How a GTM Consultant Turned Her Playbook into a Scalable Product
- Priya Jain, a B2B Go-To-Market strategist, used Wizly Methodology Collections to reduce delivery time by 70%, triple her client base, and generate passive income—all while preserving her proprietary frameworks.
- Repetition, Burnout, and Revenue Limits
- Over 8 years, Priya had built a high-impact, repeatable GTM methodology serving SaaS, EdTech, and agency clients. While her frameworks were effective, the delivery model was time-intensive and unscalable:
1. Every client onboarding consumed 10–15 hours across calls, emails, and slides
2. Templates and strategy documents were shared manually and often misused
3. Even clients with similar needs required content tweaks, consuming billable hours
Despite rising demand, Priya's solo consulting model hit a ceiling. She needed consulting automation tools that preserved her value while freeing her calendar.
Turning Her Playbook Into a Wizly Methodology Collection
- Wizly enabled Priya to create a digital twin of her consulting process. She productized her GTM playbook using an AI-powered personal assistant that clients could interact with on demand.
- How She Built It:
Framework Design: Structured her methodology into six modules covering:
1. Market Segmentation & ICP
2. Persona and Pain Point Mapping
3. Value Proposition & Messaging Audit
4. Channel and Campaign Strategy
5. Launch Execution Plan
6. Metrics & Feedback Loops
Knowledge Base Upload:
1. Slide decks, case studies, and reusable assets
2. Industry benchmarks and anonymized client success stories
AI Twin Setup: The platform’s AI consulting assistant answered client queries, provided context-aware guidance, and mimicked Priya’s coaching tone.
Vertical Customization: Repurposed the base Collection for three verticals (SaaS, B2B Agencies, Marketplaces) with unique messaging.
Access Control: Implemented IP protection with file restrictions, smart licensing, and download limitations.
- Business Outcomes
1. +80% revenue from passive Collection sales in just 4 months
2. 70% reduction in delivery time per client
3. 3x client capacity, from 4 to 12 active projects/month
4. +40% lead conversion via embedded preview Collection on her site
→ Want to scale like Priya?
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Also Read
* Turning PDFs into Profit: How a Market Researcher Created an Evergreen Intelligence Product
* From Calls to Collections: How a Fractional CTO Built a Self-Service Advisory Hub
* How an OKR Coach Grew Her Client Base by 2.5x with a Digital Collection
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