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Setuply Blog

Building lasting partnerships starts with a seamless client management experience—enhancing satisfaction, streamlining operations, and maximizing long-term value

May 9, 2023 12:58:14 PM3 min read

What Keeps Onboarding Reps Up At Night: Results From Our Surveys

At Setuply, we're dedicated to helping organizations improve their new client onboarding processes ...

Jan 19, 2023 11:00:00 AM6 min read

6 Main Reasons Project Management Doesn't Work for Client Onboarding

According to McKinsey & Company, the average onboarding process for a new corporate client can ...

Dec 8, 2022 10:35:00 AM4 min read

What Else is Wrong with Spreadsheet-Driven Client Onboarding

Onboarding teams often get stuck in a never-ending hamster wheel of data entry, dealing with dozens ...

Nov 10, 2022 10:00:00 AM4 min read

Get Ahead of Onboarding Scope Creep

Client onboarding is a critical piece of the puzzle for any software vendor or service provider ...

Aug 18, 2022 3:33:00 PM5 min read

Onboarding Using Spreadsheets Doesn't Scale

"I can't see my clients anymore, and all my tasks are missing!!!! Who reformatted the onboarding ...