October 1-2, 2025 | Conference

First-Of-Its-Kind Client Onboarding Conference

The countdown to Onboarding World 2025 is on and we're dedicated to making this pivotal event accessible to all, ensuring you have the chance to be part of the change.

Register now for the event you won't want to miss!! Join us at this groundbreaking event where the future of client onboarding and success takes center stage. Hear the latest onboarding strategies that you can take back to your organization.

Your Journey Toward a Next-Generation Client Onboarding Experience Starts Here

Embark on an exhilarating journey at Onboarding World 2025, where the future of client onboarding and success takes center stage. Picture yourself amidst the industry's leading minds, exploring cutting-edge ideas and practices that are reshaping our field.

Each session will unveil actionable, transformative strategies and insights. Our lineup of speakers – leaders, experts, and pioneers in their respective fields – is set to ignite discussions and inspire transformative thinking, ensuring you leave with more than just knowledge; you leave with a vision.

Don't let this opportunity slip by. Join us for an event packed with engaging networking events, unforgettable entertainment and social gatherings. Be part of the change, be part of the future – Onboarding World 2025 is calling. Can you afford to miss it?

The Learning Opportunities You Can Expect

Whether you’re an onboarding practitioner, business leader, investment partner looking to improve portfolio operations, a member of the press, or someone who wants to learn more about this key area of business operations, Onboarding World has something in it for everyone.

Onboarding Practitioners

Learn about best practices for client onboarding, hear success stories from your peers, and get a pulse on what trends are shaping the industry.

Venture Partners

Experience the impact of AI in powering your revenue recognition and reducing customer churn by improving metrics, streamlining processes, and better forecasting for the future.

Media & Industry Trend Drivers

See a Setuply demo, explore the platform’s use beyond onboarding, and gain insights into how to enable successful handoffs between teams and assess the right metrics.

Advance your understanding of the Setuply client onboarding platform...

through hands-on learning labs, workshops dedicated to different modules, and an overview of tips and tricks to maximize your ROI.

What’s In Store for the Event Schedule

Here’s a glimpse of what you can expect at Onboarding World — or check out the full agenda below.

Practical applications of AI in client onboarding and success
Workshop for expert Setuply power users
Client onboarding from an investor’s perspective
Panel discussion on the future of client onboarding
Successful transitions between sales, onboarding, and client success
Reducing onboarding expert churn and improving onboarding team job satisfaction
Setuply roadmap highlights

Setuply’s Mascot, Jerry the Sloth, Will Be In Attendance!

Our beloved mascot Jerry the Sloth will be joining us at Onboarding World! Like us, he believes client onboarding should be relaxing, easy, and fun. If you see a sloth roaming around the event, don’t hesitate to grab his attention and say hello.

Frequently Asked Questions

What is Onboarding World 2025?

Onboarding World 2025 is a premier event focused on everything there is to know about optimal client onboarding. It brings together industry experts, long-term practitioners, and solution providers to zero in on critical industry trends, strategies, and cutting-edge solutions. The event is scheduled for October 1-2, 2025.

Who should attend Onboarding World?

This event is ideal for operations and finance leaders, onboarding managers, venture partners, and expert practitioners in the B2B SaaS markets. Attendees will take away a treasure trove of ideas, perspectives, and actionable strategies to immediately start improving revenue recognition, reducing churn, optimizing team capacity, and driving sustainable growth.

What can I expect to learn at the event?

Attendees will gain valuable insights into creating seamless and engaging onboarding experiences, connect with a community of thought leaders, and be at the forefront of adopting innovative technologies and best practices.

What does the agenda look like / what topics are going to be covered?

Onboarding World 2025 will encompass comprehensive discussions on integrating AI and automation, improving operational metrics, enhancing team capacity and satisfaction, and a wide array of other pivotal topics. We'll cover an extensive range of innovative strategies and best practices designed to transform client onboarding and operational efficiency.

How can I convince my company that I absolutely have to go?

Attending Onboarding World 2025 means accessing the latest client onboarding techniques and strategies. Expert-led workshops offer immediate takeaways for both you and your organization.

How much is the event?

Onboarding World 2025 is committed to making our transformative discussions and workshops accessible to as many professionals as possible. Main sessions are free of charge if you register before September 15th, while attendees are responsible for their travel and accommodation, as well as any optional entertainment activities designed to enhance your conference experience. This allows you to tailor your participation to fit your preferences while taking advantage of the event’s valuable networking opportunities.

How do I register for Onboarding World 2025?

Fill out our save the date form to be added to our mailing list for all the latest updates on where you can register for Onboarding World 2025!

How can we stay updated on event news and updates?

To stay informed about the latest Onboarding World 2025 news, updates, and insights, including agenda updates, speaker announcements, and more, we encourage you to subscribe to our monthly newsletter.

What if I have more questions?

For any further inquiries, feel free to contact us via email at hello@setuply.com

Where is the event?

Fill out our save the date form to be added to our mailing list for all the latest updates on where Onboarding World 2025 will be held!

Don’t Miss Out On
Onboarding World 2025!

Onboarding World combines professional growth with pleasure. While the work sessions are filled with enlightening discussions and talks, breaks and evenings offer unforgettable entertainment and fun. We can’t wait to tell you more — stay tuned!