Skip to content
hero9

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
sandy-logo-mockup

Company History 2015 - Today

  • 2015 - COMPANY START

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
  • 2016 - FIRST MILESTONE


    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et
  • 2018 - SECOND MILESTONE

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

  • 2022 - TODAY

    Description. Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et

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old Using Outdated Onboarding Tools Spreadsheets just won't get the job done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
girl-walking-smiling-gray-wall 1-1

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

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

Thomas_Edison
Thomas A. Edison American Inventor and Businessman

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

Sun_Tzu
Sun Tzu Chinese Military General and Strategist

“Sound strategy starts with having the right goal.”

Michael_Porter
Michael Porter Harvard 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 Pfeffer American Business Theorist

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

Michael_Abrash
Michael Abrash Programmer and Technical Writer

“Ideas are easy. Implementation is hard.”

Guy_Kawasaki
Guy Kawasaki Silicon-Valley Based Author, Speaker, and Entrepreneur

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

Albert_Einstein
Albert Einstein Theoretical Physicist and Mathematician

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

Theodore_Levitt
Theodore Levitt Marketing Scholar and Global Economist
man-sitting-on-floor-laptop

Subscribe
to Our Newsletter