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How Setuply Enables Service Providers to Delight Their Clients

Setuply delivers seamless, scalable client experiences from onboarding to ongoing success—driving loyalty and referrals by simplifying complexity, accelerating value, and eliminating friction.

Accelerate Outcomes. Stay in Control. Maximize ROI.

Your clients expect consistent, high-quality service at every stage: onboarding, ongoing support, success initiatives, and managed services. Setuply’s AI-powered platform gives service providers a unified, data-driven foundation to transform how they engage and deliver for their own clients. The result: faster time-to-value, stronger relationships, and growth that compounds over time.

Our platform unifies onboarding, support, and managed services to help you go live faster, cut time-to-value by at least 30%, and double your team’s efficiency — guaranteed. 

With real-time visibility, intelligent automation, and built-in accountability, Setuply keeps your team aligned with clients and focused on delivering results, not fighting fires. The impact is tangible: EL-ITE achieved a 300% boost in responsiveness, CheckmateHCM increased output sixfold, and Inova recovered over $500K in previously unbilled revenue.

Discover how Setuply transforms your clients into brand champions

See How

 Key Benefits for Your Business and Your Clients

With Setuply, your post-sale teams and your clients share a unified, secure workspace, streamlining every interaction from project kickoff to ongoing service. Integrations keep data flowing automatically, role-based views ensure the right people see the right information, and centralized workflows eliminate friction. The result is smoother collaboration, fewer errors, and a consistently excellent client experience.


Setuply empowers your organization to:

  • See the trajectory of each engagement at a glance, enabling proactive adjustments and timely updates for both your team and your clients.
  • Clarify roles and responsibilities by providing intuitive dashboards that show who owns each task, reducing delays and ensuring everyone knows their next steps.
  • Enable instant collaboration by connecting internal teams and client stakeholders through shared cases, communications, and approvals
  • Offer clients and teams a safe place to upload and access critical historical records, documents, and configurations, supporting compliance and informed decisions.
“With my years of experience working with companies in various stages of their client journey, I can confidently say that a poor client experience is the number one reason customers drop off.”
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Ben SteinMarketing & Success Customer Leader

Is Your Post-Sale Experience Supporting Long-Term Success?

The post-sale journey is where trust is built — and tested. Whether it's onboarding, ongoing support, or managed service delivery, the quality of execution sets the tone for the entire client-provider relationship. When these experiences are transparent, secure, and responsive, companies like yours not only build confidence in your solution provider but also unlock greater long-term value.

With Setuply, consistent communication, real-time visibility, and a unified service experience reduce friction at every stage, making you feel supported, empowered, and fully aligned from day one onward.

Key Benefits for Your Business and Your Clients

With Setuply, your post-sale teams and your clients share a unified, secure workspace, streamlining every interaction from project kickoff to ongoing service. Integrations keep data flowing automatically, role-based views ensure the right people see the right information, and centralized workflows eliminate friction. The result is smoother collaboration, fewer errors, and a consistently excellent client experience.

Setuply empowers your organization to:

  • Visualize engagement progress at a glance to make proactive adjustments and keep both your team and clients informed.
  • Clarify ownership with intuitive dashboards that assign tasks and next steps, reducing delays.
  • Facilitate instant collaboration through shared cases, communications, and approvals—so no question goes unanswered.
  • Secure critical data with a centralized repository for records, documents, and configurations, ensuring compliance and informed decisions.
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Setuply accelerates and adds meaning to the post-sale success

See How

How Our Customers’ Clients Win

With Setuply, your clients become active partners in their own success. They gain transparent, real-time insight into every project, direct channels to communicate and resolve issues quickly, and self-service tools that let them shape their experience. This collaborative, adaptive approach delivers faster outcomes, fewer delays, and a level of responsiveness that turns service into a true competitive advantage.

Clients win with Setuply by:

  • Seeing progress live with up-to-the-minute project status and milestone tracking

  • Communicating instantly through shared workspaces and ticketing for rapid resolutions

  • Taking control via self-service portals for data uploads and workflow adjustments

  • Driving continuous improvement with automated feedback loops that refine service delivery

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