Get Answers to Your Client Onboarding Questions

Unlock the secrets to fostering enduring client relationships.

Client onboarding isn't just a process; it's the crucial bridge between closing a deal and igniting the spark of client success. And the stakes have never been higher to deliver a seamless experience.

Dive into our onboarding 101 resource for insights into:

  • The importance of effective client onboarding
  • The anatomy of a successful onboarding experience
  • Automating without sacrificing personal touch


of potential customers will switch to other solutions if the onboarding process is complicated. Take the complexity out of the mix.
of potential customers will remain loyal if onboarding and continuous education are provided. Access tools to give them the experience they want.
of software
implementation projects fail. The good news: your implementations don't have to be part of that statistic. Seamless onboarding is within reach.
of companies that worked
to improve the customer experience saw their
revenue increase. Set yourself up for successful relationships on day one.

Transform the Client Onboarding Journey

Client onboarding should be a balance between efficiency and empathy. Say hello to Setuply — your all-in-one solution that enables faster, frictionless B2B implementations with fewer resources.

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Coray Grove

Chief Revenue Officer, Inova

“Setuply’s platform is a game-changer for the future of our client onboarding efficiency and revenue tracking. The ability to integrate such powerful automation into our processes will transform our operational capacity and accelerate our revenue pipeline. It marks a significant milestone in our growth trajectory.”


Alice Hinton

Human Resources Product Manager, Innovative Business Solutions

“Before Setuply, frustrations and issues with the implementation process could sometimes easily fall through the cracks. Now, all the information is readily available. We can see how people move through the process and where we can improve. It made us a better vendor for our customers.”


Josh Robinson

CEO, CheckmateHCM

“Leveraging Setuply for our client onboarding and support has transformed our approach to client onboarding and service delivery. It has amplified our processes, enabling us to surpass our goals and expand our capabilities. Going beyond operational efficiency has sparked a new era of expansion for us.”

Purpose-Built for Client Onboarding and Client Success

Power Up Every Aspect of Onboarding with Our All-In-One Platform

  • Client Impact Control Center
  • ScaleUp Onboarding Engine
  • Secure Data Management
  • Professional Services Automation