How an OKR Coach Grew Her Client Base by 2.5x with a Digital Collection

  • Discover how Elena Torres packaged her OKR coaching methodology into a $58,000 product that helped clients implement faster—without live sessions.
  • The Problem: Live-Only Coaching, Limited Growth

  • Elena worked with leadership teams to align OKRs and performance tracking. Despite high-impact results, her delivery model was locked to her availability:
    1. Each OKR cycle required 3–5 live coaching sessions

    2. Post-session drop-off meant teams lost momentum

    3. Resources were dispersed across email threads and cloud folders

    4. She was turning away clients due to scheduling constraints
  • Elena needed to monetize her consulting expertise while scaling access to her proven framework.
  • Turning Coaching into a Productized Collection
  • Using Wizly, Elena digitized her coaching system into a structured, AI-powered online advisory platform—available 24/7.
    How She Built It?

    Module Design: A five-part journey from ideation to review:

    1. What Makes a Good OKR

    2. Company-to-Team Alignment

    3. Cross-functional Coordination

    4. OKR Check-ins and Scorecards

    5. End-of-Cycle Reflections

    Knowledge Upload:

    1.
    Recorded insights, customizable templates, OKR playbooks

    2. Implementation calendars and tracking tools

    AI Twin Integration:

    1. Reviewed client-submitted OKRs and suggested improvements

    2. Offered industry-specific OKR examples

    3. Prompted teams with cadence tips and reflection questions

    Tailored Variants: Created separate versions for Tech, Marketing, HR, and Ops teamsBuilt-in

    Feedback Loop: Wizly’s consulting platform enabled progress tracking and in-app surveys for coaching quality measurement.

    Business Outcomes


    1. $58,000 in product revenue in the first quarter

    2. 65% less time spent per client

    3. 2.5x increase in active team deployments

    4. Feedback scores improved, from 4.1 to 4.8

    • →  Want to grow your coaching practice like Elena?

      Build your Methodology Collection and turn your frameworks into scalable revenue.

      Get Started Now!
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