and produce marketing videos each month, keeping every piece aligned, on-brand, and results-driven.

A video marketing plan is a strategy that helps brands create content with purpose and consistency. Through our creative subscription model, we help clients plan and produce marketing videos each month, keeping every piece aligned, on-brand, and results-driven.

Contact Us

Let's build something great together! Get free video or design sample

Get free sample
Contact Us

Ready to animate your vision? Contact us for your
free video or design sample

Mobile interface showing the free sample request form and a 10-second video sample from Motion The Agency.
By clicking submit, you consent to receive email communications about Motion's products and services. You agree to our Terms of Service and acknowledge that your data will be processed in accordance with our Privacy Policy. You may opt out at any time.

Thank you!

Your submission has been received.