Winning the Client Lifecycle: Operational Strategies for Scale and Retention
September 17, 2025
Case Study Theater 1 - Expo Hall
Case Study Session
Join us for a behind-the-scenes look at how Inova, a leader in payroll and HR solutions, redefined its client success model by partnering with Setuply. This session unpacks how Inova broke free from legacy processes, eliminated onboarding drag, and built a high-velocity delivery engine that scales with client growth. Learn how integrated automation, data-driven insights, and seamless collaboration aren't just streamlining onboarding — they’re reshaping the future of client lifecycle management for competitive advantage.
Session Type
Case Study Session
Topic
Strategic Workforce Technology
Learning Objective 1
Uncover the pivotal process shifts that empowered Inova to double client capacity without doubling resources.
Learning Objective 2
See how automation, visibility, and real-time collaboration accelerated onboarding and boosted client loyalty.
Learning Objective 3
Explore scalable strategies for turning onboarding from a cost center into a catalyst for growth and retention.
Access Type
Expo OR Conference Pass