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Setuply Introduces Product-Led Growth Offering to Empower Client Driven Onboarding Experiences

11-19-24
Portsmouth, NH

Portsmouth, NH, November 19, 2024 - Setuply, Inc., a leader in AI-powered client onboarding and lifecycle management automation, is excited to announce the launch of its new Product-Led Growth (PLG) offering, now available as a free trial. This approach provides companies immediate access to key solution features, enabling them to experience the platform’s capabilities firsthand. This offering allows businesses to explore how Setuply can streamline their onboarding processes and enhance client experiences.

What the Setuply PLG Version Offers

Setuply’s self-service model provides users with their own dedicated Setuply space to start creating projects, explore the built-in case management system, and invite team members and clients to collaborate. Users can experience the core functionality of the platform, including:

  • Project Creation: Set up projects with defined timelines, task assignments, file attachments, and project stakeholders. Collaborate via email communications and track project progress with real-time updates.
  • Project Templates: Templatize projects with standard timelines, task instructions, and assignments to streamline future work.
  • Data Forms: Create electronic forms for project stakeholders to seamlessly collect and manage essential data.
  • Reporting Features: Access detailed reports for project tracking, task tracking, client engagement, and more.
  • Case Management: Set up and manage cases (or "tickets") with predefined workflows to resolve client issues efficiently.

While the free trial provides significant functionality, users can unlock additional capabilities, such as configurable workflows, deeper data staging capabilities, invoicing, and more, by contacting the Setuply sales team.

The Impact on Your Business and Client Experience

The Setuply’s PLG empowers businesses to explore Setuply's capabilities, providing a preview of how the platform can streamline their processes and enhance the client experience.

“We recognize the importance of delivering faster results and empowering clients to take control of their own journey, especially during the client onboarding process,” said Kelly Blackledge, Head of Product at Setuply. “This new offering reflects our continued commitment to providing the solutions that enable our customers to deliver exceptional experiences, ensuring their clients can accelerate value realization from their investments.

By offering a feature-rich PLG offering, Setuply highlights its commitment to delivering scalable and effective onboarding solutions that align with companies’ growth strategies and client needs.

About Setuply

Setuply provides a comprehensive AI-powered platform for B2B solution providers seeking complete control over client onboarding and lifecycle management experience. With Setuply’s global B2B SaaS, enterprise solution providers can drive long-term success by making the client implementation process more predictable, ensuring client satisfaction while safeguarding their data, and finding more time to focus on growth and profitability.

Headquartered in Portsmouth, NH, Setuply combines industry experience and technology expertise to build advanced, scalable solutions. For more information, please visit Setuply’s website or connect with us via LinkedIn, X, or Instagram.

MEDIA CONTACT

Setuply, Inc.

www.setuply.com

media@setuply.com