Blog Post by Setuply
May 27, 2025 11:00:00 AM4 min read
Invoicing is Where Expectations, Execution, and Revenue Converge
It should reflect the work delivered — accurately, transparently, and in sync with the client ...
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May 22, 2025 11:00:00 AM4 min read
Is It Time To Change Your Client Project Management Software?
Choosing client project management software is a big decision, and chances are, you made your ...
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May 16, 2025 11:00:00 AM2 min read
Simpler Processes Mean Fewer Fire Drills—And a Bit More Breathing Room
Hey friends—Jerry the Sloth here. If it feels like every week brings a new surprise “urgent” task ...
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May 15, 2025 11:00:00 AM5 min read
Smoothing Over the Implementation to Customer Success Handoff
The passing of the baton from implementation to customer success is a key transition point in the ...
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May 13, 2025 11:00:00 AM4 min read
Why Community Matters More Than Ever in the Onboarding Field
Whether you’re leading onboarding strategy or managing dozens of implementations at once, one truth ...
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May 8, 2025 11:00:00 AM4 min read
From Nova Scotia to Silicon Valley: Lessons on Building Scalable Client Success
At Setuply, we see client success as the thread that connects onboarding to sustainable growth. Few ...
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May 6, 2025 11:00:00 AM3 min read
When Client Projects Go Off-Track, Start By Looking At How You Collect Data
Client data is more than a set of fields to fill out—it’s the foundation for everything that ...
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May 1, 2025 11:00:00 AM4 min read
Busy Seasons, Better Opportunities: Scale Your Client Management Services
Your clients don’t just rely on your platform—they rely on your team. And during their busiest ...
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Apr 29, 2025 11:00:00 AM3 min read
Are You Getting Paid For All the Client Services You're Delivering?
Managing client projects is anything but static. Scope creep, urgent requests, and evolving client ...
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Apr 25, 2025 11:16:44 AM1 min read
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 ...
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