Jerry the Sloth here, Setuply’s mascot and onboarding enthusiast! As we cozy up to the end of the year, it’s the perfect time to reflect on what makes us grateful. This year has been one for the books, from celebrating your successes to growing our community and delivering innovative tools.
Personally, I loved seeing all the folks that came out to see us at Onboarding World—kudos to our own Melissa Duggan for working so hard to put this first-of-its-kind event together! If you didn’t get a chance this year, I highly recommend joining for the morning run—or walk!
Let’s dive back into more of what we’re thankful for as a team.
1. Watching Our Customers Crush It
Nothing makes us happier than seeing our customers win—and 2024 was full of success stories! One example is our friends at Inova, a leading payroll and HR solutions provider. They achieved remarkable results by using Setuply’s advanced tools to streamline their onboarding process.
Inova’s wins at a glance:
- 69% increase in ‘Started’ business
- 76% rise in ‘In Process’ business
- 44% rein of ‘Non-Starter’ projects
- 16.5% decrease in employee turnover
And they accomplished all this with just an 11.4% increase in headcount and budget. Talk about efficiency!
Setuply’s integration with Inova’s CRM and quoting system brought real-time visibility into revenue recognition, simplified financial insights, and boosted overall team confidence. Now that’s something to celebrate!
2. Growing Our Community
This year, we had so many opportunities to connect with the onboarding community, from seeing old friends to meeting new ones. Our first-ever Onboarding World event was a highlight—a gathering of onboarding peers from various industries, united by a passion for helping clients succeed. (Don’t forget to save the date for Onboarding World 2025!)
From strategy sessions to networking, the event was a hit. One thing stood out: attendees loved swapping ideas and making new connections. You asked for more ways to connect, and we heard you!
That’s why we’ve planned Setuply Festivus—a virtual event to keep the collaboration flowing. Mark your calendars, bring your onboarding tips, and get ready to join us for this fun, interactive celebration. Register here if you’d like to attend or be a panelist!
3. Innovating the Setuply Solution
In 2024, we took Setuply to the next level with some incredible new features.
Take our Secure Data Repository, for instance. This robust solution for client and project data management centralizes data in a secure repository—no more shared drives, multiple spreadsheets, or overflowing inboxes! Teams can efficiently collect, stage, and validate data while streamlining collaboration with clients as everyone works from the same data set.
We’ve also introduced customizable task workflows. Now, you can map out how each task should move through your projects, step by step. Say you’ve got a quality analysis task—one team member can start by adding the details, submit it for review, and then pass it along to someone else to mark it complete or send it back for tweaks. Along the way, automated notifications and comments keep everyone in the loop and on the same page.
Another thing that’s become easier: invoicing! Our new solution lets you create invoices for single projects or in bulk across multiple customers. You can track expected vs. actual revenue, mark billable amounts right on your projects, and set up workflows to make sure every invoice goes through the right steps. Detailed reports give you a clear view of your monthly revenue goals and what’s been invoiced.
Our new email solution dynamically generates unique email addresses for every user, project, and task, keeping all communications organized and tied to the right context. Say goodbye to cluttered inboxes—everything stays centralized within the platform. Plus, our system protects your privacy with platform-specific email addresses for external communications.
Last but not least, another exciting Setuply update: our Product-Led Growth (PLG) offering is now available as a free trial! Sign up for a Freemium account today and you can start experiencing Setuply’s power first-hand.
We’ve been hard at work evolving Setuply to meet your needs, and these tools are just the tip of the iceberg. Stay tuned for even more updates in 2025!
Thank You for Everything in 2024!
As we close out another fantastic year, we’re reminded of what makes Setuply special: You! Your successes inspire us, your ideas help us grow, and your support fuels our passion for developing more solutions that make onboarding better for everyone.
Thank you from the entire Setuply team (including me, Jerry!), and here’s to achieving even greater success in the journey ahead.