Coaching at Scale Without Losing Depth

Meet David, a Leadership Coach
David had spent more than a decade delivering a highly regarded 8-week executive coaching program focused on helping mid-level and senior leaders improve team dynamics, decision-making, and self-awareness.

The program delivered tangible leadership growth, but David found himself trapped in a cycle of repetition. He was facilitating live sessions, sending weekly reminders, answering questions via email, and chasing accountability check-ins.

Clients loved the content, but the delivery model wasn’t scalable. He knew he could help more leaders if he could extend his reach, without diluting his high-touch, personalized style.
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David used Wizly to build a coaching experience that could live beyond the one-to-one model:

1. Create 8 structured modules covering leadership principles, practical exercises, and mindset shifts

2. Embed worksheets, reflection prompts, and short recorded coaching insights

3. Train an AI assistant to act as a digital co-coach, guiding clients based on their stage in the program

4. Configure personalized nudges, weekly check-ins, and dynamic answers to questions like, “How do I build trust on my team?” or “What’s the best way to apply this model at work?”

Clients interacted with the collection as if David were still coaching them live. The AI assistant, trained to reflect his coaching tone and style, provided tailored guidance, clarified concepts from the modules, and proactively recommended exercises based on where the client was in their journey.

Whether it was a question about giving feedback, preparing for a difficult conversation, or reflecting on leadership styles, the assistant responded with contextual advice and supportive nudges. This dynamic interaction enabled clients to sustain momentum between sessions, reinforced their learning, and made the program feel highly personalized, all without additional effort from David.

1. Tripled client capacity within 2 months

2. Maintained a 92% completion rate

3. Clients felt more empowered and self-driven

4. Earned $14,000 in passive revenue in the first quarter
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David's Wizly Collection delivered structure, interactivity, and automation through a custom-trained AI assistant that faithfully mirrored his coaching voice and methodology.

This digital co-coach provided real-time support, answered nuanced leadership queries, and nudged clients toward reflection exercises precisely when they needed encouragement.

More importantly, the assistant helped clients navigate the program without getting stuck, offering tailored advice like, “Refer to Module 3’s trust-building framework for that challenge,” or, “This sounds like a good time to complete the 'Difficult Conversations' worksheet.”

By blending AI-powered interactivity with David’s proven content, Wizly extended his presence beyond scheduled calls while preserving his personalized coaching experience at scale.