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Is Client Onboarding Getting in the Way of Your Business Growth?

Setuply's market-leading AI-powered platform is purpose-built to help transform your customers into brand champions. Accelerate revenue recognition, engage and empower customers, reduce delivery costs, and securely manage customer data with our all-in-one solution.

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Get Your Clients On Board and Enjoying Your Solution Faster!

Setuply's comprehensive platform revolutionizes the client onboarding experience and success from multiple perspectives, ensuring you're able to focus on delivering superior products and services and accelerating your revenue recognition in the process. 

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Client Engagement

Provide project transparency and visibility to foster trust and build stronger client relationships. Address questions or issues in real-time with built-in case management.
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Transparency and Scalability

Zoom through onboarding like a rocket, with built-in workflows, project templates, notifications, and data form libraries, with everyone in the loop and on top of their tasks.
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Secure Data Staging

Centralize data workflows: collect, validate, transform, and distribute information in virtually any format, facilitating migrations and onboardings. 
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Powerful Integrations

Seamlessly connect sales, onboarding, and client success, ensuring complete collaboration, internally and externally. 
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Professional Services Automation

Maximize team efficiency and match tasks with the right talent. Spotlight stars and identify learning opportunities.
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AI-Driven Insights

Transform loss leader into the growth engine with dashboards to monitor KPIs, pinpoint cost drivers, and uncover avenues for optimization.

Ready to transform onboarding into a growth engine?

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Looking to Scale Delivering Exceptional SaaS Onboarding Experiences?

Look no further! Setuply's comprehensive platform enables B2B solution providers to: 

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Company History 2015 - Today

  • Company-Logo-Mockup-Office

    2015 - COMPANY START

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  • 2016 - FIRST MILESTONE


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  • 2018 - SECOND MILESTONE

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  • Company-Logo-Mockup-laptop-new

    2022 - TODAY

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Are You Driving a Winning Strategy?

Visit our blog for insights on better client onboarding.

10,714 Companies Currently Upgrading Operations Stack
90% Of Clients Hoped For A Better Onboarding Experience
50% Will Take Business Elsewhere If Their Needs Are Not Met
84% Of Providers Got A Revenue Increase After Improving Experience

Customers Love Setuply!

"The prior approach of using spreadsheets for onboarding and for team and client collaboration was simply not scalable.  Fortunately, with Setuply the entire onboarding process is under control. We can focus on growing sales while keeping our customers happy and satisfied."
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Megan CDirector of Operations

“Setuply’s platform is a game-changer for the future of our client onboarding efficiency and revenue tracking. The ability to integrate such powerful automation into our processes will transform our operational capacity and accelerate our revenue pipeline. It marks a significant milestone in our growth trajectory.”

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Coray GroveChief Revenue Officer
“Before Setuply, frustrations and issues with the implementation process could sometimes easily fall through the cracks. Now, all the information is readily available. We can see how people move through the process and where we can improve. It made us a better vendor for our customers.”
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Alice HintonHuman Resources Product Manager
“With a steady pipeline of new customers and current customers wanting to purchase additional services, trying to combine data from multiple sources and make sense of it all can be difficult. Being able to see everything and manage it from one place is a beautiful thing.” 
JoshRobinson
Josh RobinsonCEO
“Setuply’s technology enables us to perform with precision, speed, and accuracy, ensuring that every step is purposeful and well-understood. This approach not only builds our clients’ confidence in our capabilities but also highlights our ability to deliver exceptional service.”
ChrisEvenson
Chris EvensonManaging Partner
“Our partnership with Setuply allows us to enhance our service offerings and provide our clients with a more streamlined and efficient onboarding experience. Setuply's innovative platform is a game-changer in the HCM space, and we are excited to leverage it to deliver superior results for our clients.”
ElizabethLewis
Elizabeth LewisCEO
“In the past, I would have to ask my implementation team members questions about whether they received data or had built something yet. Setuply removes this step. I can easily see what tasks have been completed and when, which helps streamline things from a management perspective.”
ZacharySmith
Zachary SmithVP of Operations

Discover the transformative impact Setuply can have on your business with our ROI calculator

See Your ROI Potential
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