Is Onboarding the Roadblock to Maximizing Your New Client Relationships?
Transform new clients into brand champions with Setuply’s market-leading AI-powered client onboarding solution. Streamline data collection, engage your clients, and optimize your onboarding capacity to fuel growth and profitability.
Company History 2015 - Today
2015 - COMPANY START
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2018 - SECOND MILESTONE
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2022 - TODAY
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A Cure for the Frustrations of Traditional SaaS Onboarding
In a survey of 3,000 project managers, 50% of projects experienced scope creep, only 57% were finished within budget, and only 50% were completed on schedule.
76% of companies spend over 2 hours a week following up with clients and sending them reminders. A little over 19% spend more than 5 hours on these same tasks.
74% of potential customers will switch to other solutions if the onboarding process is complex. 86% will remain loyal if onboarding and continuous education are provided.
When businesses use spreadsheets for customer onboarding, over 35% of those polled struggled to update sheets. More than 24% couldn’t easily convert data into insights.
Client Onboarding Platform Benefits
As a SaaS provider, we want you to focus on what you do best: delivering exceptional products and services to your clients. We’ll take care of SaaS onboarding for you with our client onboarding solution, changing the process for the better and driving revenue faster.
Holistic visibility
Get a bird’s eye view map of all onboarding projects your team is working on
AI-driven insights
Track KPIs across teams, identify cost drivers, and highlight project optimization
Easier data management
Securely collect, validate, and exchange data in a centralized space that is easy to access
Powerful Integrations
Easily connect the onboarding process to other business branches with our client onboarding system software
Collaborative Platform
Leverage built-in chat functions that allow teams to conveniently communicate in one place
Easily Accessible
Our client onboarding platform is web-based, adaptive, and mobile so it can be used anytime, anywhere
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“Sound strategy starts with having the right goal.”
“Successful organizations understand the importance of implementation, not just strategy, and, moreover, recognize the crucial role of their people in this process.”
“It's not the ideas; it's design, implementation, and hard work that make the difference.”
“Ideas are easy. Implementation is hard.”
“Insanity: doing the same thing over and over again and expecting different results.”
“Creativity is thinking up new things. Innovation is doing new things.”
