When it comes to onboarding new clients, many businesses settle for single-point solutions—tools that address only one part of the process, like managing documents or support requests. This "frankenstack" of tools often mask inefficiencies that lead to higher operational costs, missed revenue opportunities, and frustrated clients.
Are you unknowingly spending more than you should on onboarding? Use this self-assessment to identify hidden costs and inefficiencies in your process.
Are You Spending Too Much Time Chasing Clients for Information?
Over 50% of B2B client onboarding specialists surveyed by Setuply report that gathering new client data is the most challenging aspect of their job.
While some teams rely on forms or questionnaires to collect client details, these tools can actually create more work. They often operate in isolation from project timelines, leaving onboarding team members to manually monitor progress. Without integration into a cohesive system, client reminders become time-consuming tasks, and team members must cross-check data across different tools to ensure completeness.
Have You Had Projects Exceed Their Timeline and Scope?
In that same Setuply survey of onboarding reps, 39% of reps cited scope creep as another major pain point.
It’s not uncommon to see teams kick off onboarding projects with shared spreadsheets that outline the project timeline and task assignments. While this approach may start with the best intentions, clients rarely, if ever, check a shared spreadsheet daily to stay on top of their responsibilities. Comments requesting feedback or document uploads can go unnoticed for days—or weeks—stalling progress. The result is projects that exceed their original deadlines.
Are Clients Expressing Frustration With Their Onboarding Experience?
Client frustration during onboarding can significantly impact their perception of your solution—and ultimately their decision to stick with it. One of the most common sources of this frustration is a lack of seamless communication and consistency throughout the process.
Single-point onboarding solutions often contribute to this issue. These tools rarely give clients a comprehensive view of the entire onboarding journey. Clients might find themselves repeating the same information to different team members because these systems don’t share data efficiently. Similarly, when a client has a question or concern, they may face delays as onboarding teams scramble to locate the right information or coordinate across systems.
Do Stakeholders Have Real-Time Insight & Visibility Into Projects?
Efficient client onboarding relies on every stakeholder having real-time access to critical project updates, timelines, and documents. A lack of visibility can result in delays and inefficiencies that quickly derail even the best-laid plans.
Many teams turn to specialized document storage solutions to share files during onboarding. While they’re useful for centralizing file storage, these systems fall short when it comes to integration with broader project workflows. For instance, when a client uploads a new document to a shared folder, there’s often no automatic notification or clear link to next steps in the project timeline. Team members must take extra steps to monitor folders, interpret updates, and determine potential project impact.
Is It Challenging To Measure the ROI of Your Onboarding Process?
When your onboarding depends on disjointed tools, measuring ROI becomes a difficult task. Without a clear, unified view of the onboarding journey, it’s nearly impossible to identify what’s working, what’s not, and where resources are being wasted.
Let’s say a team uses one tool to track task assignments and another to manage client responses. If a task stalls because a client hasn’t submitted necessary information, tracking the source of the delay requires jumping between systems—wasting time and obscuring the bigger picture. Similarly, bottlenecks often go unnoticed because there’s no one system to capture key data points like which steps require the most manual effort or where clients tend to disengage.
Break Free From Single-Point Solution Costs
Relying on single-point onboarding solutions comes with costs your business simply can’t afford to overlook. From wasted time chasing client inputs to delays caused by disjointed tools, the "frankenstack" approach can derail timelines, frustrate clients, and eat into your bottom line.
Setuply offers a solution. By consolidating your onboarding processes into a unified platform, you eliminate inefficiencies, reduce manual effort, and provide clients with an effortless, transparent journey from day one.
Say goodbye to the patchwork of tools that slow you down and embrace a smarter, more streamlined solution. With Setuply, you’ll not only save time and resources—you’ll also deliver an onboarding experience that empowers both lasting client relationships and future growth.
Ready to transform your onboarding process? Request a Setuply demo.