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
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By engaging with "The Wize Ones," community members will not only expand their reach but also contribute to a thriving ecosystem where knowledge is valued and shared effectively.

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