The Challenge: Technical Inquiry Overload Slows Client Acquisition

Consultants and coaches often spend 8–12 hours per client manually repeating onboarding, training, and support. Custom documents, repeated calls, and email threads slow delivery and limit the ability to serve more clients at scale.
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How Wizly Helps:

‍Wizly empowers consultants to streamline client delivery by centralizing and transforming scattered knowledge assets—like PowerPoint presentations, PDFs, Google Docs, voice memos, and handwritten notes—into coherent, guided digital experiences known as Collections. Using Wizly’s drag-and-drop interface, consultants can structure these assets into step-by-step learning paths tailored to client goals or program phases. Each Collection can be personalized with branding, custom sections, and multimedia formats.

The real game-changer is the AI Twin: a context-aware assistant trained on your specific content that lives within each Collection. It answers client questions in real time, nudges users to stay on track, and offers relevant content suggestions based on user behavior. It even adjusts responses depending on the module or step the user is in. Consultants also benefit from rich analytics dashboards that surface who accessed what, time spent per section, FAQ frequency, and drop-off trends. This visibility enables continuous optimization of your client journey, leading to higher engagement, faster results, and increased program scalability.
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Features:

Adaptive Learning Paths: Customize learning journeys based on user roles, skill levels, and progress, ensuring each learner receives content that matches their unique needs.

AI-Guided Practice & Support: Incorporate interactive quizzes, scenario-based simulations, and real-time feedback delivered by Wizly’s AI Twin, boosting retention and application.

Manager Dashboards: Monitor progress and engagement through live dashboards. See who’s stuck, who’s excelling, and what content needs revision.

Multi-Format Delivery: Combine video, text, audio, and embedded tasks to increase engagement across different learning preferences.

Seamless Onboarding Integration: Embed learning Collections directly into onboarding flows or HR platforms to eliminate friction and accelerate ramp-up time.

Modular SOP Architecture: Organize SOPs into clear, department-specific workflows that can be updated or restructured without redoing the entire playbook. This allows both leadership and team members to access just what they need—no more endless scrolling through PDFs.

Smart Tagging & Role-Based Access: Use auto-tagging and filters to surface the most relevant SOPs based on user role, function, or search intent. Eliminate information overload and ensure employees always find the right process.

Voice-Enabled Search & Quick Navigation: Wizly’s voice-powered search allows users to instantly locate steps, definitions, or how-to videos, dramatically improving speed and reducing friction.

AI-Powered Clarification & Support: The AI Twin provides step-level support and contextual clarification. Users can ask questions at any point, and the AI Twin delivers specific answers, definitions, and guidance from within your SOP content.

Embedded Accountability: Include step completion checkboxes, time-tracking prompts, and update notifications to increase adoption, reduce errors, and ensure compliance with operational standards.

Centralized Content Ingestion: Upload and tag materials from Google Drive, Dropbox, PDFs, slide decks, and voice notes into structured, modular Collections that are easy to navigate and update.

Step-by-Step Modularization: Design guided journeys that organize content across text, video, audio, and interactive tasks. Clients progress through these modules at their own pace with clear milestones.

AI-Powered Client Assistance: Wizly’s AI Twin serves as a 24/7 assistant that answers client questions, offers relevant content suggestions, and nudges users forward based on behavior and context.

Data-Driven Engagement Insights: Access analytics dashboards that reveal time spent per module, question trends, content drop-off points, and repeat engagements, allowing you to continuously improve your program’s effectiveness and personalization.

Case Study:

Consultant Tanya was spending 3+ hours per client manually walking through onboarding slides, repeating the same FAQs, and emailing follow-up resources. She used Wizly to upload all of her onboarding materials—including videos, checklists, templates, and strategy guides—into a structured, step-by-step Collection.

She then trained her Wizly AI Twin to handle the 20 most common onboarding questions, provide explanations around key concepts, and nudge clients to complete each module.Clients accessed everything via a single link and could interact with the AI Twin at any point, reducing the need for live calls. As a result, Tanya cut her onboarding time to just 30 minutes per client, reclaimed over 20 hours per month, and saw her client satisfaction score jump from 7.8 to 9.4 out of 10. She now uses the same Collection across her entire client base, updating it monthly based on real-time engagement data from Wizly.
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