
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.
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








Company History 2015 - Today
2015 - COMPANY START
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2018 - SECOND MILESTONE
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2022 - TODAY
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Level up your efforts with our client onboarding platform.
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.
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."

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

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

“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.”
