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Is Onboarding the Roadblock to Maximizing the Value of Your Client Relationships?

Transform clients into brand champions with Setuply’s market-leading AI-powered client onboarding and client success solution.  Elevate data collection, engage your clients, and optimize your team's capacity to accelerate growth and profitability. 

Get answers to all your client onboarding questions.

Make SaaS Onboarding Scalable & Enjoyable for Clients

Pairing a sound strategy with innovative tools, our all-in-one client onboarding solution empowers enterprise and mid-market/large SaaS providers to:

  • Establish standardized, repeatable processes to drive growth
  • Maintain transparent communications to inform and engage clients
  • Boost onboarding team capacity without compromising satisfaction
  • Securely and efficiently facilitate mass data migrations and upgrades 
  • Access AI-driven client onboarding recommendations and forecasts
Companies could do better
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Company History 2015 - Today

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    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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Level up your efforts with our client onboarding platform.

A Cure for the Frustrations of Traditional SaaS Onboarding

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Onboarding project overruns

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.

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Inefficient resource management

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.

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Lack of client engagement

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.

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Outdated tools showing their age

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.

Access insights to guide your client onboarding journey.

What Setuply Means To Our Customers

"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."

Megan C Director of Operations
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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.

 

 

Strategy Matters

10,714 Companies Currently Upgrading Operations Stack
90% Of Customers 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

Ideas That Inspire

“Failure is the most effective technique to optimize strategic planning, implementation, and processes.”

Thomas_Edison
Thomas A. EdisonAmerican Inventor and Businessman

“Strategy without tactics is the slowest route to victory. Tactics without strategy are the noise before defeat.”

Sun_Tzu
Sun TzuChinese Military General and Strategist

“Sound strategy starts with having the right goal.”

Michael_Porter
Michael PorterHarvard Economist and Researcher

“Successful organizations understand the importance of implementation, not just strategy, and, moreover, recognize the crucial role of their people in this process.”

Jeffrey_Pfeffer
Jeffrey PfefferAmerican Business Theorist

“It's not the ideas; it's design, implementation, and hard work that make the difference.”

Michael_Abrash
Michael AbrashProgrammer and Technical Writer

“Ideas are easy. Implementation is hard.”

Guy_Kawasaki
Guy KawasakiSilicon-Valley Based Author, Speaker, and Entrepreneur

“Insanity: doing the same thing over and over again and expecting different results.”

Albert_Einstein
Albert EinsteinTheoretical Physicist and Mathematician

“Creativity is thinking up new things. Innovation is doing new things.”

Theodore_Levitt
Theodore LevittMarketing Scholar and Global Economist
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