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
Also Read
* Supporting 12 Clients Without Expanding Her Team: A Hiring Consultant’s Growth Story
* Turn Your Playbooks Into Interactive Learning Products
* Make Every Course Feel Like a Live, Personalized Session
* Empower Teams with AI-Powered Learning
→ Want to grow your coaching practice like Elena?
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