Setuply Taps PMI Certification to Sharpen Post-Sale Client Journeys

In an industry where onboarding delays and clunky implementations derail client trust, Setuply, Inc. just took a significant step forward: it’s now a certified partner of the Project Management Institute (PMI).

The move aligns Setuply’s AI-powered Client Management Experience (CMX) platform with the gold standard in project management. And it’s more than just a badge. It equips Setuply’s users—especially client success, onboarding, and implementation professionals—with PMI-aligned training that delivers both practical skills and Professional Development Units (PDUs) toward globally recognized certifications.

Why It Matters

Setuply has been quietly carving out its niche by solving a messy, often overlooked problem: the chaos that ensues after a deal closes. From implementation delays to fragmented communication, post-sale journeys can get rocky fast. That’s where Setuply comes in—with structured, transparent, and collaborative solutions for B2B teams navigating onboarding, managed services, and client success operations.

Now, as a PMI-certified partner, Setuply brings an added layer of professional development and credibility to the table—an especially attractive proposition as companies demand more cross-functional expertise and project rigor from client-facing teams.

“By aligning our learning resources to PMI standards, we’re helping professionals gain actionable knowledge and advance their careers,” said Kristin Maguire, Project Manager at Setuply. “This isn't just about credentials—it’s about real-world impact.”

A Strategic Advantage for B2B Teams

The partnership deepens Setuply’s value prop at a critical time. As customer expectations rise and post-sale complexity escalates, businesses are realizing that implementation and retention success is as much about skilled people as it is about smart platforms.

With PMI backing, Setuply is now positioned as not just a technology provider, but a strategic enabler of professional growth—a dual benefit for B2B companies focused on long-term client value.

For companies managing intricate post-sale workflows, Setuply now offers both the software and the skillset to make onboarding and customer success truly client-centric.

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