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Setuply Releases Certification Program to Empower Users with Expertise in Client Onboarding and Lifecycle Management

10-22-24
Portsmouth, NH

Portsmouth, NH, October 22, 2024 - Setuply, Inc., a leader in AI-powered client onboarding and lifecycle management automation, is excited to announce its Certification Program, designed to equip users with the knowledge and skills to master the Setuply platform. This multi-tier program enables users to gain deeper insights into Setuply’s capabilities, optimizing how teams manage client onboarding and lifecycle management processes.

The Setuply Certification Program provides users with comprehensive training across three levels—Introductory, Foundations, and Advanced—each tailored to meet the specific needs of users based on their role within the organization. From beginners to power users, the Certification Program allows participants to take full advantage of Setuply’s platform, unlocking greater efficiencies and enhancing project management capabilities.

What the Certification Program Offers

Setuply’s Certification Program aims to transform participants into proficient users of its client onboarding platform. Through detailed instructions, video guides, and hands-on exercises, participants will:

  • Learn to navigate Setuply’s AI-powered platform with ease, from project management to case management.
  • Earn a credential that highlights their expertise in client onboarding and lifecycle management.
  • Enhance their professional profile and boost job prospects with specialized Setuply Certification.
  • Gain insights into best practices for increasing efficiency and effectiveness using the Setuply platform.

Participants will also receive hands-on guidance for implementing best practices for efficient onboarding processes, creating project templates, managing workflows, and utilizing real-time analytics. Upon completing the program, users will earn a Setuply Certification credential, recognized as an industry-standard badge of expertise.

“Our goal is to empower our users with the knowledge and skills to unlock the full potential of Setuply,” said Kristin Maguire, Onboarding Manager at Setuply, spearheading the Certification Program. “This Certification Program offers a clear, structured path to mastering the tools they need to boost efficiency, enhance their expertise, and drive organizational success and professional growth.”

Setuply’s Certification Program is a significant step in helping businesses optimize their project management processes, accelerate onboarding, and improve revenue recognition. By empowering users to confidently manage the Setuply platform, the Certification ensures that businesses are better equipped to deliver superior onboarding experiences to their clients, which drives customer satisfaction and long-term success.

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