How to Create a Client Onboarding Process With Automated Content

Onboard Clients Smoothly with AI-Powered Content — Create a topic-based website with Summrly and generate automated onboarding sequences that guide clients from hello to happy

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

Your Clients Are Confused After Saying Yes — Let’s Fix That

If your new clients don’t know what to expect after signing up, they’ll feel lost — and that leads to frustration or refunds. With Summrly, you enter your service, and AI generates a full onboarding content sequence — welcome emails, setup guides, and checklists — so clients feel supported from day one.

Why a Content-First Website Solves This

Most onboarding is reactive: answering questions as they come. But when you build a content-first website, your onboarding is proactive. Summrly uses AI to generate automated content that anticipates client needs, explains next steps, and reduces hand-holding — so you deliver a seamless experience at scale.

Step-by-Step: Build an Automated Onboarding System in Minutes

Create Your First Topic – Enter your service (e.g., “brand strategy for consultants”) and let Summrly map the client journey.
Set Up Your Content Focus – Choose “client onboarding” mode to generate welcome sequences and setup guides.
Add Keywords – Include phrases like “what to expect in brand strategy” or “client onboarding checklist” to match real concerns.
Brand Details – Set your tone (welcoming, clear, professional) so clients feel at ease.
Complete Setup – Launch AI-generated emails, PDFs, and in-app messages that guide clients step by step.

Enter your topic below and let AI create an onboarding process that delights clients — no writing, no gaps, just smooth starts.

Real Results in 4 Weeks

Lena, a brand strategist, used Summrly to automate her onboarding emails and setup content. In 4 weeks, client satisfaction rose to 97%, and her team saved 6+ hours per client — because everything was explained upfront.

Frequently Asked Questions

Q? Does Summrly generate full onboarding email sequences?
Yes — including welcome messages, setup instructions, and milestone check-ins.
Q? Can I customize the timing or content of each message?
Yes — adjust send times, add personal touches, or insert your tools.
Q? Will this work for digital or in-person services?
Yes — effective for coaches, consultants, agencies, and SaaS onboarding.
Q? Can I connect it to my email tool?
Absolutely. Works with Mailchimp, ConvertKit, and more for automated delivery.
Q? Does it reduce pre-start questions?
Yes — clear onboarding content cuts repetitive “What’s next?” messages by up to 80%.

Great service starts the moment someone says “yes.” With Summrly, you’re not scrambling to onboard. You’re delivering a smooth, professional experience from hello.

Enter your topic now and build an onboarding system that wows — fast, smart, and scalable.