How I Tidy Up in the Spring (And How Setuply Can Help You Do The Same!)
Ahh, spring. The time when the sun sticks around a bit longer, the trees turn green again, and even ...
From Reactive to Proactive: How To Make Client Onboarding a Two-Way Street
Client onboarding works best when everyone is aligned from day one. When teams have shared ...
An Earth Day 2025 Letter From Jerry the Sloth
Hey there friends, Jerry the Sloth here! Now, I know I’m not the fastest, but I do move with ...
10 Key Metrics That Matter For Outstanding SaaS Customer Onboarding
You've finally won the deal: an exciting conclusion to the involved sales process that may have ...
The Future of the Onboarding Profession: Where Do We Go from Here?
There’s a quiet revolution underway. In a world where buyers expect outcomes before contracts are ...
Excited To Get Started With Your New Software Solution? You Might Want To Give It Another Thought.
You’ve finally found the right platform. The demo looked great. The promise it holds for your ...
Jerry’s Playbook for a Slam Dunk Client Management Experience
Hey there, team—Jerry the Sloth here, your go-to coach for building a championship-level client ...
Driving Change Management Success Across the Client Lifecycle
New technology can spark innovation, but it also introduces change—and with it, uncertainty. In ...
How Accurate Is Your Revenue Recognition?
Revenue recognition is more than an accounting requirement, it’s a major factor in financial ...
From Sales to Support: What a Cohesive, Connected Operation Looks Like
Clients have come to expect seamless experiences. Whether they’re moving from sales to onboarding ...
