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How Setuply supports
client onboarding leaders

Turn client onboarding into a profit driver

As a client onboarding head or other operational leader, you have the responsibility of managing the financial vitality and health of your business. Ultimately, you can support timely revenue recognition and access to data-driven insights in one of the most pivotal, yet under-recognized business areas. Technology is the key to this unlocking profitability.

Setuply benefits every client onboarding stakeholder.

Setuply transforms your operations by:

  • Providing centralized snapshots that give you an instant grasp on key metrics
  • Supporting strategic planning with revenue and project health insights
  • Allowing you to proactively address onboarding challenges and bottlenecks
  • Helping to ensure alignment between client onboarding and broader objectives
  • Promoting efficiency and client satisfaction that drives more business
“Considering the cost of retaining customers versus acquiring new ones, it’s only natural to invest in onboarding solutions that create a better experience for customers and help them realize the value faster.” 
Ben SteinMarketing & Success Customer Leader

Showcase your forward-thinking approach as a business leader

When you introduce a client onboarding automation solution to other members of the leadership team, it signifies a strategic move for the future. While you’ll create a more seamless experience for clients, you’ll show your dedication to operational excellence. With better resource allocation, you’ll help clients realize value faster while maintaining the health of your onboarding workforce.

Why specialized client onboarding tools are a must-have

If your organization isn’t already using the latest and best client onboarding tools, the need to invest is clear. With these tools, you can eliminate bumps in the road and pave the way for better client onboarding:


  • Operate more efficiently via automated data collection and communications
  • Reduce the risk of costly errors, omissions, and data compliance issues
  • Improve client satisfaction so they are more likely to turn into long-term clients
  • Make data-driven decisions to remove bottlenecks and maximize performance
  • Generate significant cost savings with a more scalable onboarding process

Experience how Setuply can transform your onboarding.

Helpful client onboarding insights