Make Your Research Evergreen, Interactive, and Always-On

How Jonathan turned his high-value SaaS insights into a living, searchable product that clients could explore, query, and rely on—powered by AI and built to scale.
  • Turning Static Reports into a Living Product

    Meet Jonathan, a SaaS Industry Analyst.

    Jonathan built a loyal following in the startup and VC community for his quarterly deep-dive reports on the SaaS landscape. Each PDF he published contained rich benchmarks, sector forecasts, and data-driven insights, but once downloaded, they were quickly forgotten.

    Clients praised his work but rarely revisited it. Jonathan couldn’t track what sections they found useful, and support queries kept rolling in despite the answers already being in his content.

    He needed a way to bring his research to life, keeping it interactive, monetizable, and always accessible, without redoing the work every time a new question came in.
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  • The Problem
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  • * Once Jonathan’s reports were shared as PDFs, they became static and locked. Making even minor updates meant issuing entirely new versions—a time-consuming process that fragmented insights across files. As a result, clients often referenced outdated versions or missed the most current data altogether.

    * Jonathan had no visibility into which sections of his reports were most useful to clients. He couldn’t tell whether readers were more engaged with sector benchmarks, growth forecasts, or competitive analysis. This lack of insight made it impossible to prioritize updates, refine his research focus, or demonstrate ROI to clients, turning valuable data into a black box after it was delivered.

    * Despite Jonathan's best efforts to present comprehensive insights in his reports, clients frequently reached out with questions that were already addressed, simply because they couldn’t easily locate the answers. Whether it was a chart buried deep in a PDF or a nuance in the methodology section, valuable information was often overlooked. This led to repeated clarification calls and emails, draining his time and diminishing the efficiency of his delivery model.

    * Revenue was fixed and transactional
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    The Solution: Wizly Collections
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  • Jonathan built:

    1. A Research Collection structured by sector and trend

    2. Uploads of PDFs, interactive charts, and voice explanations

    3. An AI assistant trained to act as a virtual research analyst, capable of referencing key findings across multiple documents, breaking down complex methodologies in plain language, and guiding users to the most relevant sections based on their specific queries. Whether clients asked about trends, data sources, or implications, the assistant responded instantly with targeted, contextual insights.

    4. Monthly access pricing at $79/user

    Clients used the AI assistant to ask questions like, “What’s the trend in SaaS sales cycles for Series A companies?” or “Where can I find the churn benchmark?” Instead of digging through lengthy reports, they could interact directly with the assistant, which surfaced the most relevant insights instantly, complete with links to charts, summary explanations, and related sections.

    The experience felt conversational, contextual, and remarkably efficient, transforming Jonathan’s once-static PDFs into a dynamic, searchable intelligence hub that clients kept coming back to.

    1. Increased client retention by 3x

    2. Grew recurring revenue by 40%

    3. AI handled 60% of recurring client questions

    4. Clients reported better usage of insights across teams
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  • Why It Worked?
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    Wizly transformed Jonathan’s research into a dynamic, AI-assisted knowledge product that clients could engage with anytime.

    His AI assistant acted like a virtual analyst, fielding questions such as, “How has ARR growth changed since last year?” or “What trends are affecting Series B funding?” and surfacing the right data, charts, or commentary.

    Instead of flipping through static PDFs, clients could interactively query the content, get instant contextual insights, and navigate directly to what mattered most.

    This not only extended the shelf-life of his reports but also made Jonathan’s expertise feel constantly present, without requiring his real-time input.
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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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