AI chief of staff for agencies

Hey Teo helps agencies reduce delivery chaos with repeatable workflows for communication, scheduling, and billing.

How this helps

No technical knowledge required: no coding, no complex setup, and no operations playbook needed.

Agencies often lose margin in coordination work. Hey Teo helps centralize repeatable operations so account teams can focus on client strategy and execution.

Standardize client update workflows across accounts.
Reduce handoff errors between sales and delivery.
Track billing status and overdue reminders.
Keep project context searchable and reusable.

How to implement

1
Map account workflows
Define recurring tasks from kickoff to reporting.
2
Set role-based rules
Assign approval layers for client-facing and financial actions.
3
Run weekly ops reviews
Use one queue to catch delays before they become escalations.

Frequently asked questions

Can this work for multiple client accounts?

Yes. You can separate workflows and rules by account or segment.

Will it replace project management software?

No. It coordinates actions across tools you already run.

Can leadership keep visibility?

Yes. Teams can review pending actions, blockers, and completed follow-ups in one flow.

Agency Client Communication Rhythm: Reduce Escalations and Scope Creep
Standardize agency client updates, handoffs, and billing follow-ups with a weekly communication rhythm—no coding or ops playbook required.

Explore more guides

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