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.
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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.