A step-by-step framework to turn your know-how into a productized Collection that generates leads, sales, and impact, long after the Zoom call ends.

 In this detailed guide, we walk you through the exact 10-step framework that hundreds of top-tier consultants, coaches, and domain experts have followed to create evergreen knowledge products on Wizly, products that not only deliver exceptional value to clients but also generate recurring revenue with minimal ongoing effort.

Step 1: Identify Your Core IP – Start with the expertise you’re known for. Whether it’s a signature framework, repeatable process, or a unique methodology, identify the intellectual property that delivers consistent results for your clients.

Step 2: Map the Journey – Break down your IP into a step-by-step experience. Think about what your audience needs to learn, understand, or do at each phase. Use this to form the structure of your Collection.

Step 3: Gather Assets – Bring together your most valuable content, presentations, PDFs, templates, Loom videos, frameworks, assessments, and tools. Wizly supports all major formats and links them together intelligently.

Step 4: Add AI-Powered Guidance – This is where Wizly shines. Layer your Collection with conversational prompts and structured Q&A pathways that guide users through your methodology. The AI ensures personalized, contextual responses.

Step 5: Design Your Brand Experience – Add your logo, tone of voice, and branded visuals. Make your Collection feel like an extension of your practice—one that reflects your professionalism and personality.

Step 6: Set Up Monetization – Decide how you want to sell or share your Collection. You can offer it for free as a lead magnet, charge a one-time fee, create a subscription model, or even license it to enterprises.

Step 7: Run a Beta – Before going live, test your Collection with a small group of users. Gather feedback, refine content, and adjust the AI flows to improve clarity and engagement.

Step 8: Integrate Tools – Plug in Stripe for payments, Calendly for booking, or Zapier for workflows. Wizly makes it easy to connect your Collection to your existing tech stack.

Step 9: Launch and Promote – Share your Collection with your email list, social followers, and website visitors. Use storytelling to show how it solves real problems for your target audience.

Step 10: Track and Optimize – Use Wizly’s built-in analytics to see what content gets the most engagement, where users drop off, and which AI responses drive conversions. Use this data to improve your Collection over time.

Why This Works:

The average course completion rate online is just 12%, but Collections with structured flows see over 45% usage retention after the first month. Plus, consultants report reducing repetitive onboarding time by 60% by automating their processes in a Collection.

‍Outcome:
With this 10-step process, you’ll move from scattered documents and unscalable delivery to a productized asset that teaches, sells, and supports, without you being on call. It’s your next-level digital practice.