Scaling Beyond the Hourly Model
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Meet Priya, a Strategic Advisor
After 12 years in strategy consulting, Priya had built a reputation for her structured 5-step transformation framework. While her clients saw immense value, Priya was stuck delivering the same process in live sessions, over and over again. Her calendar was full, her income was capped, and burnout was creeping in.
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To solve her delivery bottlenecks, Priya turned to Wizly to productize her 5-step framework into an AI-supported knowledge product. She uploaded her core materials—slides, checklists, templates—and structured them into a guided collection that clients could follow on their own timeline.

The breakthrough came when she trained her AI assistant to deliver her expertise with context and nuance.

Clients could now ask specific questions like, "What tools should I use in Phase 3 for stakeholder engagement?" or "How do I adjust this for a remote team?"—and receive personalized, context-aware answers in her own tone of voice.

The assistant also recommended relevant documents, summarized key takeaways, and flagged critical steps in the implementation path.

Priya configured access to her collection for a 6-month window and priced it at $349, aligning value with expected outcomes. Her AI twin handled 80% of queries, dramatically reducing onboarding time and support calls.

Clients felt empowered to implement without constant handholding, and Priya reclaimed her time while expanding her revenue.

David used Wizly to transform his coaching program into a dynamic, self-paced experience that could scale without compromising quality.

He structured his program into eight cohesive modules covering leadership fundamentals, mindset shifts, and actionable strategies. Each module included interactive elements—worksheets, self-reflection tools, and short coaching videos—that created a rich learning environment. But the game-changer was his AI assistant.

David trained it to replicate his tone, decision logic, and coaching philosophy. Clients could interact with the assistant as they moved through the program, asking questions like, “How do I manage a conflict with a peer?” or “What’s the next step after this exercise?”

The AI not only answered in context but also linked users to the most relevant module, resource, or tool. It even offered encouragement when a user appeared stuck, keeping them motivated and on track.

David also configured weekly nudges and milestone reminders, making the experience feel personal and guided, even when he wasn’t directly involved. The AI assistant helped clients feel supported every step of the way, driving deeper engagement, better outcomes, and significantly reducing David’s time spent on repetitive support.

Using Wizly, Priya:

1. Transformed her 5-step process into a guided knowledge collection

2. Uploaded slides, tools, and explainer videos

3. Trained an AI assistant to handle FAQs and guide clients in her tone and style

4. Configured the assistant to recommend documents and explain how to apply them in real-world scenarios

5. Set access to 6 months with a $349 price tag

Clients could ask the AI assistant things like “How do I adapt this framework to a remote team?” or “Which tool should I use for Phase 3?”—and get personalized, contextual responses 24/7. This interactive support gave clients more confidence in implementation, without needing real-time input from Priya.

1. Cut onboarding time by 70%

2. Added $6,200 in monthly recurring revenue

3. Clients stayed more engaged with self-paced materials

4. Her AI twin handled 80% of common queries
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With Wizly, Priya gained a digital twin that didn’t just replicate her knowledge—it extended her presence.

Her AI assistant spoke in her tone, navigated clients through her five-step framework, and answered nuanced questions with confidence.

Combined with monetization tools and robust analytics, she turned her consulting practice into a scalable knowledge product, retaining her quality of service while multiplying her reach and revenue potential.
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