The Problem:

‍Consultants often build incredible one-off resources—custom playbooks, strategy templates, onboarding guides—but after a project ends, those assets sit unused. Meanwhile, demand for your time keeps growing, and you hit a ceiling on billable hours.
‍

The Solution:

‍Instead of letting your valuable resources go unused or scattered, Wizly empowers you to transform them into a portfolio of evergreen, interactive Collections. These Collections serve as digital assets that can be licensed, sold, or embedded within your service offerings—creating passive income streams while reinforcing your brand’s authority.

With Wizly, you can create a portfolio of evergreen, AI-supported Collections. Think of each Collection as a digital asset that delivers value repeatedly—without live involvement. From GTM roadmaps to hiring checklists to customer onboarding paths, everything you’ve built can be repackaged and monetized. You can license these assets, bundle them into tiered offerings, or use them to qualify new clients at scale.

How It Works:

‍Wizly gives you an intuitive, step-by-step workflow to turn scattered intellectual property into a structured portfolio of monetizable Collections:

‍Upload your reusable resources: Bring in all your high-value content—PDFs, decks, videos, templates, and more—from platforms like Google Drive, Notion, or Airtable.

Organize using drag-and-drop modules: Use Wizly’s visual builder to structure your content into clear, modular learning journeys or operational workflows.

Train your AI Twin: Feed your AI Twin with context so it can respond to client questions using your exact tone, logic, and materials—24/7.

Gate access with flexible controls: Monetize your Collections by setting up pricing tiers, lead capture forms, or invite-only access links.

Track engagement and outcomes: View who’s using your content, how they’re interacting with it, and where they’re getting stuck—enabling you to optimize content or follow up strategically.

This system turns your one-time consulting assets into evergreen digital products that scale your income and client reach—without increasing your workload. Your reusable resources (PDFs, decks, audios, templates). Build structured flows using Wizly’s drag-and-drop interface.

Train your AI Twin to interact with users, provide guidance, and answer questions.

Gate your Collections with pricing, lead forms, or private links.

Monitor usage, conversions, and engagement.

Consultant Example:

‍Customer success consultant Riya had developed a proprietary playbook over several years working with SaaS companies, but most of her time was still spent on 1:1 onboarding and manual follow-ups. She realized she needed a way to scale her expertise without increasing hours.With Wizly, Riya converted her client retention methodology into a 3-part Collection:

‍Module 1: Onboarding for Success—Included videos, CRM templates, and step-by-step checklists.

Module 2: Renewal Forecasting—Featured live dashboards and embedded financial modeling tools.

Module 3: Churn Reduction Strategies—Offered diagnostic assessments and interactive action plans.

She trained her AI Twin to answer common client questions on NPS, product engagement triggers, and success planning strategies offloading hours of repeat explanations.

Riya licensed her Collection to three SaaS startups at $2,000/quarter. In six months, she earned over $30,000 from this single asset, slashed early-stage training by 80%, and qualified inbound leads by offering a preview module in exchange for emails. success consultant Riya turned her client retention playbook into a 3-part Wizly Collection.

She built modules for onboarding success, renewal forecasting, and churn reduction—with embedded checklists, videos, and CRM templates. She licensed it to three SaaS startups at $2,000/quarter.

In six months, her Wizly portfolio generated over $30,000, helped qualify inbound leads, and replaced 80% of her early-stage training calls with self-serve access.