A Better Way To Collect and Manage Client Data

Client data is more than a set of fields to fill out—it’s the foundation for everything that follows.

Whether kicking off a new onboarding initiative or managing recurring projects like ACA compliance, solution providers rely on complete, accurate, and timely client data to move forward. It’s the jumping-off point for project timelines, resource allocation, system configuration, and service delivery.

Too often, that first step becomes the first roadblock. Setuply helps change that narrative.

When Data Collection Derails Progress

Gathering information from clients should be simple. However, it’s frequently one of the most painful and prolonged parts of any engagement. Why? Because the tools many teams use—such as emails and spreadsheets—aren’t built for collaborative, dynamic data gathering.

Here’s what that looks like in the real world:

• Endless Email Threads: A single missing detail turns into five follow-up emails. Clients lose track. Your team wastes hours piecing together scattered replies.
• Version Control Headaches: A spreadsheet is filled out, then edited, then sent back—but which version is final? Confusion breeds errors, especially when multiple stakeholders are involved.
• Generic, Overwhelming Forms: When every client receives the same long, catch-all intake document, they’re left scouring irrelevant sections or skipping important ones.
• Manual Re-Entry Work: Even after data gets collected, your team often re-enters it into project management tools, CRMs, or compliance systems.

Sure, these inefficiencies slow things down. But there’s another layer: they erode client trust and reduce your team’s capacity to focus on more strategic work.

Setuply Reimagines What Data Collection Can Be

Data collection should be seamless, intelligent, and integrated—not a source of stress. Setuply transforms this step into a streamlined, intuitive experience for both your team and your clients.

Here’s a snapshot of data collection with Setuply:

• Smart, Digitized Forms: Setuply’s forms are fully digital and customizable. You can break them into bite-sized sections that guide clients through only the fields they need—nothing more, nothing less.
• Conditional Logic: Based on client responses, irrelevant questions are skipped automatically. That means no more confusing or redundant inputs.
• Automatic Population Across Workflows: Data captured through Setuply forms flows natively into other parts of the system. Your implementation, compliance, and service delivery teams always have the information they need, exactly where they need it.
• Two-Way Integrations: Sync seamlessly with systems like Salesforce, HubSpot, and others, keeping your client data consistent and current across platforms.

These features help businesses stay agile, reduce administrative work, and ensure important information doesn’t fall through the cracks.

Real Impact, Real Results

When B2E Solutions began testing Setuply’s forms, the goal was simple: make it easier for clients to provide the information needed to get projects moving. As a provider of human capital management (HCM) solutions, B2E’s implementation team works across payroll, benefits, and compliance setup—each requiring precise, timely client data.

Jenae Swanson, Implementation Team Manager, saw the shift immediately:

“Setuply’s forms have allowed us to accelerate our data collection process dramatically.” Swanson noted, “What used to take much longer is now completed instantly, allowing us to keep projects moving without delays. Features like this help us deliver a smoother experience for our team and clients.”

Faster responses, cleaner data, and fewer follow-ups mean the team can stay focused on higher-value implementation work—and give clients a more polished onboarding experience.

Let’s Rethink Your First Step

No matter how well-designed your services are, they can’t move forward without the right information at the right time. Setuply helps you take the pain out of data collection so every project gets off to a stronger start and keeps moving forward without unnecessary friction.

Our team is here to help you assess and refine your current data collection processes, so both your team and your clients benefit. Start seeing the possibilities with Setuply: request a demo!