How to Create a Collection Step-by-Step
- From Expert to Digital Creator
Creating a Collection on Wizly isn't just about uploading files—it's about designing an experience. Whether you're looking to monetize your frameworks, educate clients asynchronously, or scale your training, this step-by-step process walks you through how to build your first Collection strategically and successfully.
- Step 1: Click “Create Collection”
Log in to your Wizly dashboard and select the "Create Collection" button. This launches the setup wizard, guiding you through each decision point.
Step 2: Add a Clear, Compelling Title
Choose a title that balances clarity and marketing appeal. Focus on the outcome, not just the content. Examples:
"Leadership Acceleration Toolkit"
"Product Marketing Playbook for SaaS Startups"
"The DEI Readiness Audit System"
Step 3: Write a Value-Driven Description
This is your elevator pitch. Your description should explain:What the Collection covers
Who it's for
Why it's valuable
What outcomes the user can expect
How to best navigate the material
Step 4: Configure Your AI Assistant
One of Wizly’s key differentiators is the AI assistant. Configure it to:Explain your framework in plain terms
Answer FAQs based on your documents
Guide users through step-by-step usage
Match your brand’s tone and style
Tip: Add starter prompts like "Brief me on this Collection" or "Where do I start?"
Step 5: Define Your Audience
Select who will access this Collection:
Clients: For external, paid access
Teams: Internal training and documentation
Private: For your own use or staging
Custom: For communities, cohorts, or alumni groups
Step 6: Set Access Duration
Decide how long users will have access:
Limited (e.g., 3, 6, or 12 months):
Great for evolving content
Lifetime: Best for evergreen or foundational topics
Pro tip: Use limited access to create urgency or drive renewals.
Step 7: Choose a Pricing Strategy
Determine value-based pricing based on:Transformation promised
Implementation-readiness
Exclusivity and niche value
Common ranges:$150–$300 for toolkits or trainings
$400–$750 for end-to-end frameworks
$1,000+ for premium research or bundled services
Optional: Add discounts or promo codes for early adopters.
Step 8: Connect Your Payment System
Use Wizly's built-in Stripe integration to accept payments directly. For enterprise or bulk access, you can configure invoice-based billing or package the Collection within broader consulting retainers.
Step 9: Customize Your URL
Make your Collection easily shareable and brand-aligned:Use a short, descriptive slug (e.g., wizly.com/yourname/pm-toolkit)
Match with your website or newsletter language
Use for direct sales, social media, and email campaigns
Step 10: Upload and Organize Your Content
Structure your content to create flow, clarity, and action:
Modules or sections with progressive learning stages
Templates and checklists users can immediately apply
Worksheets to reinforce learning
Orientation material on how to use the Collection effectively
Use Wizly’s document settings to:Tag files for assistant reference
Hide background files not meant for direct viewing
Enable AI visibility without overwhelming users
Bonus: Use Analytics to Refine Over Time
After publishing, monitor:User queries and assistant feedback
Which resources are most/least used
Drop-off points in the Collection flow
Use this data to:Update content
Improve instructions
Create future collections based on gaps and demand
Conclusion: Build Once, Deliver Forever
A well-structured Collection is more than a resource—it’s an automated, branded experience that delivers results at scale. Wizly enables you to build it once and let your expertise work around the clock. With the right structure, pricing, and assistant configuration, your first Collection can unlock a new stream of income and influence.Follow the full guide to publish your first Collection today.
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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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