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/Q03Mz_rL0 #ClientEngagement #FeedbackLoop #GrowthMindset
Setuply, Inc
Technology, Information and Internet
Portsmouth, NH 2,308 followers
AI-Powered Client Lifecycle Management - Built to Scale Onboarding, Support, and Managed Services
About us
Setuply (2022–2025) was an AI-powered platform built ahead of its time, created to simplify and scale complex client journeys for high-growth organizations. The work, learning, and relationships formed along the way continue to matter deeply. With sincere gratitude to the clients, partners, supporters, and team who believed in the vision and made the journey possible. While this listing remains as a record of that work, Setuply is no longer an operating company — and the ideas, momentum, and ambition behind it continue forward in new ways.
- Industry
- Technology, Information and Internet
- Company size
- 11-50 employees
- Headquarters
- Portsmouth, NH
- Type
- Privately Held
- Founded
- 2022
- Specialties
- Software Technology, Onboarding Automation, Innovation, Implementation, Change Management, Customer Success, AI, Operations, Profitability, Value Recognition, Revenue Recognition, Client Retention, Lifecycle Management, Client Onboarding, Process Efficiency, Revenue Recognition, B2B, SaaS, Project Management, Data Staging, PSA, Client Engagement, Onboarding Team Optimization, KPI, and Invoicing
Products
![Click here to view Setuply, Inc]()
Setuply, Inc
Project Management Software
Setuply offers a cutting-edge, AI-powered, purpose-built automation software platform to accelerate revenue recognition and reduce delivery costs. Our platform transforms client onboarding and lifecycle management into a scalable, efficient, and engaging experience. Our solution intuitively integrates project management, client engagement, PSA, secure data staging, and more into a comprehensive solution that addresses every aspect of client onboarding and lifecycle management. Empower your team to deliver exceptional onboarding experiences, help transform new clients into loyal, long-term brand advocates, and drive sustainable growth.
Locations
-
Primary
Get directions
15 Portwalk Pl
Portsmouth, NH 03801, US
-
Get directions
45 Lafayette Rd, Suite 318
45 Lafayette Rd, Suite 318
North Hampton, NH 03862, US
Employees at Setuply, Inc
Updates
-
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/Q03M45VY0 #ClientManagement #ClientExperience #WorkSmart
-
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/Q03MXjJ60 #OW2025 #ClientOnboarding #ServiceDelivery #PostSale
-
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/Q03Mny5V0 #ForbesTechCouncil #BusinessStrategy #OperationalExcellence #ClientExperience
-
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/Q03MytwG0 #ClientOnboarding #OpenEnrollment #ClientExperience
-
-
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/Q03LZ93n0 #ClientManagement #WorkplaceWellbeing #BurnMode
-
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/Q03LHl3H0 #OnboardingWorld #CustomerExperience #ClientSuccess
-
-
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/Q03LHl1M0 #OnboardingWorld #OW2025 #ClientOnboarding
-
-
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/Q03LtLRY0
-
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/Q03LqvVq0 #OnboardingWorld #OW2025 #ClientSuccess #Onboarding