Trupeer’s Client Onboarding Tool helps businesses create professional onboarding guides from videos in minutes. Whether you’re onboarding new clients, explaining services, or demonstrating processes, our AI-powered platform automatically generates structured guides that are clear, accurate, and user-friendly.

By analyzing your video content, Trupeer’s AI identifies key steps and organizes them into a seamless onboarding experience. Visuals and voiceovers further enhance understanding, making it easier for clients to learn your processes and start working with you immediately.

Save time spent creating manuals and answering repetitive questions, Trupeer automates the process, allowing you to focus on building relationships. Customize your onboarding guides by editing steps, adding your branding, or tailoring content to specific client needs. Trupeer ensures every client receives a smooth, engaging, and informative onboarding experience.

Use Cases for Client Onboarding Tool

1. Service-Based Businesses
   Create onboarding guides that walk clients through service offerings, setup processes, and workflows, improving client satisfaction and reducing confusion.

2. SaaS Platforms
   Help clients get started with software by providing clear, step-by-step setup guides enhanced with visuals and voiceovers.

3. Consulting Firms
   Provide clients with structured onboarding guides that explain engagement processes, expectations, and deliverables, ensuring clarity from day one.

4. Agencies
   Streamline onboarding for new clients by providing interactive guides that explain project scopes, communication tools, and workflows.

5. Financial & Legal Services
   Help clients understand procedures, documents, and compliance requirements through structured onboarding materials that boost trust and transparency.

6. Customer Success Teams
   Reduce onboarding time and improve client experience by sharing customized guides that answer frequently asked questions and explain key processes.