Your Client Onboarding
Automation Platform
Remove the barrier between closing the deal and realizing its potential
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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2022 - TODAY
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You've Come to the Right Place
If any of these ring a bell...
Budget, Scope, and Timeline
Recurring overruns for onboarding projects
Lack of Efficient Resource Management
An ongoing challenge with staff scheduling
Ineffective Client Communications
Keeping clients engaged during onboarding
Using Outdated Onboarding Tools
Spreadsheets just won't get the job done
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.
Onboarding Engine
Evolves with your needs to ensure no balls get dropped
Client Experience
A peace of mind in real time with onboarding progress transparency
Data Management
Designed to securely collect, validate, and exchange the data
Powerful Integrations
Feel good with sales, client success, support all connected
PSA
Intelligent AI-driven systems optimize team efficiency
With You Always
Deliver a beautiful web-based and mobile onboarding experience
Ideas That Inspire
“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.”
