Setuply, Inc.

10/23/2025

The best client feedback is intentional.

By tying surveys to pivotal moments, like onboarding or renewals, you can ask sharper, more relevant questions: How prepared do clients feel? Are outcomes matching expectations? What can make the next phase even better?

These conversations turn feedback into strategy, improving collaboration, consistency, and client retention. https://hubs.li/Q03MB04L0

10/14/2025

Stronger systems mean stronger outcomes.

This fall, Setuply is bringing AI-powered insights, smarter collaboration, and centralized knowledge together to help teams deliver with ease and for clients to feel the difference.

See what's coming: https://hubs.li/Q03M4bPm0

10/09/2025

Onboarding World 2025 reminded us just how far the industry has come and how much potential still lies ahead.

From AI-powered efficiency to human-centered engagement, this year’s event explored what it takes to create connected, scalable, and truly valuable client experiences.

Relive the energy and key insights that are shaping the industry: https://hubs.li/Q03MXnfq0

Discover the top themes from Onboarding World 2025, from delivering client value and leveraging AI to creating connected, human-centered onboarding experiences.

10/08/2025

Ever feel like your tech stack resembles your streaming subscriptions—overlapping, underused, and auto-renewing?

In her latest Forbes article, Setuply CEO Rachel Lyubovitzky explores why it’s time for companies to take a hard look at their technology ecosystems.

From redundant tools to disconnected client workflows, Rachel breaks down how system sprawl drains profitability—and how strategic consolidation brings focus, security, and scale.

Read the full piece here: https://hubs.li/Q03MnzV30

Streamlining your tech stack can save time and money, and significantly boost client satisfaction.

10/07/2025

For B2E Solutions, every onboarding and enrollment season is a chance to deliver more value to clients.

With Setuply, the team gained real-time visibility, standardized workflows, and seamless collaboration, keeping clients informed and empowered at every step.

Discover how B2E elevated its processes and outcomes: https://hubs.li/Q03Mys1b0

10/03/2025

Constant urgency signals more than dedication. It's a sign that systems need support.

By rethinking how work gets done, leaders can replace “burn mode” with confident, steady progress that strengthens client relationships.

Explore how Setuply helps: https://hubs.li/Q03LZ91t0

Burnout signals broken systems, not commitment. See how smarter workflows and AI-powered visibility help teams stay engaged, resilient, and client-focused.

10/02/2025

Onboarding World rolls into Day 2! Yesterday we saw powerful conversations, fresh strategies, and a whole lot of connection across the onboarding community. Today’s sessions continue that momentum. Don’t miss your chance to join in!

You can still register and jump in: https://hubs.li/Q03LHlr00

10/01/2025

Onboarding World 2025 kicks off today! Two days of insights, conversations, and strategies to shape the future of onboarding and client success, all happening virtually.

There’s still time to join us (yes, even today!). Register now and be part of the experience: https://hubs.li/Q03LHjBt0

09/30/2025

Rachel Lyubovitzky, CEO of Setuply, has always believed onboarding is the foundation of long-term client success. What once felt fragmented and reactive is now becoming intelligent, connected, and client-centric—powered by innovation and AI.

Onboarding World 2025 is where that transformation comes to life. Hear Rachel’s perspective and join the movement shaping the future of onboarding.

👉 Save your spot now: https://hubs.li/Q03LtH_z0

09/29/2025

Melissa Duggan, Media Relations at Setuply, has seen firsthand how onboarding conversations are evolving. What was once viewed as a “handoff step” is now recognized as a competitive edge, impacting retention, expansion, and long-term client value.

In her featured speaker video, Melissa shares why she’s excited to bring the onboarding community together at Onboarding World 2025, what she hopes attendees will take away, and how the event highlights the real impact onboarding has on client success.

👉 Don’t miss your chance to be part of the conversation. Register now: https://hubs.li/Q03Lqk-y0

09/29/2025

At HR Tech 2025, we shared a powerful case study with Jake Norrholm, Director of Implementation at Alliance Human Capital Management to show how onboarding can be transformed into a true driver of efficiency and client satisfaction.

By centralizing delivery in Setuply, AllianceHCM accelerated onboarding by 80%, using real-time dashboards for visibility, CRM integration for seamless handoffs, and tools that empower both their teams and clients.

Curious what your organization’s success story could look like? Book a demo with our team and see how Setuply can help you scale with confidence: https://hubs.li/Q03LnXFr0

09/26/2025

What does the future of onboarding look like? Emilia D’Anzica of ESCX has a few ideas.

From evolving client expectations to the impact of automation, Emilia explains why onboarding is more critical than ever and how companies can rise to the challenge. Plus, hear her unexpected hobby that helps her recharge and bring fresh focus to her work.

Don’t miss her insights at Onboarding World 2025. Register today: https://hubs.li/Q03L7pCQ0