Transform Client Deliverables into Branded, Retainable Intelligence Collections
- Context & Challenge:
Agencies spend hours building custom insights for clients—but deliverables come as PDFs or decks that go stale, get lost, or never get tracked. This limits perceived value and makes renewals harder to justify.
- Transformation with Wizly
- A market intelligence team at a top-tier agency started delivering branded Insight Collections instead of one-off decks. These included annotated charts, voice briefings, and AI-driven Q&A. Within 6 months, this shift generated $300,000+ in annualized retainer revenue and 6 multi-year extensions.
How they created it:
- 1. Client-Specific Dashboards: Built branded hubs by industry (Retail, Pharma, Fintech) and priority metrics
2. Embedded Narratives: Added video explainers, slides, and strategic frameworks
3. AI Personalization: Trained the AI to address questions like “What threats are emerging in the LATAM retail space?”
4. Licensing & Retainers: Structured quarterly billing and renewal-linked usage analytics
- How Clients Used It:
1. Queried AI 2,000+ times for briefing insights and investment scenarios
2. Referred to voice-annotated slides in board-level strategy sessions
3. Integrated links into internal wikis and OKR planning docs
Features Leveraged:
1. Quarterly refresh scheduling and update alerts
2. AI-trained content recommendation engine
3. Usage-based billing triggers and license reports
4. Dynamic access controls by team or department
Results:
1. $300,000+ in new retainer revenue in 6 months
2. 6 enterprise clients signed multi-year Collection extensions
3. 3X increase in client-side document reuse
4. 94% CSAT across mid-year account reviews - → Turn Every Report Into a Client Intelligence Product
Get Started Now!
- → Turn Every Report Into a Client Intelligence Product
Join a Dynamic, Decentralized, and Scalable Knowledge Ecosystem with Wizly.
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.
Why Become a Wize One?
As a guest or host, you'll gain exposure and build your brand, while also contributing to a growing body of knowledge that can help others succeed.
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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