Client onboarding should be a balance between efficiency and empathy. Say hello to Setuply — your all-in-one solution that enables faster, frictionless B2B implementations with fewer resources.
“Setuply’s platform is a game-changer for the future of our client onboarding efficiency and revenue tracking. The ability to integrate such powerful automation into our processes will transform our operational capacity and accelerate our revenue pipeline. It marks a significant milestone in our growth trajectory.”
“Before Setuply, frustrations and issues with the implementation process could sometimes easily fall through the cracks. Now, all the information is readily available. We can see how people move through the process and where we can improve. It made us a better vendor for our customers.”
“Leveraging Setuply for our client onboarding and support has transformed our approach to client onboarding and service delivery. It has amplified our processes, enabling us to surpass our goals and expand our capabilities. Going beyond operational efficiency has sparked a new era of expansion for us.”
Power Up Every Aspect of Onboarding with Our All-In-One Platform
Picture this: earning early adopter buy-in from day one. Our Client Impact Control Center empowers clients, giving them the transparency and tools needed for success. They can manage their tasks effortlessly, track onboarding progress in real-time, and connect with support seamlessly. With Setuply, clients are not just passengers on the onboarding journey; they're in the driver's seat.
Access tools to create onboarding experiences that are repeatable and consistent across all clients, setting the stage for success every time. Our ScaleUp Onboarding Engine helps you maximize scalability by onboarding clients faster, allowing your business to grow with minimal overhead. But it doesn't stop there. We drive engagement by making it effortless for clients to interact with your team via an intuitive interface.
Save valuable time spent collecting client data with Setuply’s automated platform. Create customizable questions for clients directly within Setuply, and watch as their answers seamlessly modify project plans. Make data collection scalable by saving questions and form templates for future use, with answers triggering tasks automatically. All the while, our platform validates, stores, and transforms client data into meaningful formats for seamless import into its destination system.
Improve capacity management effortlessly. With Setuply, you can better manage your staff's capacity to avoid burnout and foster collaboration. Proactively plan for capacity expansion when needed, ensuring your team is always operating at its best. Recognize and reward the stars on your onboarding team, aligning them with projects that suit their skills and experience. Meanwhile, you can identify development opportunities for junior staff and provide additional career development opportunities for your team.