Make Your SaaS Client Onboarding a Success with Our Free Guide

Deliver exceptional experiences with the right strategies.

The foundation for successful client relationships starts with seamless onboarding. With a structured approach, you can remove friction and frustration and maximize the value of your clients on day one.

Our best practices resource for onboarding new clients steers you in the right direction:

✓ Learn how to balance standardization with personalization

✓ Explore ways to support clients both during and after onboarding

✓ Find ways to use data and metrics to enhance efforts


of customers who report having a welcoming onboarding experience are likely to continue using a service or product.
of customers experience a drop off in satisfaction during the onboarding process.
of companies still use four to six tools for customer onboarding.
of customers think companies they buy from could do better when it comes to onboarding new users/customers.

Transform the Client Onboarding Journey

Client onboarding should be a balance between efficiency and empathy. Say hello to Setuply — your all-in-one solution that enables faster, frictionless B2B implementations with fewer resources.

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Coray Grove

Chief Revenue Officer, Inova

“Setuply’s platform is a game-changer for the future of our client onboarding efficiency and revenue tracking. The ability to integrate such powerful automation into our processes will transform our operational capacity and accelerate our revenue pipeline. It marks a significant milestone in our growth trajectory.”


Alice Hinton

Human Resources Product Manager, Innovative Business Solutions

“Before Setuply, frustrations and issues with the implementation process could sometimes easily fall through the cracks. Now, all the information is readily available. We can see how people move through the process and where we can improve. It made us a better vendor for our customers.”


Josh Robinson

CEO, CheckmateHCM

“Leveraging Setuply for our client onboarding and support has transformed our approach to client onboarding and service delivery. It has amplified our processes, enabling us to surpass our goals and expand our capabilities. Going beyond operational efficiency has sparked a new era of expansion for us.”

Purpose-Built for Client Onboarding and Client Success

Power Up Every Aspect of Onboarding with Our All-In-One Platform

  • Client Impact Control Center
  • ScaleUp Onboarding Engine
  • Secure Data Management
  • Professional Services Automation