Teo LogoHey Teo

Persona guide

AI chief of staff for coaches

Hey Teo helps coaches handle onboarding, scheduling, and client follow-ups without adding an operations hire.

How this helps

Coaching businesses often hit growth bottlenecks in admin, not delivery. Hey Teo supports client operations so your coaching time stays focused and consistent.

  • Coordinate onboarding and intake tasks for new clients.
  • Send timely reminders and reduce no-shows.
  • Track client context between sessions.
  • Keep post-session follow-up workflows consistent.

How to implement

  1. 1

    Map your client journey

    Define onboarding, scheduling, check-ins, and offboarding milestones.

  2. 2

    Configure reminders and follow-ups

    Set communication cadence so each client gets the right messages at the right time.

  3. 3

    Approve and monitor

    Review actions from one channel and adjust workflows as your coaching offer evolves.

Frequently asked questions

Will this work for one-on-one and group coaching?

Yes. You can configure separate workflows for individual clients and group programs.

Can Hey Teo help reduce no-shows?

Yes. Automated reminders and follow-up sequences help improve attendance and engagement.

Do I need to change my current tools?

No. Hey Teo is designed to sit on top of your current communication and scheduling stack.