How to Generate Client Onboarding Kits for Service-based Businesses

HOWTO

Onboard clients smoothly — Use Summrly’s AI to create topic-based welcome kits for every service

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

Start Every Client Relationship Strong—Generate Onboarding Kits in Minutes

You deliver great service, but client onboarding is messy. Most agencies or consultants use scattered emails or PDFs—leading to confusion and slow starts. What if you could generate a complete, branded client onboarding kit—in minutes? With Summrly, you don’t need to compile or write. Just enter your service, and AI generates a full kit: welcome letter, timeline, deliverables, FAQs, and next steps—so clients feel confident from Day One.

Why a Content-First Website Solves This

Poor onboarding hurts trust and retention. Summrly starts with your service as the topic and generates content-first kits that set clear expectations. This means faster kickoffs, fewer questions, and stronger client relationships—all without manual assembly.

Step-by-Step Guide

Create Your First Topic: Enter your service (e.g., “branding package”) as your foundation.
Set Up Your Content Focus: Choose client type: new, retainer, or high-touch.
Add Keywords: Include terms like “project timeline,” “deliverables,” “brand questionnaire,” or “next steps.”
Brand Details: Add your tone, team names, and key milestones (e.g., “Logo draft by Friday”).
Complete Setup: Export as PDF, Notion page, or send via client portal.

Enter your service below to generate your first client onboarding kit instantly. Impress clients from the start—without the prep work.

Case Study: 12 Clients, 79% Faster Kickoff in 6 Weeks

A branding agency used Summrly to generate onboarding kits for 12 clients. Average kickoff time dropped from 5 days to 11 hours. Clients said, “I knew exactly what to expect.” One kit was shared by a client as an example of “how onboarding should work.”

FAQs

Q? Can I customize kits for different service tiers?
A. Yes. Generate variations for basic, premium, or enterprise clients.
Q? Will the kit include timelines and deliverables?
A. Yes. Clear schedule, milestones, and what’s included.
Q? Can I add contracts or questionnaires?
A. Yes. Insert links to Calendly, Typeform, or DocuSign after generation.
Q? How fast can I generate 20+ onboarding kits?
A. Under 4 hours. Each takes under 10 minutes to customize.
Q? Can this work for coaches, consultants, or freelancers?
A. Yes. Perfect for any service-based business.

Don’t let disorganized onboarding hurt your reputation. With Summrly, you can generate polished, professional client kits—so every relationship starts strong and runs smoothly.

Enter your service now and generate your first onboarding kit in minutes.