How a SaaS Strategist Transformed Static Reports into a Scalable, AI-Powered Research Product
- Discover how Jonathan turned his B2B SaaS landscape research into a living, interactive product that clients return to week after week.
- Build an AI-powered knowledge base that scales your expertise, improves client engagement, and unlocks recurring revenue.
- Insights Getting Lost and Undervalued
Jonathan, a B2B SaaS expert and independent consultant, had built a strong following among startup founders, product leaders, and VCs. However, despite the quality of his insights and initial traction:
1. His PDF-based reports were downloaded once and rarely revisited
2. There was no way to track which sections resonated most with his audience
3. His email-based delivery lacked interactive elements and version control
4. His monetization was limited to one-time payments
5. Clients often asked follow-up questions that weren’t covered in the original report
6. He found himself repeatedly customizing content and explaining the same insights over calls
Jonathan needed a smarter, scalable solution—a way to productize his IP while maintaining the depth and personal value his clients had come to expect.
- Packaging Research into a Wizly Research Collection
Using Wizly’s Consulting Automation Platform, Jonathan transformed his static reports into a living, searchable, interactive knowledge base.
- How She Built It:
1. Structured the Knowledge Journey
Jonathan divided his 2024 B2B SaaS Intelligence Report into five digestible modules, each designed for focused exploration:
* Market Dynamics & Emerging Trends: Macroeconomic factors, GTM shifts, and emerging patterns across B2B categories
* Competitive Landscape Visualization: Interactive infographics highlighting relative positioning, growth metrics, and innovation vectors
* Benchmarking Metrics: Deep dives into ARR, CAC, NRR, and retention benchmarks across segments and company stages
* Segment-Specific Deep Dives: Focused analyses on vertical SaaS, PLG companies, and DevTool platforms
* Forward-Looking Investment Signals: Insights for investors, including early trend signals and under-the-radar bets
2. Layered Media Format
* Uploaded PDF versions with deep linking and embedded links
* Included original visual frameworks, proprietary scorecards, and quadrant analyses
* Recorded 5-minute voice explainers per section to personalize the walkthrough experience
* Added contextual tags and interlinking for seamless navigation
3. AI Twin Deployment
* Trained the AI Twin on report text and audio
* Answered dynamic, specific queries such as:
* “What are the emerging PLG trends in healthcare SaaS?”
* “Summarize CAC benchmarks for Seed vs Series A companies in Vertical SaaS.”
4. Smart Monetization Design
* Set pricing at $295/year for individual licenses
* Built multi-seat enterprise licensing tiers for client teams (10, 25, 50 users)
* Enabled quarterly update triggers tied to product refreshes and macro shifts
Business Outcomes
1. 41% of clients revisited their Collections at least 3x per month, significantly increasing the lifetime engagement per report
2. 7 enterprise clients upgraded to team licenses, expanding revenue streams
3. Client onboarding time reduced by 60%, as many users arrived pre-educated
4. Improved upsell opportunities by embedding Calls-to-Action and Consultation Booking links inside the Collection
→ Want to turn your research into a living product?
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