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Setuply Blog

The onboarding journey has never been more critical to client satisfaction and implementation team engagement toward a meaningful long-term partnership together.

Jan 19, 2023 11:00:00 AM 6 min read

6 Main Reasons Project Management Doesn't Work for Client Onboarding

According to McKinsey & Company, the average onboarding process for a new corporate client can ...
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Jan 5, 2023 11:00:00 AM 8 min read

8 Key Metrics That Matter For An Outstanding SaaS Customer Onboarding

You've finally won the deal - a glorious conclusion of the involved sales process that could have ...
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Dec 8, 2022 10:35:00 AM 4 min read

What Else is Wrong with Spreadsheet-Driven Client Onboarding

Onboarding teams often get stuck in a never-ending hamster wheel of data entry, dealing with dozens ...
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Nov 25, 2022 11:00:00 AM 4 min read

5 Challenges to Understanding Customer Onboarding Costs

For any business to grow and sustain, it’s imperative to understand the costs associated with the ...
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Nov 10, 2022 10:00:00 AM 4 min read

Get Ahead of Onboarding Scope Creep

Client onboarding is a critical piece of the puzzle for any software vendor or service provider ...
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Oct 27, 2022 8:15:00 AM 5 min read

Change Management in Client Onboarding

While most of us get excited about all things new, sometimes hesitation arises when making change. ...
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Sep 1, 2022 12:00:00 AM 3 min read

Not Quite So Hidden Costs of Client Onboarding

"Every time we get on the onboarding status call with this client, the scope seems to change.  We ...
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Aug 18, 2022 3:33:00 PM 5 min read

Onboarding Using Spreadsheets Doesn't Scale

"I can't see my clients anymore, and all my tasks are missing!!!! Who reformatted the onboarding ...
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Aug 11, 2022 12:00:00 AM 5 min read

The Impact of Continued Digital Adoption on Client OnBoarding

As the tide of digitalization continues to rise, more and more businesses are adopting technologies ...
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Aug 1, 2022 3:35:00 PM 3 min read

Automated Onboarding: a Game Changer for Software Vendors

Welcoming new clients into a business has traditionally been a complicated process.
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