Standardize Your Delivery. Scale Your Retainers. Win Back Your Time.
- Delivering Consistency and Retainers at Scale
Meet Marcus, a Digital Marketing Agency Founder
Marcus led a fast-growing agency delivering SEO, paid advertising, and email marketing services to clients across industries. His team was known for results, but behind the scenes, delivery was inconsistent.
Every new client engagement started from scratch: onboarding checklists lived in scattered files, strategy decks varied by account manager, and internal handovers led to repeated questions and lost time. As client volume increased, Marcus realized he needed a scalable, repeatable system that ensured every client got a consistent experience, regardless of who managed the account.
- The Problem
- 1. Client onboarding was slow, fragmented, and highly manual, taking up hours of back-and-forth emails, repeated walkthroughs of the same tools, and inconsistent handovers between team members. This not only delayed campaign launches but also created early friction that risked client confidence.
2. Because each account manager delivered materials differently—sometimes skipping steps or omitting key tools—clients experienced a lack of continuity and uneven service quality. This inconsistency eroded trust and led to lower retention, as clients questioned the agency’s ability to scale its methods and deliver repeatable results.
3. Too much time spent answering the same setup questions
4. Upsell opportunities often fell through the cracks because clients weren’t consistently introduced to advanced services or tools during onboarding. Incomplete handovers meant that junior account managers rarely had visibility into upsell triggers, and clients lacked awareness of additional offerings, resulting in missed revenue and under-leveraged service capacity.
The Solution: Wizly Collections
- Marcus used Wizly to:
1. Build a standardized, AI-powered client onboarding collection that delivers your agency's best practices, workflows, and resources in a consistent format, ensuring every client receives the same high-quality experience, regardless ofthe account manager.
2. Train AI assistant to provide consistent, real-time answers to common client questions, surface relevant documents and tools, and guide clients through your delivery process—ensuring every inquiry is handled with speed and clarity, regardless of team availability.
3. Organize strategy documentation, campaign planning calendars, and onboarding training videos into structured modules that can be navigated independently by clients, with the support of an AI assistant trained to explain each resource and suggest relevant next steps based on client queries.
4. Offer access as part of a $1,200/month retainer bundle.
- The Results:
1. Cut onboarding time in half by replacing repetitive walkthroughs and fragmented document sharing with an AI-supported, self-guided onboarding experience that clients could complete on their own, with immediate answers to setup questions and real-time access to strategy materials
2. Increased retention rate by 40%
3. Enabled faster onboarding and upskilling for junior team members by giving them access to the same AI-supported onboarding flow as clients, allowing them to understand processes, tools, and campaign strategies through self-paced, guided interactions that mirrored the client experience
Why It Worked? - Wizly brought repeatability, accountability, and scale to Marcus’s agency delivery by standardizing onboarding, embedding AI-powered support across client interactions, and empowering his team with consistent, guided workflows.
Every client received the same high-quality experience, while Marcus’s team spent less time troubleshooting and more time optimizing performance.
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- Wizly brought repeatability, accountability, and scale to Marcus’s agency delivery by standardizing onboarding, embedding AI-powered support across client interactions, and empowering his team with consistent, guided workflows.
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About The Wize Ones Podcast
Through 1-1 or 1-2 interviews and roundtable discussions, community members will share real-life experiences, actionable insights, and expert knowledge to support the growth of Wizly’s ecosystem, empowering users to make better decisions, foster professional development, and drive business success.
This is where experienced professionals share their collective wisdom, ensuring that valuable insights reach those who need them most. This approach not only empowers listeners but also enhances the value and impact of the Wizly platform by driving meaningful knowledge exchange.
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We will take care of providing you with a good framework of topics, take care of all the post-production details, distribution and marketing you on various podcast platforms.
By engaging with "The Wize Ones," community members will not only expand their reach but also contribute to a thriving ecosystem where knowledge is valued and shared effectively.
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