Skip to content

Onboarding Package Options and Feature Guide

Gain access to our suite of onboarding tools and features, ensuring you have everything you need to succeed, right from the start.


Ready to Uplevel Your Onboarding?

Setuply delivers the full spectrum of onboarding solutions — no trade-offs, just comprehensive results.

Template Libraries

✓ Unlimited Notification Templates

✓ Unlimited Onboarding Project Templates

✓ Unlimited Workflow Templates

✓ Data Collection Forms, Wizards & Template 

Build Your Own or Tap Into Our Rich Template Libraries     


Unlimited Dashboards for Different User Types

Pre-built Dashboard Library, Including Company Leader, Implementation Manager, Customer Portal, Client Success Manager

Customizable Library Dashboard Widgets

Add Any Report on the Dashboard


Configurable Workflow Engine
Custom Rules Builder
Configurable & Reportable Project Milestones
Configurable & Reportable Checklists
Configurable Multi-Format Reporting Engine
Custom Branding Options

Data Management

Secure Data Questionnaires & Form
Secure File Upload
Building & Saving Client Questions
Customized Client Questionnaires
Inbound Historical Client Data Mapping
Client Data Validation
Data Storage & Communications
Outbound Data Transformation Destination
Mass Client Data Migrations
Conditional Logic Questionnaires
Data Collection Flow Management
Data Security Management

Professional Services

Workload & Throughput Management
Staff Project Assignments & Progress Tracking
Staff Capacity Planning (Ex. Tasks Assigned, Hours Assigned, Etc.)
Individual Workload & Productivity Tracking
Team Productivity
Insight Into the Revenue on the Line
Team Project Assignments & Re-Assignments
Visibility into the Workload of Each Member
Implementer Time-Off / Company Holiday Logging

Project Management

Unlimited Projects. Unlimited non-implementer team contributors. Unlimited client contributors.
Context-Aware AI-Driven Onboarding Platform
Onboarding Project Management
Project Scope & Timeline Management
Project & Sub-Project Dependencies
Multi-Format Actionable Project Views (Gantt, List, Etc)
Actionable Project Statuses
Approval Management
Complete Onboarding Logging & Auditing
Project Risk Categories
Deep Elastic Search
Onboarding Project Trackers
Project Revenue at Stake Management
Project Risk Heatmaps

Reporting and Analytics

Pre-Built Most-Used Reports
Exportable Analytics
Executive Reporting & Analytics
Reporting Across Unlimited Projects


Sales & Business Development Solutions
Client Success Solutions
Customer Support Solutions
Project Management Software
Ticketing & Case Management Systems
Sales-Driven New Project Creation
Surveys & Customer Feedback
External Calendar Integration

Change Management

Change Request Capability
Change Project Scope Requests
Project Scope Management
Change Request Administration
Project Scope Management
Change Request Approvals

Centralized Communication

Configurable Notifications
Centralized Communications
Communication & Change Log
Onboarding Client Communications Engine

User Permissions

Multiple-Level Permissions
Unlimited Security Roles

Additional Features

✓ 50 GB
Helpful Guides & Manuals
Built-in Case Management


But if You Want More

Ready to transform onboarding into a growth engine?


Subscribe to Our Monthly Newsletter