Is Client Onboarding Getting in the Way of Your Business Growth?
Setuply is purpose-built to help transform your customers into brand champions. Engage and empower customers, optimize team capacity, and securely manage customer data with our market-leading, AI-powered platform.
Company History 2015 - Today
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2015 - COMPANY START
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2018 - SECOND MILESTONE
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2022 - TODAY
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Are These Client Onboarding Frustrations Hitting Close to Home?
Too much time to revenue with time and budget overruns
90% of onboarding reps' time spent seeking info from clients
74% of clients churn due to lengthy and confusing onboarding
Disjointed data and unsuitable tools endanger the project
Clients Love Setuply!
"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."
Ready to Get Your Clients On Board and Enjoying Your Solution Faster?
Setuply's comprehensive platform revolutionizes the client onboarding experience and success from multiple perspectives, ensuring you're able to focus on delivering superior products and services and accelerating your revenue recognition in the process.
Customer Engagement
Empower customers to drive their own onboarding projects forward while building goodwill and eliminating budget time and scope overruns.
Transparency and Scalability
Zoom through onboarding like a rocket, with built-in workflows, project templates, notifications, and data form libraries, with everyone in the loop and on top of their tasks.
Secure Data Staging
Centralize data workflows: collect, validate, transform, and distribute information in virtually any format, facilitating migrations and onboardings.
Powerful Integrations
Seamlessly connect sales, onboarding, and client success, ensuring complete collaboration, internally and externally.
Professional Services Automation
Maximize team efficiency and match tasks with the right talent. Spotlight stars and identify learning opportunities.
AI-Driven Insights
Transform loss leader into the growth engine with dashboards to monitor KPIs, pinpoint cost drivers, and uncover avenues for optimization.
“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.”
