D11 | Setuply Demo | Improve Profitability with Seamless Client Onboarding

  • Room: Demo Theater 1
  • Session Number: D11
Wednesday, October 11, 2023: 4:30 PM - 5:30 PM

Speaker(s)

Speaker
Kelly Blackledge
Product Manager
Setuply, Inc.
Speaker
Katie Curran
Solutions Engineer
Setuply, Inc.
Session Manager
Rachel Lyubovitzky
CEO
Setuply, Inc.

Description

Setuply is a client onboarding automation platform that transforms new clients into brand champions with cutting-edge onboarding experiences. We provide the right tools to prioritize resources, standardize and expedite processes, improve client engagement, and drive profitability for B2B solution providers.

Track(s)

Learning Objectives

- Explore onboarding success fundamentals: metrics, processes, and tools.
- Learn how to leverage onboarding automation to improve team capacity, client engagement, onboarding repeatability and scale.
- Learn best practices to achieve revenue recognition and profitability.

Handout(s)

  • Vendor Demo