From Chaos to a Repeatable GTM Engine

Meet Leila, a Fractional COO
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Leila specialized in helping early-stage startups build operational infrastructure and launch go-to-market systems. Her insights were razor-sharp, but her process was manual and unscalable.

For each new engagement, she recreated onboarding docs from scratch, fielded frantic founder questions over midnight emails, and spent valuable hours customizing checklists that only slightly varied.

Each project was high-touch, high-effort, and inconsistent. She knew her IP had more value—if only she could deliver it systematically, with less reliance on live involvement.
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Leila used Wizly to:

1. Build a GTM Collection with SOPs, audits, and playbooks

2. Organize her assets into a 6-stage client flow

3. Set up an AI assistant trained to act as an operational guide—capable of answering onboarding questions in real time, walking clients through SOPs step-by-step, and offering personalized support when they hit a snag in implementation. The assistant could clarify procedures, suggest next actions based on the client's current stage, and even link them to the right tools or templates—all without Leila needing to step in. This gave startups a sense of autonomy while ensuring they stayed on track and aligned with her process.

4. Configure smart prompts to guide startup founders step-by-step. For example, when a client asked, "What’s the next action after the Launch Checklist?" the AI assistant would point them directly to the 'Sales Kickoff Timeline' with a contextual explanation. If they asked, "How do I assign pipeline stages?" the assistant surfaced the CRM SOP, highlighted key criteria, and even recommended tools based on their startup’s size. These tailored responses created a seamless experience, eliminating confusion and accelerating client progress without the need for live support.

5. Sell the toolkit at $699 or bundle it with services

Her AI assistant served as an operations navigator, acting like a virtual project manager embedded in each client’s journey. It proactively answered setup questions, linked to the right documents or templates, and provided actionable guidance in context. Whether clients asked about next steps, encountered a technical gap, or needed help interpreting an SOP, the assistant responded immediately with clear, structured support. This not only accelerated progress but gave clients the confidence to implement faster with fewer delays, while freeing Leila from endless troubleshooting calls.

1. Doubled her monthly client load

2. Clients launched faster with fewer support needs

3. $11,000+ in digital product sales in 3 months

4. Reduced operational stress by 60%, as the AI assistant took over day-to-day queries, ensured clients followed structured workflows, and significantly cut down the number of reactive calls and urgent email threads.
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Wizly helped Leila transform her bespoke consulting services into a structured, AI-powered productized offering. By embedding her knowledge into a guided collection and training an AI assistant to interact with clients in real-time, she no longer needed to manage every detail manually.

Clients received consistent, tailored guidance whenever they needed it, improving outcomes while allowing Leila to serve more clients at scale without adding hours to her workload.

The result?

A smarter, more scalable business model built on automation, accessibility, and client empowerment.