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Setuply Blog

Building lasting partnerships starts with a seamless client management experience—enhancing satisfaction, streamlining operations, and maximizing long-term value

Nov 21, 2024 11:00:00 AM4 min read

How To Improve Client Retention With the Right Tech Investments

Client retention is one of the most crucial metrics for measuring long-term business success. ...

Aug 8, 2024 11:35:03 AM4 min read

How To Help Your Team Embrace Client Onboarding Technology

You'd love for your team to embrace new technology to make their jobs more efficient and their ...

May 20, 2024 11:00:00 AM3 min read

Maximizing Client Lifetime Value: The Power of Good Onboarding

Client onboarding is not just about getting customers through the door. It’s about ensuring they ...

May 8, 2024 11:00:00 AM2 min read

Client Success Best Practices: How to Guide Clients Down the Right Path

Delivering a powerful product or service is the first step toward meeting client needs. To ensure ...

Apr 19, 2024 1:00:00 PM2 min read

How to Uncover Bottlenecks with Client Onboarding Solutions: A Real-World Example

The process for onboarding new clients can include clearly defined steps and procedures, but ...

Apr 4, 2024 11:00:00 AM2 min read

Why Purpose-Built Solutions Are the Future of Effective Client Management

The modern approach to client management often involves juggling multiple tools, leading to ...