How to Systemize My Client Onboarding Process With Automated Emails?

Deliver a seamless experience — Create a topic-based website with Summrly and automate your client onboarding emails to welcome, educate, and prepare new customers

Welcome

Get started with Summrly

Create Your First Topic

Set up your content focus

Add Keywords

Optimize for search engines

Brand Details

Tell us about your business

Complete Setup

Start creating content

Get Started with Summrly

Let's get you set up with your first content topic. This will only take a few minutes.

What to Expect

We'll guide you through 5 simple steps to create your first content topic:

Choose a topic - The main subject you want to create content about
Add keywords - Terms your audience searches for
Set brand details - Tell us about your business
Select template - Choose your content layout
Start creating - Generate your first content

Brand Details & Template

Tell us about your business and choose a content template

Why this matters

This information helps us tailor the content to your brand's voice and style. We'll use it to:

Match your brand's tone and personality
Incorporate your unique value propositions
Reference your products/services naturally
Maintain consistency across all content

Brand Name*

Website URL We'll use this to understand your existing content

Contact Email*

AI API Key Leave blank to use our default key

Preferred Content Tone*

Tone Preview:

Our professional tone creates content that is polished, well-researched, and authoritative while maintaining clarity and precision in communication.

Select Template

Choose a layout for your content

Published on: | Author: Summrly Team

How to Automate Your Client Onboarding Emails

Are you manually sending welcome emails, instructions, and resources to every new client? That’s time-consuming and inconsistent. With Summrly, you can automate a professional onboarding sequence that sends the right messages at the right time — so clients feel supported from day one.

Why a Conten