Teo LogoHey Teo

Persona guide

AI chief of staff for consultants

Hey Teo helps consultants stay consistent on follow-up, scheduling, and billing workflows.

How this helps

Consulting businesses depend on response speed and consistency. Hey Teo helps keep operational tasks from stealing billable hours.

  • Keep prospect and client follow-ups on track.
  • Coordinate scheduling without back-and-forth.
  • Automate recurring prep and recap actions.
  • Support invoice and payment reminder cadence.

How to implement

  1. 1

    Define client lifecycle

    Capture key stages from lead to renewal.

  2. 2

    Set communication templates

    Standardize outreach and recap quality while preserving tone.

  3. 3

    Use daily action queues

    Run quick approvals to close loops without context switching.

Frequently asked questions

Can this help solo consultants?

Yes. It is designed for solo and lean teams first.

Is setup heavy?

No. You start with core workflows and expand over time.

Can I keep manual control?

Yes. You choose where approvals are required.