Teo LogoHey Teo

Persona guide

AI chief of staff for agencies

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

How this helps

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. 1

    Map account workflows

    Define recurring tasks from kickoff to reporting.

  2. 2

    Set role-based rules

    Assign approval layers for client-facing and financial actions.

  3. 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.