The Challenge:
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Your agency has invested time and effort into building a proven methodology for delivering results—but onboarding every new client manually consumes hours of senior team bandwidth. Training often requires multiple live calls, slide walkthroughs, and back-and-forth emails to ensure clients understand your process. This adds friction, reduces profitability, and delays time-to-value. According to recent service agency benchmarks, onboarding consumes up to 20–30% of total project hours, and 68% of agency owners say inefficient onboarding affects client retention. Without a scalable, self-serve onboarding mechanism, your agency risks slower growth and diminishing margins.
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The Solution:

Transform your agency's methodology into a branded, client-facing Wizly Collection that delivers structured, on-demand onboarding. Begin by organizing your key service stages—discovery, planning, execution, and reporting—into clearly labeled modules. For example:

Discovery & Kickoff Module: Explains what data clients need to share, how timelines are structured, and introduces your team.

Strategy Blueprint Module: Walks through your campaign or funnel frameworks with annotated visuals and strategic rationale.

Execution Playbook: Includes SOPs, workflows, and videos showing how assets are built, reviewed, and launched.

Reporting & Optimization: Features dashboards, KPIs definitions, and how clients can interpret results or make adjustments.

Each module is enhanced by your AI Twin, trained on your agency’s process to answer questions 24/7 and provide helpful nudges. This format allows your team to reduce onboarding hours by up to 80%, while giving clients a more consistent, confidence-building experience. Agencies using this approach have improved onboarding satisfaction by 35% and increased their ability to scale client intake by 3x.

Client Interaction:
Your clients engage with your Wizly Collection from the moment onboarding begins.

Here’s how they benefit:

Explore your method through guided modules: Clients move step-by-step through your process—understanding timelines, responsibilities, and your agency's unique value at each stage.

Pre-learn key concepts before meetings: Founders, CMOs, or stakeholders absorb your frameworks via walkthroughs, videos, and checklists. This reduces live meeting time and ensures everyone is aligned.

Ask questions to your branded AI Twin: Clients can ask questions about deliverables, timelines, or methodology details at any time—your AI Twin responds instantly with consistent, context-aware guidance.

Onboard new stakeholders easily: When new team members join a project mid-way, they can self-educate using the same modules—ensuring continuity without repeating onboarding calls.

Track comprehension and flag issues: Wizly dashboards show who’s completed which modules, highlight FAQs, and help your team address confusion early—before it slows down the project.

Outcomes:

Reduced onboarding time by 80%

Improved client satisfaction scores

Added $2k/month in subscription access