Avoid Onboarding Pitfalls for Lasting Client Success

Get ahead of common challenges with this guide.

Without the right processes in place, onboarding can quickly spiral into an overwhelming experience that leaves clients frustrated, disengaged, or confused.

In this guide, we reveal five frequent onboarding missteps that companies encounter—and provide actionable solutions to keep your clients feeling supported and confident from day one.

You'll learn how to replace onboarding headaches with streamlined, structured processes that pave the way for strong, lasting partnerships:

✓ Break down onboarding into easy-to-digest steps
✓ Set up clear handoff protocols between teams
✓ Equip clients for change with champion-led initiatives
✓ Prevent data migration issues with automation tools
✓ Keep clients engaged with timely updates

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of customers consider onboarding important in whether they make the decision to buy in the first place. Make seamless onboarding a reason they choose you.

of customers say they would abandon a product or service within the first month if the onboarding process was poor. Create an experience that drives loyalty starting on day one.

of B2B customers feel fully engaged with their new providers during the onboarding process. Move the needle in the right direction with tools that inform and empower customers.

of customers say a great onboarding experience increases their long-term loyalty to a company. Set the foundation for lasting relationships.

Transform the Client Onboarding Journey

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.

Coray Grove

Chief Revenue Officer, Inova

“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.”

Alice Hinton

Human Resources Product Manager, Innovative Business Solutions

“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.”

Josh Robinson

CEO, CheckmateHCM

“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.”

Purpose-Built for Client Onboarding and Client Success

Power Up Every Aspect of Onboarding with Our All-In-One Platform

Client Impact Control Center

Client Impact Control Center
ScaleUp Onboarding Engine
Secure Data Management
Professional Services Automation
Case Management

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Client Impact Control Center

Put your clients in the driver’s seat.

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.

ScaleUp Onboarding Engine

Go beyond traditional project management.

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.

Secure Data Management

Put an end to client data management struggles.

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.

Professional Services Automation

Give your team tools to reach their full potential.

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.

Case Management

Eliminate scattered client requests.

Streamline communications with your clients. Setuply's centralized case management solution allows all stakeholders to collaborate effectively, ensuring clients are consistently informed. With real-time visibility, automated workflows, and standardized processes, teams can easily manage follow-ups, resolve issues quickly, and maintain thorough records for future reference. This enhances team efficiency and fuels continuous improvement by tracking key metrics like case length and workload.