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Your Client Onboarding
Automation Platform

Remove the barrier between closing the deal and realizing its potential

Setuply - onboard faster, live better!

Solution Overview:

Onboarding Done Right


  • Dynamic project scope management helps keep budget, scope, and timeline in check
  • Intuitive configuration workflows work for virtually any business setting or industry 
  • Complete project transparency empowers client engagement and collaboration
  • AI-powered PSA for the optimal team capacity management and utilization
Companies could do better

Company History 2015 - Today

  • 2015 - COMPANY START

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  • 2016 - FIRST MILESTONE


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  • 2018 - SECOND MILESTONE

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  • 2022 - TODAY

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Ready to level up your client onboarding?

You've Come to the Right Place

If any of these ring a bell...

clock Budget, Scope, and Timeline Recurring overruns for onboarding projects
question Lack of Efficient Resource Management An ongoing challenge with staff scheduling
no-wifi Ineffective Client Communications Keeping clients engaged during onboarding
old Using Outdated Onboarding Tools Spreadsheets just won't get the job done
You've Come to the Right Place

Help clients realize your solution benefits faster

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

Product Benefits

A successful transition from a brand-new client into a brand advocate is critical to your company's mission. Setuply's comprehensive onboarding solution drives long-term success, reduces implementation costs, improves client and vendor initial experience, and helps to re-focus on growth.

 

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

Would you like to take Setuply for a spin?

Ideas That Inspire

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