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Next-Gen

Make Every Onboarding a Triumph

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Company History 2015 - Today

  • Company-Logo-Mockup-Office

    2015 - COMPANY START

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  • 2016 - FIRST MILESTONE


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  • 2018 - SECOND MILESTONE

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  • Company-Logo-Mockup-laptop-new

    2022 - TODAY

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Is Your Organization Positioned for Success?

The rise in digital adoption brings an increased demand for faster gratification At Setuply, we provide the automation and tools to make the client onboarding experience more seamless, scalable, and enjoyable. 

Businesses that can benefit from our client onboarding platform

B2B technology solution providers need to constantly innovate and enable seamless integration with client systems. With Setuply, providers can streamline multi-month implementations by:

  • Providing tools that keep projects on track
  • Simplifying data migrations
  • Ensuring transparency for all stakeholders
  • Improving client engagement 

Implementation and onboarding service providers operate at the essential intersection of technology solutions and real-world applications. With Setuply, these providers gain a powerful ally in:

  • Preventing onboarding scope creep
  • Maximizing team capacity
  • Managing multiple projects simultaneously
  • Accelerating revenue recognition

 

Value Delivered

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Intuitive

Intuitive

Consistent use by your onboarding team, leadership and clients without having to learn yet another software is key

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Powerful

Powerful

Is the name of the game to wrap around the complexity of your business making onboardings scalable and repeatable

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Engaging

Engaging

Collaboration is the heart of effective change management to form meaningful long term partnership

Serving a Spectrum of Markets

 

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Enterprise Market Solution Providers

✓ Have complex B2B offerings or services

✓ Manage significant numbers of concurrent implementations

✓ Maintain teams with over 100 onboarding reps
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Mid-to-Large Market Solution Providers

✓ Cater to a wide array of industries and settings

✓ Handle 10+ concurrent implementations

✓ Have teams comprised of 3 or more onboarding reps
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Venture Capital and Private Equity Companies

✓ Focused on driving growth and profitability

✓ Have a portfolio of companies in complex B2B markets

✓ Need support to maximize returns and streamline operations
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Channel Alliance Program - Our Partners

✓ Collaborate with consultants and advisors

✓ Recognize evolving needs to align with the clients'

✓ Enhance the quality and efficiency of their services
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People We Touch

A seamless onboarding experience stems from aligning all stakeholders. Setuply has crafted a unified platform that unites everyone in a single space, fostering improved collaboration and communication. By eliminating common barriers to client onboarding, we ensure a smoother journey where everyone benefits.

Client Onboarding Reps

✓ Consolidated view of every part of the onboarding process

✓ Can easily manage timelines, communications, to-dos, and client data

✓ Showcases teammate success via leaderboards 

 Client Onboarding Manager

✓ Deep insights into every aspect of all onboarding teams and projects

✓ Detailed reports to identify project bottlenecks and monitor capacity

✓ Effectively assign projects & delegate tasks to ensure a smooth workflow

 Read More Client Onboarding Leaders

✓ Holistic view of costly business areas with highest retention exposure

✓ Centralized snapshot of revenue at stake and other key metrics

✓ Strategic insights to streamline onboarding and act proactively

 Read More Clients

✓ Real-time insights into project progress and who's responsible for next steps

✓ Visibility into entire activity stream throughout the onboarding process

✓ Can easily contact reps and upload project content to stay engaged and informed

 Read More Sales Teams

✓ Real-time insight on client onboarding status to open faster cross-sell opportunities

✓ Reduced backlogs that empower accelerated pipelines and positive references

✓ Better positioning for cross-sell offerings and to increase profitability

 Read More Customer Support Reps

✓ Clear record of entire onboarding process to offer context and empower decisions

✓ Can better anticipate post-onboarding questions or concerns from clients

✓ Insights to ensure a smoother handoff and an improved client experience

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The Industries That We Serve

social-media Human Capital Management

Simplify the process of gathering, validating, and transforming data into the desired format. All the while, clients stay engaged and have visibility that lends itself to trust.

 money-bag Fintech, ERP, and Accounting

Support collaboration in the provider-client relationship while adhering to rigorous standards and handle every step with the utmost sensitivity and expertise.

 Read More insurtech-1 InsureTech

Ensure that every piece of data and communication is precisely handled, from compliance and data validation to seamless communication between stakeholders

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heartbeat Medical Software

Multiple stakeholders play a critical role in the implementation of medical software. By uniting all stakeholders on a single platform that facilitates interaction and collaboration, ensure everyone is aligned and informed for mutual benefit

  
hexagonal Regulatory Technologies

Enhance your client engagement while ensuring adherence to industry standards and allow clients and stakeholders alike to track every step of the onboarding process.

  
around-the-world Manufacturing & Service Delivery SaaS

The manufacturing and service delivery SaaS industry demands a clear view of ongoing processes. Stay updated on every phase of the onboarding process to support timely, effective service delivery.

  
line-chart Marketing, Sales & Operating SaaS

 Facilitate effective engagement and streamline the collection of critical client data with a smooth onboarding process that paves the way for successful collaborations and long-term partnerships. 

  
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